Overview of Healthie Reporting & Analytics

Healthie offers multiple ways for your organization to access and analyze key data — from client engagement to appointment volume to financial performance. Whether you're looking for visual dashboards, downloadable reports, or raw data for BI tools, Healthie's reporting and analytics stack can support your needs.

Below is a breakdown of each option and how they work.

Visualize by Healthie (Previously Reports)

Available on all Paid Plans.

Visualize is your built-in reporting and analytics hub inside Healthie. It includes both interactive dashboards (currently available for Appointments) and filterable report generators (for Cancellations, Payments, and more), with options to download CSVs for offline analysis.

What you can do:

• Filter and view appointment trends in real time
• Access downloadable reports by provider, date range, and more
• Spot high-level operational patterns like busiest days or top appointment types

Dashboards by Healthie

Available on all Paid Plans.

Dashboards provide a quick, visual view of your organization’s performance — such as appointment volume, cancellations, or billing trends. They are designed to help teams get insight at a glance, without having to run reports manually.

Currently, only the Appointments Dashboard includes a full visual interface. Other sections in Visualize (like Payments or Cancellations) rely on downloadable reports, with visual dashboards to come in future updates.

Key points:

• Some reports include an on-screen dashboard view
• Dashboards offer limited filtering today
• Fully customizable dashboards will soon be available as an add-on with Visualize+

Get a deep-dive review of available Healthie Dashboards here.

Bridge by Healthie

Available to Enterprise customers for purchase.

Bridge provides bulk access to Healthie data via an S3 bucket for easy integration into your Data Warehouse or BI tool.

• Benefits:
  • Enables organizations to directly connect to regularly updated bulk data for seamless ingestion into tools like BigQuery, Snowflake, Tableau, or others.
  • Saves developer time by eliminating the need to write custom API calls to query data from Healthie.
• Update Frequency: Initially, the S3 bucket will update every 24 hours rather than in real time.
• Table Coverage: Our initial release includes tables such as users, appointments, encounter notes, and demographics. Over time, additional tables, such as billing and other relevant datasets, will be added.

Get an overview of Bridge by Healthie here.

Visualize+ by Healthie

Will be available to Enterprise customers for purchase.

Healthie is releasing Visualize+ by Healthie, a new no-code data visualization tool that will soon be available as an add-on product. With Visualize+ by Healthie, organizations can save valuable admin time by creating dynamic and customizable reports directly within Healthie.

• Benefits:
  • Embedded BI tool: An embedded business analytics product featuring pre-built views and ability to create dashboards from scratch.
  • No-code tool: Easily create and visualize reports without needing technical expertise.
  • Save admin time: Administrators save time by creating their own dashboards using a user-friendly interface, applying filters and criteria to any data endpoint within Healthie.
  • Customizable reports: Tailor reports to meet your organization’s specific needs and drive decisions.

Get updates on Visualize+ by Healthie, subscribe to our portal card here.