Overview: Healthie Reporting & Analytics

Healthie's Reporting & Analytics give administrators and clinicians access to important business information. We offer four products for our customers to leverage:

• Reports by Healthie (Available on all Paid Plans)
  • Healthie's Built-in Reports that can be downloaded into CSV files
  • Enables you to pull key client, appointment, and financial data
  • Can be run for a single provider or your entire organization
  • Some can be run for a specific date range
  • Many reports, apart from being downloadable as a .CSV file, also have an accompanying dashboard view. This allows you to gain insights into your business at a glance. 
• Dashboards by Healthie (Available on all Paid Plans)
  • Dashboards by Healthie enables you to view aggregate data from some of your Reports and view trends within Healthie's UI
  • This allows you to gain insights into your business at a glance. 
  • There are a handful of toggles available on the Dashboard, but dashboards are not fully customizable.
• (Coming soon - H2 2025) Warehouse by Healthie (Available for purchase)
  • Overview: 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: The initial release will include tables such as users, appointments, encounter notes, and demographics. Over time, additional tables, such as billing and other relevant datasets, will be added.

• (Coming soon - H2 2025) Visualize by Healthie (Available for purchase)
  • Overview: 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.

  • Next steps: Available for purchase in phases, starting with Healthie’s Design Launch Partner program.