Search results for packages

136 articles found

  • Sharing Multiple Client Packages

    Client Packages within Healthie allow you to curate the services you offer and share these with clients. There are multiple ways that you can advertise your package offerings, including on your

  • E-Labs FAQs

    Healthie's E-labs feature enables providers to offer, and clients to purchase, labs directly within the Healthie platform, and fully electronically, to save providers time and the need to navigate to

  • Edit, Delete, Copy or Archive a Package

    Client Packages within Healthie allow you to curate the services you offer and set prices, payment recurrence, associated sessions, groups, and programs. There may be instances in which you need to

  • Getting Started: Client Packages

    Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. You are able to fully customize the services

  • FAQ: Client Packages

    Healthie's Client Packages tool enables you to organize your services and products. You are able to set up one-time and recurring payments for your client packages, as well as bundle Appointment

  • Share resources internally with team members

    Healthie gives your organization the ability to automatically share Documents, Intake and Charting Templates, Programs, and Packages with others on your team, which saves you time distributing

  • Integrating Healthie's Calendar & Billing with your Website

    Calendar and Packages that you create within Healthie can be added directly to your website (or, shared via URL on social media, newsletters, and via QR Code). This enables prospective & current

  • Enabling Clients To Gift Packages

    Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. Learn how to create your package(s) within

  • Sorting & Rearranging Client Packages

    Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. As you add more Client Packages to your provider

  • June 2019: Goals, packages, and more!

    Platform release notes: Summer 2019 Goals: Check out Healthie's Updated Goals Platform! It has been re-designed from the ground up, on both web and mobile (iOS and Android). Capabilities include:

  • FAQs: Card payments through Healthie

    In Healthie, you can charge clients for packages and services. This is done through our integration with Stripe that connects your business bank account to your Healthie account. Our direct

  • Create a QR Code with your packages and sessions

    Using Healthie's Sharing Links for Calendar and Packages, you can create a QR Code which makes it easy for prospective clients to learn about your services, book a session, and/or purchase a package

  • April 2019: Client Packages, Org Permissions, Credit report, UI/UX

    Platform release notes: April 2019 Note: this will be updated throughout the month of April, as we release updates to our platform several times each week.  We have completed the initial groundwork of

  • Getting Started: Client Payments

    Healthie's built-in payment processing system enables you to bill for one-time and recurring needs, that can span services, programs, products, and other offerings that you provide. You are able to

  • Changing Client Package Payments

    In a recurring payment, the client will pay the price you indicated at the frequency set, which will automatically be charged to your client's credit card on file. A single package can only have 1

  • Share a Single Client Package

    Client Packages within Healthie allow you to curate the services you offer and share these with clients. There are multiple ways that you can advertise your package offerings, including on your

  • Create a free appointment and package

    There may be instances in which you'd like to create a Booking Link that is free, in order to offer a free consultation for prospective clients. In this instance, you likely want to make sure they do

  • Inventory Management / Products on Healthie

    Healthie's Inventory Management Feature enables businesses to add products and keep track of items. With this feature, you can: Track your inventory quantity Include Products in client packages for

  • Client Credit system

    Healthie's credits system makes it easy to track how many sessions a client has purchased and has remaining at any given time. In Healthie, one credit equals one session, for a specific appointment

  • Promo codes

    Promo codes enable you to offer discounts (or omit payment entirely) for services that you offer via Healthie. Promo codes are incredibly popular and effective tool for marketing services to

  • Best Practices for Setting Up a Freemium Package in Healthie

    “Freemium” services are becoming an increasingly popular marketing tactic for wellness professionals to grow their client base. They offer potential clients the ability to experience your services or

  • For Organizations: Create URLs / embeds for clients to book with all or specific providers

    Healthie's calendar and package embeds enable you and your team to share custom views of your Organization Calendar and Client Packages. These views can be created as a URL or an embeddable widget,

  • Linking Healthie with social media accounts

    Many Healthie providers are active on social media platforms and find success in these channels as a way to build client relationships, promote their brands & their services, and acquire new clients.

  • Overview of Healthie's Group Practice and Organization Features

    Healthie's multi-provider capabilities enable group practices and organizations to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to

  • Having clients purchase a program

    Tie your Programs with client packages to enable clients to be able to purchase a specific program, and be automatically enrolled. You can then view a client's profile to see which programs they have

  • Subscription Services Within Healthie

    Offering subscription services within your wellness business is a strategic way to generate extra income for services you already provide, simply by bundling them together into a recurring package or

  • Save an Invoice as a Template

    Healthie's Invoicing feature allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. When creating an invoice for a client, providers will

  • Using Healthie outside of US or with non-English speakers

    Healthie is used in over 25 countries today, including in North America, South America, Europe, Asia, and Africa. Healthie is HIPAA, PIPEDA, GDPR, CCPA, FERPA and PCI-compliant and maintains

  • October 2020: Release Notes

    Platform release notes: October 2020. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of

  • Part 1: Getting Started with Healthie

    Welcome to Healthie! We're glad that you're here. To help you get started with your Healthie account, we've organized important resources to learn the Healthie platform and set up your account.

  • March 2019: Client Invite Links, Reports Details, Calendar & Chat updates

    Platform release notes: March 2019 We have completed the first phase of our "Inviting a client" update:  You can give clients a link to sign up to work with you (this has replaced the concept of an "i

  • Lactation Consultants: Healthie Set Up Checklist

    Healthie is used by Lactation Consultants who seek to: Build long-term relationships with their clients, incorporating broader principles of ongoing, supportive, and accountable care into the work

  • April 2021: Release Notes

    Platform release notes: April 2021. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of

  • May 2019: Charting, Billing, and programs

    Platform release notes: May 2019 Note: this will be updated throughout the month of May, as we release updates to our platform several times each week.  Out of pocket payments: We have released the ne

  • January 2021: Release Notes

    Platform release notes: January 2021. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of

  • Set Up Your Healthie Account to Take Insurance

    Having an EHR and telehealth platform that also integrates with insurance billing features reduces billing errors, ensures high reimbursement, and streamlines the overall insurance billing workflow

  • Leveraging Healthie for e-Books & lead magnets

    You may find in your business that you'd like to offer a lead magnet, to help attract potential clients and capture email addresses. Examples of content commonly used for lead magnets: e-Books

  • Create an itemized receipt through Superbill Feature

    There may be an instance that you'd like to use Healthie's Superbill feature to create an itemized receipt for your clients. We recommend taking a look at Invoices to see if it'd be applicable.

  • Eating Disorder Providers: Healthie Set Up Checklist

    Healthie is used by Eating Disorder Dietitians and Clinics who seek to: Build long-term relationships with their clients, incorporating principles of health and wellness into everyday lives Track

  • Google Tag Manager and Healthie

    As part of our web white-label, Healthie can connect with your Google Analytics / Google Tag Manager to help you run analytics on site traffic and conversion. Overview of Google Tag Manager Google

  • Healthie Product Roadmap

    At Healthie, we're committed to equipping health and wellness providers with the best tools to grow their business and build better relationships with clients. We work hard every day to continue

  • Re-opening your office: Checklist & Best Practices

    We look forward to supporting you as you seek to re-open your office and/or transition to a hybrid in-person & virtual business. After releasing our COVID Guide, we have put together a guide on how

  • Deep dive: Payments report

    Healthie's Payments Report makes it easy to understand: How much you have earned (in a given date range) Promo codes popularity and utilization Packages popularity and utilization Segmentations by

  • Q3 2019: Invoices, Client experience, and more!

    Platform release notes: Fall 2019 Note: this will be updated, as we release updates to our platform several times each week. Invoices: Invoices feature allows providers to send invoices to clients

  • Sales Tax & Additional Fees

    At this time, Healthie does not automatically add sales taxes for products or services. Keep this in mind when setting the rate for your packages. Your business attorney or accountant can help you

  • Quick Account Setup Guide

    Welcome to your Healthie provider account! Below you'll find step-by-step instructions for setting up your Healthie provider account. If you’re part of a group practice or organization, please review

  • Client Portal Settings

    When a client is added to Healthie, they receive their access to their secure Client Portal. Their Client Portal allows them to securely work with their wellness provider and to maintain important

  • March 2021: Release Notes

    Platform release notes: March 2021. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of

  • Managing Client Memberships in Programs

    Healthie's Programs Feature enables you to automatically distribute pre-loaded content to clients over a cadence of time. Content may include videos, quizzes, handouts, and surveys. Moreover, the

  • Best Practices for Using Client Groups in Healthie

    Healthie enables you to create client groups in order to organize your clients and to tailor their experience. You can use Healthie groups in a variety of ways to streamline workflows within your