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  • 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 include

  • Create Recurring Invoices

    Healthie's Invoicing feature allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. At this time, Healthie doesn't support recurring

  • 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

  • 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.

  • Facebook Pixel Tracking and Healthie

    Facebook Pixel tracking can be leveraged through Google Tag Manager. This GTM tracking data can then be added to your instance of Healthie and specifically it is loaded on buying/booking widgets.

  • Cancel Your Healthie Subscription

    Unfortunately, there may be an instance in which you need to cancel your Healthie subscription. If this is the case, here are some of our best practices for protecting you and your client’s

  • Adjust the Date/Time of a Client Payment

    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

  • HSA and FSA Card Payments

    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

  • 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

  • May 2022: Release Notes

    Platform release notes: May 2022. 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

  • 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

  • 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

  • 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, Shipping Costs & Additional Fees

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

  • Invoice Clients for Appointments

    Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services

  • 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

  • Healthie App for iPad

    Healthie's iPad app (available on iOS with the app name Healthie) serves as a companion tool for both providers and clients for on the go communication, food logging, appointment scheduling, and

  • 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

  • Sample Provider Training Schedule

    With any new technology, it will take some training & resources for new team members to setup their accounts and become familiar with the platform. Healthie is here to support your organization as

  • Healthie's API & SDKs

    Healthie is an API-first company and our API product is the same that our own front-end developers use to build our web and mobile apps. Here is an overview of our features available through the API.

  • Adjust Pricing Per Provider for Appointments

    Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services

  • IT Implementation Guide: Healthie

    This guide is intended for IT administration and professionals working alongside our organizations to successfully implement Healthie. This guide outlines technology requirements for successful

  • Adjust Pricing Based on Appointment Duration

    Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services

  • Adjust Pricing Per Client for Appointment Types

    Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services

  • November 2020: Release Notes

    Platform release notes: November 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

  • Payments Dashboard (View past and processing transactions)

    Healthie's payment processing platform is your single-stop solution to track, manage, and collect payments from your clients. You can collect payments for Packages, Programs, products, co-pays,

  • 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

  • Deep dive: Payments Report

    Healthie's Payment Report in particular is helpful for understanding your year-end revenues, processing fees, and other pertinent business information. IN THIS ARTICLE: Leveraging the Payments Report

  • September 2024: Release Notes

    Platform Release Notes: September 2024. 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

  • November 2022: Release Notes

    Platform release notes: November 2022. 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

  • How to run a Corporate Wellness Program with Healthie

    We understand that as a provider, you've excelled in delivering exceptional care to individual clients. Now, you can also use Healthie to leverage your expertise and make a significant impact on a

  • Living Plate Rx and Healthie

    Healthie has partnered with Living Plate Rx to enable mutual members access to LivingPlate Rx Meal Plans and Programs directly within the Healthie platform. This integration provides a seamless

  • Using Healthie in a Clinic or Outpatient Setting

    Healthie enables health and wellness clinics to deliver on-site & virtual counseling to clients, expand scope of services offered, and track healthcare outcomes. Healthie reduces the administrative

  • 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

  • Health Coach Group and Healthie

    Healthie has partnered with the Health Coach Group to enable coaches to run programs directly through Healthie. With your HCG-Healthie membership, programs you have purchased from the Health Coach

  • Collecting Payment for a Couples or Family Session

    Healthie offers a direct integration with Stripe that allows payment processing to happen directly within the platform. Client payment details can be stored within their client profiles, and payments

  • Quick Profile & Quick Notes

    Quick Profile allows you to retrieve relevant information that may be useful as you are charting and / or taking additional actions on a client. This enables you to have important information on a

  • Building Community Programs within Healthie

    Digital programs are an increasingly popular way to add to service offerings, for both prospective and existing clients. Healthie's Programs feature enables you to automatically distribute pre-loaded

  • Deep Dive: Team Member Permissions

    Healthie offers you the ability to customize over 70 permissions and settings for each member of your team (including Support accounts). In this article we run through each permission, and best

  • April 2024: Release Notes

    Platform Release Notes: April 2024. 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

  • Store, Add, or Change a Client's Card on File

    With Healthie, providers can securely and professionally collect client billing details during the onboarding process. Billing information is securely held by Healthie's PCI-compliant processor, and

  • June 2022: Release Notes

    Platform release notes: June 2022. 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

  • Link Bank Account to Receive Payments from Healthie

    Healthie makes it easy to receive payments from clients through the platform, directly to your linked bank account. This enables you to bill for sessions, products, services, and Programs that you

  • Your Provider Dashboard

    Welcome to your Healthie Dashboard! Your Provider Dashboard is the main (Home) screen that you see when logged into your Healthie account. Your dashboard contains important information about your

  • Getting Started: Healthie Calendar

    Healthie's calendar is designed specifically to meet the needs, nuances, and special considerations for a health and wellness business. This overview walks through the fundamentals of setting up your

  • Provider Implementation Guide: Healthie

    Welcome! This guide is intended for Providers working alongside our organizations to successfully utilize Healthie. This guide outlines best practices to help you get started, learn Healthie, and

  • Manage Team Members in Healthie

    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

  • Use Healthie as a CRM Tool for Prospective Clients

    Healthie can be used as a basic CRM (Customer Relationship Management) system, or in conjunction with other, more advanced CRM tools. This article walks through the process of leveraging Healthie as

  • May 2021: Release Notes

    Platform release notes: May 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

  • Automatically Charge Clients for Appointments

    Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services