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216 articles found

  • 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

  • Group Practice: Account Setup Checklist

    This guide is intended for multi-provider practices working alongside our organizations to successfully utilize Healthie.This guide outlines 10 steps to take to help you set up your group practice

  • Quick Profile & Quick Notes

    The Quick Profile within Healthie 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

  • 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

  • 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

  • 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

  • May 2025: Release Notes

    Platform Release Notes: May 2025. 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

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Compare Semi- and Full White-Label

    Healthie’s white label solutions are built to empower health organizations that want their provider and client experience to feel fully custom — without the development lift. Whether you’re looking

  • Parent & Sub-Org Permission Template Guide

    Healthie’s multi-provider capabilities enable organizations to share resources, collaborate across clients, and maintain custom permissions that streamline operations, promote cross-collaboration,

  • 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

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Payments Tab (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

  • Getting Started: Invoices

    Healthie's Invoicing feature allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. IN THIS ARTICLE: When to Use an Invoice How to Create an

  • 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

  • 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

  • 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

  • Getting Started: Enterprise Plan

    Healthie’s HIPAA-compliant web platform & mobile app includes a robust feature set from scheduling, billing, and EHR to telehealth, online programs, client messaging, and more. Organizations can

  • 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

  • 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

  • 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

    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 optimize