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  • 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

  • February 2025: Release Notes

    Platform Release Notes: February 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

  • Switching to Healthie from another platform

    Welcome to Healthie! We look forward to working with you to helping grow your business and build better relationships with your clients. Healthie's onboarding team is here to help you transition to

  • Assistant Implementation Guide: Healthie

    This guide is intended for Assistants & Billers working alongside our organizations to successfully implement Healthie. This guide outlines calendaring and billing best practices to help you learn

  • Collect & Store Client Billing Details

    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

  • Troubleshooting Guide: Availability

    Healthie's Calendar gives you the power to set your weekly and ad-hoc availability, configure over 35 settings, embed Healthie onto your website, and sync the calendar with other calendars you use in

  • January 2023: Release Notes

    Platform Release Notes: January 2023. 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: Client Groups

    Healthie enables you to create client groups in order to organize your clients and to tailor their experience. Some use-cases for client groups within Healthie: Distributing particular intake forms

  • Admin Layers for Your Account (Sub-Organization Layer)

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

  • Add and remove clients in a program

    Once your program has been created, the next step is to start adding clients. This can be done either manually, by adding existing clients to your program, or automatically, by adding your program to

  • What happens when you invite a client to Healthie

    When you add a client to Healthie, a series of automations occur to save you time and streamline your client onboarding process. Let's walk through the initial set of actions that occur, as well as

  • Having others pay a client invoice

    Healthie's Invoicing Platform allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. While typically a client will pay their own invoice,

  • Active and Archived Clients

    No longer actively working with a client? Remove them from your active client list by archiving them. This will help to keep your clients better organized and limit some functionality for archived

  • June 2020: Care Plans, Referring Providers, and Quick Profile

    Platform release notes: June 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

  • Charge a Copay

    Charging clients for a copay is an extremely common practice for businesses that accept insurance. Every provider employs a different strategy, whether it be charging the client at their appointment,

  • Announcements to Clients in Healthie

    There may be an instance in which you would like to share services, promotions, or offerings with your clients. You may be announcing these features on social media, newsletter lists, and/or in

  • Best practices: Healthie Chat

    Chat can enable you to provide new services to your clients and boost your client engagement and retention rates. It’s 100% HIPAA- and PIPEDA-compliant, so you and your clients can feel safe using

  • Admin Implementation Guide: Healthie

    This guide is intended for Account Administrators (aka, Account Owner, Primary Business Owner) who are setting up Healthie's multi-provider plan. This guide outlines 10 steps to take to help you set

  • Mixpanel and Healthie

    As part of our full web white-label on our Enterprise Plan, Healthie can connect with your Mixpanel account to help you run analytics on actions taken by providers and clients within your platform.

  • Physical Therapists: Healthie Set Up Checklist

    Healthie is used by Physical Therapists who seek to: Build long-term relationships with their clients, incorporating broader principles of preventive health into care with wellness-based groups and

  • Fixed Start and Rolling Start Programs

    When creating a program on Healthie, you have a choice to designate this program as "Fixed Start" or "Rolling Start." This controls how a client can enroll in your program, and what type of

  • Reports by Healthie

    Reports by Healthie: Overview Healthie Reports download as a .CSV file, which can be downloaded to your local drive. Easy to download and organize, Healthie’s Reports make it easy to: Pull client

  • Single Sign-On with Healthie

    As part of our web white-label, Healthie can provide a Single Sign-On (SSO) to help you connect this platform to other software tools that your business uses. Overview of Single Sign-On (SSO) with

  • August 2020: Release Notes

    Platform release notes: August 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

  • Billing Info Form

    Healthie's Billing Info form enables you to request debit or credit card information from clients during their onboarding process, while having information securely stored in their Client Profile.

  • Chiropractors: Healthie Setup Checklist

    Healthie is used by Chiropractors who seek to: Build long-term relationships with their clients, incorporating broader principles of preventive health into care with wellness-based groups and

  • Care Teams

    Healthie's Care Teams feature enables multiple providers within an organization to be associated with a single client. This will allow the client to securely work with multiple healthcare providers,

  • June 2021: Release Notes

    Platform release notes: June 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

  • Suggested Scenarios To Test Via Your Client Account

    In order to prepare for working with your clients on Healthie, we recommend considering all types of scenarios that you may encounter. In addition to adding yourself as a test client in order to

  • Group Practice Onboarding Guide

    Welcome to Healthie—your all-in-one, HIPAA-compliant platform for client charting, telehealth, messaging, billing, and digital programs. This guide is for anyone at a Group Practice - providers,

  • February 2022: Release Notes

    Platform release notes: February 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

  • Share a Link to Your Calendar for Online Booking

    With Healthie, you can create a link (URL) that allows clients to book an appointment directly with you. This is useful, for example, if you: Do not yet have a website for your business Want to send

  • February 2023: Release Notes

    Platform Release Notes: February 2023. 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

  • July 2023: Release Notes

    Platform Release Notes: July 2023. 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

  • Schedule Appointments in Healthie

    Utilizing Healthie's calendar system, there are various ways that client appointments can be booked. Healthie is designed to make the booking process simple for both practitioners, and clients. With

  • Receiving Bank Transfers from Healthie

    In Healthie, you can collect electronic payments from clients for invoices, client packages, and more. This is done through our integration with Stripe that connects your business bank account to

  • Chat on mobile

    Healthie enables you to connect, support, and engage with your clients through the Chat feature. When you log into your provider account on mobile, you will have the same capabilities as you do from

  • Healthie Group Plan versus 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. Designed to scale,

  • March 2024: Release Notes

    Platform Release Notes: March 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

  • June 2024: Release Notes

    Platform Release Notes: June 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

  • July 2022: Release Notes

    Platform release notes: July 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

  • March 2023: Release Notes

    Platform Release Notes: March 2023. 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

  • Mobile White-label

    The mobile white-label enables you to have a company-specific mobile app (iOS and Android) that match Healthie's feature capabilities. Many organizations elect to use Healthie's mobile white label

  • April 2023: Release Notes

    Platform Release Notes: April 2023. 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

  • October 2024 Release Notes

    Platform Release Notes: October 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

  • Electronic Forms Available In Healthie

    Healthie provisions you with a library of templated forms and charting notes, as well as the ability to build your own forms. Healthie's templated default intake and charting forms can be found in

  • April 2022: Release Notes

    Platform release notes: April 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

  • Part 3: Making the most of Healthie

    After setting up your Healthie account, and learning how to engage with Clients on Healthie you can learn to optimize your Healthie workflows for success. Having the right workflows in place helps to