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  • 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

  • Smart Fields to Connect Intake Forms & Charting Templates

    Healthie's intake form and charting template tools contain Smart Fields, which are auto-fill features that connect the intake form responses with Client Profile and Charting Template fields, to

  • Keeping Track of Sent Client Notifications

    To help you save time and resources in your business, Healthie helps to automate back-office tasks. Healthie intuitively (and automatically) sends notifications to your clients, such as email and SMS

  • 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

  • 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,

  • 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,

  • 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

  • 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.

  • Account Admins and Owners in Healthie

    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

  • Appointment Types (Enabling / Disabling Clients to Book)

    Appointment Types are a central part of the Healthie Calendar configuration that allow you to showcase the sessions that you offer to clients. Appointment Types can vary in name, length, location,

  • Getting Started: Group Plan

    Healthie enables clinician-owned, multi-provider practices to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations,

  • Managing a Failed 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. Healthie has user

  • Overview of Healthie Reports

    The Healthie Reports feature is designed to keep you informed about all client, appointment, and financial activity. All reports within the Healthie platform can be run for a single provider, or an

  • 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

  • Zoom: Troubleshooting

    Through Healthie's integration with Zoom, your Zoom video chat sessions and webinars will be launched through the Zoom application. If you are having any issues launching your Zoom call, we recommend

  • 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,

  • 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

  • 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

  • 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

  • Using Healthie as a CRM Tool

    While Healthie has several features that can help you organize, manage, and engage your leads, Healthie is not as robust of a CRM platform as others out there (e.g., Hubspot). This article outlines

  • Add or Remove a Team Member

    Healthie enables organizations with multiple providers, clinicians, team members, and assistants to coordinate with each other to provide collaborative care to clients. There are over 70 settings &

  • Healthie Pricing

    Healthie is a HIPAA-compliant, cloud-based software that offers telehealth, business management, and coaching tools for health and wellness professionals. This article covers a general summary of our

  • Web White-Label

    Healthie's full web white-label offers a branded, customizable web platform for providers and clients. Health tech organizations leverage our web white-label to offer a branded solution while

  • 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

  • Inventory Management / Products on Healthie

    Healthie's Inventory Management Feature enables businesses to add products and keep track of items. The permission of Can add, edit and delete product needs to be enabled in order to see this

  • 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

  • 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

  • Quest Diagnostics Labs for Client Packages

    Healthie enables providers to sell Quest Diagnostics lab orders, via our partnership with Lab Testing API. Ordering is tied to Healthie's Client Packages feature, for clients to seamlessly purchase

  • December 2023: Release Notes

    Platform Release Notes: December 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

  • September 2020: Release Notes

    Platform release notes: September 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

  • Controlled Substances EPCS

    Healthie has rolled out the EPCS integration with DoseSpot as an add-on to our Enterprise level provider plans, which enables clinicians to prescribe controlled substances electronically on behalf 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

  • May 2024: Release Notes

    Platform Release Notes: May 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

  • Getting Started: Emails to clients

    Healthie's platform automates emails to clients, to save providers time on back-office administrative tasks. This article walks through the types of emails available for providers to customize and

  • 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

  • Group Practice Onboarding Guide

    Welcome to Healthie! Your HIPAA-compliant central hub for comprehensive client charting and record-keeping. Beyond documentation, Healthie enables personalized client conversations through chat and

  • Functional Medicine Fast Track (FMFT)

    Healthie has partnered with Function Medicine Fast Track (FMFT) led by Garric Vosloo. Members of the Fast Track Program receive pre-created content from FMFT including Intake Forms, Charting

  • Youtube Video Uploads

    Alternatively to hosting videos within Healthie, videos can be uploaded to an external video hosting site such as Youtube, Loom, or Vimeo. If you plan to add a video to a Healthie Program, please use

  • HubSpot and Healthie

    Healthie makes it easy for providers who use HubSpot as their CRM / Marketing Engine to push information from Healthie into HubSpot. To sign up for Hubspot, click here. To view their Harbor profile,

  • Add logo / image to form

    Healthie's Form Builder enables you to set up the questions that you'd like clients to complete as part of Intake or a Program. You are able to add questions of many formats. You are also able to add

  • Create a Free 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

  • Storing & Hosting a Video

    The Documents feature within Healthie enables providers to store and share educational resources, recipes, meal plans, and industry handouts. Healthie Documents replace the need for you to keep a

  • Share forms with colleagues

    If you've built an intake form, charting template form, or program form, you can easily share it with colleagues for their use in their own Healthie accounts. If you are in the same Healthie account

  • Download a Report of Form Responses

    Healthie enables you to download the raw data that is completed as part of intake forms, charting forms, and program forms. This is a highly flexible feature, useful for business analyses spanning

  • Claim Forms: Accept Assignment - Box 27

    Box 27 is used to indicate that the provider agrees to accept assignment under the terms of the payer’s program. By default, when you create a claim in Healthie, YES is selected for the claim. There

  • Finance Teams: ACH Authorization & Setup

    Healthie has adopted a policy to discontinue the use of paper checks and manual invoicing, to streamline processes for all. As part of this policy, current and prospective Subscribers are encouraged

  • Zoom: Recording Video Calls

    Healthie's direct integration with HIPAA-compliant Zoom comes with several features and capabilities designed to create engaging video calls and webinars. Some of these features are automatically

  • Zoom: Sharing a Local Recording

    Healthie's direct integration with HIPAA-compliant Zoom comes with several features and capabilities designed to create engaging video calls and webinars. Some of these features are automatically

  • Data for an Account Audit or Review

    As part of our security and privacy requirements, and for your business's protection, Healthie keeps detailed audit logs of every action taken within the platform. There may be an instance in which

  • Zoom: Share Video Recordings

    Healthie's integration with Zoom enables providers to conduct HIPAA-compliant group video chats, host webinars, and record sessions to subsequently share with clients. Additionally, other video