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191 articles found

  • Getting Started: Documents

    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

  • 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

  • Client Profile Overview

    The Client Profile is your centralized hub for managing client information and actions. It consolidates all stored details and tools you need to deliver personalized care efficiently—all in one

  • 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

  • December 2020: Release Notes

    Platform release notes: December 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

  • 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,

  • 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,

  • 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.

  • 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

  • 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,

  • 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

  • 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

  • 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

  • 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,

  • 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

  • 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

  • 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

  • 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

  • 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 &

  • 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

  • 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

  • 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

  • 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

  • Best Practices for Parent and Sub-Organizations

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

  • 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

  • January 2025: Release Notes

    Platform Release Notes: January 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

  • Full 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

  • 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

  • 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,

  • March 2025: Release Notes

    Platform Release Notes: March 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

  • 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

  • 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

  • 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

  • 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

  • E-Labs Direct for Client Packages

    E-Labs Direct by Healthie allows providers to seamlessly add Quest, LabCorp, and Bioreference lab tests to client packages, offering a convenient cash-pay option for clients to purchase and complete

  • 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

  • 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

  • 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