Search results for packages

199 articles found

• Using Healthie to Build Your Referral Network

  By building a client referral network, you can connect with other wellness professionals, and start to receive a steady referral of clients. Even having as few as one or two wellness professionals

• Using Healthie Alongside an Existing EHR

  There may be cases in which you are unable to change the EHR system you use within your clinic, hospital, or business. However, you find that your clients would benefit from a comprehensive patient

• 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

• Part 2: Client Engagement on Healthie

  After setting up your Healthie account, you are ready to start working with clients. This guide walks through client-facing features available to you through Healthie, as well as how you can add your

• Zoom: Create and Host a Webinar with Healthie

  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

• Using Healthie for Client Engagement

  Client engagement is centered on providers and clients working together to improve health. A client's greater engagement in healthcare contributes to improved health outcomes. Clients want to be

• 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

• July 2024: Release Notes

  Platform Release Notes: July 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

• (b)(10) Electronic Health Information Export

  This document describes Healthie’s support for ONC §170.315(b)(10) Electronic Health Information export. Per (b)(10) ONC Certification, Healthie supports two types of electronic health information

• 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

• Gift Cards

  You may want to leverage Healthie's Payments System to offer gift cards, or enable a third-party to pay for services rendered. IN THIS ARTICLE: Enable third party to pay for Client's Service Offer

• Appointment Settings: State Licensure Booking Requirements

  Within Healthie, each provider within an organization can have professional licensure details added to their account. Team admins can then update specific appointment types to require clients to

• 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

• Add a Form to an Appointment Type

  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

• Website analytics

  Our growing businesses often ask if we offer the ability to track visits via Google / Facebook / Website to gethealthie.com dedicated pages. This is unfortunately not currently a feature that

• September 2023 Release Notes

  Platform Release Notes: September 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

• Automations & Workflows in Healthie

  Healthie's features help providers save time on the back-end, streamline operations as business scales, and make it easier than ever to build long-term relationships with your clients. You can

• Living Plate Rx Integration FAQs

  Healthie has partnered with Living Plate Rx to enable mutual members to: Distribute and sell Living Plate Rx Meal Plans directly within the Healthie platform Deliver Living Plate Rx Programs to your

• Refunding or Adjusting a Client Payment

  There may be instances in which you'd like to refund a payment for a client, or stop future payments within a recurring Client Package. For example, if a client decides to stop working with you, and

• 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,

• 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

• May 2023: Release Notes

  Platform Release Notes: May 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: Video Calls

  Healthie's video call capabilities enables providers to bring HIPAA-compliant telehealth to their business, for both one-on-one and group calls. Our built-in telehealth feature allows members on all

• Client Onboarding FAQs

  Run through this troubleshooting guide in the case that clients are telling you they are unable to access their Healthie account. IN THIS ARTICLE: Client never activated their account Client is

• Did my client receive the request to complete a form?

  Healthie intuitively (and automatically) sends notifications to your clients, such as email and SMS appointment reminders, appointment confirmations, purchase confirmations, and more. Any sent emails

• Smart Tasks

  Healthie's Tasks feature is a structured "to do list" that enables providers and teams to stay organized and complete important actions. This article contains ways to enable tasks to automatically be

• Restrict Client Access to the Healthie App

  When a client is added to Healthie, whether this is done manually or automatically, they will receive an invitation to create a Healthie login. This login (email address and password) can be used to

• Have Clients Complete a Form or Intake Flow Outside of Healthie

  Healthie enables providers to collect information from clients via electronics forms, both inside the platform and externally. The most common use case is to add forms to an intake flow, which will

• Pre-built Healthie 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 (with scoring

• December 2018: Timezones, client onboarding, and consistent styling!

  Healthie's latest release includes the following updates to the web platform: Timezone handling Enhanced onboarding experience for welcoming clients onto your platform Up next, later this month:

• Coronavirus (COVID-19) & Telehealth

  We wish you and your clients health and safety during this period of uncertainty. We have put together a guide on how you can leverage your Healthie telehealth and client engagement platform to

• Overview: Inviting a client to Healthie

  After setting up your Healthie account, you are ready to start working with clients. This article walks through the process of enabling clients to work with you via Healthie. Clients can access their

• Introduce Healthie to clients with a video

  IN THIS ARTICLE: How to share this video with clients Add video to your "client invite" Embed video on your website or landing page Add video to your "documents" library in Healthie Additional

• Clients Checking in for their Appointment

  After setting up your Healthie account, you are ready to start working with clients. Clients can access their Healthie Client Portal from both the web browser and the mobile app, available for iOS

• Add a "Client Portal" Login to your website

  While most clients tend to access Healthie from the mobile app, there will be instances in which they must log into the web portal to complete intake forms, make payments, or purchase a package. To

• Schedule a Group Session and Track Attendance

  In addition to one-on-one sessions, Healthie's Calendar enables you to schedule group appointments that can host more than one client / additional provider at a time. This is useful if you'd like to

• Message Blast

  Message Blasts allow you to send individual chat messages to multiple clients at once. Clients do not know that you are sending this message to multiple clients, and clients will not see each other's

• Getting Started: Your Free Starter Plan

  Let us help you increase your revenue, while keeping costs low. The Starter Plan is $0/mo to use for a single provider with up to 10 active clients. Access our most popular features - scheduling,

• November 2021: Release Notes

  Platform release notes: November 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

• Internal notifications in Healthie

  There are several areas where you will get internal notifications in Healthie. You'll see your notifications when logged in to your Healthie provider account from both the web browser and the mobile

• Setting up Locations and Rooms

  Healthie's Calendar gives businesses the flexibility needed to run a multi-location, multi-provider organization, with automations built-in to save you time each step of the way. As an added layer 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

• 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

• How Clients Experience Programs

  Programs are designed for your clients to complete independently. The content that you've included in your program will be dripped out at the cadence you've indicated. Your client must use their

• October 2023 Release Notes

  Platform Release Notes: October 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

• February 2024: Release Notes

  Platform Release Notes: February 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

• 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

• Client Initiated a Chargeback (Dispute)

  If your client initiates a chargeback, which means that they are disputing the services received from you, you will need to take action to prove that a charge is valid, or risk having the payment

• July 2021: Release Notes

  Platform release notes: July 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