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  • 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

  • August 2024: Release Notes

    Platform Release Notes: August 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

  • Ways to Save Time Charting in Healthie

    Healthie's charting feature allows you to streamline your charting workflows, saving you time and ensuring proper documentation for your clients. IN THIS ARTICLE: Create Your Custom Charting

  • Getting Started: Intake Flows

    After you have selected intake forms that you'd like clients to complete, you can place these forms into an intake flow. An intake flow is a bundle of forms and agreements that can be automatically

  • January 2024: Release Notes

    Platform Release Notes: January 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Deep Dive: AR Aging Report [Coming Soon]

    The Healthie Reports feature is designed to keep you informed about all clients, appointments, and financial activity within your organization. Our AR Aging Report offers a detailed view into your

  • 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

  • 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

  • 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

  • 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,

  • 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

  • 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

  • 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

  • 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

  • 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:

  • 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

  • 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

  • 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

  • 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

  • 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