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  • 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

  • Deep-dive: 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

  • 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

  • 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

  • June 2019: Goals, packages, and more!

    Platform release notes: Summer 2019 Goals: Check out Healthie's Updated Goals Platform! It has been re-designed from the ground up, on both web and mobile (iOS and Android). Capabilities include:

  • 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

  • November 2020: Release Notes

    Platform release notes: November 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

  • Add a Contact to a Client's Account to Receive Notifications

    When working with family members, you may want to add a family member to a client's account as a contact. This will allow the family member to receive email notifications (such as appointment

  • Scheduling a Chat Message

    There may be times in which you'd like to schedule a chat message to be delivered at a specified time in the future, and draft it in advance of that time. Instances may include: You'd like to "plan

  • Archive and Unarchive a Form or Charting Template

    Keep your Forms Library organized by archiving any forms that you no longer actively us. You can retrieve and activate an archived form at any time. Archive a Form If there are intake forms, program

  • Provider examples - introductory video for clients

    Some providers will incorporate an introductory video that clients receive when they first sign up with them through the online portal. These videos are customized to the specific needs of your

  • May 2020: Charting v2, Calendar, and GoogleFit

    Platform release notes: May 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

  • Claim Forms: Client Insurance - Box 4, 6, 7, 9, 11

    In order to submit a claim properly to insurance, the client's insurance information details must be properly rendered on the claim form. To select an insurance payer while completing the CMS 1500,

  • View Multiple Chart Notes at Once

    Healthie's charting feature allows providers to take notes on clients during or after a session, build customizable charting templates, and share chart notes with other providers via HIPAA-compliant

  • Overview: Healthie Reporting & Analytics

    Healthie's Reporting & Analytics give administrators and clinicians access to important business information. We offer four products for our customers to leverage: Reports by Healthie (Available on

  • March 2022: Release Notes

    Platform release notes: March 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

  • Healthie Video Calls: Chart and Chat During a Video Call

    Healthie is designed with your workflows in mind, including the need to view past charting notes, important client information, and create new chart notes, all during your call. We believe you should

  • Client Allergies, Sensitivities, and Food Preferences

    Healthie enables wellness professionals to quickly document and review client allergies, food sensitivities, food intolerances, and food preferences. This client information is easily accessible so

  • 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

  • Group conversations (Community Chat)

    Healthie allows you to set up community chats (group conversations) for clients - these may be clients within a group, program you are offering, or as a general specialty need (e.g., similar health

  • E-Rx: Reporting Access

    Healthie offers a E-Rx integration with Dosespot as an add-on to your Healthie plan, which enables clinical providers to prescribe medications electronically on behalf of their patients. Here is an

  • Getting Started: The Harbor by Healthie (fka Marketplace)

    The Harbor is our over-arching name to describe the multiple types of integrations available with Healthie's electronic health record and patient engagement platform. At Healthie, our two primary

  • Disable Chat

    Healthie's Chat Feature enables providers to securely message and communicate with clients, from within the web platform, and through the mobile app. With Healthie's chat feature, you can message

  • 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

  • December 2021: Release Notes

    Platform release notes: December 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

  • Sharing Post Session Notes with Clients

    Quality healthcare outcomes depend upon patients’ adherence to recommended treatment regimens. Sharing your treatment recommendations with patients in a format that is accessible and digestible can

  • Create Recurring Intake Forms for Clients to Complete

    There may be an instance in which you would like to have client(s) fill out the same intake form more than once, but have this capability live outside of a Program that you offer. Reasons for this

  • 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

  • January 2022: Release Notes

    Platform release notes: January 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

  • 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

  • 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

  • Manage Team Members in Healthie

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

  • Re-opening your office: Checklist & Best Practices

    We look forward to supporting you as you seek to re-open your office and/or transition to a hybrid in-person & virtual business. After releasing our COVID Guide, we have put together a guide on how

  • 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

  • Form Builder: Create an Intake Form in Healthie

    Creating your own custom paperwork within Healthie enables you to capture information that is tailored for your business, profession, and clients. Intake Forms are specific forms that you will have

  • Getting Started: Charting Within Healthie

    Healthie's Charting feature (EHR) allows you to electronically take notes on clients in an organized way, using customized templates that also allow for automations like pre-fill and incorporation of

  • 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