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  • Collect & Store Client Billing Details

    With Healthie, providers can securely and professionally collect client billing details during the onboarding process. Billing information is securely held by Healthie's PCI-compliant processor, and

  • Troubleshooting Guide: Availability

    Healthie's Calendar gives you the power to set your weekly and ad-hoc availability, configure over 35 settings, embed Healthie onto your website, and sync the calendar with other calendars you use in

  • Getting Started: Invoices

    Healthie's Invoicing feature allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. IN THIS ARTICLE: When to Use an Invoice How to Create an

  • 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

  • January 2023: Release Notes

    Platform Release Notes: January 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

  • Assistant Implementation Guide: Healthie

    This guide is intended for Assistants & Billers working alongside our organizations to successfully implement Healthie. This guide outlines calendaring and billing best practices to help you learn

  • Add and remove clients in a program

    Once your program has been created, the next step is to start adding clients. This can be done either manually, by adding existing clients to your program, or automatically, by adding your program to

  • 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

  • Having others pay a client invoice

    Healthie's Invoicing Platform allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. While typically a client will pay their own invoice,

  • Active and Archived Clients

    No longer actively working with a client? Remove them from your active client list by archiving them. This will help to keep your clients better organized and limit some functionality for archived

  • June 2020: Care Plans, Referring Providers, and Quick Profile

    Platform release notes: June 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

  • Admin Implementation Guide: Healthie

    This guide is intended for Account Administrators (aka, Account Owner, Primary Business Owner) who are setting up Healthie's multi-provider plan. This guide outlines 10 steps to take to help you set

  • Charge a Copay

    Charging clients for a copay is an extremely common practice for businesses that accept insurance. Every provider employs a different strategy, whether it be charging the client at their appointment,

  • Mixpanel and Healthie

    As part of our full web white-label, Healthie can connect with your Mixpanel account to help you run analytics on actions taken by providers and clients within your platform. Note: We can enable the

  • Announcements to Clients in Healthie

    There may be an instance in which you would like to share services, promotions, or offerings with your clients. You may be announcing these features on social media, newsletter lists, and/or in

  • 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

  • Single Sign-On with Healthie

    As part of our web white-label, Healthie can provide a Single Sign-On (SSO) to help you connect this platform to other software tools that your business uses. Overview of Single Sign-On (SSO) with

  • Fixed Start and Rolling Start Programs

    When creating a program on Healthie, you have a choice to designate this program as "Fixed Start" or "Rolling Start." This controls how a client can enroll in your program, and what type of

  • Best practices: Healthie Chat

    Chat can enable you to provide new services to your clients and boost your client engagement and retention rates. It’s 100% HIPAA- and PIPEDA-compliant, so you and your clients can feel safe using

  • 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

  • Billing Info Form

    Healthie's Billing Info form enables you to request debit or credit card information from clients during their onboarding process, while having information securely stored in their Client Profile.

  • 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

  • Share a Link to Your Calendar or Appointment for Online Booking

    You can use Healthie's shareable calendar as a link (URL) for clients to book online appointments. This is useful, for example, if you: Do not yet have a website for your business Want to send

  • 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,

  • 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

  • Suggested Scenarios To Test Via Your Client Account

    In order to prepare for working with your clients on Healthie, we recommend considering all types of scenarios that you may encounter. In addition to adding yourself as a test client in order to

  • February 2022: Release Notes

    Platform release notes: February 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

  • Admin Layers for Your Account (Sub-Organization Layer)

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

  • February 2023: Release Notes

    Platform Release Notes: February 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

  • Receiving Bank Transfers from Healthie

    In Healthie, you can collect electronic payments from clients for invoices, client packages, and more. This is done through our integration with Stripe that connects your business bank account to

  • July 2023: Release Notes

    Platform Release Notes: July 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

  • 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

  • Schedule Appointments in Healthie

    Utilizing Healthie's calendar system, there are various ways that client appointments can be booked. Healthie is designed to make the booking process simple for both practitioners, and clients. With

  • March 2024: Release Notes

    Platform Release Notes: March 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 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

  • 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

  • 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

  • Chat on mobile

    Healthie enables you to connect, support, and engage with your clients through the Chat feature. When you log into your provider account on mobile, you will have the same capabilities as you do from

  • April 2023: Release Notes

    Platform Release Notes: April 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

  • 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

  • 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

  • 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

  • Electronic Forms Available In Healthie

    Healthie's templated default intake and charting forms can be found in your Forms Library. Depending on the specialty that you indicated when signing up for Healthie, you may also see

  • 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