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• Using Healthie outside of US or with non-English speakers

  Healthie is used in over 25 countries today, including in North America, South America, Europe, Asia, and Africa. Healthie is HIPAA, SOC-2, PIPEDA, GDPR, CCPA, FERPA and PCI-compliant and maintains

• Getting Started: Plus Plan

  Healthie's Plus plan enables providers to scale their core business, and in particular, offer value-add services to clients, with the goal of bolstering engagement, introducing group services,

• December 2018: Education, Organization Settings, and Notifications

  Platform release notes: December 21, 2018 Education Refreshed Healthie's Education Program to make it easier to build and distribute a course, manage existing courses Changed nomenclature "Education"

• June 2023: Release Notes

  Platform Release Notes: June 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

• 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

• Analytics for Product and Dev Teams

  Healthie is an API-first platform, and we make available the exact same API that is used to build out the Healthie UI. As a result, Healthie can be used as a fully Headless EMR, Scheduling, and/or

• Healthie Mobile Apps for iOS and Android

  Healthie's mobile app is available on both iOS and Android with the app name "Healthie." It serves as a companion tool for both providers and clients for on the go communication, food logging,

• 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

• Loom 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

• Getting Started: Client Packages

  Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. Start accepting payments through Healthie

• Become a Healthie Harbor Partner

  In Q4 of 2023, Healthie rolled out a new Marketplace program and application process due to our ONC certification. The Healthie Harbor, formerly known as our Marketplace makes it easy for businesses

• Make Client Packages Hidden or Visible to Clients

  Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. There may be instances when you would not like

• Behavioral / Mental Health Specialty Forms

  Healthie’s Forms Library is designed to be customizable to your practice, specialty, and client base. Apart from our general library of forms, we also have over 40 assessment and practice forms

• Shopify and Healthie

  Healthie enables organizations that use Shopify for E-Commerce to integrate this process with Healthie. Note: This is currently available as an add-on integration for Group and Enterprise Plan level

• Add a Form to a Client Package

  Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. Healthie links with your bank account for you to

• Sorting & Rearranging Client Packages

  Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. As you add more Client Packages to your provider

• Edit, Delete, Copy or Archive a Package

  Client Packages within Healthie allow you to curate the services you offer and set prices, payment recurrence, associated sessions, groups, and programs. There may be instances in which you need to

• 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

• Deep Dive: Team Member Permissions

  Healthie offers you the ability to customize over 70 permissions and settings for each member of your team (including Support accounts). In this article we run through each permission, and best

• 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

• Client Portal Settings

  When a client is added to Healthie, they receive their access to their secure Client Portal. Their Client Portal allows them to securely work with their wellness provider and to maintain important

• April 2019: Client Packages, Org Permissions, Credit report, UI/UX

  Platform release notes: April 2019 Note: this will be updated throughout the month of April, as we release updates to our platform several times each week. We have completed the initial groundwork 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,

• Vimeo 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

• 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

• Lactation Consultants: Healthie Set Up Checklist

  Healthie is used by Lactation Consultants who seek to: Build long-term relationships with their clients, incorporating broader principles of ongoing, supportive, and accountable care into the work

• Provider Implementation Guide: Healthie

  Welcome! This guide is intended for Providers working alongside our organizations to successfully utilize Healthie. This guide outlines best practices to help you get started, learn Healthie, and

• Enabling Clients To Gift Packages

  Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. Learn how to create your package(s) within

• 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

• Use Healthie as a CRM Tool for Prospective Clients

  Healthie can be used as a basic CRM (Customer Relationship Management) system, or in conjunction with other, more advanced CRM tools. This article walks through the process of leveraging Healthie as

• Request Healthie Add a Form to Your Account

  Healthie's templated 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 industry-specific forms

• Healthie Insurance Claims and Medicare or Medicaid

  Healthie's CMS 1500 feature makes it easy for you to create CMS 1500 claims and submit them (electronically or physically) to an insurance company for reimbursement for services. For providers

• FAQ: Client Packages

  Healthie's Client Packages tool enables you to organize your services and products. You are able to set up one-time and recurring payments for your client packages, as well as bundle Appointment

• 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

• Clinical Quality Measures (eCQMs) on Healthie

  As part of its ONC Certification, Healthie can capture, export, calculate and report on measured meaningful use data through Clinical Quality Measures (eCQMs). eCQMs are used by the Centers for

• Share a Single Client Package

  Client Packages within Healthie allow you to curate the services you offer and share these with clients. There are multiple ways that you can advertise your package offerings, including on your

• 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

• Physical Therapy Specialty Forms

  Healthie’s Forms Library is designed to be customizable to your practice, specialty, and client base. Apart from our general library of forms, we also have assessment and practice forms specifically

• 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

• Quick Account Setup Guide

  Welcome to Healthie! 👋 Below you'll find step-by-step instructions for setting up your Healthie provider account. If you manage a group practice or organization, you'll find our guide on managing

• Healthie: ONC Certification

  The ONC Health IT Certification Program (Certification Program) ensures that Certified Health Information Technology meets the technological capability, functionality, and security requirements

• 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

• Getting Started: Payments

  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. You are able to

• 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

• 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

• 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