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• 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

• 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,

• Payments Dashboard (View past and processing transactions)

  Healthie's payment processing platform is your single-stop solution to track, manage, and collect payments from your clients. You can collect payments for Packages, Programs, products, co-pays,

• Switching to Healthie from another platform

  Welcome to Healthie! We look forward to working with you to helping grow your business and build better relationships with your clients. Healthie's onboarding team is here to help you transition to

• Linking Healthie with Social Media Accounts

  Many Healthie providers are active on social media platforms and find success in these channels as a way to build client relationships, promote their brands & their services, and acquire new clients.

• Automatically Charge Clients for Appointments

  Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services

• Account Admins and Owners in Healthie

  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

• Appointment Types (Enabling / Disabling Clients to Book)

  Appointment Types are a central part of the Healthie Calendar configuration that allow you to showcase the sessions that you offer to clients. Appointment Types can vary in name, length, location,

• Getting Started: Group Plan

  Healthie enables clinician-owned, multi-provider practices to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations,

• 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

• 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

• Link Bank Account to Receive Payments from Healthie

  Healthie makes it easy to receive payments from clients through the platform, directly to your linked bank account. This enables you to bill for sessions, products, services, and Programs that you

• Zoom: Troubleshooting

  Through Healthie's integration with Zoom, your Zoom video chat sessions and webinars will be launched through the Zoom application. If you are having any issues launching your Zoom call, we recommend

• 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

• 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

• 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

• 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

• Healthie Pricing

  Healthie is a HIPAA-compliant, cloud-based software that offers telehealth, business management, and coaching tools for health and wellness professionals. This article covers a general summary of our

• Add or Remove a Team Member

  Healthie enables organizations with multiple providers, clinicians, team members, and assistants to coordinate with each other to provide collaborative care to clients. There are over 70 settings &

• October 2020: Release Notes

  Platform release notes: October 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

• 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

• Inventory Management / Products on Healthie

  Healthie's Inventory Management Feature enables businesses to add products and keep track of items. The permission of Can add, edit and delete product needs to be enabled in order to see this

• November 2022: Release Notes

  Platform release notes: November 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

• Quest Diagnostics Labs for Client Packages

  Healthie enables providers to sell Quest Diagnostics lab orders, via our partnership with Lab Testing API. Ordering is tied to Healthie's Client Packages feature, for clients to seamlessly purchase

• December 2023: Release Notes

  Platform Release Notes: December 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

• September 2020: Release Notes

  Platform release notes: September 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

• Controlled Substances EPCS

  Healthie has rolled out the EPCS integration with DoseSpot as an add-on to our Enterprise level provider plans, which enables clinicians to prescribe controlled substances electronically on behalf of

• April 2024: Release Notes

  Platform Release Notes: April 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

• 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

• 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

• Functional Medicine Fast Track (FMFT)

  Healthie has partnered with Function Medicine Fast Track (FMFT) led by Garric Vosloo. Members of the Fast Track Program receive pre-created content from FMFT including Intake Forms, Charting

• Youtube 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

• HubSpot and Healthie

  Healthie makes it easy for providers who use HubSpot as their CRM / Marketing Engine to push information from Healthie into HubSpot. This feature is currently available as an add-on to our Enterprise

• Add logo / image to form

  Healthie's Form Builder enables you to set up the questions that you'd like clients to complete as part of Intake or a Program. You are able to add questions of many formats. You are also able to add

• Create a Free Package in Healthie

  “Freemium” services are becoming an increasingly popular marketing tactic for wellness professionals to grow their client base. They offer potential clients the ability to experience your services or

• 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

• Claim Forms: Accept Assignment - Box 27

  Box 27 is used to indicate that the provider agrees to accept assignment under the terms of the payer’s program. By default, when you create a claim in Healthie, YES is selected for the claim. There

• 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

• 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

• 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

• 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

• 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