Summary
Highlights
Learn how to set up free discovery calls or initial consultations to generate interest in your services. This involves adding a new appointment type, setting its duration and contact type, defining a client group for prospective clients, and sharing the booking link directly or through a package.
This section explains how to manage notifications for both providers and clients. Providers can toggle various notifications on or off in their settings. For clients, you can view their notification history to troubleshoot delivery issues and customize email templates for appointment confirmations, reminders, and package purchases to include specific language and subject lines.
Discover how Healthie's smart fields and copied fields help map information from intake forms to charting notes. Smart fields automatically populate client profile information (e.g., name, date of birth) and can be pulled into charting notes. Copied fields allow you to map custom questions from an intake form to a charting note, ensuring consistency and reducing manual data entry.
Learn the importance of setting clear expectations with clients regarding practice policies and service engagement. This can be achieved by including policy forms and agreements in the intake process. Additionally, utilize the chat autoresponder feature to communicate your availability, response times, and preferred communication methods for client messages.
Explore Healthie's reporting section to gain valuable insights into your business activity. The platform offers various reports, including appointments, billing (payments, invoices), clients (lists, activity, sources), insurance, and programs. These reports can be downloaded as CSV files and customized in spreadsheet software to analyze data and optimize your practice.