Summary
Highlights
Healthie is a platform for launching, growing, and scaling businesses, offering tools to manage practice and clients. The provider dashboard gives an at-a-glance view of important account information, including upcoming appointments, tasks, and notifications.
The calendar is crucial for booking appointments or allowing clients to self-book. Calendar settings enable the creation of appointment types, locations, and availability. Providers can easily share their calendar link or embed it for client self-booking. Appointments can be designated for phone, in-person, or video calls. Account settings offer customization for calendaring, booking, and workflow processes, including appointment confirmations and reminders.
Healthie provides comprehensive billing tools for cash pay, insurance-based, or hybrid services. Users can link their bank account to process client payments, which are automatically transferred. Features include generating invoices, charging clients directly, and building client packages for one-time or recurring subscriptions. Packages can include appointments and services, and shareable links for direct booking are available. For insurance-based practices, creating CMS 1500 claims is a simple process, and super bills can be generated for clients to submit for potential reimbursement.
Healthie offers electronic paperwork solutions, including intake forms. Users can create custom forms using an intuitive drag-and-drop builder or utilize a database of pre-built standard forms like HIPAA privacy forms, office policies, and assessment forms. Forms can be added to an intake flow, which automatically sends a series of forms to clients for electronic completion. Standard Healthie forms like insurance and billing info forms allow for collecting insurance details and storing credit card information. All completed forms are stored in the client's profile for easy access and review.
Adding clients is straightforward, with an option to send invitations to join Healthie. Within a client's profile, providers can access all stored information, set goals, review metrics, journal entries, and create care plans. Other features include viewing and creating charting notes, reviewing forms, and managing documents. Healthie Chat offers a HIPAA-compliant way to communicate with clients, allowing for sending messages, images, links, and videos. Both providers and clients can download the Healthie mobile app for iOS and Android for convenient access and connectivity.
Users can access help anytime by clicking the help bubble in the bottom right of their account. Healthie also offers free weekly live classes for real-time training from their success team, available at cle.com/healthy.