April updates centered on intelligence and control — a new scheduling metrics dashboard, tighter privacy controls for sensitive client records, and more clinical context built directly into the Quick Profile. The throughline: less navigating, more doing, and better visibility into the data that drives your practice.

Read on for the highlights, plus a full roundup of everything else that shipped this month.

See how your scheduling pipeline is performing

A new Appointment Request Metrics Dashboard is now available in the Visualize tab, giving your practice a dedicated space to measure how efficiently appointment requests are being handled, from first submission to first scheduled appointment.

Three core metrics power the dashboard:

• Time to first appointment: Measure the time between request submission and a client’s first scheduled visit — your clearest indicator of client access and practice capacity.
• Time to close: Track how long appointment requests stay open before being marked done — a direct measure of team efficiency and pipeline throughput.
• Closure outcome rate: See what percentage of requests close with a booked appointment versus without, to understand client fit and whether capacity is meeting demand.

This dashboard gives your team the clarity to schedule smarter, respond faster, and ensure no client request goes unaddressed.

👉  Learn More →

More granular control over who can access client data

Client Restrictions give practices an additional layer of access control over sensitive client records. When enabled, team members who are not on a client’s Care Team must provide a reason before viewing that client’s information — creating a clear audit trail and helping practices stay aligned with their internal privacy policies and compliance requirements.

Access attempts are logged in detailed reports, giving administrators full visibility into who accessed what and why. This is a meaningful step toward tighter data governance without adding friction to everyday workflows for those already on the care team. The feature is configurable at the org level and can be enabled as needed.

👉  Learn More →

Critical clinical data, right where you’re working 

Four new clinical components are now available in the Quick Profile: Medications, Labs, Diagnoses, and Allergies. Org owners can configure which components appear via Settings > Client Profile > Quick Profile, putting the most relevant clinical context front and center — without ever leaving the chart, message thread, or care plan you’re already working in.

The Quick Profile stays fast no matter how many sections you enable. All four default to inactive, so you choose what's relevant to your workflow. It's a small change with a meaningful impact: fewer clicks between context and action.

👉  Learn More →

Additional Updates 

Beyond this month’s featured releases, a handful of targeted improvements round out the April update:

• E-Labs Direct: Cancelled Order Status Now Reflected — Lab orders placed through E-Labs Direct that are cancelled will now display a Cancelled status directly in Healthie, giving providers a complete view of every lab order’s lifecycle. Status updates sync automatically — no action required.
• Labs Dashboard: Clearer Order vs. Result Status — Lab Order Status and Lab Result Status are now displayed as two separate, distinct columns, each independently sortable. Lab Order Status is also independently filterable for faster triage. No more guessing whether a completed order means a critical result is waiting.
• Insurance Billing Checkbox Visibility Fix — The Insurance Billing checkbox now reliably appears on all eligible individual appointments when insurance billing is enabled for your organization, regardless of CMS 1500 auto-creation settings. The fix takes effect automatically.

Read more in the April 2026 Release Notes

API Updates

All features released in April are available via the Healthie API. This month’s most significant API addition is support for secondary insurance claim creation and electronic submission through the Claim.MD integration — a major step forward for enterprise billing workflows:

• Secondary Claim Creation (Claim.MD): Use the new payer_order field in createCms1500 and updateCms1500 mutations to designate claims as Primary or Secondary.
• COB Data Storage: Capture Other Payer subscriber information (EDI Loop 2320) and primary payer adjudication data (EDI Loop 2430) directly on the claim.
• Electronic Submission: Secondary claims with complete COB data are transmitted via the existing Claim.MD workflow, with full error logging and status tracking.
• Built-in Validation: Required COB fields are enforced before submission, preventing incomplete or duplicate claims from reaching the clearinghouse.

API customers with an active Claim.MD connection can now handle the full primary-to-secondary billing lifecycle programmatically — reducing rejections, accelerating reimbursement, and keeping billing workflows inside Healthie. Healthie is also continuously investing in developer experience improvements, including documentation updates, SDK enhancements, and Webhook iterations in the months ahead.

Explore the API docs → Claim.MD Secondary Claims Help Guide

Blog Spotlight

How to Use Provider Utilization to Decide When to Hire

Unsure when to bring on an additional clinician? This guide walks through how to use Healthie’s Provider Utilization Dashboard to assess capacity, interpret utilization benchmarks, and make confident hiring and staffing decisions based on real data.

👉 Read Here →

Looking Ahead

We’re continuing to build on these foundations with updates inspired by real feedback from the Healthie community. Head to the Product Portal to see what’s in development, vote on upcoming features, and subscribe to get notified when items go live — so you’re never caught off guard by a change that affects your workflow.

See What’s Ahead →

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Every update we ship is a step toward making Healthie lighter, cleaner, and more intuitive — whether you're a growing practice or a well-established one. Thank you for the bug reports, feedback, and roadmap votes that shape what we build. We’ll see you in May.

Have questions or ideas? Reach us at hello@gethealthie.com.