For decades, healthcare has been reactive. Surgery when it’s too late, annual visits without accountability along the way. Administratively stepping in when something goes wrong:  a missed appointment, an overdue claim, a documentation bottleneck, or a delayed diagnosis.

Traditional EHRs had been built to support this - wrappers for medical billing with patient portals tacked on many years after foundational data models had been built.

Since Day 1, Healthie has built to support a different vision of healthcare: proactive, personalized, longitudinal care preventing chronic disease, enabling better healthcare outcomes, and empowering consumers to be at the center of their healthcare through long-term relationships with their providers.

We launched our patient portal the same day as our provider portal because we know that longitudinal care relationships would drive better healthcare outcomes. We firmly believe that care is most effective when teams can stay connected, intervene earlier, and support patients continuously over time using best-in-class technology to support clinical care.

In 2026, we’re excited to continue layering in new products & features that enable clinical and administrative teams to act earlier, with better information, and with less manual effort. Centrally, as an API-First platform, developer teams that build on Healthie will have all of the tools they need to connect Healthie into internal systems + continue personalizing clinical excellence at scale. 

This year we will continue to build best-in-class technology to support our amazing clinicians and administrators that use Healthie every minute of every day to deliver care.

Here’s a sampling of what you’ll see: 

• Intelligence by Healthie embedded directly into clinical and operational workflows
• Data dashboards to drive action across care, operations, and revenue
• Layering in clinical experience improvements across charting, scheduling, and engagement in support of continuous, longitudinal care

You can view and follow our roadmap anytime in Healthie’s Product Portal.

Deepening AI-Native Workflows (Intelligence by Healthie)

In 2026, we’ll continue to deepen AI capabilities where they meaningfully reduce cognitive load and improve decision-making across clinicians, administrators, and developers. Guided by real-world usage and customer feedback, our focus is on making intelligence more adaptable to how teams actually work.

You can expect continued expansion of:

• More robust and customizable AI Scribe workflows, shaped by provider feedback to better support different specialties, documentation styles, and supervision models
• Workflow-aligned intelligence that reduces documentation, coordination, and follow-up burden, embedded directly into Healthie’s core clinical and operational workflows
• AI experiences that are native, secure, and personalized, rather than bolted on, designed to meet organizations where they are
• Developer tooling that makes it easier to safely build AI-powered experiences on top of Healthie, extending intelligence into custom workflows and ecosystems

Turning Insight into Impact (Data by Healthie)

In 2026, we’ll continue evolving data access from static reporting into actionable insight, helping teams understand performance today while enabling more proactive, forward-looking decision-making over time. 

This starts with expanding Data by Healthie, including deeper self-service analytics through Visualize+ and broader data access through Bridge.

You can expect:

• Visualize+ (No-code analytics, coming 2026)
  A new self-service analytics layer that allows teams to explore Healthie data, build custom dashboards, and answer operational questions directly within Healthie—without technical expertise.
• Expanded Bridge datasets (Enterprise)
  Broader table coverage and richer data access via Healthie-managed exports, supporting analytics, warehousing, and downstream intelligence in tools like Snowflake, BigQuery, and Tableau.
• Built-in dashboards and reports (Visualize by Healthie)
  Continued expansion of Healthie’s native dashboards and reports, designed to provide fast, at-a-glance insight and downloadable data for deeper analysis, including:
  
  • Payments dashboard – Clearer visibility into revenue, payouts, and trends, built on data structures that support future forecasting and anomaly detection. 
  • Provider utilization dashboard – Insight into availability, scheduled hours, and utilization to support smarter capacity planning and staffing decisions. 
  • Client metrics dashboard – Standardized views into engagement, outcomes, and growth, supporting cohort analysis and longitudinal insight. 
  • Appointment Requests dashboard – Visibility into request volume, response times, and conversion outcomes, helping teams understand access, capacity, and where requests convert, or drop off.

Collectively, these capabilities move teams from retrospective reporting to forward-looking insight, laying the groundwork for predictive, proactive decision-making across care delivery, operations, and revenue.

Connecting the Revenue Cycle End-to-End

We’ll continue building toward a more unified, end-to-end billing infrastructure that reduces vendor fragmentation and makes it easier to operate RCM workflows at scale.

Expect continued investment in:

• More consistent claim statuses and workflows across partners
• Expanded automation for claims management and protections that reduce errors and rework
• Faster remittance processing, clearer claim visibility, and proactive insights that help identify issues earlier

These investments help organizations move from reactive billing follow-up to proactive revenue management.

Mobile-First Care: Empowering Providers Anywhere

Care doesn’t only happen at a desk — and neither should critical workflows.

In 2026, Healthie’s mobile experience will continue evolving toward a more comprehensive on-the-go clinical companion, including:

• Streamlined documentation and medication workflows that reduce day-to-day friction
• Stronger wearable data integration with Google and Apple Health, and real-time insights into client progress
• Scheduling improvements and navigation enhancements to make mobile management as powerful as desktop

These updates support essential mobile workflows today, while laying the foundation for a more comprehensive on-the-go care experience in 2026 and beyond.

Smarter Scheduling, Better Outcomes

Scheduling isn’t just logistics — it’s a critical driver of engagement, continuity of care, and clinical outcomes over time.

In 2026, we’ll continue investing in:

• Improved self-scheduling and appointment request workflows
• Better visibility into availability, utilization, and capacity
• Foundations for more personalized, data-informed scheduling that reduces no-shows and supports clinical continuity

Q1 2026 Roadmap: What’s Coming Next

As we kick off 2026, several high-impact initiatives are already in development (Now) or coming up next (Next). Across clinical workflows, data, billing, and administrative tooling, these initiatives are designed to support today’s operational complexity while laying the foundation for smarter, more proactive care in 2026 and beyond.

Below is a preview of what’s coming in Q1. Each initiative is actively tracked in our Product Portal, where you can follow progress and receive updates as features move forward.

Now
Features currently in development and expected to release within the next three months.

Next
Features planned for the near term (approximately three to six months) that will move into “Now” as development begins.

Later
Features that are likely candidates for future development. While these initiatives do not yet have a defined timeline, they represent areas we’re committed to building beyond the next six months.

You can view and follow our roadmap anytime in Healthie’s Product Portal.

Intelligence by Healthie

• Ambient Scribe (Now)
  Expanding Healthie’s AI documentation capabilities beyond traditional note generation by enabling ambient, real-time capture of in-person sessions — further reducing documentation burden while preserving accuracy and control.
• AI Encounter & Chart Note Summaries (Now)
  Introducing two new AI-powered documentation tools built directly into Healthie:
  
  • Patient Chart Summaries: Auto-generated, bullet-point overviews of a patient’s medical history, medications, diagnoses, and recent encounters—so providers can quickly get up to speed without scrolling.
  • Encounter (Appointment) Summaries: Concise, professional summaries generated after sessions or form completion to support care team handoffs and continuity.
    These tools streamline chart review while maintaining clinical accuracy and saving providers time.

Together, these initiatives mark a shift from documentation as a task to documentation as an intelligent, extensible foundation, where clinical data is not only captured accurately, but actively supports care delivery, coordination, and automation across the Healthie platform.

Mobile-First Care & Provider Workflows

• E-Prescribing & Medication Management on Mobile (Now)
  Extending Healthie’s existing DoseSpot-powered e-prescribing functionality to the mobile app, allowing providers to securely view medication records and prescribe on the go, without compromising patient PHI.
• Enhanced Quick Profile Components (Now)
  Expanding Quick Profile customization so organizations can surface more critical clinical context during charting and workflows. New configurable components will include:
  
  • Diagnoses
  • Allergies
  • Labs
  • Medications
• Provider Cancellation Reasons for Appointments (Next) – Allow providers to record cancellation reasons directly on appointments and surface this data both per-appointment and in aggregate, helping organizations identify trends and improve operational efficiency across web and mobile.

These updates transform mobile from a companion app into a critical extension of clinical workflows — bringing essential context, decision-making, and operational insight directly into providers’ hands, wherever care happens.

Scheduling & Client Experience

• Appointment Type Descriptions (Now)
  Enabling organizations to add short, client-friendly descriptions to appointment types, helping clients better understand what each appointment entails and book with confidence.
• Improved Client Self-Scheduling Experience (Now)
  A series of enhancements to make booking clearer, more intuitive, and more aligned with your brand, including:
  
  • Brand-consistent design across all booking steps
  • Provider bios displayed during scheduling
  • Appointment type names and descriptions shown throughout the flow
  • Improved display of available dates and times
  • Clear “go back” navigation between steps

These improvements help clients book with confidence while supporting continuity and better attendance across longitudinal care journeys.

Billing & Revenue Cycle Management

• Insurance Payments Tab (Now)
  Launching a new Insurance Payments tab within Healthie’s Insurance section. This centralized dashboard will aggregate ERA data from Claim.MD into a single, actionable view, making it easier to track insurance payments, reconcile remittances, and understand payer activity at a glance.
• Candid V2 Integration Launch (In Development by Partner)
  Rolling out the next generation of our Candid integration to further strengthen end-to-end RCM workflows and support organizations with more complex billing needs.

Data & Analytics (Data by Healthie)

• Visualize+ (Now)
  Introducing the next phase of Healthie’s analytics experience with no-code, self-service dashboards that allow teams to explore trends, filter data, and answer operational questions directly within Healthie.
• Provider Utilization Tracker (Now)
  A self-service dashboard designed for administrators and practice managers to understand provider capacity and workload. Metrics include total availability hours, scheduled appointment hours, and utilization percentages, filterable by provider and time period to support smarter workforce planning.
• Payments Report Dashboard (Now)
  A new Visualize dashboard with two comprehensive views:
  
  • A detailed list of all payment records (including failed payments), with filters by date, status, and type
  • A high-level view of total successful payments, status breakdowns, success rates, and trends. 
• Appointment Requests Dashboard (Next)
  A new analytics view that surfaces how appointment requests convert into scheduled care, with visibility into response times, open vs. closed trends, and breakdowns by provider, location, and appointment type – helping teams improve access, efficiency, and capacity planning.

These dashboards provide immediate operational value today, while forming the data foundation for more proactive insights over time.

Labs & Care Coordination

• Fullscript Labs Integration (Now)
  Seamlessly surfacing Fullscript lab results directly within a client’s Healthie record. Lab results will automatically appear in the appropriate profile, reducing manual uploads and giving care teams faster access to critical clinical data and supporting more coordinated, accurate care delivery at scale.
• Upgraded DoseSpot e-prescribing experience (Next) – Enable access to DoseSpot’s modern UI with improved functionality, proxy prescribing support, and ongoing platform enhancements—ensuring providers and administrators benefit from the latest e-prescribing capabilities directly within Healthie.
• Add Comments to Tasks (Next)  Add in-task comments with timestamps and visual indicators to keep updates, discussion, and context centralized—making it easier for teams to collaborate and track progress without leaving the task.
• PDMP access timestamps for e-prescribing (Next) – Display when PDMP reports were last accessed directly in Healthie, helping providers prescribing controlled substances maintain regulatory compliance and follow clinical best practices.

Organization & Admin Management

• Improved Sub-Org Member Management (Now)
  Enhancing how administrators manage members across sub-organizations to improve visibility, reduce overhead, and better support complex org structures at scale.

Enabling Proactive, Preventative, Longitudinal HealthCare — Together

Our work e above reflects a broader shift: moving from reactive workflows to proactive systems that help care teams intervene earlier, coordinate better, and operate with confidence.

2026 is about anticipation over reaction, insight over guesswork, and scale without added complexity.

We’re excited to keep building with you, and we look forward to shaping the future of healthcare together.

Help Shape What We Build Next

Your feedback is an essential part of how we prioritize and design our roadmap.

Here are a few ways to get involved:

1. Comment on existing roadmap items
   Open a card in the Now, Next, or Later stages in our Product Portal, share how you’d use the feature, and rate its importance. You’ll automatically be subscribed to updates.
   
   
2. Submit a new idea
   Use the Submit Idea button to propose new features or enhancements. Include details about your workflows and impact — this context directly informs our prioritization.
   
   
3. Subscribe to the features you care most about
   Follow cards for Intelligence by Healthie, Data by Healthie, billing, or any other area critical to your organization. You’ll get notified as timelines firm up and releases go live.

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