Electronic Paperwork

Client Intake Forms & Medical Chart Templates

Save time charting by using forms that are customized for your profession, business, and client needs.  

Charting & Intake

Collect New Client Paperwork Automatically & Electronically

Create flows of electronic paperwork that can be triggered to send to clients, for electronic completion and submission.
View form completion status with real-time tracking of which forms clients have completed, and receive notifications when forms are completed.
Securely request credit card information and set cancellation policies, collect insurance information to streamline client onboarding.
Charting & Intake

Utilize Charting Notes & Forms Customized for Your Wellness Business

Healthie's EHR form library includes templates of wellness intake forms, HIPAA-disclaimers, cancellation policies, and more.
Customize any library form or utilize Healthie's easy Form Builder to create your own charting templates, clients forms, and more.
Our team will build your existing intake form and charting templates - included in your membership.
Charting & Intake

Integrated into the Rest of Your Online Platform

Client information collected from intake forms and chart notes can pre-fill into subsequent notes, to save time on charting and administrative tasks.
E-fax forms, documents, and charting templates directly from Healthie's EHR.
ICD-10 and CPT database makes for easy generation of CMS-1500 claims and superbills.
Charting & Intake

Cloud-Based EHR for Charting and Forms Access from Anywhere

Securely access your Healthie account from anywhere.
Encrypted safety measures in place to safeguard your business and client information.
Manage your business and engage with clients on-the-go with Healthie's convenient mobile app.
Charting & Intake

Share Intake Forms and Medical Chart Templates Across Your Organization

Create a library of charting templates and forms with your team based on the services they offer.
Share completed forms and chart notes for coordinated care.
Create Care Plan templates that can be used to establish practice treatment protocols.
All-in-One Software

Learn More About
Healthie's EHR Features

Healthie is HIPAA, PIPEDA, and GDPR Compliant. Confidently let your clients know their information is safe and secure.

Build brand consistency and professionalism by incorporating your logo and company colors within Healthie’s portal.

Generate activity, engagement, and outcome reports and download client and business information for insights at your fingertips.

Cloud-based portal that updates in real-time, for 24/7, on the go access to important information.

Transitioning from another platform? Heathie imports your information as part of onboarding.


Healthie's API Integrates with your
Favorite Business Tools


Trusted by Practitioners Everywhere

"Healthie’s technology has improved convenience, flexibility, efficiency, and marketability...We are able to send intake paperwork, chat between sessions, image and video links, and provided documents."

Andrea Weiss RD, IBCLC
WIC Program Manager

"Healthie was significant because it truly kept everything in one place. We have over 3,000 documents that are well organized."

Kelly Springer MS, RD, CDN
Founder, Kelly's Choice

"The Healthie feature I really enjoy, is the unlimited ways to use templates and forms. I’m able to facilitate goal setting, accountability and evaluate my clients’ progress at every step of their journey."

Founder, True U Texas
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