Intake & Onboarding

Spend less time on paperwork and more time on patients.

Use forms that are customized for your practice that flow directly into your patients charts and billing information.

Start Now
Healthie dashboard screenshot displaying key metrics and data for efficient decision-making.

Intake flows that actually flow.

Intake form templates that automatically map to Healthie’s EHR. Securely request credit card and insurance information with automatic reminders and notifications.

Trigger the right form at the right time.

Send forms automatically (including follow-ups) based on appointment type.

Standardize forms across your organization.

Templates for intake forms can be shared and collaborated on across your organization.

Healthie's platform meets the highest certification standards for data security and privacy, leveraging industry standards to secure data for you and your clients.

Learn More
Healthie+

Our AI-native, open & flexible, infrastructure makes scaling simple.

  • Same core platform, designed to scale for Enterprise needs.

  • Leverage API & SDKs to build out patient and clinician experiences.

  • Bridge your account data with business intelligence tools for more advanced reporting.

Learn More

The next generation of healthcare is built on Healthie

Meet the companies that choose Healthie
Clem&Thyme and Healthie
"I've been on Healthie for ten years, and the practice looks nothing like it did when I started. We went from one clinician and paper charts to thirteen clinicians across five locations — and I never had to rebuild from scratch to get there. The platform grew with us. Whether it was adding new clinicians, expanding into virtual care, or building out additional services functional lab testing, Healthie made it operationally possible. For any practice owner thinking about where to put their foundation — that decision matters more than people realize."
Leslie Edmunds, Founder & Owner
Clem&Thyme
Receptive and Healthie
"I'm actually genuinely blown away that three businesses that operate completely differently from one another can be fully supported by one platform."
Amber Gill, Founder & CEO
Receptive
Daybreak and Healthie
"Being able to get structured data out of Healthie through Bridge made it possible to move end-to-end, from ideation to launch, quickly."
Joan Rhee, Engineering Leader
Daybreak Health
Timber Creek Counseling and Healthie
"Automating our operations with Healthie has been so impactful. We're now focused on expanding to more locations, building out new programs, and growing our community outreach program."
Melissa Cuthbert, MBA, Executive Director
Timber Creek Counseling
Clem&Thyme and Healthie
"I've been on Healthie for ten years, and the practice looks nothing like it did when I started. We went from one clinician and paper charts to thirteen clinicians across five locations — and I never had to rebuild from scratch to get there. The platform grew with us. Whether it was adding new clinicians, expanding into virtual care, or building out additional services functional lab testing, Healthie made it operationally possible. For any practice owner thinking about where to put their foundation — that decision matters more than people realize."
Leslie Edmunds, Founder & Owner
Clem&Thyme
Receptive and Healthie
"I'm actually genuinely blown away that three businesses that operate completely differently from one another can be fully supported by one platform."
Amber Gill, Founder & CEO
Receptive
Daybreak and Healthie
"Being able to get structured data out of Healthie through Bridge made it possible to move end-to-end, from ideation to launch, quickly."
Joan Rhee, Engineering Leader
Daybreak Health
Timber Creek Counseling and Healthie
"Automating our operations with Healthie has been so impactful. We're now focused on expanding to more locations, building out new programs, and growing our community outreach program."
Melissa Cuthbert, MBA, Executive Director
Timber Creek Counseling

Launch, grow & scale your business today.