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.

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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.

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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.

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The next generation of healthcare is built on Healthie

Meet the companies that choose Healthie
Healthie and group practice case study
"As a startup with no prior EHR, we needed something we could pick up quickly, and Healthie delivered. Building our forms was easy, charting has worked seamlessly, and our providers and families have given us great feedback on the workflow. We launched with a system that felt efficient and safe from day one."
Loralee Kicker, Co-Founder and COO
Entry Point Health Services
Pro Health Psychiatry and Healthie
"It's impossible to miss most items in Healthie, which is making lives easier for everyone. It's basically foolproof. Providers say it's simple and easy to use, and that's not something we heard about the platforms we were on before."
Jacob Olsen, PMHNP-BC, Founder & CEO
Pro Health Psychiatry
Healthie and Monarch School Project Case Study
"We're excited to continue growing our behavioral health program with a documentation system that can grow alongside us. As we expand our services and support more students, Healthie provides a scalable foundation that will help us maintain organized, secure, and efficient clinical documentation."
Carmen Guerrero, LMFT, Senior Director of Behavioral Health
Monarch School Project
Healthie and nutrition group practice
"Healthie has fundamentally changed how we operate. Originally, Healthie enabled us to have everything in one place, including scheduling, documentation, programs, and billing. Now it’s doing so much more. AI Scribe has been transformative and the Healthie infrastructure has enabled me to create additional business opportunities. "
Rebecca Snow, Founder
Rebecca Snow Nutrition & Herbs
Healthie and group practice case study
"As a startup with no prior EHR, we needed something we could pick up quickly, and Healthie delivered. Building our forms was easy, charting has worked seamlessly, and our providers and families have given us great feedback on the workflow. We launched with a system that felt efficient and safe from day one."
Loralee Kicker, Co-Founder and COO
Entry Point Health Services
Pro Health Psychiatry and Healthie
"It's impossible to miss most items in Healthie, which is making lives easier for everyone. It's basically foolproof. Providers say it's simple and easy to use, and that's not something we heard about the platforms we were on before."
Jacob Olsen, PMHNP-BC, Founder & CEO
Pro Health Psychiatry
Healthie and Monarch School Project Case Study
"We're excited to continue growing our behavioral health program with a documentation system that can grow alongside us. As we expand our services and support more students, Healthie provides a scalable foundation that will help us maintain organized, secure, and efficient clinical documentation."
Carmen Guerrero, LMFT, Senior Director of Behavioral Health
Monarch School Project
Healthie and nutrition group practice
"Healthie has fundamentally changed how we operate. Originally, Healthie enabled us to have everything in one place, including scheduling, documentation, programs, and billing. Now it’s doing so much more. AI Scribe has been transformative and the Healthie infrastructure has enabled me to create additional business opportunities. "
Rebecca Snow, Founder
Rebecca Snow Nutrition & Herbs

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