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
Wendy Leonard Rhode Island Nutrition and Healthie
"“Healthie’s AI Scribe has been one of the most impactful changes we’ve made in our practice. Documentation is essentially done during the visit — it’s been a true game-changer.”"
Wendy Leonard, MS, RDN, Group Practice Owner
Rhode Island Nutrition Therapy
Teal Health and Healthie
"Healthie stands out for its flexibility and modern architecture. Unlike legacy platforms, it’s designed to adapt to our workflows, not the other way around. The centralized customer support has also been a major differentiator — responsive, helpful, and consistently focused on solutions."
Polina Segalova, Head of Product
Teal Health
Crystal Coast Wellness and Performance and Healthie
"With our previous clearinghouse, we could have 750 claims a month and spend up to an hour on each denial. With ClaimMD, we can instantly see deposits, identify stuck claims, and fix issues in real time. The switch increased our productivity by 70%."
Jayme Limbaugh, MS, RD, LDN, CSCS, CEP, CPT, CCES, Founder, CEO, Clinician
Crystal Coast Wellness and Performance
COOP Careers and Healthie
"Our partnership with Healthie has been excellent. The platform provides tools that allow us to focus more on directly supporting clients, rather than spending time tracking consents, managing documents, or coordinating appointments through back-and-forth emails. Everything is now handled seamlessly within the system."
Adis Orta, Ed.D., LCSW, Sr. Director of Social Work
COOP Careers
Wendy Leonard Rhode Island Nutrition and Healthie
"“Healthie’s AI Scribe has been one of the most impactful changes we’ve made in our practice. Documentation is essentially done during the visit — it’s been a true game-changer.”"
Wendy Leonard, MS, RDN, Group Practice Owner
Rhode Island Nutrition Therapy
Teal Health and Healthie
"Healthie stands out for its flexibility and modern architecture. Unlike legacy platforms, it’s designed to adapt to our workflows, not the other way around. The centralized customer support has also been a major differentiator — responsive, helpful, and consistently focused on solutions."
Polina Segalova, Head of Product
Teal Health
Crystal Coast Wellness and Performance and Healthie
"With our previous clearinghouse, we could have 750 claims a month and spend up to an hour on each denial. With ClaimMD, we can instantly see deposits, identify stuck claims, and fix issues in real time. The switch increased our productivity by 70%."
Jayme Limbaugh, MS, RD, LDN, CSCS, CEP, CPT, CCES, Founder, CEO, Clinician
Crystal Coast Wellness and Performance
COOP Careers and Healthie
"Our partnership with Healthie has been excellent. The platform provides tools that allow us to focus more on directly supporting clients, rather than spending time tracking consents, managing documents, or coordinating appointments through back-and-forth emails. Everything is now handled seamlessly within the system."
Adis Orta, Ed.D., LCSW, Sr. Director of Social Work
COOP Careers

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