SendGrid
Sends transactional emails, like appointment confirmations, message notifications, and reminders, from Healthie under an organization's own branding and domain. Organizations can optionally connect their own SendGrid account to view deliverability data and open rates directly.
Built by SE Team
The problem it solves
Transactional emails like appointment confirmations, care plan reminders, and intake form requests can fail to deliver without anyone at the practice noticing, especially when sent through an unmonitored or unbranded provider. Practices lose visibility into whether clients are actually receiving communications critical to their care.
What's included
- Branded transactional emails (client invites, message notifications, appointment reminders, and more) sent under the organization's domain
- Choice of a Healthie-managed SendGrid sub-account or a self-managed SendGrid account the organization connects directly
- Snapshot view of recent email activity and deliverability reports (self-managed accounts only)
- Client-level open rate visibility, useful for spotting firewall or spam-filter issues
- Email content editing stays inside Healthie regardless of which SendGrid setup is used
How it works
Healthie sends transactional emails, like client invites, appointment reminders, and message notifications, through SendGrid under the organization's own branding and domain. With a Healthie-managed sub-account, Healthie retains direct access to deliverability data and can help troubleshoot issues, but the organization doesn't have its own login. With a self-managed account, the organization connects its own SendGrid API key, gaining direct access to a dashboard with recent activity, deliverability reports, and client-level open rates, though Healthie loses direct visibility into that data and the organization takes on maintaining the account. Either way, email content itself is still edited inside Healthie, not in SendGrid.
SendGrid is the backend email provider Healthie uses to send branded transactional emails, like client invites, message notifications, and appointment reminders, under an organization's own domain. It's for organizations on a web white-label who want branded email without running their own mail server, and it comes in two forms: a Healthie-managed sub-account, or a SendGrid account the organization controls and connects directly. With a self-managed account, organizations can view a snapshot of recent email activity, pull deliverability reports, and see client-level open rates, while still editing email content inside Healthie. SendGrid's own dashboard only retains about 7 days of history, so Healthie's longer-range notifications history remains the better source for anything older.
