Sub-Organizations
Adds an administrative hierarchy layer above a standard Healthie organization, letting a parent organization create and manage multiple independent sub-organizations from one account. Settings and content — appointment types, forms, intake flows, packages, and programs — push down from the parent to each sub-org, which then runs its own day-to-day operations. Each sub-org's clients, providers, and branding stay separate while the parent retains oversight and reporting across all of them.
Built by Core Engineering
The problem it solves
Organizations running multiple clinics, regions, franchises, or resold instances need each unit to operate independently — with its own clients, providers, and settings — while a parent office keeps oversight and consistent defaults. Without a dedicated admin layer, this means either giving every location shared admin access to one organization (no separation) or standing up entirely separate Healthie accounts (no shared content, no consolidated reporting).
What's included
- Parent/sub-org account hierarchy with a dedicated Sub-Org administrator role
- Cascading settings and content: appointment types, intake flows, forms, packages, and programs
- Locked vs. editable inheritance — appointment types and forms stay parent-controlled; appointment settings, intake flows, packages, and programs are sub-org editable
- Consolidated reporting across the parent and all sub-orgs
- Provider and client migration into sub-orgs with full record transfer and no disruption to login or history
How it works
A parent organization creates a sub-org by navigating to Organization > Sub Orgs > Add New Sub Organization, naming it, and assigning a single sub-org administrator. At creation, the parent selects which settings (appointment settings, calendar color schemes, intake flows) and content (forms, packages, programs) to copy down; appointment types and forms import automatically regardless of that choice and remain locked for editing at the sub-org level, while appointment settings, intake flows, packages, and programs can be edited locally without affecting the parent. Existing providers and clients can be migrated into a sub-org afterward — client records, including PHI, transfer in full with no disruption to the client's login or history. Edits made at the parent after a sub-org is created do not automatically propagate down; each sub-org runs from its original snapshot plus its own local edits.
Sub-Organizations add an administrative hierarchy above a standard Healthie account, letting one parent organization stand up and oversee multiple independent sub-organizations. It's built for multi-clinic groups, regional networks, franchises, and partners reselling Healthie, and requires a semi- or full web white label on the parent account. Each sub-org starts from a snapshot of the parent's appointment types, intake flows, forms, packages, and programs, then runs its own day-to-day scheduling, billing, and documentation independently. Providers and clients can be migrated in with their full history intact, and the parent retains reporting visibility across every sub-org.
