One Platform. Infinitely Customizable.

Schedule appointments that host multiple clients and/or providers at once, for group classes, webinars, or team-based care. Set a maximum client count, connect the session to charting, and choose in-person or virtual delivery. Group sessions must be added directly to the calendar, since general availability doesn't support client self-booking for them.

Automatically charge a client a set fee the moment their appointment is marked as a late cancellation or no-show, instead of manually invoicing them after the fact. Admins set separate fees for each status and choose whether to enable the charge at all. Appointment reports track late cancellation and no-show rates for follow-up analysis.

Control whether, and how close to an appointment's start time, clients can cancel or reschedule on their own. Once a configured limit has passed, clients are prompted to contact the provider directly instead. Client self-cancellation and self-rescheduling can also be disabled entirely.

Set separate availability windows for each appointment type, location, or contact type instead of one blanket schedule. Useful for practices offering multiple session types, operating across state licensure boundaries, or splitting virtual and in-person days. Once enabled, providers set availability for each permutation individually.

Let each provider add a short, formatted bio that appears during the Select Provider step of online booking, so clients can learn about a provider's background and approach before choosing who to book with. Supports rich text formatting, including bold, italics, and links. Only appears when clients are prompted to choose between multiple providers.

Automatically send email and/or SMS reminders to clients ahead of their upcoming appointments, cutting down on no-shows. Admins choose which reminder windows to send, from days out down to the hour before. Clients can confirm or cancel directly from a reminder text.

Group multiple related Patient Encounters into a defined treatment period, like a therapy program or injury recovery, tied to a specific diagnosis. Built entirely on Healthie's GraphQL API for organizations tracking longitudinal care and bundled payment models. Encounters linked to an episode can be reported on together for outcome tracking and reimbursement.

Every appointment marked as occurred automatically creates a structured Patient Encounter linking that visit's chart notes, insurance claim, and invoices into one record. Providers can view the full picture from a read-only Appointment Details page. No manual linking required.

Import a new client into Healthie directly from a CCDA XML file, or export a client's chart data as a standards-based CCDA document for another EHR to consume. Uploaded files go through a reconciliation step before the client record is created. Built on the same HL7 CCDA standard required of all certified EHRs.

Generate a complete, ONC-compliant export of a client's — or your entire patient population's — electronic health information on demand. The export packages CSVs, PDFs, and a Documents folder into a single compressed file per patient. Restricted to admins and available any time without developer assistance.

Require team members who aren't on a client's Care Team to enter a reason before viewing that client's sensitive information. Every access reason is logged and available in a report, giving admins a clear audit trail for compliance. Care Team members can access the client's record as usual, with no extra step.

Automatically pre-fill a new charting note with content from a client's most recent note using the same template, so providers can build on prior documentation instead of starting from scratch. Enabled per charting template, not per client. Edits to the current note never change what was recorded in previous notes.

Automatically carry matching answers from a client's intake form into their charting template, so information like allergies, medications, or diagnosis codes only needs to be entered once. Smart Fields also sync select fields, like name, date of birth, and diagnosis codes, directly into the Client Profile and downstream billing forms. Field overlap between an intake form and charting template determines which fields sync.

Document a client's allergies, food intolerances, sensitivities, and food preferences in one place on their profile, so this information stays visible while making care recommendations or building a meal plan. Allergy data syncs two-way with DoseSpot for e-prescribing, and automatically flags a matching allergy across medication routes during charting. Add these fields to any intake or charting form to collect them directly from clients.

Document a client's race, ethnicity, sexual orientation, gender, and pronouns on their profile, supporting ONC certification requirements for demographic and genetic-predisposition reporting. A separate "Sex on File for Insurance" field stays distinct from these fields to satisfy payer requirements on CMS 1500 claims. Gender Identity and Pronouns can be collected directly from clients via Smart Fields; Race, Ethnicity, and Sexual Orientation are entered by staff on the profile.

Write one shared note for a group session's overall content, plus individual per-client notes that save to each attendee's own chart — all from a single charting screen. A note only saves to a client's account once an individual note is added for them; the shared group content isn't recorded until then. Editing the group note later updates it across every attendee automatically.

See a complete, filterable log of every email, SMS, and push notification sent to a client, including delivery status (Sent, Delivered, Bounced) for each one. Useful for troubleshooting missed appointment reminders, invite emails, or confirmations without leaving the client's profile. Filter by notification type, status, and date range.

Let clients mark pain or target areas directly on a front-and-back body diagram, paired with a text field to describe the issue in their own words. Add this field to any intake, charting, or program form for physical therapy, chiropractic, massage, personal training, or other hands-on care. Completed diagrams save directly to the client's profile for the provider to review.

Lock or sign a chart note to prevent further edits and add a timestamp, with any post-lock updates captured through an addendum instead of directly editing the note. Only users with the correct permission can unlock a locked note, and doing so requires a documented reason. Addendums display in chronological order and can be added by other care team members or reviewing providers with the right permissions.

Track a client's current and past medications, including self-reported ones, directly on their profile or through a Medication Field added to any intake or charting form. Self-reported medications display separately from E-Prescriptions ordered through E-Rx, so both sources stay distinguishable. Clients can view their medication list but can't edit it themselves.

Track where each client came from, referral, ad, website, or a specific referring provider, and see the breakdown in a dedicated Client Sources report. Add the Client Source Smart Field to any form or charting note to have clients' reported source automatically populate their profile and the report. Off by default and requires enabling from Business settings.

Save reusable phrases, recommendations, and responses to a personal or shared library, then insert them instantly while charting, chatting, or writing an addendum. Trigger the library with a lightbulb icon or a "." hotkey followed by a space, then type letters to filter down to the right phrase. Admins can allow team members to share their Smart Phrases with the rest of the organization.

Document a client's diagnosis and CPT codes once, whether in a charting note, a Superbill, or a CMS 1500 claim, and have it sync everywhere else. Diagnosis fields render as searchable drop-downs in the Form Builder, support multiple diagnoses with one marked billable, and drive Diagnostic Pointers on claim lines. Once entered anywhere, the details automatically populate the Client Profile and future claim forms.

Document a client's first-degree relatives' diagnoses directly on their profile, supporting family health history requirements under ONC certification. Add, edit, or remove multiple family history entries at any time. Entries are provider-managed and not visible to clients.

Record a client's implantable medical devices, including Unique Device Identifier (UDI) details, directly on their profile to support ONC certification requirements. Helps clinicians know what devices a patient has for safer, more informed care decisions. Managed from the Client Profile's Actions tab alongside other clinical details.

Automatically warn providers when a client's entered value for A1c, body fat percentage, weight, or waist circumference falls outside the normal range defined by medical research sources like the NIH. The warning is informational only and never blocks the value from being saved. Part of Healthie's ONC-certified Clinical Decision Support system, with further updates planned to meet HTI-1 Rule DSI criteria.

Choose which components appear, and in what order, on the Client Overview and Quick Profile pages, so your team sees the most relevant client information first. Hidden components don't delete any data; they're simply removed from view, and key actions like Add Diagnosis remain available from whichever sections stay visible. Only organization owners can configure these settings, and changes apply org-wide.

Set a persistent Insurance Pay or Self Pay designation on a client's profile that overrides your default Appointment Type billing behavior for that individual, so the right billing workflow applies automatically to every appointment. Useful for clients who prefer to pay out of pocket despite having insurance, or whose coverage is still being verified. A manual override on a specific appointment still takes priority over the client-level setting.

Bundle forms, agreements, and policies into an Intake Flow that's automatically sent to a client the moment they're added to Healthie or moved into a Client Group. Clients must complete or skip every form before getting full account access. Set up multiple flows tied to different groups so different client populations get different onboarding paperwork.

Automatically request form completion at three points tied to an appointment type: right after booking, a set time before the appointment, or a set time after it's marked as attended and occurred. Useful for waivers before a first visit, satisfaction surveys after a session, or any form tied to a specific appointment type rather than general onboarding. Configured per Appointment Type, separate from Intake Flows and Appointment Reminders.

Capture, calculate, and report CMS eCQMs like depression screening and BMI follow-up directly from structured chart data. Enabled measures appear as ready-to-use charting forms in your Forms section. Quality data flows straight from documentation instead of manual chart abstraction.

Maintains a master directory of referring providers, independent of any single client, so practices can track their referral network at a glance. Referring provider information can be collected automatically through an intake form field, or added manually to a client's profile. Useful for referral relationship management and for billing purposes like CMS 1500 claims.

Lets full web white-label organizations fully customize the "What can Healthie do for you" screen that clients see after completing their intake flow, replacing Healthie's default prompts with organization-specific content and actions. Some default prompts already adjust automatically based on account settings, such as hiding the chat prompt if Chat is disabled. Implementation requires providing custom HTML for Healthie's team to add.

Lets organizations send automated client emails, like appointment reminders and receipts, from their own email domain instead of a generic Healthie address. Requires adding DNS records to the organization's domain to authorize Healthie to send on their behalf. Available as part of semi or full web white-label.

Lets organizations hide specific platform tabs and features, such as Labs, Faxing, Marketing, or Billing, that aren't relevant to their business. Tailors navigation to only show what a provider or client actually needs, reducing clutter for teams that don't use certain modules. Applies across both provider and client-facing views.

Adds custom links to the client-side navigation sidebar, pointing to external sites like a partner lab, product page, or support resource. Each link includes a custom name and icon. Lets organizations surface resources beyond the core Healthie platform directly where clients already look for navigation.

Lets providers customize what appears at the top-right of PDFs generated from charting notes and faxes, using their own logo, provider details, and contact information. Multiple letterhead versions can be created and tailored to different workflows, like e-faxes versus internal documentation. Reinforces professional, consistent branding across every generated document.

Lets providers post promotional or informational banners directly on the client home page, on both web and mobile, targeted to specific client groups. Useful for sharing new services, promotions, events, or general practice updates. Announcements stay visible until a client dismisses them, with no limit on how many can be active at once.

Embeds a live booking calendar or package purchase widget directly onto any website, so prospective and existing clients can book appointments or buy packages without leaving the page. Works with virtually any website platform, including WordPress, Wix, Squarespace, and Webflow. Clients who book or purchase automatically receive their intake forms and a welcome email.

Adds a branded button or URL to a provider's website or social media that takes clients directly to their Healthie portal login. Uses the provider's own business name and logo instead of a generic Healthie link. Gives clients a clear, on-brand way to access their account without navigating away to find it.

Pre-built CDC Diabetes Prevention Program curriculum, available in English and Spanish, ready to use in Healthie's Programs feature. Gives providers a complete starting curriculum for DPP delivery rather than building lessons from scratch. Fully customizable, so organizations can adapt the module and lesson structure to their own delivery style.

Aggregates client data from a dedicated DPP charting template into a CSV report formatted to CDC specifications for Diabetes Prevention Program reporting. Automatically compiles participation and outcomes data as clients progress through the program. Removes the need to manually assemble CDC-required tracking data by hand.

When a chart note tied to a Complete Chart Note Smart Task is signed and locked, automatically closes the task. Removes the manual step of marking documentation tasks complete once the note itself is finished. Built for practices using Smart Tasks to track chart note completion.

Once a signed BAA is on file with the calendar provider, this setting lets client names appear on appointments pushed to an externally synced calendar, such as Google Calendar. Without it, synced appointments display only generic details to protect client privacy. Applies to any provider with an active calendar sync.

Displays and calculates client metrics like weight and height using the international metric system instead of US imperial units. Built for organizations operating outside the US or serving clients accustomed to metric measurements. Applies account-wide once enabled.

Lets providers set client packages in a currency other than USD, supported across the 180+ countries Healthie's payment processing covers. Different packages within the same account can each have their own currency. Built for organizations operating outside the US.

Automatically moves a client into a specific client group when they book a designated appointment type, giving them immediate access to that group's forms, programs, and documents. Useful for making sure clients receive the right paperwork or content based on which session they book. Clients keep their existing group access unless a new group is explicitly assigned.

Lets providers override account-wide appointment settings, such as notification timing, buffer time, and cancellation or rescheduling permissions, for individual appointment types. Useful for businesses that need different rules for different services, like a strict cancellation policy for consults versus a flexible one for follow-ups. Custom reminder content can also be configured per appointment type.

Lets organizations customize automated appointment reminder texts beyond Healthie's default message. Route SMS through your own Twilio account for fully custom content, or have the portal link removed from the default text. Useful for organizations that need branded messaging or want to limit what's included in a client's text reminder.

Automatically resolves scheduling conflicts by giving priority to specific providers when multiple team members share the same available slot. Admins assign each provider a priority ranking, and the higher-ranked provider is scheduled first. Useful for organizations that want certain providers prioritized during round-robin or shared-availability booking.

Grants one linked client full portal access to another linked client's account, such as a parent managing a child's care. Built for family practices where a parent or guardian needs to view and manage a dependent's forms, scheduling, and account activity directly. Enabled through the Notification Contact form on the linked account.

Automatically restricts appointment booking to only providers licensed in the client's state of residence. Clients indicate their state at the start of the booking flow, and only providers authorized to practice there appear as options. Built for virtual care organizations operating across multiple states.

Adds a file upload field to any intake form, charting template, or program form, so clients can attach an image or document directly while completing it. Useful for collecting things like insurance cards, injury photos, or lab results as part of the form itself. Supports multiple upload fields on a single form.

Requires clients to complete a specific form while booking a particular appointment type, before the appointment is confirmed. Ensures the information a provider needs for that visit is always collected upfront rather than chased down afterward. Useful for visit-specific intake questions tied to one appointment type rather than an entire package.

Requires clients to complete a specific form when they purchase a package, before their appointment is booked. Commonly used to collect pre-consult intake information or liability waivers at checkout. Ties any form in your library directly to any package you offer.

Automatically shows or hides form questions based on how a client answered an earlier question. Build branching intake forms that adapt in real time, so clients only see questions relevant to them. Ideal for screening forms where follow-up questions depend on an initial response.

Lets providers link an E-Labs order to a chart note at the moment of ordering, right from the Quick Profile. Once submitted, the order populates automatically in a Lab Orders section on that chart note across every surface: view, edit, PDF, and share.

Lets providers link an E-Rx order to a chart note at the moment of prescribing. Once the prescription is submitted, its details display automatically in a Medication Orders section on that chart note, along with the timestamp of the most recent PDMP check, for organizations with EPCS permissions.

Deliver Sanctuary Health's library of clinician-developed video masterclasses, covering 100+ health conditions, directly to clients inside Healthie. Paste a video embed code from Sanctuary Health into a Chat message or a Program module, no API integration or development work required. Requires an active Sanctuary Health subscription.

Run Mighty Networks, a community and membership platform, alongside Healthie for an added layer of member engagement. Since Mighty Networks doesn't offer a public API, there's no direct data integration or sync between the two. Customers on Healthie's full web white-label can add a client portal tab linking to their community, and set up Single Sign-On if they connect their own identity provider to both platforms.

Connects Healthie providers to NC HealthConnex, North Carolina's state-designated health information exchange, giving access to patient records, labs, diagnostics, and medical history recorded by other providers statewide. Required for North Carolina providers receiving state-funded reimbursement (Medicaid, NC Health Choice, State Health Plan) under the state's HIE mandate. Providers sign a participant agreement directly with NC HealthConnex, then notify Healthie to begin the technical onboarding process.

Accept Klarna as a payment method for client packages via Healthie's API, connected to the same Stripe processing already used for card payments. Requires building a custom front-end on top of the API, since there's no native Klarna option in the Healthie UI, and clients don't need a personal Stripe or Klarna account. Payments collected through Klarna outside of this flow can also be logged in Healthie as an outside payment to keep records complete.

Lets corporations that use HealthWallet as a common repository for client health information offer Single Sign-On between Healthie and HealthWallet. Built by Healthie's Solutions Engineering team for organizations already using HealthWallet as their client-facing health data vault, rather than a self-service integration.

Powers AI Scribe by capturing live session transcripts during telehealth appointments through Zoom's Real-Time Media Streams (RTMS), replacing the older cloud-recording-based approach. Transcripts write incrementally during the session and finalize within about 2 minutes after it ends, with no Zoom cloud recording required. Available via webhooks and the GraphQL API for teams building their own downstream charting, summarization, or AI workflows on top of the transcript.

Securely exchange clinical documents like CCDAs, referrals, and ADT notifications with any external healthcare organization over the DirectTrust network. Incoming messages arrive in a dedicated Direct inbox, and CCDA data can be ingested directly into a client's medications and allergies. No fax machine required to share protected health information with outside providers.

An AI-powered developer toolkit that connects Healthie's GraphQL API directly to AI assistants like Claude and Cursor, so developers can explore the schema and generate API code in plain language. Works out of the box in a sandbox environment with no API key required. Speeds up integration development without replacing the need to run API calls yourself.

Lets providers use a third-party video platform, such as Doxy or VSee, for virtual sessions instead of Healthie's built-in video call or Zoom integration. The external link can be set as a single default for the whole organization or assigned uniquely per provider. Once configured, it's added directly to the appointment as a session link, just like Healthie's native video options.

Lets clients purchase and access Living Plate Rx meal plans and nutrition programs directly through their Healthie account, with single sign-on into the Living Plate Rx dashboard. Providers bundle a meal plan or program into a Healthie package for clients to buy, with payments flowing through the same bank account already linked to Healthie.

Payments infrastructure integrated into Healthie to enable seamless billing and payment collection for healthcare providers.

Connects Healthie's clinical documentation to claim creation and billing workflows in Candid Health's revenue cycle automation platform. Locking a chart note in Healthie automatically generates a claim in Candid and a matching CMS-1500 in Healthie, with claim status synced back as it moves through Candid's workflow. Client demographics, insurance information, and tags sync bidirectionally between the two systems.

Lets organizations with multi-entity or multi-state billing needs connect multiple Stripe-linked bank accounts to a single Healthie organization, instead of just one. Payments can then be routed to the right account by entity, region, or state, so multi-entity billing doesn't have to be split across separate Healthie organizations. Account creation, Stripe onboarding, and account management all happen in Healthie's settings.

Standardizes team member permissions across a parent organization and its sub-organizations using reusable permission templates. Templates are built once at the parent level and applied to each sub-org as it's created, so every location starts with consistent, role-based access instead of one-off settings per user. Owners can layer sub-org-specific restrictions on top for sensitive actions like billing and patient data access.

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.

Pulls weight, fat mass, and muscle mass from a client's ClearStep numberless scale into Healthie as provider-only metrics, so clients in weight-sensitive care never see the numbers. Providers review trends in the client's Journal without exposing weight data to the client themselves.

Stores Zoom session recordings in the cloud instead of on a provider's device, so any team member with access to the appointment can view them. Enabled org-wide as a paid add-on, at the same HIPAA-compliant level as the rest of Healthie's Zoom integration.

Adds real-time, AI-translated captions to Zoom video sessions in Healthie, so clients can follow their care in their preferred language without an interpreter.

Two-way syncs Healthie's calendar with Google Calendar, so appointments booked in Healthie appear on Google Calendar and events on Google Calendar block availability in Healthie automatically. Updates typically sync within about 15 minutes, keeping both calendars accurate without manual double-checking.

Providers are blocked from signing or locking a group charting note until every client marked as attended has an individual note. If documentation is missing, a clear error message flags exactly which clients still need one, so no group session closes with incomplete client-level records.

Join telehealth video sessions directly inside Healthie — no external Zoom link or app switching required.

Gives Nutrition and Weight Management accounts access to Healthie's specialty form library for intake, assessment, and documentation, without building forms from scratch.

HIPAA-compliant, no-code customer data platform enabling healthcare companies to run high-performing ads and analytics without compromising patient privacy.

Lets care teams build clinical workflows in Awell and connect them to Healthie, so care flows can trigger actions in Healthie and Healthie events can kick off Awell care flows automatically. Teams design and iterate on protocols like onboarding, triage, and follow-up without needing an engineering release for every change.

Two-way syncs Healthie's calendar with Microsoft Outlook, so appointments booked in Healthie appear on a provider's Outlook calendar and existing Outlook events block availability in Healthie automatically. This keeps a provider's practice schedule and personal calendar aligned without manual reconciliation.

Automatically pushes every Healthie appointment to your Apple Calendar, so your personal schedule always reflects your practice bookings. Set it up once as a calendar subscription and appointments stay in sync going forward with no manual entry required.

Lets marketing teams deploy Google Tag Manager and Google Analytics tags across a Healthie web white-label without engineering involvement, tracking visits to Packages, the client portal, and Appointments embeds. GTM currently covers web properties only, not the Healthie mobile app.

Pulls activity, sleep, and body metrics from a client's Google Health Connect account into their Healthie Journal automatically, once the relevant metrics are enabled for that client. Clients connect once from the Integrations tab and their data appears tagged "Google Health Connect," with no manual entry required.

Pulls weight, blood pressure, heart rate, and sleep data from a client's Withings device into their Healthie Journal, once the provider has enabled the sync for that client. Clients connect their own device from Integrations on web or mobile browser, with no manual entry required.

Pulls activity, sleep, body measurement, and food tracking data from a client's Fitbit account into their Healthie Journal automatically, once the relevant metrics are enabled for that client. Syncs every 2 hours, with additional nutrition data included if the client has linked MyFitnessPal to their Fitbit.

Pulls continuous glucose monitoring data from a client's Dexcom device into their Healthie Journal every 6 minutes, giving providers a near-real-time view of glucose trends between visits. Providers can pull aggregated CSV reports across clients, groups, or the whole organization to review trends at scale.

Online lab ordering platform for LabCorp and specialty labs.

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.

Lets an organization connect its own Twilio account to Healthie so SMS communications to clients, like appointment reminders, send from their own phone number instead of Healthie's shared number. The same number stays available for other Twilio capabilities outside Healthie as well.

Pulls activity, heart rate, sleep, and body metrics from a client's Apple Health app, including data from a connected Apple Watch, into their Healthie Journal automatically, once the relevant metrics are enabled for that client. Clients connect once from Integrations in the Healthie mobile app and their data appears tagged "Apple Health," with no manual entry required.

Connects a Healthie full web white-label to a customer's Mixpanel account, so teams can analyze how providers and clients navigate the platform in real time. Tracks hundreds of Healthie-specific events, from chat messages sent to Program engagement, alongside default Mixpanel profile properties.

Gives every Healthie appointment a HIPAA-compliant Zoom video link automatically, without providers or clients needing their own Zoom account. Supports group video chats and webinars, including sessions that anyone can join via a shared link whether or not they have a Healthie account. Session recording is included, all covered under Healthie's Zoom BAA.

Pulls weight, fat mass, and muscle mass from a client's Shapa scale into Healthie as metrics, using Shapa's numberless, color-based feedback model to support long-term behavior change instead of showing clients a number. Providers review the actual weight values in the Journal regardless of what feedback the client's app shows.

Pushes client demographic data from Healthie into Keap and tags Keap contacts automatically when a client books an appointment. Lets CRM tagging and outreach in Keap stay current with what's happening in Healthie, without manual list updates.

Pushes client data from Healthie into HubSpot, including contact details, group, program, and transaction fields, so marketing and CRM workflows in HubSpot stay current without manual data entry. Data flows one direction, from Healthie into HubSpot, typically within about 30 minutes of being saved in Healthie.

Syncs patient data, referrals, tasks, and forms between Healthie and Dock Health, so care coordination and administrative tasks triggered in one platform show up automatically in the other. Healthie workflows can also kick off Dock's task automations directly.

Pulls Shopify purchases into Healthie as payment records and marks Shopify orders fulfilled when the matching appointment is scheduled in Healthie. Runs entirely behind the scenes, with no visual changes to your website or Healthie account.