One Platform. Infinitely Customizable.

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, webinars, and session recording, 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.

Automates outbound insurance verification calls using an AI voice agent, then writes the results back into Healthie as a Charting Document. Set up a customized verification script once, and SuperDial's agent places payer calls on your behalf instead of staff spending hours on hold.

AI agents that communicate with patients via phone and SMS using your clinic's customized scripts — automating intake, triage, scheduling, medication check-ins, and symptom follow-ups.

Bi-directionally syncs patient data between Healthie and Impilo in real time, so vitals like blood pressure and weight collected through Impilo's remote monitoring devices push automatically into Healthie charts. Impilo also handles device fulfillment and logistics for at-home monitoring programs.

Syncs patients from Healthie into OhMD and lets staff text with them from the practice's own phone number, then push the resulting conversation back into the patient's Healthie chart in one click. Patients and updates in Healthie stay in sync with OhMD automatically.

Sully AI listens during a patient visit and creates the chart note automatically, pushing it directly into the patient's Healthie record. Sully reads existing patients and appointments from Healthie to build each note with the right context.

Automatically extracts social determinants of health, like housing instability and food insecurity, from unstructured clinical notes and converts them into ICD-10 Z codes. Matches patients to relevant community resources in real time, layered on top of existing Healthie workflows.

Lets providers recommend supplements, labs, and specialty tests through Fullscript's dispensary, with client purchases and recommendations visible directly in Healthie. Clients get single sign-on access to view what's been recommended, and lab results flow into the client's Healthie Labs tab.

Syncs provider availability from Healthie to ZocDoc in real time and automatically creates the resulting appointment, and patient record if needed, back in Healthie when someone books. Helps practices get discovered by new patients and fill open appointment slots without manual coordination.

Embeds Cliexa's clinical reasoning AI directly into Healthie workflows to generate evidence-based diagnoses, treatment recommendations, billing codes, and compliance-ready documentation in real time. Includes an AI scribe, patient-reported outcome assessments, and risk stratification alongside the clinical intelligence layer.

Automates document intake, classification, data extraction, and routing for faxes, scans, and digital documents, integrating directly with Healthie to eliminate backlogs. A GenAI-powered digital workforce handles the busywork so staff can focus on patient care.

Applies a permission template to any number of active org members at once — no need to update each provider's permissions individually.

When a client's card is declined, automatically sends a billing-team chat message and a new billing info form — no manual outreach required.

When a client books a configured appointment type, automatically updates their primary provider to match the provider they scheduled with.

Automatically marks an appointment "Occurred" the moment its linked chart note is signed — no manual status update required.

When a specific follow-up visit type is scheduled, automatically tasks the client's care coordinator to retrieve the latest progress note from an external clinic.

Automatically pulls the visit duration from a chart note field and writes it into the appointment's Session Details "Duration" field — no double entry.

When a specific appointment type is scheduled, automatically checks the client's state of residence and reassigns them out of an outdated client group if new services are now available there.

When a provider names a supervisor to co-sign their chart note, automatically tasks that supervisor to complete the co-signature — high priority, no manual handoff.

Gives Physical Therapy accounts access to Healthie's specialty form library for intake, outcome measures, and documentation, without building forms from scratch.

Pre-loaded Telehealth Informed Consent form, ready to customize and send before a client's first virtual visit.

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

Gives Health Coaching accounts access to Healthie's Coaching specialty form library, plus pre-built forms from partnered coaching and certificate programs.

Providers can link, unlink, and re-link chart notes from appointments directly in the charting interface, including on signed and locked notes. No support ticket required — correcting a mis-linked note takes seconds, right from the note itself.

Gives teams self-service analytics and dashboards built natively into Healthie, with custom views across appointments, payments, provider utilization, and patient engagement data — no data exports, no external BI tools, no data engineer required.

Healthie's upcoming self-serve, no-code workflow builder for trigger-based clinical and administrative automations — currently piloted with select customers ahead of the self-serve UI.

See exactly who changed a patient's appointments, when, and what changed — directly from the patient profile, no digging through backend logs required.

Automatically charges a client's card, or generates an invoice, the moment an appointment is marked Occurred — no manual billing step required.

Automatically charges or invoices a client's copay, deductible, or coinsurance as soon as an insurance appointment is marked Occurred.

When a chart note is submitted with a specific question answered, automatically create a task for the assigned provider — no manual triage needed.

When an automated payment fails, immediately create a task for the care team — with patient and payment details included.

After a patient's first completed appointment, check for a signed consent form on file — if missing, automatically send a chat to the patient and provider before the next visit is booked.

When new lab results are posted, automatically create a task for the provider to review — ensuring nothing falls through the cracks between appointments.

When a client uploads a document, automatically create a task for the provider — so nothing uploaded goes unnoticed.

When a client updates their credit card on file, automatically create a task for the care team to verify and confirm the payment method change.

When a signed chart note exists without an associated appointment, automatically create a task to flag it for review — protecting billing accuracy and chart integrity.

When a client submits a Release of Information form, automatically create a review task for the provider and records team — with all relevant details included.

When a client's billing type is updated to self-pay, automatically send the configured billing form — ensuring payment details are collected without any manual staff action.

When a client submits a superbill request form, automatically create a billing task with all service details — so no request goes unprocessed.

When a provider marks a specific field in a session note, automatically send the client a chat message — delivering next-step instructions without any manual follow-up.

When a patient tagged 'canceled-for-forms' completes their required forms, automatically update their tags and create an intake follow-up task for the care team.

When a client adds or updates their insurance information, automatically create a task for the E&B team with full coverage details — so verification happens before the next visit.

Lets customers set their own inactivity logout timeout instead of Healthie's standard 60-minute default.

Gives Behavioral Health accounts access to Healthie's full specialty form library for intake and documentation, without building forms from scratch.

A HIPAA-compliant, no-code automation platform connecting Healthie to 300+ external tools — a Zapier alternative built for healthcare.

Adds a button to the patient profile that opens Metriport's dashboard with that patient's consolidated medical history from outside health systems.

A HIPAA-compliant automation platform that connects Healthie to other tools for patient onboarding, reminders, and follow-up — with hands-on setup support.

Gives Enterprise customers a branded login page, sidebar, and email sender on a custom Healthie subdomain — a lighter-touch alternative to a full platform rebrand.

Gives Enterprise customers a branded iOS and Android app in the app stores, with Healthie's team handling development, maintenance, and app store review.

Turns Healthie into a fully custom-branded platform on your own domain — no Healthie name or branding anywhere in the provider or client experience.

Adds a custom tab to every Client Profile that loads your own URL inline with Healthie's native tabs — no navigating away from the patient record.

Embeds external content directly inside an intake form, charting template, or Program — just supply the URL, no HTML required.

Healthie's ONC-certified FHIR R4 API, giving Enterprise customers a standards-based way to exchange health records with other healthcare IT systems.

Pre-built React component for embedding Healthie's appointment booking and package purchasing flow directly inside your own application.

Pre-built React component for rendering and submitting Healthie forms directly inside your own application, with automatic prefill from existing user data.

Gives developers full, backward-compatible access to Healthie's GraphQL API — the same API Healthie's own team uses to build its web and mobile apps.

Pre-built React components for embedding Healthie's chat experience — conversation list and message thread — directly into your own application.

Sets a provider inactive across every sub-org they belong to in one action — no need to update each sub-org membership individually.

Floating transcription indicator that follows the provider across browser tabs during an in-person or phone Ambient Scribe session, so they always know it's still capturing audio in the background.

Drops a fully functional scheduling widget into any patient-facing surface — portal, app, or marketing site. No rebuild required.

Displays a patient's due date and live-calculated gestational age in the client overview — staff can edit the date inline and see gestational age update instantly.

Times a patient encounter directly from their chart and logs duration, start, and end time to a configured form — no manual calculation, no leaving the profile.

Lets providers and care coordinators book appointments on behalf of patients directly from the patient profile — using the same availability rules as patient self-scheduling, no workarounds required.

Admin-facing widget supporting parental leave scheduling, coverage assignment, and return-to-work workflows.

Automatically creates a care coordinator task and schedules a follow-up when PHQ-9 score exceeds a defined threshold.

Auto-delivers and auto-scores PHQ-9 and GAD-7 screenings at intake and on a recurring basis, with threshold-based alerts automatically triggering care team tasks when scores indicate moderate or severe symptoms.

Gives Substance Use accounts access to a relevant subset of Healthie's Behavioral Health specialty form library for intake and documentation, without building forms from scratch.

Captures per-client Attended status, Join/Leave Time, and Diagnosis directly within a group charting note — built for IOP and other group-based behavioral health programs needing client-level documentation.

Applies a preset tracking configuration for eating disorder care with one toggle — enabling food logging, hunger/fullness, and emotion tracking while disabling the metrics, fitness, and notes sections a client would otherwise see.

Flags a client's insurance policy as a "Mental Health Carve-Out" — when their behavioral health benefits are administered by a separate payer from their primary medical insurance — right from the standard insurance Plan Type field.

Prepares Healthie customers participating in CMS's ACCESS payment model to meet its FHIR-based eligibility, alignment, and outcomes-reporting requirements, with the CMS-specific API integration being built by a third-party agency.