Build your platform on Healthie's API.

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appointment type is scheduled, automatically checks the client's state of residence and reassigns them out of an outdated client group if new services are now available there.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

Gives providers full context on a patient's history the moment they open a chart — what's changed, what recurs, and what needs follow-up. Providers can ask follow-up questions to dig into any detail.

Generates a concise clinical summary of each chart note when a provider locks it — chief complaint, key findings, treatment decisions, and follow-up plan, all at a glance.

Surfaces must-see internal flags — scheduling preferences, insurance issues, care gaps — the moment a team member opens a client's profile. Internal-only; patients never see them.

Let providers share evidence-based Healthwise (WebMD Ignite) patient education content directly from the charting workflow — with diagnosis-based content suggestions, one-click send to the patient portal, and automatic chart documentation.

Surfaces follow-up tasks automatically from appointment transcripts, so providers can review and accept them with one click.

Harbor partners can now embed their experience natively inside Healthie — appearing as a custom tab directly within the patient profile. Providers access partner tools with no second login, no tab switching, and full patient context passed automatically.

Delivers your Healthie data automatically to your own S3 bucket or Snowflake warehouse, no custom API pipeline required. Choose 15-minute CDC file updates or hourly/daily Snowflake Direct Share refreshes.

Surfaces a patient's aggregated health history — conditions, medications, and encounters — from outside providers directly inside their Healthie profile. No manual chart-chasing required.

Send and receive HIPAA-compliant faxes directly through Healthie, powered by Sfax — no physical fax machine required.

Runs real-time insurance eligibility checks, submits claims, and tracks reimbursements without leaving Healthie. Claim.MD powers the clearinghouse connection behind the scenes, and Healthie manages the vendor account so no separate sign-up is required.

Sends electronic prescriptions to any pharmacy directly from a client's profile, with Healthie managing the DoseSpot connection so no separate vendor account is required.

Automatically generates CMS 1500 insurance claims overnight for every completed appointment. Review and submit to your clearinghouse or RCM partner the next morning — no manual claim creation required.

Connects your existing Quest, LabCorp, or Bioreference lab account directly into Healthie, so providers can order labs and receive results without leaving the platform.

Turns provider-patient sessions into a structured, editable chart note and full transcript, ready for provider review in minutes. Works across telehealth, in-person, and phone visits, without leaving Healthie.