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Customer Success Story
Published November 9, 2026 · Updated November 9, 2026
Case Specific Nutrition automates billing reports with Healthie’s Visualize+
Case Specific Nutrition, a clinical nutrition practice, uses Visualize+ to build tailored reports and deliver them automatically. Charge and AR reports now reach the billing department before the workday starts. As a result, leadership saves about 4 hours a month, and the organization saves an estimated 5 to 10 hours a month.
~4
Hours
Time saved each month for executive leadership
5-10
Hours
Saved across the organization including billing, scheduling, and leadership
Daily
Charge report delivery
Sent to the billing department each morning without anyone running it
At a Glance
Case Specific Nutrition exists to ensure people have access to person-centered, trust-based clinical nutrition support, whether the barrier is cost, accessibility, or provider and patient fit. Its team of 20 delivers Medical Nutrition Therapy, nutrition counseling, and the CDC Diabetes Prevention Program. Before Visualize+, reporting ran on Healthie’s standard Visualize reports, Excel, and, for non-PHI data, Google Gemini, which worked but offered no automation and little control over what each report contained. Now Robert Marty, DBA, MHA, Chief Operations Officer, builds tailored charge and AR reports, schedules them for the people who need them, and creates new ones with Vizzy, Healthie’s AI copilot, all inside Healthie’s secure environment.
“Visualize+ is enhanced access and efficiency at your fingertips. It has the potential to expand your data pool, automate your reporting, and give time back to your workforce to focus on what matters (your people and clients).”
The Challenge
Why does pediatric behavioral health need different tooling?
Every report that Case Specific Nutrition’s team relied on still needed a person to run it. Standard Visualize templates could not be scheduled or filtered to exclude unneeded data. Staff ran each report manually, then exported it to a spreadsheet to remove what they did not need.
Some analysis took even longer. A caseload review could take several hours, in part because the data did not account for variables such as a provider taking PTO or attending an event on the practice’s behalf.
The cost showed up in what the team stopped doing. Reports that were nice to have moved to a less frequent cadence or became available on request only, because none of the tools available could automate them.
“Most of the ‘nice to have’ data that we’ve experimented with over the years was dropped to a less frequent cadence or changed to ‘upon request’ because we didn’t have the ability to automate it with the tools we had access to.”
Inside the build
Building one reporting system that automatically delivers essential and nice-to-have reports, tailored to each department
Case Specific Nutrition’s first weeks with Visualize+ focused on its most routine reports. The Healthie team trained the practice on the tool, opened a chat channel for questions, and offered prompts and coding suggestions when the team got stuck. The practice then moved its fundamental reports into Visualize+ and began using Vizzy to generate new ones.
With Healthie, Case Specific Nutrition can:
- Scheduled delivery: Reports are sent automatically at whatever cadence recipients need, including the daily charge report that now arrives each morning instead of being run manually.
- Custom templates: Charge and AR reports are tailored to the billing department, so recipients see the data for the period they need and nothing else.
- Raw data access: The team can work with data beyond the standard Visualize templates, so fewer reports need a spreadsheet export.
- Vizzy: The team has generated a handful of reports from scratch. A single, generic prompt asking for a complex outcome produced a result Robert called very good.
- Security: Data stays in Healthie’s environment, so the protections the practice already trusts apply to its analysis.
“Vizzy enables us to be intentional (building on existing reports while adding data that helps inform our analysis) and curious (we have an idea and Vizzy helps bring that idea to life / shows us what’s possible). ”
BUILT ON HEALTHIE
What did they build on Healthie?
The specific Healthie capabilities behind that build, grouped by type:
Extensions
0
Visualize+
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.
Results
What changed when reports started running themselves?
Reports arrive without a manual step
Charge and AR reports are tailored to the billing department and are in their inbox when the workday starts.
Hours returned
Leadership saves about 4 hours a month, and the organization saves an estimated 5 to 10 hours a month.
Less spreadsheet cleanup
Custom templates mean recipients no longer remove unneeded data, and fewer files are exported into spreadsheets.
New reports built faster
The team has generated a handful of reports from scratch with AI copilot Vizzy.