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Customer Success Story
Published November 9, 2026 · Updated November 9, 2026
Moona Health Saves 2 Hours a Week on Clinical Oversight with Healthie’s Visualize+
Moona Health is a behavioral health company focused on making CBT-I sleep care more affordable and accessible. They use Healthie’s Visualize+ and Vizzy to give its VP of Clinical Care provider-level visibility into appointment statuses and chart notes. A two-hour weekly calendar inspection became a quick search, and a manual list of note statuses covering more than 500 notes per week is no longer needed.
2
Hours saved per week
By Moona’s VP of Clinical Care, who previously inspected the organization calendar by hand every Sunday.
500+
Notes per week
No longer tracked manually for status updates.
$1K
Revenue protected from open notes
Identified once, when a clinician left the practice. These notes would otherwise have gone unbilled.
At a Glance
Moona Health’s mission is to transform the sleep care landscape by increasing the affordability and accessibility of CBT-I. As new clinicians and associate providers join, clinical leadership needs to know which sessions have no status and which notes are unsigned or waiting to be cosigned. A Visualize+ report existed, and needed to be customized to include provider-level detail. Noelle Smith, PhD, VP of Clinical Care, now asks Vizzy, an AI copilot built into Visualize+, for the exact rows and columns she needs, then uses the results to contact clinicians and to send cosign lists to supervising providers.
“We went from 2 hours of manual organization calendar visual inspection to a quick Vizzy search. We also eliminated the need for a manual list of note status updates for more than 500 notes per week, which has reduced time and increased accuracy.”
The Challenge
Why does pediatric behavioral health need different tooling?
Noelle oversees all clinicians at Moona, and she had no automated way to see which sessions and notes were incomplete. Every Sunday she went through the organization calendar for each provider, looking for sessions with no status entered, a task that had to be done by the pay period. Notes were harder to track. She either pulled lists manually and checked them by eye, or waited for a proxy signal such as sessions that could not be billed because a note was unsigned.
Without that visibility, she assumed no news meant no problems, yet notes were being missed. The cost was lost time, delayed billing, and revenue impact when providers left without signing notes. The need grew as Moona brought on associate mental health providers whose notes required a cosign and were difficult to find.
Better reporting was not a quick fix internally. Moona has access to much of its data, but its tech team is small with limited capacity, so Noelle kept her requests to a minimum.
“We do have access to a lot of the data, but we have a small tech team with limited capacity and competing priorities, so I try to limit my requests.”
Inside the build
Provider-level answers from a conversation with Healthie’s AI copilot, Vizzy
Noelle uses Vizzy, an AI copilot, almost every time she opens Visualize+. Even when a report has what she needs, she specifies her own parameters and describes the columns and rows she wants. The result is data she can search by provider and present in a format that is easy to act on.
With Visualize+, Moona can:
- Appointment status checks: Vizzy pulls appointments with no status set, broken out by provider, so Noelle can contact clinicians and close them out.
- Note status by title: Notes can be pulled by template name with their status, and appointments with no note attached can be listed. Previously those gaps surfaced only when the billing team reached the appointment.
- Cosign lists by provider: Filtering by provider produces a list of notes ready for review, which Noelle sends to the supervising provider for associate mental health providers.
- Departure checks: Before two providers recently left, Noelle checked for sessions that had not been closed out and notes that were unsigned, a review she did not previously have capacity to do.
“I’ve used PowerBI and SQL, and I think Visualize+ provides a superior combination of being able to data mine and then present it in a user friendly format.”
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 a manual review became a search?
Two hours a week returned
A weekly Sunday calendar inspection is now a Vizzy search, so Noelle no longer spends two hours on it.
Improved note accuracy and manual tracking eliminated: A manual list of note status updates covering more than 50 notes per week is no longer needed, which also improved accuracy.
Earlier visibility into open notes
Noelle identified four notes needing attention when a clinician left
Increased efficiency
Noelle reports that clinicians who are often late with notes now sign them sooner.
Cosign lists for associate providers
Filtering by provider gives supervising providers a list of notes ready for review, which was previously difficult to find.