Experience a Better Way to Manage Your Business & Clients

Manually add clients, and access their profile within Healthie. Invite clients to join you through their secure Client Portal. Archive clients you no longer work with.

Store nearly any type of digital file or document for internal reference. Share resources manually or automatically with clients.

Available on iOS & Android. For providers and clients for on-the-go communication, food logging, appointment scheduling, and more

Create a task for your business, adding a priority level and due date.

Get access to reporting dashboards or download a report, giving insights to business and client activity.

Enable clients to self-book appointments through a calendar booking link as a new or existing client.

Enable clients to self-book appointments through a calendar booking link as a new or existing client.

Enable email and/or SMS appointment reminders to send to clients at a cadence you dictate.

Our direct integration with Stripe enables you to collect & store client payment cards, and process payments. Payments are automatically transferred to your bank account. No personal Stripe account required.

Send invoices to clirents or outside vendors to receive electronic payment. Payments are automatically transferred to your bank account.

Create client packages with recurring payments. Set the terms, and automatically collect payments.

Enable clients to book a specific location, or even a specific room.

Batch send claims to Office Ally for instant claim submission. Receive remittance detail back in Healthie automatically.

Trigger new client paperwork (assessments, policies, waivers, and more) to automaticallty send for clients to complete & e-sign electronically.

Request clients to complete forms on a recurring basis (ie. weekly progress check-in form)

Leverage our library of pre-built form templates that can be customized for your business.

Use our easy drag-and-drop form builder to create your own forms, assessments, and charting templates.

Create chart notes for clients, leveraging our charting templates, or create your own charting forms.

Send unlimited outbound e-fax messages. Add a dedicated e-fax line for $10/month to receive inbound faxes.

Client can access their secure client portal on web & mobile to book appointments, complete paperwork, make payments, and more.

Built-in HIPAA-compliant telehealth with ability to share your screen, or split-screen for charting during video calls.

Utilize our direct integration with HIPAA-compliant Zoom to support group telehealth sessions or host webinars. No personal Zoom account required.

Send and receive 1:1 client messages. Set auto-responder or disable chat for a client or group of clients.

Send a message to multiple clients (like BCC messaging) or create a secure HIPAA-compliant community chat.

Organize clients within Healthie, and trigger different workflows based on client criteria (ie. have different onboarding paperwork send to different client groups)

Customizable food journaling tool that allows clients to track meals (photo-based journaling tool) or option to add on nutrient tracking for macro & micro nutrient details (integrated with USDA food database)

Set food & lifestyle goals with custom email & in-app reminders for clients

Create treatment protocols that can be quickly applied & shared with a client. Include recommendations for food and activity, set client goals, and link educational resources for clients.

Send and share documents with clients directly within Healthie. Upload educational handouts, test results, lab work, recipes, meal plans, research articles, and even client education videos.

Schedule course content including forms, videos, surveys, and emails to automatically send to enrolled participants.

Enable clients to purchase and order E-Labs, and automatically receive lab reports within Healthie.

Create supplement recommendations from your Fullscript dispensary.

Store client credit card information & charge clients for services, right within your account. Add your banking details within Healthie and you’re ready to accept payments.

Link your Living Plate Rx Prime membership to offer meal planning services to your clients within Healthie.

HIPAA-compliant Zoom for individual or group telehealth sessions and webinars. No separate login required, and no additional fees.

Integrate with OfficeAlly Clearinghouse to directly submit insurance claims, and automatically receive status & reimbursement details within Healthie.

Never double-book or miss an appointment. Sync your calendars within Healthie.

Enable clients to link FitBit devices to automatically push food, activity, and lifestyle entries into Healthie.

Enable clients to link GoogleFit devices to automatically activity, and lifestyle entries into Healthie.

Enable clients to link Apple Health devices to automatically activity, and lifestyle entries into Healthie.

Enable clients to link their numberless ClearStep scale to automatically push blind weight data into Healthie for provider view only.

Enable clients to link their Shapa devices to push data directly into Healthie.