Healthie Technology & Software Platform

As you scale your provider network, we understand the importance of standardizing operations, building processes that you can roll-out across the board, and making it easy to onboard clients with their appropriate provider (or clinical care team).

We also understand that you may offer a combination of in-person and virtual services, operate in many states across multiple specialties, and that each provider in your organization will offer unique skill sets. Our scheduling software can power filters by provider, geography, specialty, appointment type, and more, and can be used to power marketplaces, client onboarding quizzes, and website embeds.

Healthie has been designed to help you streamline provider management while providing you with resources you need to seamlessly Welcome your Clients.

Provider Management

• Platform’s multi-provider capabilities enable group practices and organizations to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations, promote cross-collaboration, and offer coordinated care to clients.
• Standardize intake forms, charting templates, packages, appointment types, Programs, documents, and other tools / resources for use across your organization.
• Configure over 35 permissions and settings for providers to work within your portal, including for notifications workflows, back-office, client visibility, and more.
• Set specific permissions for support staff, including billers and schedulers.
• Create custom links for Calendaring and Packages that include specific clusters of Providers.
• Establish a Primary Provider for each client, or leverage Care Teams to coordinate care across multiple providers.

Provider Onboarding

• Providers can set up their biographies with specialty, geography, locations, and next availability.
• Provider database can be utilized to help inform best fits for clients, and give confidence that a new client is being matched with the right provider.
• Create a sign up page for providers to enter their basic information and set up availability, that then connects them to your provider network.
• Set up internal team training calls leveraging platform Calendar and Webinar features.

Client Onboarding

• Multiple pathways to Portal Entry, including from your website, manually entered, purchase of a package, or booking of appointment.
• Smart indicators to determine if client is new or existing, and support for families that may have a single e-mail address for multiple members.
• Ability to have clients adhere to terms and conditions, and specify those universally, or by service.
• Customizable onboarding experience by Group, Specialty, Location, or other indicator
  Automations to send clients specific assessments, enable web and mobile portal access, and Welcome Message from Provider / Care Team.
• Add an onboarding video for clients to review early in your experience.
• Via API, set up workflows such that clients are recommended specific providers (or batch of providers) based on responses to your onboarding quiz.

We understand that you’re focused on scaling your business. You need to minimize the time that you spend on back-office, and we’ve built out the tooling to streamline important operations.

Healthie has a comprehensive suite of back-office tools that enable you and your team to focus on building a modern, tech-enabled service offering.

Our back-office support features include:

Calendaring

• Robust calendaring and scheduling tools to create and configure appointment types.
• E-mail, SMS, and push notification confirmations and reminders to clients and providers for upcoming sessions.
• Considerations for time zones across all booking flows, including different time zones between provider and client.
• Providers set default weekly availability, and can override with blocks and one-time needs, and/or syncs with External calendars.
• Ability to book and host group or one-on-one, one-time or recurring sessions.
• Settings to configure locations, rooms, and in-person vs phone-call vs telehealth options.
• Option to enable a waitlist and configure number of registrants for a wait list.
• Automations to send client intake paperwork and portal welcome upon service booking or purchase.
• A shareable calendar that can also be embedded directly within the health practitioner’s website, alongside a “Client Portal” button.
• Ability to Indicate Appointment Status, including to track no-shows, cancellations, reschedules, and completed.
• Integrations with iCal, Google, Outlook, and other 3rd Party calendars and social media accounts.
• Reporting and Analytics to assess most popular appointment types, providers, locations, and more.

Client, Tasks and Notifications Management for Workflow optimization

• Client Management Dashboard to quickly view Active and Archived Clients, Filter Clients by Group.
• Assign each client a unique Client Identifier.
• Leverage automations in place to prevent duplicate client accounts from being created, with ability to merge records as required.
• Enable feature to search for clients by birthdate.
• Groups Feature allows Organizations to work with large volumes of clients with efficiency.
• Task management platform per provider and across the organization, with Smart Tasks tool to auto-create provider tasks to standardize care protocols & operations.
• Notifications history to quickly see e-mails and SMS communications on a per client level in timeline format.
• Calendar Dashboards for providers to review upcoming appointments, with Customizable Appointment Type Details including New / Follow Up.
• Robust notifications system to help provider team follow up with clients, ensure appropriate actions are being taken to optimize care outcomes.
• Notifications settings for team members and clients to customize in-app, push, e-mail, and text notifications (and further customize via API).

Notifications settings for team members and clients to customize in-app, push, e-mail, and text notifications (and further customize via API)

• Billing tools to streamline and simplify payment collection for out-of-pocket and insurance reimbursable services.
• Ability to set up one-time recurring payments (with an indefinite or fixed payment period) to offer single services, customizable bundled solutions with services, products, E-Labs, and more.
• Tools for creating personal client packages; plus, create a free appointment / package to offer a free / introductory consultation.
• Share single or multiple packages externally, via website embed or shareable URL for distribution on newsletters / marketing campaigns.
• Store multiple credit cards, debit cards, HSA/FSA cards for clients, and optionally enable ACH payments.
• Ability to enable clients to gift packages to other clients.
• Easily generate QR codes for your packages and sessions.
• Support to add multiple pricing options and terms for monthly or annual subscriptions, charge co-pays, cancellation fees, and bill for products and services that you offer, virtually or in-person
• Promo codes / coupons creation and management with use cases spanning across building relationships with referring providers, D2C online marketing, and omnichannel promotions
• Payments Dashboard / Data tracking that helps keep your business in good financial health.
• Invoicing tool with option to have 3rd party partners (non clients) fulfill invoices in your platform.
• Built-in Credits system to keep track of utilization, and pre-sell services and products.
• Insurance billing tools that allow you to create CMS-1500s, superbills, and invoices.
• Superbill generator that can be shared electronically and available via Client Portal.
• CMS 1500 Management Dashboard designed for billers and administrators to streamline operations and process claims at scale.
• Insurance eligibility tracker to understand covered services for clients.
• Ability to set preferred / accepted insurance policies and favorite CPT codes.
• SFTP integrations with Clearinghouses like Office Ally for claim submission and processing.

We believe that modern digital health companies need a seamless, easy way to integrate with the growing field of tools available for provider management, internal operations, and engagement. This philosophy allows our customers to prioritize developer and business resources on delivering better health care, versus re-creating the wheel.

Healthie has integrations with over 25 tools for back-office management and client engagement. And, we are constantly adding to this list based on customer feedback.

Our most popular integrations include:

• CRM and marketing tools including with Salesforce, Hubspot, InfusionSoft, ConstantContact, and Kustomer.
• Analytics including with Google Analytics, Sendgrid, and Mixpanel.
• Billing tools like Stripe, Office Ally, AdvancedMD.
• ECommerce platforms like Shopify.
• Communication tools like Zoom, Twilio.
• Clinical tools like E-Labs, E-Rx / E-Prescribe, Fullscript, AthenaHealth.
• Wearables and devices like Apple Health, Google Fit, Fitbit, Withings, Dexcom etc.

Moreover, API customers can build their own integrations directly into their own solutions for an even tighter experience, and past examples have included additional clearing houses, EHRs, and analytics companies. We’re always adding integrations to this list. Moreover, our startups leverage our API to build integrations with other tools including meal planning software, credentialing and HR platforms, digital patient engagement platforms, and more.