Platform Release Notes: March 2026

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

New: Provider Utilization Dashboard

The Provider Utilization Dashboard is now live in Visualize, making it easy for practice managers, administrators and solo practitioners to understand provider capacity and optimize scheduling—no technical expertise required. This self-service tool helps you identify staffing gaps, balance workloads, and make smarter workforce planning decisions based on real data.

What you can do:

• See utilization clearly: View three essential metrics in one dashboard—Total Availability Hours, Total Appointment Hours, and Utilization Percentage—to understand how effectively your team's time is being used.
• Filter dynamically: Narrow down insights by date range and individual providers to analyze specific scenarios or track trends over time.
• Identify opportunities: Spot over-utilized providers who may need support and under-utilized providers with available capacity to take on more appointments.
• Plan with confidence: Make informed decisions about hiring needs, schedule adjustments, and capacity management based on actual utilization data rather than assumptions.
• Work independently: Access workforce analytics anytime without requiring technical knowledge or support intervention—the user-friendly interface makes insights accessible to everyone.

This dashboard transforms complex utilization data into actionable insights that help you optimize operations, balance workloads, and ensure your practice runs at peak efficiency.
Learn more about the Provider Utilization Dashboard

Updated: Smarter Search and Seamless Connections on the Integrations Page

Finding and connecting the right integrations is now faster and more intuitive. We've added expanded filtering to the Integrations page and streamlined the connection experience - so your team spends less time searching and more time building the workflows that support your clients.

• Sort and filter with precision: Browse integrations by category, plan level, and whether they're developed by Healthie to quickly surface what's relevant to your practice.
• See what's on your plan: The new Plan Level filter shows exactly which integrations are available to you today — and what's accessible as your practice grows.
• Identify native integrations instantly: Filter by Developed by Healthie to find integrations built and supported directly by our team.
• Connect in two clicks: A new Connect button on every integration card now lets you request API keys quickly (no long forms or multiple options). Just choose Already A Partner to get API keys with a click or Need To Sign Up to get started.

These updates make it easier to discover, evaluate, and activate the right tools for your practice - without the guesswork.
Learn more

Updated: Google Fit is now Google Health Connect

We've upgraded our health data integration to Google’s Health Connect - ensuring your clients' fitness and wellness data keeps flowing smoothly.

What changed:

• One-time reconnection required: Clients using Google Fit will need to disconnect and reconnect to Health Connect through the Healthie mobile app
• Improved performance: Enhanced data sync with optimizations for faster, more reliable health metric transfers
• Same functionality, better foundation: All the health data you rely on—steps, activity, heart rate—now flows through Google's modernized platform
• Apple Health unaffected: iOS users continue using Apple Health with no changes needed

This upgrade keeps your practice running smoothly while clients continue tracking progress with the devices and apps they already use.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• Copied fields can no longer be duplicated repeatedly, reducing accidental or confusing form setups.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

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IN THIS RELEASE

• Authentication Platform Update
• Candid Integration - V2 Now Available
• Payments Dashboard
• Community Chat Member Limits
• Centralized Insurance Settings
• CMS1500 Filtering in Client Profiles
• More Control Over Appointment Email Notifications
• Additional Updates
• API Updates
• Past & Planned Updates

🔐 Authentication Platform Update

Live in production and staging on the web application.
Mobile app update scheduled for Monday, 02/23.
Healthie has transitioned to a new authentication platform for all production accounts (excluding white-label customers). This update strengthens login security, improves reliability, and lays the foundation for expanded multi-factor authentication (MFA) enforcement later this quarter.

What’s changed

• A new provider sign-in experience is now live
• Enhanced login security protections are enabled in production and staging
• Additional verification prompts may occur if a login appears unusual

These updates apply to provider and admin accounts only. Client (patient) accounts are not impacted.

Enhanced Security Protections
Our authentication system includes multiple layers of monitoring and enforcement, which may include:

• Bot detection
• Recognition of unknown devices
• Repeated failed password attempts
• Breached password detection
• Impossible travel detection
• Suspicious IP analysis
• Stale account management
• Email credibility checks

These controls may prompt additional verification, temporarily restrict access, or flag activity for review. A verification prompt does not indicate an issue with your account, it is a normal security safeguard.
Shared logins are not supported. Each team member must have their own account.

White-Label Customers
White-label customers will continue using their existing authentication experience for now.
To access your current login experience, please use your organization’s dedicated white-label URL (e.g., https://yourorg.gethealthie.com/users/sign_in ). Logging in via secure.gethealthie.com will route users to the new authentication experience.
We will reach out directly with migration details ahead of the planned white-label transition in March 2026.

MFA Requirement (Coming this Spring)
If MFA is already enabled on your account, it remains enabled. Providers may see expanded verification options during login. MFA will be required for all provider accounts later this quarter. We will communicate in advance before enforcement begins.
Supported authentication methods include:

• Text message (SMS)
• Authenticator apps
• Passkeys
• Trusted devices
• Backup access methods

Need Support?
If you are using a VPN and experience login issues, or have questions about MFA rollout planning, please contact [email protected].
For more information, review Account Protection & Multi-Factor Authentication (MFA).

Candid Integration — V2 Now Available

A new version of the Candid integration is now available for Healthie’s Enterprise customers. This update automates claim creation and provides real-time claim status visibility - less manual work and faster resolution from submission to payment.
When providers lock chart notes in Healthie, claims generate and submit to Candid automatically. As claims are processed, status updates sync back to Healthie, giving billing and operations teams full visibility without switching between systems.
What's new:

• Automatic claim generation: Claims generate and submit to Candid when providers lock chart notes. No manual CMS-1500 creation required.
• Real-time status tracking: Claim status updates (submitted, rejected, denied, paid) sync from Candid to Healthie automatically.
• Automatic data sync: Patient demographic and insurance information stays current across both platforms, with weekly rolling sync for upcoming appointments.
• Self-service setup: Configure the integration directly in Candid's UI using your Healthie API key and chart note form ID.
• Group appointment support: Individual claims generate automatically for each participant in a group session.

Learn more in our Help Doc.

Payments Dashboard in Visualize

We've launched an interactive Payments Report in Visualize that gives you instant, self-service access to all your payment data - eliminating the need for manual exports and support requests. You can now explore payment information dynamically, perform reconciliation faster, and generate reports on demand.
What you can do:

• Filter flexibly: Narrow down payments by date range, status, payment type, and invoice type to find exactly what you need.
• See comprehensive details: Access all payment information including amounts, dates, client data, invoice details, and transaction statuses in one clean table.
• Analyze trends: View pre-built visualizations showing payment totals, success rates, and method distribution.
• Download instantly: Export filtered data for reconciliation, accounting workflows, or external reporting without waiting.
• Work independently: Query real-time data from Healthie's data warehouse without impacting system performance or requiring support intervention.

This self-service dashboard makes financial operations smoother, month-end closing faster, and payment analytics accessible whenever you need them.
Learn more about the Payments Dashboard here.

Community Chat Member Limits for Improved Performance

We've implemented standardized member limits for community chats to ensure your group conversations remain fast, reliable, and responsive as your community grows. This proactive optimization prevents the performance issues that can occur in very large group chats, keeping your messaging experience smooth and consistent.
What's changing:

• Industry-standard limits: Community chats now have a default limit of 256 members
• Prevents slowdowns: Protects against performance issues including slow loading times, conversation timeouts, and failed updates that can occur in oversized groups.
• Proactive optimization: Maintains fast, dependable messaging experiences even during peak engagement periods.

This update ensures your community chats remain a reliable tool for engagement, education, and support; no matter how active your groups become.
Learn more about Community Chats.

Centralized Insurance Settings for Complete Billing Control

We've consolidated all insurance billing configurations into a single, intuitive hub—giving you complete control over which features appear across your platform. Whether you run a full insurance-based practice or focus exclusively on cash-pay, you can now customize Healthie to match your exact billing model.
What's included:

• One central location: Manage all insurance settings—CMS-1500 claims, ERA tracking, appointment payment types—from Settings > Insurance.
• Master visibility toggle: Enable or disable insurance billing features across your entire account with one switch.
• Smarter configuration: Settings follow logical dependencies, guiding you through setup in the right order.
• Cleaner workspace: Cash-pay practices can hide all insurance options completely, removing unnecessary clutter.

How this helps your team: Administrators gain clear visibility and control over billing configurations, while providers navigate a more focused workspace tailored to how your practice actually operates.
Learn more about Insurance Settings.

Updated: CMS 1500 Filtering in Client Profiles

We've enhanced the Client Profile billing experience to give you the same powerful claim management tools available on the main Insurance page. Previously, you could only filter CMS 1500s by provider when working within a Client Profile—now you have access to the full range of status filters and a cleaner, more intuitive interface.
What's improved:

• Filter by claim status: View CMS 1500s by Scheduled, Not sent, Sent, Denied/Rejected, Fully paid, Partially paid, or Closed - right from the Client Profile.
• Consistent experience: Access the same header, filters, and table layout whether you're working from the Insurance page or a Client Profile.
• Cleaner interface: A streamlined view designed specifically for managing one client's claims, with real-time filter counts and no unnecessary search bar.
• Faster workflows: Find and manage claims without leaving the client record or navigating back to the main Insurance page.

These enhancements help billing teams work more efficiently, maintain consistency across the platform, and spend less time clicking between pages to manage claims.
Learn more in our Help Guide.

More Control Over Appointment Email Notifications

Healthie now gives administrators granular control over which appointment-related emails clients receive. With new toggle switches in both Appointment Settings and Appointment Type Settings, you can enable or disable notifications to match your practice's communication preferences — no more all-or-nothing.

• Choose which emails clients receive for scheduled, booked, updated, and canceled appointments — all independently toggleable.
• Customize at the appointment type level to tailor notifications for different visit types or workflows.
• Clearer naming conventions: "Initial appointment confirmations" is now "Appointment scheduled/confirmed" for easier identification.
• Two new notification types: Get dedicated toggles for "Appointment booked by client" and "Appointment updated" emails.

These controls make it easier to reduce unnecessary emails for clients while ensuring the right messages reach them at the right time.
Learn more in our Help Guide.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• When viewing Metrics within a client's profile, your last selected date range will remain when you return to the Metrics page so that you don't need to reapply filters when navigating away and back.
• We've ensured attendance visibility for Group Charting Notes by consistently displaying "Attended" next to a client's name when they have checked in or have been marked as attended by the provider.
• We resolved an issue where the Drug Allergy field could extend beyond the form layout, ensuring it now displays consistently with other allergy selections.
• Provider signatures on chart notes are now immutable. Previously signed notes retain the original provider name, while new signatures reflect any updated profile information.
• Live auto-scoring now correctly calculates matrix field totals, aligning the real-time score with the final submitted form score.
• Draft AI-generated notes will no longer display Download PDF, Send Fax, or Create Superbill actions; these options are now available only after the note is converted to a finalized chart note.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• Date Validation Update: We’ve rolled out an improvement to how Healthie validates date fields submitted through the platform and API. New or updated records will be required to use valid dates. Invalid dates (such as years outside the supported range: 1900-2099) will return an error rather than being accepted.
  • This update applies only to new or updated data, existing records will not be impacted.
  • There is no change to the accepted date formats.
• Complexity Based Rate Limiting: We’ve released an update to Healthie’s API rate limiting. Rate limits will now be based on query complexity, not just request volume, an industry best practice that helps ensure consistent performance and reliability across the platform.
  • We employ an algorithm for managing rate limiting which computes points based on the complexity of the operation being performed and stops processing new traffic for a given organization once they hit the maximum number of points allowed. Traffic is allowed again once some of the previous queries have been completed freeing up available points.
  • The number of points an operation consumes (especially queries) can be reduced by pulling back only the necessary fields for your operation from our API, rather than requesting all available data.
  • This is primarily targeted at managing traffic spikes, not normal traffic scenarios.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Platform Release Notes: January 2026

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

IN THIS RELEASE:

• E-Rx on Mobile
• Centralized Dashboard for Insurance Payments
• Simpler Team Management Across Sub-Organizations
• Expanded Bridge Tables
• API Updates
• Additional Updates
• Past & Planned Updates

Mobile Medication Management — With Integrated E-Prescribing

Mobile Medication Management — With Integrated E-Prescribing
Manage a client’s full medication list on mobile — view, add, and update medications directly from their profile — with the option to securely e-prescribe through Dosespot.
Here's what's new:

• E-prescribe instantly: Send prescriptions through Dosespot right from the profile.
• Add any medication: Document what your clients bring from other providers or started before joining your practice.
• Update as you go: Change dosages, adjust frequencies, or remove medications that are no longer needed.
• See everything together: Access complete medication history alongside your clinical notes.
  Stay in your workflow. Keep your focus where it belongs — on your clients.
  Watch a quick tutorial here.

New: Centralized Dashboard for Insurance Payments (Claim.MD Users)

New: Centralized Dashboard for Insurance Payments (Claim.MD Users)
We’ve added a new Insurance Payments tab that brings all ERA-based payments into one clear, consolidated view for organizations using Healthie’s Claim.MD integration. This update reduces the time teams spend manually tracking ERAs and makes it easier to identify which funds have been received.
With this release, you can:

• See all Claim.MD ERA payments at a glance in a unified list
• Track payment status with Received / Not Received indicators
• Open full ERA details directly from each payment
• Search and filter to quickly find specific transactions
  This update helps practices streamline reconciliation, improve visibility into insurance revenue, and simplify day-to-day billing workflows.
  Learn More: https://help.gethealthie.com/article/1356-tracking-payments-from-insurance-payers

Simpler Team Management Across Sub-Organizations

Managing team members across sub-organizations just got easier. With two new updates, admins will be able to:

• Add new team members to multiple sub-organizations at once.
• Add existing parent org members to additional sub-organizations without recreating profiles.
  These enhancements ensure consistent permissions and reduce manual setup, saving you time as your team scales. Both features are available to organizations with sub-organizations.
  Learn how to add new members to multiple sub-orgs and add existing members to more sub-orgs.

Expanded Bridge Tables

Unlock dependable access to your Healthie data — no queries required. Bridge by Healthie continuously delivers structured datasets to AWS S3 or via Snowflake Direct Share, refreshing every 15 minutes so your dashboards and models stay current.
Bridge supports a wide range of Healthie data tables, which are documented in our Data Dictionary.
The following tables have been added to Bridge this month.

• appointment_requests
• episodes_of_care
• generated_form_answer_groups
• notes
• appointment_request_statuses
• client_provider_connections
• generated_form_answers
• generated_summaries
• patient_encounters
• requested_payers
• stripe_customer_details
• tasks

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.
Automated API Changelog

• Added a weekly, auto-generated changelog that captures all GraphQL schema changes from the prior week.
• Changelog entries are published every Friday to provide more granular visibility into API updates.
• Backfilled changelog entries for the past 12 months (generated retroactively; minor discrepancies may exist).
  AI- and Markdown-Friendly Documentation
• Introduced new options on every docs page to better support AI workflows and LLM usage.
• Users can now copy pages as Markdown, view pages in Markdown format, or send a page directly to tools like ChatGPT or Claude.
• Demo available in the linked Slack thread.
  Exploring AI Chat for API Docs
• Actively exploring an AI-powered chat experience within the API Docs.
• This would complement existing search by allowing developers to ask natural-language questions and receive answers grounded in our documentation.
  Learn how to navigate our API docs below.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• Healthie now supports 10- and 15-minute appointment intervals, allowing practices to schedule sessions at more frequent, consistent times throughout the day. This update helps reduce scheduling gaps, maximize provider availability, and create a more organized calendar flow for high-volume practices.
• We've strengthened Healthie's Google Calendar sync with optimized connection architecture that ensures appointments stay accurately synchronized across platforms with improved stability and fault tolerance. This behind-the-scenes enhancement maintains the same familiar connection workflow while providing a more dependable, scalable foundation for your calendar integration.
• We've optimized Healthie's availability processing with a new hybrid architecture that strengthens self-scheduling performance and establishes the foundation for advanced features like complex recurrence patterns and multi-provider coordinated scheduling. This behind-the-scenes infrastructure enhancement ensures availability calculations remain precise at scale while maintaining the same familiar configuration and booking experience for providers and clients.
• The zoom (in/out) setting from your Appointment calendar now automatically applies to your Availability calendar, allowing you to view availability in 15-, 20-, 30-, or 60-minute increments for more granular schedule management. This update creates a consistent calendar experience across both views, making it easier to spot open slots and manage appointments efficiently—especially for practices offering varied appointment lengths.
• We've streamlined mobile browser form entry by removing intrusive "OK" buttons, making it easier for clients to complete forms on any device. This updates streamlines mobile form completion for providers and clients.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

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Platform Release Notes: December 2025

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

IN THIS RELEASE

• Tags Manager Page Improvements
• Account Owner Security Enhancements
• Simplified Chat Header
• Workflows: New Context Column
• Healthie AI Scribe Updates
• Additional Updates
• API Updates
• Past & Planned Updates

Tags Manager Page Improvements

Tags Manager Page Improvements

We’ve made updates to the Tags Manager page to ensure a smoother, faster experience — especially for organizations using a large number of tags. To improve reliability and performance, we’ve introduced several enhancements:

What’s New

• Faster load times with pagination: The page now loads quickly and reliably, regardless of how many tags your organization uses.
• Clear separation of tag counts:
  • Total Clients — number of clients across the entire organization assigned this tag
  • My Clients — number of clients assigned to you that have this tag
• Sorting improvements:
  • You can continue to sort by Total Clients, Org Members, and Created By
  • Sorting by My Clients is not available, but the column is visible for context
• Fully preserved functionality: Renaming, deleting, and reviewing tag usage all remain available with the same simple actions.

These updates ensure that even the largest organizations can manage tags effortlessly and without disruptions.
Learn more about the Tags Manager in Healthie.

Account Owner Security Enhancements

Account Owner Security Enhancements

We’re strengthening protections around account owner profile information to improve security and prevent unauthorized updates.

What’s changing:

• Only the account owner can update their name, email, phone number, profile picture, or permissions.
• Admins will now see these fields as read-only when viewing an account owner’s profile.
• Stricter backend authorization ensures these updates cannot be modified through the UI or API unless completed by the authenticated account owner.

These safeguards protect critical identity, billing, and recovery information and ensure data accuracy across your organization. Account owners can continue updating their own profiles as usual.

A note for accounts with sub-orgs:
Parent-organization admins will retain the ability to edit a sub-organization’s account owner only when accessing that sub-org through the Sub-Org tab in their parent-org account. If a parent-org admin switches into the sub-org directly, they will not be able to edit the parent organization’s account owner details.

Learn more about Admin and Owner roles in Healthie.

Simplified Chat Header

Simplified Chat Header

The “Add Participants” button has been moved into the actions menu with Archive and Close. This makes the header cleaner and ensures more space for client information, while keeping all actions easy to access.

Workflows: New Context Column

Workflows: New Context Column

The Workflows queue now shows Client Tags directly in the Chart Notes view. This new data points provide faster context for prioritizing and routing work — reducing the need to open individual client records while keeping existing queue behavior intact.

Healthie AI Scribe Updates

We continue to invest in small, high-impact improvements that make Healthie AI Scribe more accurate, reliable, and better aligned with real-world provider workflows.

New Permission: Control Who Can View & Delete Session Recordings and Transcripts

We’ve expanded admin controls to give organizations more flexibility in how they manage Zoom recordings and AI Scribe transcription data.

Why it matters:

Many teams want clear governance around who can view or remove recorded or transcribed session content. This enhancement helps practices align access with their privacy policies, supervision models, and internal workflows.

What’s new:

A new member-level permission — “Can delete recordings and transcripts” — is now available in the Appointments permissions section.

• Allows designated team members to delete Zoom recordings or AI Scribe transcripts when appropriate.
• Automatically appears when “Can view recordings and transcripts” is enabled.
• Supports cleaner record management and stronger role-based access control.

This update empowers admins to tailor access to their organization’s needs, promote responsible data handling, and maintain a more intentional, compliant documentation environment.

Update to Date / Time for Scribe Generated Notes

When converting an AI-generated Scribe note to a chart note, Healthie will use the calendar-scheduled appointment time as the date and time of service.
The appointment's scheduled start time is the source of truth for:

• date_of_service
• time_of_service
  This logic also applies when a provider creates a chart note directly from an appointment (which already uses the appointment start time).

More Scribe Updates

• Clear AI Scribe status indicators in Session Details: The Session Details page now visually shows when AI Scribe is enabled for upcoming appointments and when it was enabled for past sessions, while omitting indicators when Scribe is not enabled for the selected appointment type.
• Expanded support for larger context windows for larger conversations and chart notes.
• Expanded support for copied fields in AI Scribe notes: AI Scribe now preserves copied values from additional non-Scribe field types—including complex interactive, date/time, billing, and identity fields—so prefilled data remains intact when generating chart notes.
• View Instant Transcripts in-app: Instant Transcripts now open in a human-readable format directly within Healthie—no need to download a .vtt file. Transcripts load securely in a modal for quick review during or after a visit.
• Architecture upgrades to improve Scribe output quality and reduce errors.
• AI Scribe notes now generate only when at least two participants are present, preventing note creation for no-show sessions.
• When converting an AI Scribe note to a chart note, Healthie now uses the scheduled appointment date and time as the date of service for improved documentation accuracy.
• Matrix fields are now visible and editable in generated notes.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• Edit Chart from Workflows: Quickly jump into editing draft or unsigned chart notes directly from the Chart Notes list within Workflows, no need to open the note first.
• Sex on file field no longer appears on provider settings page.
• [Programs] – Clearer completed client lists: The Clients Completed view now supports full pagination and clearer separation between individual clients and client groups, making it easier to see everyone who has completed a program module.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• Starting 12/9, all webhook payloads will include a new resource_organization_id field to give you clear visibility into which organization triggered each event. This improves routing for multi-org setups and is fully backward-compatible—no changes needed on your end.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Platform Release Notes: November 2025

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

IN THIS RELEASE:

• Add Provider Bios to Booking Links
• Charting Refresh
• Enhancements to Forms Behavior
• Insurance: Navigation & Filtering Updates
• Data Exports with Bridge by Healthie
• Update to Office Ally Integration Settings
• Clearer Product Roadmap: New Status Labels
• Additional Updates
• API Updates
• Past & Planned Updates

Add Provider Bios to Booking Links 🎉

Clients can now learn more about providers before booking. Healthie’s new Provider Bios feature lets each provider add a personal bio that appears during the Select Provider step, helping clients select the best match for their needs.

• Add bios from the Organization > Members setting
• Use formatting tools for bold, italic, underline, or hyperlinks
• Preview bios through the provider’s scheduling link
• Expand or collapse bios during booking for a clean view
• Access via GraphQL for read and write functionality
  This update helps healthcare organizations build trust, personalize their booking experience, and improve client conversions.
  Bios will only display to clients when booking within organizations that have multiple providers (i.e., when clients are prompted to select a provider during scheduling). If there is only one provider on the account, the provider selection step will be skipped, and the bio will not appear during the booking process.

Charting Refresh (Full Release)

We’ve refreshed the Charting Edit view to make everyday charting clearer, cleaner, and easier to use. This update modernizes the Edit view’s design while keeping workflows the same. Providers will notice a more organized layout, more intuitive controls, and refinements that add up to a smoother charting experience. This release was partially deployed in September, but will now be fully live in November for all accounts.
What’s New:

• Refreshed layout — cleaner spacing and alignment, with each form answer in its own row.
• Addendums, organized — add via a clear button; addendums now display in their own section, while the audit trail still records the action.
• Share in Edit — the Share button has moved under the ⋯ (More) menu for consistency. It remains unchanged in View mode.
• Responsive design — improved readability across laptops and mobile browsers.
• Behind the scenes — modernized architecture for more reliable saves and proactive monitoring to catch issues earlier.

Enhancements to Forms Behavior (Charting & Intake)

• The “Require Client to Agree” field will now always show the standard text (“I hereby agree to the document above.”) to ensure consistency across all client forms. While custom edits were previously allowed, they never appeared to clients — so there will be no impact to your existing forms or workflows.
• You can now add and view images more seamlessly within charting notes and forms. Uploaded images will appear below the text field for a cleaner, more consistent viewing experience across both provider and client accounts. Coming soon, we’ll extend this functionality to form templates. We'll introduce a dedicated image field that allows you to include and resize visuals like logos, reference images, or educational graphics directly within your forms.
• You can now successfully submit or sign a form even when a required Open answer (long) field contains only image attachments (no text). This update removes the “Can’t be blank” error and ensures smoother submission for forms and charting notes that rely on visual uploads. Providers can now include reference images, documents, or client visuals in place of written text — no unnecessary errors or workflow interruptions.

Insurance: Navigation and Filtering Updates (Full Release)

Insurance workflows now have a dedicated home in your main navigation — making it easier to manage claims and related tools. This update will be made to all customer accounts in November.
Key updates:

• CMS-1500s will be moved from Billing to the new Insurance section.
• Filters have been updated to match Healthie’s design system.
• A provider filter is now available for CMS-1500s.
  Coming soon:
• Insurance Payments tab for tracking payments and future insurance management tools
  These updates simplify navigation and prepare the platform for expanded insurance capabilities.

New: Data Exports with Bridge by Healthie

Unlock dependable access to your Healthie data — no queries required. Bridge by Healthie continuously delivers structured datasets to AWS S3 or via Snowflake Direct Share, refreshing every 15 minutes so your dashboards and models stay current.

• Automate delivery: Receive 40+ core tables across clients, appointments, billing, and notes.
• Model faster: Land analysis-ready structures for BI, cohorting, and forecasting.
• Reduce breakage: Healthie manages schema evolution so your pipelines stay stable.
• Connect anywhere: Use with Power BI, Tableau, Looker, Metabase, or custom ML stacks.
  These exports help your teams move from "pulling data” to "using data" — speeding data insights, data-informed decisions, and improving care operations.
  Bridge is now available as an add-on to our Enterprise Plan.
  Get Started
  If you're interested in adding Bridge to your Healthie account, please fill out our interest form or email [email protected]. We'll provide pricing information, circulate an addendum, and enable Bridge on your account.

Update to Office Ally Integration Settings

We’ve made a small update to where you’ll manage your Office Ally integration within Healthie. This is a UI-only change designed to make settings easier to find and maintain. There is no impact to your current workflow if you already use Office Ally.
What’s changing

• You’ll now enable Office Ally directly from the Integrations page.
• The former “Submit claims to Office Ally” setting has been removed from Insurance Settings to reduce duplication.
• User permissions for sending claims remain exactly the same. Admins can continue to manage which team members can submit claims to Office Ally.
  What’s not changing
• No changes to the way claims are sent or processed.
• No action required from your team.
  This update simply streamlines where these settings live in the platform and ensures a more intuitive integration experience.
  No longer supported
  👆 Enabling Office Ally through Insurance settings is no longer supported; Please navigate to the Integrations page.

Clearer Product Roadmap: New Status Labels

We're making a small but meaningful update to how we communicate our product roadmap to you.
What's changing?
We're simplifying our roadmap status labels to make it easier to understand where features are in our development process:

• Under Consideration → "Exploring" (No timeline) – Items being researched and validated. We're gathering feedback and assessing feasibility.
• Long Term → "Later" (6+ months) – Planned for future development but not yet scheduled. We're committed to building this, but it's not in our immediate pipeline.
• Up Next → "Next" (3-6 months) – On our roadmap with a near-term timeline. These will move to "Now" soon.
• In Development → "Now" (0-3 months) – Actively being built by our engineering team. Expected to release soon.
• Released → "Released" (no change) – Features that have shipped and are available to customers.
  Why?
  We heard your feedback that our current labels could be confusing. The new structure creates a clearer timeline and better sets expectations about our commitment level at each stage.
  As we finalize our 2026 roadmap, we're also using this opportunity to refresh the roadmap to ensure accurate statuses and timelines. You may notice some changes as we align features with our current priorities and development capacity.
  What you need to do:
  Nothing! All your subscribed items will automatically transfer to the new system. You'll continue to receive notifications when features you care about move forward.
  Learn more: Healthie Product Roadmap
  Questions? Please write into [email protected] and our team would be happy to answer.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• Improved handling of recurring appointments and time blocks for Healthie Calendar.
• Office Ally integration must be enabled from the Integrations page, activation is no longer supported from Insurance Billing settings.
• Insurance Policy Filtering for Client Self-scheduling: When clients use a self-scheduling link and select an insurance policy and choose “No Preference” for a provider, the time slots display for only those providers who accept that insurance policy. Previously when selecting "No Preference", the time slots displayed for all providers in the link, even those who don't accept the selected insurance. As a result, clients could erroneously book with providers outside their coverage.
• The red "current time" indicator on the organization calendar now reflects the timezone you've selected, rather than your computer's local timezone. This enhancement ensures you can accurately view the current time across timezone - making it easier to schedule appointments and coordinate care.
• Appointment Request Email Notifications: Providers with notifications enabled will now receive a “New Appointment Request” email whenever a client submits a request — ensuring timely visibility without needing to manually check the Appointment Request list.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• [API] Safeguard when archiving users with API keys
  Archiving a user already revokes their API keys. With this upcoming update, the API will raise an error if the user being archived has active keys. To proceed intentionally, add the new parameter bypass_api_key_warning: true to your API call. Please update your workflows before enforcement begins on November 3, 2025 to avoid disruptions.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Platform Release Notes: October 2025

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

IN THIS ARTICLE

• AI Scribe — Chart Notes Powered by AI
• Auto-Billing for Copays, Deductibles, and Coinsurance
• Seamless Note Creation and Appointment Updates
• New Appointment Details Page
• Encounters & Episodes of Care
• Create Custom Care Plan Recommendation Types
• Recurring Charge Reminder Emails
• Organization Calendar Enhancements
• Enhancements to Appointment Requests Status Tracking
• Insurance: Easier Navigation
• Tasks Redesign & Ability to Assign Tasks to Multiple Team Members
• Redesign Quick Profile
• Improvement: Org Membership Tag Filters
• Additional Updates
• API Updates
• Past & Planned Updates

New: AI Scribe — Chart Notes Powered by AI 🎉

AI Scribe by Healthie transforms your telehealth conversations into structured, editable chart notes, which are automatically drafted within Healthie. This built-in AI documentation tool helps providers save time, reduce burnout, and maintain compliance, all without leaving Healthie.

• Automatic charting: Generate notes instantly using your preferred template — whether industry-standard or custom.
• Instant review: Receive draft notes within seconds and maintain full control over edits and approvals.
• Secure by design: Built on Healthie’s HIPAA, HITRUST, and ONC-certified infrastructure.
• Seamless integration: Works with Zoom and Healthie Calendar for 1:1 telehealth sessions.
• Tailored for care: Designed to meet the unique documentation needs of behavioral health, nutrition, and primary care providers.
  AI Scribe helps you spend less time on paperwork, and more time delivering care. AI Scribe is available on the Plus Plan and above, starting at $35/month for 40 hours of scribing time.
  Get started:
• Go to Integrations → AI Scribe → Connect
• Complete the AI Scribe Request form
  We'll enable AI Scribe for you within two to three business days. We'll send an email to let you know when it's ready to use.
  AI Scribe won't run immediately on existing appointments when we turn it on. There's no risk of Scribe showing up unexpectedly in Zoom sessions, and we only bill for usage when Scribe is running and in use on appointments.
  👉 Watch our AI Scribe Tutorial and learn more here.

Auto-Billing for Copays, Deductibles, and Coinsurance

Let Healthie handle patient responsibility — automatically.
You can now configure Healthie to automatically charge or invoice clients for patient responsibility amounts (copays, deductibles, and coinsurance) tied to insurance-based appointments.

How it works:

• Set the Patient Responsibility Billing Method in a client’s insurance policy (copay, deductible, or % coinsurance).
• Enable Auto-Charge or Auto-Invoice in the appointment.
• Once the appointment is marked Occurred, Healthie will trigger the charge or generate an invoice.
  This update reduces manual follow-up, improves cash flow predictability, and enhances the patient billing experience.
  👉 Learn how to configure auto-charging in your account

Seamless Note Creation + Appointment Updates

We’ve enhanced appointment workflows so that providers can now create notes and save appointment details in one seamless step — no need to return to the calendar.
Key improvements:

• Update appointment status, duration, or price directly within appointment details
• Click Create Note and your changes save automatically
• Navigate straight into the client’s record to complete documentation
  This enhancement streamlines charting by reducing duplicate steps and clicks, helping providers stay focused on care instead of navigation.

A Clearer Way to See Every Session: Appointment Details

We’re rolling out a new Appointment Details Page that brings everything about a session into one, read-only view — eliminating the need to toggle between workflows.
From Workflows > Appointments > View Details, you’ll soon find:

• Session info: appointment type, client, provider, date/time, and contact method
• Billing details: self-pay vs insurance, CPT codes, CMS-1500 claims, invoices
• Documentation: chart notes linked directly to the appointment
  This update gives providers more clarity while creating a structured foundation for billing and reporting.
  👉 Learn more in the help doc
  This is the first step toward supporting asynchronous care and building the foundation for Episodes of Care.

Under the Hood: Encounters & Episodes of Care

To support longitudinal, patient-centered care, we’ve also introduced two new backend concepts:

• Encounters (live today): Every time an appointment is marked as occurred, Healthie now automatically generates an Encounter object in the backend. This ensures every billable interaction is consistently captured and reportable.
• Episodes of Care (via API): Through the API, you’ll soon be able to bundle multiple encounters into an Episode of Care — adding a title, start date, and end date to represent a structured patient journey (e.g., a 3-month PT program or 6-month chronic care plan).
  Why It Matters
• UI: Providers get a clear, consolidated view of every appointment.
• API/Backend: Organizations and developers gain a framework for interoperability, value-based care models, and longitudinal reporting.
• Future-proofing: These are the first steps toward supporting asynchronous care and more advanced care workflows.
  👉 Learn more in the help doc

🌱 Care Plans Just Got More Flexible

You can now add custom recommendation types to Care Plans — like Therapy, Breathwork, or Mindfulness — to reflect your unique care model. This enhancement gives care teams the flexibility to personalize treatment plans, improve client engagement, and scale programs with structure that truly fits their approach.
From the new Care Plans Settings tab, you can:

• Add, edit, or archive custom recommendation types
• Use them seamlessly in templates and client-facing views
  Tailor care delivery to your team’s language and treatment style, all within Healthie.
  👉 Learn more in the help doc

Recurring Charge Reminder Emails

Clients on recurring packages will now have the option to receive an automated email 24 hours before their next scheduled payment, including package name, billing frequency, and charge date.
This helps clients stay informed, avoid surprise charges, and update payment details if needed — while reducing failed payments and billing support for providers.
Clients can enable this email in their Settings > Notifications > Recurring charge reminder.
By default, this setting will not be enabled for clients. They will need to go into their Notifications and enable it if they want to receive these payment reminder emails.

Organization Calendar Enhancements

We’ve modernized the Organization Calendar to make scheduling smoother, faster, and more intuitive for administrators and providers.
Key updates:

• Type-ahead search in the top bar quickly opens any provider’s calendar
• The calendar’s date range is now more prominent for clearer context
• Provider names in Day view are clickable to open provider view
• Location and room details are cleaner and easier to scan
• Calendar and Availability controls have moved from the left panel to the right
• A thin red line now indicates the current time directly on the calendar
• A new zoom setting displays the calendar with 20-minute increments.
  Coming soon:
• Wider calendar display and relocated saved filters in the top bar
  These updates reduce clicks, improve visibility, and make daily scheduling workflows more efficient for teams.

Enhancements to Appointment Request Status Tracking

Appointment Requests now include status tracking to make it easier to manage incoming requests from start to finish.
How it works:
When a client doesn’t find a suitable time while self-scheduling, they can submit an Appointment Request for an alternative. Staff can schedule directly from the request and now choose whether to close it or leave it open after scheduling.
Key updates:

• Appointment Requests remain open until manually closed (scheduling no longer auto-closes)
• Selecting a proposed time pre-fills the scheduler for faster entry
• The Appointment Requests list now includes client phone numbers and expandable request details
• Requests can be filtered by open or closed status
• All requests are retained for future analysis
  Coming soon:
• Appointment Requests Dashboard with metrics such as time from client join to first appointment and time to request closure

Insurance: Easier Navigation and Organization

Insurance workflows now have a dedicated home in your main navigation — making it easier to manage claims and related tools.
Key updates:

• CMS-1500s will be moved from Billing to the new Insurance section.
• Filters have been updated to match Healthie’s design system.
• A provider filter is now available for CMS-1500s.
  Coming soon:
• Insurance Payments tab for tracking payments and future insurance management tools
  These updates simplify navigation and prepare the platform for expanded insurance capabilities.

Tasks Redesign & Ability to Assign Tasks to Multiple Providers

We’ve redesigned Tasks to make team collaboration, organization, and accountability easier than ever.
Key updates:

• Assign multiple team members to a single task for shared accountability
• Edit, delete, and complete tasks inline wherever they appear (My Tasks, Client Overview, Quick Profile, etc.)
• The My Tasks badge now matches your true task count
• New card layout on the Tasks page with quick sort and advanced filters (status, assignee, creator, client, due date)
• Completed tasks can be archived and viewed later with “Show Archived”
• Bulk complete multiple tasks at once (for users with full task permissions)
• Task reminders now send reliably, even when no client is associated
  These improvements create a more collaborative, efficient workflow — helping teams stay organized and focused on delivering great care.
  Review the new experience for Creating a Task.
  Walk-through the updates Tasks Dashboard as well:

Redesigned Quick Profile

We’ve redesigned the Quick Profile to make charting, reviewing details, and managing clients faster — without changing how you access it.
Key updates:

• Redesigned header displays Client ID and tags for quick identification
• Default-on Vitals section (height, weight, blood pressure, temperature, oxygen saturation) is collapsible for quick scanning
• Insurance policies can be added, edited, and verified directly from Quick Profile
• Appointments can be toggled between upcoming, past, and didn’t occur; tasks are editable inline
• Pediatric profiles now display exact age (weeks/days up to 2 months, then months), plus parent/guardian links
  Organization Owners can fully customize which components appear and in what order under Settings → Client Profile → Quick Profile

Improvement: Org Membership Tag Filters

Tag filters on the Org Membership page will now use AND logic, returning only users who match all selected tags.
Production rollout for this update begins next week.
Learn more about Member Tags here. If you have any questions about how this release will impact your current workflows, please contact us at [email protected].

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• New users will now see a default free text form, and organizations will only receive a global free text form if one doesn't already exist for them. Providers will have their own Free Text form in their forms list.
• We’ve improved how custom module forms are managed across organizations by moving ADIME and Free Text forms from a shared, global setup to organization-specific versions. This update ensures your forms are consistent, reliable, and easier to maintain, while preserving existing data and preventing duplication. By giving each org its own version, you gain greater stability and flexibility in customizing forms for your workflows—without the risk of conflicts from global changes.
• Fixed an issue where creating a new CMS 1500 automatically prefilled Box 22 with information from a previously resubmitted claim. Now, Box 22 will be blank when a new CMS 1500 is created, preventing incorrect resubmission data from carrying over.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Platform Release Notes: September 2025

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Charting Refresh

We’ve refreshed the Charting Edit view to make everyday charting clearer, cleaner, and easier to use. This update modernizes the Edit view’s design while keeping workflows the same. Providers will notice a more organized layout, more intuitive controls, and refinements that add up to a smoother charting experience.

What’s Changing

• Refreshed layout — cleaner spacing and alignment, with each form answer in its own row.
• Addendums, organized — add via a clear button; addendums now display in their own section, while the audit trail still records the action.
• Share in Edit — the Share button has moved under the ⋯ (More) menu for consistency. It remains unchanged in View mode.
• Responsive design — improved readability across laptops and mobile browsers.
• Behind the scenes — modernized architecture for more reliable saves and proactive monitoring to catch issues earlier.

Benefits

• Easier to scan notes with clearer separation of form answers and sections.
• Fewer misclicks thanks to more intuitive buttons and controls.
• Better organization for compliance and collaboration with improved addendum handling.
• A stronger foundation for future quality-of-life enhancements to charting.

[Claim.MD] Upcoming Pricing Update — Effective October 1, 2025

Claim.MD is implementing its first pricing adjustment in over 15 years. Updated plan rates and fees will be reflected on your Healthie invoice starting with the October billing cycle.

• No action is required on your part. If you’d like to review your current plan or discuss which option best fits your practice, our team is happy to help.
  You can review Claim.MD’s plans and offerings at any time here: https://www.claim.md/pricing

New: A More Customizable, Streamlined Client Profile

Healthie is introducing major enhancements to the Client Overview, giving your team more control and clarity in how client information is displayed.

• 1. Customize Your Client Profile
     Organization Owners can now decide exactly which components appear — and in what order. This means you can:
  • Highlight the information most relevant to your team
  • Hide unused sections to reduce clutter
  • Ensure every team member sees a consistent, streamlined Client Profile
    Organization Owners configure changes once and instantly apply them across your organization. No data is lost — hidden components are simply removed from view.
    Learn how to customize your Client Profile here.
• 1. All Medications in One View
     We’ve combined E-Rx prescriptions and self-reported medications into a single Medications component. This unified view makes it easier to:
  • See a client’s full medication history at a glance
  • Filter and search by medication name, status, or source
  • Improve visibility across care teams, not just prescribing providers
    Medication entries now include clear source labels (E-prescribed or Self-reported) and status tags (Active, Inactive, Pending, etc.), helping teams quickly interpret a client’s current regimen.
    Learn how to add the medication component to your Client Profile.

These updates work hand-in-hand: customize the layout to suit your workflow and give your team a clearer picture of each client’s health data. Together, they reduce clicks, declutter the profile, and make it easier for care teams to stay aligned.

NEW: AR Aging Report

We’ve introduced the AR (Accounts Receivable) Aging Report to give your organization a clearer view of outstanding invoices and overdue balances. This comprehensive report combines insights from Payments and Invoices reports—plus new fields like payment history and aging ranges (0–30, 31–60, 61–90, 90+ days)—to help you:

• Monitor unpaid balances across clients
• Understand how long payments have been overdue
• Identify at-risk or long-overdue accounts for follow-up
• Improve cash flow forecasting and collection strategies
  Delivered as a .csv, this report makes it easy to review and take action in your preferred spreadsheet tool.
  👉 Read the full help doc to learn more

Changes to Adding Participants in Chat

We’re making a small but impactful update to improve visibility and keep Chat conversations clutter-free. The Add participants button will now live in the existing More actions (⋯) menu, alongside Archive and Close. This helps free up space while keeping all actions easy to access.
💡 No functionality is being removed — just a more organized experience.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• Clients are now automatically added and removed from appointments as expected when their user group client list is changed. Previously, clients were not automatically removed from recurring group appointments that had been edited.
• Our PDF generation now efficiently handles larger documents by processing up to 5 notes synchronously before transitioning to asynchronous generation for larger batches. This ensures that users can generate extensive PDFs in a single instance without experiencing timeouts, eliminating the need to create and fax multiple documents.
• Users can now successfully set up calendar sync on both their whitelabel and non-whitelabel accounts, resolving an issue where only one account could connect to an external calendar.
• Healthcare providers can now add information to client profiles with one-click access to "Add" functions across all CAT components, minimizing navigation and clicking and streamlining patient documentation workflows.
• Providers can now easily access and copy full Zoom meeting details, including dial-in numbers, directly from the appointment details page. Previously, only the Zoom meeting URL could be copied. Now, a new "(joining instructions)" hyperlink provides a side sheet with comprehensive meeting information, such as your link, client link, one-tap mobile, dial-by-location, meeting ID, and passcode.
• Now, when filtering the Organization Calendar by provider, group appointments where that provider is listed as an "Organization Member" are included in the filter results. Previously, these appointments were not displayed.
• Users with disabled "Can modify folders and documents shared within your organization" permission will no longer be able to upload documents into shared folders. This prevents unauthorized users from adding documents to folders, ensuring greater control over shared content.
• AddendumContainer component has been redesigned to be a collapsible section. Behavior change: Users now click "Add Addendum" to reveal the textarea for content. Existing addendums display above the button and text area. The "Save Addendum" button includes a loading state and new addendums populate instantly upon saving. Users can add addendums from both Edit and View states of the note.
• The Quick Profile no longer automatically opens after creating a new chart note from a client's charting notes page, which will revert to automatically opening for a consistent experience.
• For existing users invited to multiple organizations, email notifications now provide clearer, personalized details about each organization they've been added to, making account setup easier. This updates the welcome email subject line and body copy to reflect multiple organization invitations, including a bulleted list of organizations.
• [Mailer] Fixed provider email delivery when patient emails are disabled
  For non–white label customers, disabling patient emails previously blocked provider emails as well. This has been corrected—provider emails now send as expected, even if patient emails are turned off.
• Receipts for Late Cancellations & No-Shows
  Client payment receipts will now clearly display the reason for charges related to late cancellations or no-shows (e.g., “Fee for Late Cancellation on [Date]”). This enhancement improves transparency for clients and reduces confusion or disputes for providers.
• To maintain data integrity and prevent duplicate forms, new organization-specific custom module groups will be created, with some automatically marked as deleted to ensure users only see relevant ADIME and Free Text forms. This change helps streamline form management and reduces potential confusion from multiple similar forms.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• [Google Calendar] Improved calendar sync reliability
  Updating webhook subscriptions now runs in the background, rather than during the Google authentication flow. This prevents timeouts when syncing a large number of external calendars, ensuring smoother and more reliable connections.
• [Documentation] Clarified API usage for availableSlotsForRange
  Updated documentation to better explain when to use availableSlotsForRange vs. daysAvailableForRange. Guidance now clarifies that availableSlotsForRange should be used for shorter ranges, while daysAvailableForRange is recommended for periods over one day—reducing common mis-use and support questions.
• [API] Clearer error messaging for invalid provider IDs
  When calling the createAppointment mutation with an invalid other_party_id, the API now returns a specific “provider not found” error. This replaces the previous generic internal server error, making it easier for developers to debug queries without contacting support.
• [Settings] Support users can now update provider timezones
  Support users are now able to edit a provider’s timezone directly in the Healthie UI, eliminating the need for engineering updates via API.
• [Documentation] Clarified date_to_show in RequestedFormCompletion
  Updated API documentation to better define the date_to_show parameter in RequestedFormCompletion, helping developers understand its value and reducing support questions.
• [API] Webhook updates for appointment participant changes
  Webhooks are now triggered when a patient is added to or removed from an appointment, ensuring external systems stay up to date with participant changes.
• [Documentation] Clarified IDs in Availability Type
  Updated documentation to explain the differences between id and repeating_availability_id in Availability objects. Guidance now clarifies when to use one_time vs. is_repeating, helping developers avoid confusion when querying availabilities.
• [API] Improved error handling for sentFax mutation
  The createSentFax mutation now correctly parses both string and integer document_id values. Previously, passing a string caused an internal server error—this now returns as expected without disrupting API calls.
• [API] New Zoom webhook for participant leave events
  Added a zoom::meeting.participant_left webhook, complementing the existing join event. The payload now includes Zoom’s event_ts timestamp for both join and leave events, giving customers better visibility into participant activity.
• [API] Improved failed webhook notifications
  Failed webhook notifications now include the environment and org ID, making it easier to identify and troubleshoot issues without contacting support. Additional logging improvements also capture the webhook ID for faster lookups.
• [API] UPCOMING RELEASE — Safeguard when archiving users with API keys
  Archiving a user already revokes their API keys. With this upcoming update, the API will raise an error if the user being archived has active keys. To proceed intentionally, add the new parameter bypass_api_key_warning: true to your API call. Please update your workflows before enforcement begins on October 31, 2025 to avoid disruptions.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Platform Release Notes: August 2025

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

New: Joining Instructions Link in Appointment Details

We’ve added a “Joining Instructions” link in the Session Details view for appointments with a Zoom meeting. This provides quick access to a help resource so providers can troubleshoot and join sessions smoothly — reducing delays and ensuring calls start on time.

A Faster Way to Manage Client Info

We’ve updated the Actions Tab in the Client Profile to help you view and update client information more efficiently—reducing clicks and eliminating the need to navigate away from the page.

What’s New:

• For sections like Addresses and Allergies, you can now quickly add new entries using the streamlined “Add” button within each section.
• Edit, delete, and manage existing details via a consistent three-dot menu across all sections.
• All updates now open in a side panel on the right, so you can stay focused on your workflow without losing your place.

This redesign is part of our ongoing effort to simplify client management and create a faster, more intuitive user experience. Learn more here.

Quick Profile Customization

We’ve introduced a new Client Profile customization setting in Settings that lets Organization Owners decide which components appear in both the Client Overview and Quick Profile, and in what order. The first phase of this rollout starts with Quick Profile customization.

The Quick Profile appears alongside charting and note-taking workflows, giving clinicians at-a-glance client context. Now, Organization Owners can:

• Choose which components display in the Quick Profile
• Reorder sections to match fast-paced clinical workflows
• Surface the right information at the right time for more efficient charting

📍 Available now in Settings > Client Profile > Quick Profile

Customize the Client Overview

We’ve introduced a new Client Profile Settings section in Settings that allows Organization Owners to customize which components appear in the Client Overview and Quick Profile, and in what order. This update helps ensure every team member sees the most relevant client information first — while reducing visual clutter from unused sections.

What’s New:

• Client Profile Settings
  A new tab in Settings > Client Profile gives Organization Owners control over what’s displayed across client views.
• Coming Soon: Client Overview Customization
  The Client Overview is the main hub for managing client information. Organization Owners can now choose which components appear — such as Appointments, Financials, Diagnoses, and more — and adjust their order based on team workflows. Learn more here.

Add a Unified Medications Component to the Client Overview

We’re introducing a new option to add a Medications component to the Client Overview page in Healthie. This component brings together both e-prescribed and self-reported medications into a single, unified view. This enhancement helps reduce confusion across medication sources, improves visibility for care teams, and makes it easier to understand a client’s full medication history in one place.

What’s Included:

• A combined view of self-reported and e-prescribed medications
• Clear source and status labels for each entry
• Ability to filter and search by medication name, type, or effective date
• Option to add medications directly from this section (depending on role and permissions)

How to Add the component:

Organization Owners will be able to add the Medications component by navigating to:
Settings > Client Profile > Client Overview

Learn more about this update here.

Refreshed In-Product Integrations Experience

We’ve completely reimagined the Integrations page in your Healthie account — making it easier than ever to discover, understand, and connect the tools that power your business and care delivery.

This is Phase 1 of our larger initiative to help you extend the capabilities of Healthie, streamline operations, and unify your workflows with Harbor partners and other essential platforms.

✅ What’s New:

• Redesigned UI: A cleaner, more intuitive interface makes browsing and enabling integrations a breeze.
• Better Search & Discovery: Find relevant integrations faster with improved search and categorization.
• Clear Integration Status: Instantly see which integrations are enabled for your account.
• Simplified Descriptions: Get the information you need, with clearer explanations of what each integration does.
• Improved Enablement: Connecting tools is now more seamless, with easier access to setup and support resources.
• New partners: Including a dedicated section for Keragon — a HIPAA-compliant platform that connects Healthie to 300+ tools.

Review the Integrations page today: Settings > Integrations

Custom Letterheads 📧

Within Healthie, you can create and apply custom letterheads to your charting notes and faxes—personalized with your organization’s logo, provider details, and contact information. Whether you want a professional appearance for outbound faxes or charting notes, you can build and save multiple templates to meet your needs.

Your account includes the "System Default" letterhead, and new custom versions can be added and set as default as desired.
Available for Plus Plan members and above.
Read more.
Walk-through how to create a new letterhead for your organization 👇

Introducing Workflows ⚡ — A New Way to Work in Healthie

We’re excited to unveil Workflows — a centralized hub that streamlines post-appointment tasks like charting, billing, and claims management, all in one place.

With Workflows, you can:

• Save time: Complete charting, invoicing, and claims without jumping between pages.
• Stay organized: Get a clear view of what’s pending across your team.
• Improve efficiency: Ensure nothing slips through the cracks.

Read our Help Doc or take a walk-through below:

New Help Button Location

To improve usability and avoid interference with on-screen workflows, we’ve relocated the Help button from the bottom-right corner of the screen to the top navigation bar.

What Changed:

• The Help button no longer appears in the bottom-right corner
• Support access has moved to the (?) icon in the top nav bar
• Clicking the icon and selecting Contact Support will open a new Help panel where users can:
  • Search the Healthie Help Docs
  • Get AI-powered instant answers
  • Submit a support request

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• The Quick Profile will now automatically open when creating a new chart note from the client's charting notes page, providing a consistent experience with creating notes from the Charting tab.
• Enjoy enhanced date and time selection across the platform! You can now select dates using a date picker or by typing, with specific updates to Service Date, Group Charting client notes, and separate date/time fields. Additionally, the date of birth field now utilizes the improved date picker.
• Members can no longer upload documents into shared folders if their "Can modify folders and documents shared within your organization" permission is disabled. This prevents unauthorized users from adding documents to folders.
• Clients are now correctly added to and removed from group appointments when changes are made to the client list within a user group. Previously, clients were not automatically removed from recurring group appointments edited.
• Now, when filtering the Organization Calendar for a specific provider, group appointments where that provider is listed as an "Organization Member" are included in the filter results. Previously, these appointments were not displayed.
• Improved Chat Button Behavior in Quick Profile
  We’ve updated the Chat button in Quick Profile, so it now works just like the Chat button in the main Client Profile. Even if you don’t have a direct conversation with a client, clicking the Chat button will take you to the Organization chat view filtered for that client (when you have permission to see those conversations). This ensures a consistent experience when starting or finding chats from any profile view.
• Consistent Diagnosis Code Order in Chart Notes
  We’ve fixed an issue where diagnosis codes in chart notes could appear in a different order than in the client’s profile. Diagnosis codes will now display consistently, making it easier to review and reference information across the platform.
• View Chat Images Without Errors
  We’ve fixed an issue where opening an image from chat in a new browser tab could sometimes cause an error. Images in chat will now open in a popup viewer, allowing you to see them full-size (with scroll bars if needed) without disruption.
  Note: Images will no longer open in a new tab, since they will expire due to security concerns.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Assign Insurance to Providers for Streamlined Booking

We've introduced new functionality to filter providers by accepted insurance plans — making it easier to connect clients with in-network providers during booking and scheduling. This enhancement streamlines insurance management workflows by integrating filtering directly into both the client booking experience and organizational calendar views.

What's New

• Client Booking Flow: Insurance-Based Filtering
  • Clients can now filter to see only in-network providers by selecting their insurance plan during booking
  • When enabled, clients are prompted to select their insurance at the start of the booking process and will only see providers who accept that specific plan

Organization Calendar: Insurance Filtering

• New "Insurance Accepted" filter allows you to view providers by accepted insurance plans in your calendar
• Quickly sort and identify which providers accept a specific client's insurance when scheduling appointments

Setup & Configuration

Step 1: Configure Insurance Accepted at the Org Level
Add your accepted insurance policies in Settings > Organization > Insurance

Step 2: Assign Insurance to Providers
Navigate to individual Member Profiles and use the new "Accepted Policies" section to assign insurance plans to each provider

Step 3: Enable Client-Facing Insurance Selection
In the Share & Embed modal, toggle on "Ask for Insurance" to activate the insurance selection step in the client booking flow

For detailed setup instructions, visit our help center.

Refreshed In-Product Integrations Experience (Phase 1 Coming Soon!)

We’ve completely reimagined the Integrations page in your Healthie account — making it easier than ever to discover, understand, and connect the tools that power your business and care delivery.
This is Phase 1 of our larger initiative to help you extend the capabilities of Healthie, streamline operations, and unify your workflows with Harbor partners and other essential platforms.

✅ What’s New:

• Redesigned UI: A cleaner, more intuitive interface makes browsing and enabling integrations a breeze.
• Better Search & Discovery: Find relevant integrations faster with improved search and categorization.
• Clear Integration Status: Instantly see which integrations are enabled for your account.
• Simplified Descriptions: Get the information you need, with clearer explanations of what each integration does.
• Improved Enablement: Connecting tools is now more seamless, with easier access to setup and support resources.
• New Integrations Added: Including Claim.MD, a streamlined solution for end-to-end insurance billing.

🚀 What’s Coming in Phase 2:
Get ready for deeper functionality — including integration-specific workflows, in-platform setup flows, and even more Harbor partners. This is just the beginning of how Healthie is making it easier to build a connected, scalable practice.
Review the Integrations page today: Settings > Integrations

📍 Filter Appointment Requests by Location

We’ve added the ability to filter appointment requests by location — giving your team more control and clarity when managing incoming client requests.
If your organization operates across multiple locations, support staff and admins can now easily view and work only the requests relevant to their site. This enhancement helps streamline scheduling workflows and ensures no request gets missed.
✅ This update is now live and available to all accounts.
You’ll find location filters within the Clients > Appointment Requests tab.
Learn more about managing appointment requests here.

Your CPT Codes, Smarter. Everywhere You Need Them.

Simplify billing by managing your CPT codes in one place — and automatically use them across claims, superbills, and appointment types.
Starting next week, we’ll begin rolling out a major improvement to how CPT codes are managed and used in Healthie:

✅ What’s New:

• The CPT Codes you add to your Services page will now drive your experience across Healthie. Once added, these codes will appear in:
  • Appointment Types
  • Superbills
  • CMS 1500 Claims
• The legacy CPT Code Favorites experience will be deprecated.
  • Previously, CPT Code Favorites were limited to CMS 1500 claims only. With this change:
  • You’ll no longer see the full CPT code drop-down or your old favorites
  • You’ll only see CPT codes that you’ve added to your Services page

🚀 Updated Experience
Once you've added your CPT Codes and Rates to your Services page, you'll be able to:

• Assign CPT Codes to Appointment Types → auto-populates your rate
• Use them in auto-generated CMS 1500 claims → if auto-claim creation is enabled
• Populate Superbills and Claims faster → no manual search required

Visit your Services Page to add your CPT codes and rates now.

New: Instantly View ERA Details in Healthie (Claim.MD Integration)

New: Instantly View ERA Details in Healthie (Claim.MD Integration)
We temporarily disabled this feature due to performance concerns. We’re actively working on improvements and will re-release when resolved.
We’ve launched in-platform ERA viewing for Claim.MD-connected accounts — giving you fast, seamless access to remittance details right within Healthie.
From the new Claim Details (ERA) page, you can:

• View ERA summaries without logging into external portals
• See a complete breakdown of billed, paid, and adjusted amounts per service line
• Understand the full claim processing history — including CARC and RARC codes — in a single view
  No setup required. This functionality will be rolling out to all Claim.MD customers in the upcoming weeks, and will be automatically enabled for Claim.MD-connected accounts.
  Not yet setup with Claim.MD? Get connected today to unlock a more streamlined billing experience for your account. Learn More.

New: Quick Access to Integrations

Your favorite tools, now just one click away.
Easily connect Healthie with the platforms you already use — to power your business, billing, and care delivery.
✨ With integrations, you can:

• Sync your calendar to avoid scheduling conflicts
• Automate client engagement with CRM & marketing tools
• Streamline insurance billing with your existing software
• Enable E-Rx & e-labs for a seamless clinical workflow
• Connect nutrition tools for planning, tracking & supplements
• Pull activity data from wearables & lifestyle devices
  Explore what's possible — now easier to find with our new shortcut icon.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

• Gestational Age form field is now supported from the mobile app

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• Update to API Folder Permissions
  We’ve made an important update to how document upload permissions are enforced for API users. Going forward, API users will only be able to upload documents into shared folders if they have the “can modify folders and documents shared within your org” permission enabled.
  • If you notice that uploads are no longer working as expected, we recommend checking this permission setting by navigating to: Organization > Member Permissions > Shared Organization Resources.
  • This update helps ensure more secure and intentional access management across shared folders.
• Improved folder permissions for API users:
  Organization members without edit access can no longer upload documents via the API into folders shared with them — ensuring stricter permission enforcement and data integrity.
• We’ve added a short delay to the appointment.updated webhook to ensure updated Zoom links are included when an appointment is converted to a recurring series. This prevents stale data from being sent.
• You can now pass an argument to bulkUpdateClients to disable patient.updated webhooks. This is useful for large migrations where webhooks may cause performance issues. By default, webhooks are still sent unless explicitly suppressed.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem

Platform Release Notes: June 2025

Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Reports is Now Visualize

You’ll notice that the Reports tab in your sidebar navigation is now called Visualize. This update reflects a refreshed layout that makes it easier to explore your data and identify meaningful trends.

The first changes are live on the Appointments dashboard, where you’ll see:

• A cleaner layout that improves readability
• Easier filtering to explore your data
• A more visual experience to help you spot patterns

All of your existing reports, filters, and workflows remain the same — now with a smoother, more intuitive design. Learn more about this update here.

This lays the foundation for Visualize+, our upcoming no-code tool for building custom dashboards across your business.

Improved Design in Client Actions Tab Sections

We've improved the design of the Allergies and Diagnoses sections on the Client Actions Tab to help you quickly scan and review critical client health information. There is no functionality change as part of this update.

What's New

Status Indicators: Both sections now use status chips to clearly display active vs. inactive items, making it easier to identify relevant information at a glance.

Responsive Layout: Improved design adapts when you adjust your browser window size for optimal viewing.

Allergies and Sensitivities Section:

• Allergy severity and reaction details are now combined in one column, reducing the time needed to assess allergy risks.

Diagnoses Section:

• Primary diagnoses now display with a special icon, helping you quickly focus on the most important health conditions.

These design improvements help you access critical health information more efficiently during care delivery.

Refreshed Sub-Org Creation Form (Design Update Only)

We’ve given the Create Sub-Organization form a visual refresh! While functionality remains the same, you’ll notice a cleaner, more consistent design that improves usability. Longer tool tips have been replaced with streamlined text and helpful links to documentation—making the form easier to scan and complete. Learn more about sub-organizations.

Updated Appointment Details Experience (In Progress)

We’re rolling out an updated Appointment Details experience that’s cleaner, more intuitive, and built for what’s next. While the interface will feel familiar, you’ll notice a more organized layout—and a rename from Session Details to Appointment Details.

What’s Improved:

• Faster Navigation: Improved load time and responsiveness
• Streamlined Layout: Key info is easier to review and edit
• Future-Ready: Built on modern code for performance, scalability, and upcoming enhancements

What’s Changed:

• “Session Details” has been renamed to “Appointment Details”
• Applies to individual appointments, group sessions, and calendar blocks
• No major UI overhaul—the familiar feel is intentional to reduce friction
• Fully refactored codebase for improved performance and long-term maintainability

New Stripe Fee for Countering Disputes

Stripe will now charge a $15.00 fee when you counter disputes, initiated 6/17/2025. If you win, this fee will be returned. The existing $15.00 dispute fee, charged each time you receive a dispute, is not changing. Per Stripe documentation, this newly introduced fee is due to increased fees from card networks for handling disputes. You can read more here.

Additionally, you can learn more about how to view and track any disputes directly within Healthie.

Updated label from “Note Type” to “Chart note template”

To reduce confusion, the Create Charting Note modal now uses clearer language—“Note Type” has been updated to “Chart note template” to better reflect what template providers are selecting.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at [email protected].

Scheduling:

• We've resolved an issue where location and room info weren't properly cleared when switching an appointment or availability from in-person to virtual. Now, virtual appointments and video call availability blocks will no longer retain or display outdated in-person location details. No changes to workflows or settings—just a more accurate experience.
• Fixed an issue to ensure that client groups remain correctly assigned when saving updates to a group appointment.

EHR:

• Update to Video Call Options for Group Appointments — we’ve refined the video call setup experience for group appointments! Now, only the video call methods configured for your account—Zoom and/or External URL—will display. This helps ensure the correct option is selected and avoids confusion from seeing unavailable choices.
• We’ve fixed an issue in the Form Builder where long question labels hid the delete button—labels are now truncated so the button stays visible.
• We've resolved issue where 'intake flow complete' emails were not sent when only one form was attached; emails now send regardless of the number of forms.
• Improved Photo ID Form Behavior in Intake — we've updated the Photo ID form to better guide clients through the intake process. If a photo ID is required, the option to indicate "I don't have a photo ID" will no longer appear, and clients must upload a valid ID to move forward. If a photo ID is not required, clients can now proceed without uploading one. This ensures a smoother and more accurate intake experience.
• Removed the Insert/Edit Media option from the Open Answer (long) field in Form Builder—use the dedicated Video field to add videos to your form.
• Field order changes in templates no longer affect existing client forms. Updating field positions in a form template will no longer reorder fields on existing client forms or chart notes. This ensures form layouts remain consistent, even if the template is edited later.
• We’ve improved how PDF documents are processed when sending faxes—no more manual flattening required! PDFs are now automatically converted behind the scenes for smoother, error-free faxing.
• Updated fax delivery timing so received faxes now arrive every 15 minutes instead of only on the hour.
• We’ve refreshed the “Add Organization Member” modal to match Healthie’s latest design standards. No functionality changes—just a cleaner look, more consistent layout, and a shortened tooltip.

Engagement:

• To improve security, iFrame HTML is now restricted in chat messages (e.g. via API and via the UI), unless they are from specific whitelisted websites (YouTube, Vimeo, and Loom).
• Improved chat behavior so new conversations now appear instantly in the sidebar and are auto-selected without needing a refresh.
• Updated Smart Phrase behavior to ensure selected phrases are inserted without adding an extra paragraph break, whether clicked or selected with "Enter."
• To reduce confusion, the Create Charting Note modal now uses clearer language—“Note Type” has been updated to “Chart note template” to better reflect what template providers are selecting

Billing:

• We’ve updated CMS1500 behavior to ensure that CPT codes don’t prefill on a client’s first form unless explicitly added. This helps prevent unintended codes from being submitted on claims.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• Additional webhooks for Zoom — send a webhook with a Zoom recording starts or stops.
• API Support for Multiple Clinic Locations in e-Rx Order - Organizations interacting with Healthie exclusively through the API may require that prescriptions be routed through a specific clinic location — especially when proximity to a pharmacy is a key factor. This feature is available upon request for Enterprise customers only. It was developed as a custom enhancement for a specific partner and is not part of our general platform offering.

Past & Planned Updates

• View all updates from last month here.
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.

Original source Report a problem