Set up your Healthie Account

Set Up Your Calendar & Bookings
Set your availability, automate confirmations and appointment reminders, add your booking widget to your website.
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Free training and resources from the Healthie team.

Healthie University

Recurring Classes

Getting Started with Healthie

Are you a Healthie member? Get all your questions answered with one of our team members. 

Check out our jumpstart videos, in-depth Healthie classes, and best practice deep dives to make the most of your platform!

Learn best practices in Healthie's Community Facebook Group

Industry resources to grow your practice
Run a Telehealth Session
Create and run individual and group virtual sessions from your computer or mobile app. Record group sessions in a webinar format, and take notes as you go.
Client Logging & Tracking 
Build relationships with clients by enabling photo-based food journaling, tracking of workouts, goals, and other activities. Customize the entries you track.
Your Clients' Experience
Set up your platform to invite clients to engage with you online. We run through the client experience, including entry logging, session booking, document sharing, telehealth, payments. 


Healthie makes it easy for you to manage the back - office activities of your business and build relationships with clients. We'll walk you through the fundamentals of setting up your web and mobile platform. 

Organize & Share Documents
Upload and organize documents, create folders, and share resources with clients. Share recipes, meal plans, handouts, lab work, articles, and more.

Programs & Courses
Build & distribute programs (videos, documents, e-mails, forms) through the platform. Create classes over a period of time, connect with packages as a vehicle for passive income. 
Build and Send Intake Forms
Build intake forms and charting templates to collect health information, e-signatures, payment details (credit cards and insurance), and other items needed for care. 

Connecting with Clients via Chat
Connect with your clients between sessions through HIPAA compliant messenger. Easily open a single chat conversation, message multiple clients or start a group chat.
Charting within Healthie
Access chart notes, latest activity, goals and your quick notes for your client. Take charting notes during or after a client session. Choose from ADIME, Healthie SmartForm and free text templates or build your own charting form. Generate PDF of archived notes or e-fax notes.
Creating Client "Groups" 
Learn how to organize your clients into groups. Use groups within the Healthie platform to organize the forms, documents and education specific for each group. Send messages to a particular group + curate the programs/service you offer. 
Insurance + CMS-1500
Walk through  how to use the Healthie platform for insurance-based clients. Store insurance information for your clients, create CMS-1500 claims + keep track of CMS statuses.
Improving Workflows
Learn how to improve your workflow through the Healthie platform to help optimize your time. We review time-saving tips such as using pre-fill charting options, organizing your clients into groups and minimizing your time spent charting. 
Client Goal Setting 
One way to maintain clients and drive success is by utilizing goal setting in your practice. Learn how to create goals within Healthie, monitor client progress and engage clients utilizing the Healthie platform.