Intake & Onboarding

Spend less time on paperwork and more time on patients.

Use forms that are customized for your practice that flow directly into your patients charts and billing information.

Start Now
Healthie dashboard screenshot displaying key metrics and data for efficient decision-making.

Intake flows that actually flow.

Intake form templates that automatically map to Healthie’s EHR. Securely request credit card and insurance information with automatic reminders and notifications.

Trigger the right form at the right time.

Send forms automatically (including follow-ups) based on appointment type.

Standardize forms across your organization.

Templates for intake forms can be shared and collaborated on across your organization.

Healthie's platform meets the highest certification standards for data security and privacy, leveraging industry standards to secure data for you and your clients.

Learn More
Healthie+

Our open & flexible infrastructure makes scaling simple.

  • Same core platform, designed to scale for Enterprise needs.

  • Leverage API & SDKs to build out patient and clinician experiences.

  • Bridge your account data with business intelligence tools for more advanced reporting.

Learn More About Claim.MD

The next generation of healthcare is built on Healthie

Meet the companies that choose Healthie
Nutrition For You and Healthie
"The setup was so straightforward that I actually called ClaimMD to double-check everything was done correctly. I couldn’t believe it was that easy."
Teju Lakkundi, RDN, LDN, Owner & Clinician
Nutrition For You
Nutrition HealthWorks and Healthie
"It’s so much easier to submit a secondary claim in ClaimMD, which is huge for Medicare patients with secondary insurance. With our previous clearinghouse, I could never figure it out — for some insurances, I even had to mail it in. ClaimMD has made the process far simpler."
Janice Hadeka, MBA, Director of Administrative Operations
Nutrition HealthWorks
Daybreak Health and Healthie
"Healthie has been a game-changer for Daybreak. It’s not just an EHR—it’s the platform that unlocks the continued growth and sustainability of our mission at scale."
Alex Alvarado, CEO
Daybreak Health
"Healthie is more than our EHR; it’s the infrastructure we build on. Its flexibility lets us move fast, adapt quickly, and deliver better care at scale as our team and business constantly evolves."
Jake Chase, PT, DPT, COMT, Senior Director of Operations
Protera Health
Nutrition For You and Healthie
"The setup was so straightforward that I actually called ClaimMD to double-check everything was done correctly. I couldn’t believe it was that easy."
Teju Lakkundi, RDN, LDN, Owner & Clinician
Nutrition For You
Nutrition HealthWorks and Healthie
"It’s so much easier to submit a secondary claim in ClaimMD, which is huge for Medicare patients with secondary insurance. With our previous clearinghouse, I could never figure it out — for some insurances, I even had to mail it in. ClaimMD has made the process far simpler."
Janice Hadeka, MBA, Director of Administrative Operations
Nutrition HealthWorks
Daybreak Health and Healthie
"Healthie has been a game-changer for Daybreak. It’s not just an EHR—it’s the platform that unlocks the continued growth and sustainability of our mission at scale."
Alex Alvarado, CEO
Daybreak Health
"Healthie is more than our EHR; it’s the infrastructure we build on. Its flexibility lets us move fast, adapt quickly, and deliver better care at scale as our team and business constantly evolves."
Jake Chase, PT, DPT, COMT, Senior Director of Operations
Protera Health

Launch, grow & scale your business today.

Start Free Trial