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.

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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.

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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.

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The next generation of healthcare is built on Healthie

Meet the companies that choose Healthie
Being Health and Healthie
"What excites us most about our partnership with Healthie is their commitment to innovation and continuous improvement. Their growing list of integrations has already enhanced our ability to streamline workflows across scheduling, patient communication, charting, and care management. Looking ahead, the transition to an API model will offer even greater flexibility, allowing us to further customize and optimize our operations. This forward-thinking approach ensures that Healthie will continue to evolve alongside our practice, supporting our growth and enabling us to deliver even more integrated, patient-centered care."
Allie Sharma, MD, MSc, Co-founder and Chief Medical Officer
Being Health
Covet Health and Healthie
"Healthie serves as the backbone of our onboarding process and member account management. When it comes to PHI, we trust and rely on Healthie’s robust security and compliance standards."
Matt Casamento, CEO
Covet Health
Pelago and Healthie
"Healthie has been a great partner for us. The platform is flexible, and the customer success team is responsive and insightful. We’ve been able to scale quickly with their help, and the coordination during implementation has been seamless."
Josh Hill, Director of Engineering
Pelago
Revero and Healthie
"Healthie stands out from other platforms primarily because of its flexibility, intuitive user interface, and robust API capabilities. Unlike traditional EHRs that come with unnecessary complexity, Healthie provides exactly what we need to run a direct-to-patient medical practice—without the bloat."
Kate O'Connor, VP of Operations
Revero
Being Health and Healthie
"What excites us most about our partnership with Healthie is their commitment to innovation and continuous improvement. Their growing list of integrations has already enhanced our ability to streamline workflows across scheduling, patient communication, charting, and care management. Looking ahead, the transition to an API model will offer even greater flexibility, allowing us to further customize and optimize our operations. This forward-thinking approach ensures that Healthie will continue to evolve alongside our practice, supporting our growth and enabling us to deliver even more integrated, patient-centered care."
Allie Sharma, MD, MSc, Co-founder and Chief Medical Officer
Being Health
Covet Health and Healthie
"Healthie serves as the backbone of our onboarding process and member account management. When it comes to PHI, we trust and rely on Healthie’s robust security and compliance standards."
Matt Casamento, CEO
Covet Health
Pelago and Healthie
"Healthie has been a great partner for us. The platform is flexible, and the customer success team is responsive and insightful. We’ve been able to scale quickly with their help, and the coordination during implementation has been seamless."
Josh Hill, Director of Engineering
Pelago
Revero and Healthie
"Healthie stands out from other platforms primarily because of its flexibility, intuitive user interface, and robust API capabilities. Unlike traditional EHRs that come with unnecessary complexity, Healthie provides exactly what we need to run a direct-to-patient medical practice—without the bloat."
Kate O'Connor, VP of Operations
Revero

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