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 AI-native, 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
Healthie and Three Rivers Mental Health
"The technology you choose for your practice plays a huge role in your growth. In 2026,I think if you want people to come to your practice, they need access now. We need to remove boundaries, not create them. Virtual-first does that, safely. Tech also enables concierge care that makes you competitive in the mental healthcare landscape. Potential patients can fall through the cracks because they aren’t called back, but when you make it easy to book appointments, when they are being texted, messaged, called back quickly — that’s when you win."
Nina Abelowitz, ANP-BC, PMHNP-BC, Founder
Three Rivers Mental Health
Healthie and Pom Health
"Healthie helped us quickly establish key operational workflows while keeping the door open for more advanced customization as we grow."
Misha Nasrollahzadeh, Co-founder and CEO
Pom Health
Mother of Fact and Healthie
"Healthie offers refined functionality in a space that has been long-dominated by legacy systems. Mother of Fact is providing a very specialized service, and leveraging Healthie is allowing us to operate seamlessly while we build that unique experience."
Dan Richards, Mother of Fact
Mother of Fact 2
Stephanie Mollo & Healthie
"Whenever people are asking about platforms, I always recommend Healthie. I use EHRs because I need them – and Healthie just works. It does what I need it to do; I’m able to meet with my patients consistently and conveniently. I can focus on the part I enjoy - the work itself."
Dr. Stephanie Mollo, Founder and sole practitioner
Stephanie Mollo
Healthie and Three Rivers Mental Health
"The technology you choose for your practice plays a huge role in your growth. In 2026,I think if you want people to come to your practice, they need access now. We need to remove boundaries, not create them. Virtual-first does that, safely. Tech also enables concierge care that makes you competitive in the mental healthcare landscape. Potential patients can fall through the cracks because they aren’t called back, but when you make it easy to book appointments, when they are being texted, messaged, called back quickly — that’s when you win."
Nina Abelowitz, ANP-BC, PMHNP-BC, Founder
Three Rivers Mental Health
Healthie and Pom Health
"Healthie helped us quickly establish key operational workflows while keeping the door open for more advanced customization as we grow."
Misha Nasrollahzadeh, Co-founder and CEO
Pom Health
Mother of Fact and Healthie
"Healthie offers refined functionality in a space that has been long-dominated by legacy systems. Mother of Fact is providing a very specialized service, and leveraging Healthie is allowing us to operate seamlessly while we build that unique experience."
Dan Richards, Mother of Fact
Mother of Fact 2
Stephanie Mollo & Healthie
"Whenever people are asking about platforms, I always recommend Healthie. I use EHRs because I need them – and Healthie just works. It does what I need it to do; I’m able to meet with my patients consistently and conveniently. I can focus on the part I enjoy - the work itself."
Dr. Stephanie Mollo, Founder and sole practitioner
Stephanie Mollo

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