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
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
Noma Therapy and Healthie
"Partnering with Healthie has been a great experience. Their team is responsive—whether it’s using the Slack channel for urgent matters or working directly with leadership on key issues. The API dev squad has been especially supportive, helping us build and refine our integrations seamlessly."
Gabriel Strauss, Head of Product & Growth
Noma Therapy
"“Healthie is the most comprehensive software I've seen for Registered Dietitians. For a growing team like mine, it provides everything we need to streamline our operations and ensure a seamless client experience.” "
,
The Healthy Weight Loss Dietitians
Terra Health Coaching and Healthie
"With Healthie, we no longer have to worry about software development—we can focus entirely on what we do best: coaching. The platform gives us everything we need to operate and scale efficiently."
Cecilia Lapolli, Co-Founder
Terra Health Coaching
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
Noma Therapy and Healthie
"Partnering with Healthie has been a great experience. Their team is responsive—whether it’s using the Slack channel for urgent matters or working directly with leadership on key issues. The API dev squad has been especially supportive, helping us build and refine our integrations seamlessly."
Gabriel Strauss, Head of Product & Growth
Noma Therapy
"“Healthie is the most comprehensive software I've seen for Registered Dietitians. For a growing team like mine, it provides everything we need to streamline our operations and ensure a seamless client experience.” "
,
The Healthy Weight Loss Dietitians
Terra Health Coaching and Healthie
"With Healthie, we no longer have to worry about software development—we can focus entirely on what we do best: coaching. The platform gives us everything we need to operate and scale efficiently."
Cecilia Lapolli, Co-Founder
Terra Health Coaching

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