Healthie University Training
Free virtual training and resources straight from the Healthie team
Getting Started with Healthie
Let's walk through some of the core features together.
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Setup your Healthie account
Join our Healthie Onboarding Specialists as they walk you through the fundamentals of setting up your web and mobile platform.
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Part 1
Getting Started with Healthie
Set up the fundamentals of your Healthie provider account, and get ready to start onboarding new clients today.
Part 2
Client Engagement on Healthie
Customize how your clients will connect and interact with your business through their Client Portal.
Part 3
Making the Most of Healthie
Having the right workflows in place helps to ensure that you're streamlining your business operations, and creating the best client experience possible.
Want To Receive Live Onboarding Support?
Join our weekly live class to set up your account and learn best practices, guided by the Healthie Success team. This out-of-the-box support ensures your account is customized to meet your business needs.
Featured video tutorials
Check out our jumpstart videos, in-depth Healthie classes, and best practice deep dives to make the most of your platform.
Practice Management
Set Up Your Calendar & Appointments
Learn how to create appointment types & set availability for online appointment booking. Enable automated appointment confirmations & reminders, and even add a booking widget to your website.
Practice Management
Client Packages & Invoices
Learn how to link your bank account and store client payment information. Set up your account to receive payments directly within the platform, no third party applications or accounts required. Process client payments within Healthie, and invoice clients for services.
Practice Management
Team Plans
Healthie's multi-provider capabilities enable group practices and organizations to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations, promote cross-collaboration, and offer coordinated care to clients.
Practice Management
Reporting
Healthie's Reports makes it easy for you to pull business information that spans client activity, client outcomes, business operations, and finances. Reports are leveraged by providers & organizations that seek to have critical metrics at their fingertips.
Practice Management
Task Management
Keep your business organized with Healthie's Task feature. Assign tasks to other organization members, and tag clients in a task for efficient task management.
Set Up Your Calendar & Appointments
Learn how to create appointment types & set availability for online appointment booking. Enable automated appointment confirmations & reminders, and even add a booking widget to your website.
Client Packages & Invoices
Learn how to link your bank account and store client payment information. Set up your account to receive payments directly within the platform, no third party applications or accounts required. Process client payments within Healthie, and invoice clients for services.
Team Plans
Healthie's multi-provider capabilities enable group practices and organizations to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations, promote cross-collaboration, and offer coordinated care to clients.
Reporting
Healthie's Reports makes it easy for you to pull business information that spans client activity, client outcomes, business operations, and finances. Reports are leveraged by providers & organizations that seek to have critical metrics at their fingertips.
Task Management
Keep your business organized with Healthie's Task feature. Assign tasks to other organization members, and tag clients in a task for efficient task management.
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.
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.
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.
Run a Telehealth Session
Create and run individual and group virtual sessions from your computer or mobile app. Chart or chat during a telehealth session. Understand your client's virtual experience.
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.
Your Clients' Experience
Set up your platform to invite clients to engage with you online. We run through the client experience, including completing intake forms, booking sessions, buying packages, and client logging/tracking.
Organize & Share Documents
Upload and organize documents, create folders, and share resources with clients. Share recipes, meal plans, handouts, lab work, articles, and more.
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Sharing Digital Content
Healthie enables providers to upload, store, manage, and share content directly with your user account. Build a library of curated and branded content in one convenient platform, with no storage limits and no added fees.
Join Free Live Classes
Make the most of your Healthie membership or trial. Find free weekly virtual classes covering Healthie's core features with our in-depth live tutorials!
Community Learning
Learn best practices in Healthie’s community Facebook group.
Community Group
Join our network of wellness professionals