New Features: Updated Documents and Client Profile Pages

We are working hard to constantly improve Healthie so you can work more efficiently, save time, and grow your business even faster.

Coming soon to your Healthie dashboard are exciting updates to your Documents and Clients pages.

Here’s what you need to know…

1) Documents – Changing This Week

We’ve added new ways to navigate documents, to save you time:

  • You will now be able to drag and drop documents into folders you’ve created.
  • You will now be able to drag a document from a file on your computer (or desktop) to the Documents screen in Healthie, to make uploading a new document easier than before.
  • You will now be able to upload multiple files at once. This will save you a lot of time when adding new documents, such as recipes, educational handouts, and more, to your Documents section.

New Features: Updated Documents and Client Profile Pages

Your documents will still be accessible from the left side menu, sortable by name or by date added. By clicking on the Actions ellipsis for a specific document, you can still Preview, Download, Share, Rename, Move, and Delete each document.

 

2) Client Profile Pages – Changing Next Week

We’ve re-organized client information, to make it faster to manage:

  • Each individual client profile now has 7 tabs: Overview, Journal, Metrics, Goals, Charting, Billing, and Actions.

 

New Features: Updated Documents and Client Profile Pages

The new Overview tab will house a lot of essential information:

  • The client’s contact information (on the left-hand side, underneath their profile picture)
  • Your client overview: last activity and your quick notes (on the bottom left)
  • The client’s upcoming appointments
  • The client’s payments, credits, and credit card information (below appointments)

New Features: Updated Documents and Client Profile Pages

You can view your client’s Journal, Metrics, and Goals in their respective tabs.

The new “Journal” will encompass:

  • Food Entries
  • Workout Entries
  • Selfies
  • Metric Entries

In the Metrics tab, you can see graphs of the metrics your clients track.

Under the Billing tab, you can easily access each client’s:

  • Payments
  • Super Bills
  • CMS 1500 forms
  • Packages

You can toggle between this information using the drop-down menu next to the ‘CMS 1500s’ title in the screenshot below (see arrow).

New Features: Updated Documents and Client Profile Pages

You can still Edit Client Info and access Settings in the Actions tab.

 

If you’d like a walkthrough of either of these updates, schedule a check-in call with a Healthie specialist.

 

Chelsey Amer

Chelsey Amer, MS, RDN, CDN is a New York City-based registered dietitian nutritionist with a Masters in Clinical Nutrition from New York University. Chelsey started her virtual nutrition private practice in 2016 to help women find their food freedom and feel their best with mindful weight management techniques. Chelsey runs a successful food blog, CitNutritionally.com, where you can find deliciously nutritious, simple, food allergy friendly recipes. As a member of the marketing and partnerships team at Healthie, Chelsey spends most of her days writing, speaking with members of the Healthie community, and hanging out on social media!

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