New Features: Date-Specific Reports, Better Communication, Easier Navigation

We’re excited to wrap up the week with several new features to make it easier for you to manage your clients.

Here’s what’s new:

1) Generate a Report For a Specific Date Range

Most useful for: Everyone

New Features: Date-Specific Reports, Better Communication, Easier Navigation

Healthie’s Reports feature makes it easy for you to manage the metrics of running your business.

Now, you can generate reports for a specific date range so you can compare week-over-week or month-over-month growth, as well as other analyses.

You can generate the following reports based on any date range:

  • Your Appointments Report
  • Your Payments
  • Your Bank Transfers
  • Your CMS 1500s
  • Your Superbills
  • Organization Appointments Report
  • Organization Payments
  • Organization Bank Transfers
  • Organization CMS 1500s
  • Organization Superbills

 

2) Better Communicate With Your Clients Through Your Automated Emails

Most useful for: Everyone

New Features: Date-Specific Reports, Better Communication, Easier Navigation

 

Receive Replies That Clients Send to Healthie’s Automated Emails

You can send several types of automated emails to your clients through Healthie. These include new client emails, appointment confirmations for new appointments scheduled, appointment reminders, and more.

Before, if a client responded to one of these automated emails, it was sent back to the Healthie team.

Now, you will receive the replies, improving communication between you and your clients.

Additionally, clients will now see your brand name as the sender of Healthie’s automated emails instead of “Healthie Notifier.” This will further reinforce your branding for your clients.

 

3) Reorder Appointment Types

Most useful for: Everyone

New Features: Date-Specific Reports, Better Communication, Easier Navigation

You can now reorder your appointment types, which determines the order they appear to clients when they go to book an appointment on Healthie’s website, in Healthie’s embeddable calendar, and in Healthie’s mobile app.

Now, when a client books an appointment with you, you get to choose the order in which your appointments appear.

 

4) Save Time With a Sticky Top Navigation Bar

Most useful for: Everyone

New Features: Date-Specific Reports, Better Communication, Easier Navigation

When you’re logged in to Healthie, the top navigation bar is now sticky to stay on the screen, making it easy for you to navigate around the platform.

This update will save you valuable time and expedite your workflow!

 

If you have any questions or concerns about these changes, or want a walkthrough to see how it works for yourself, contact us today – hello@gethealthie.com.

 

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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