Nutritionist’s Checklist for EHR Features

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An Electronic Health Record (EHR) is an online version of a patient’s charting note. Electronic Health Records are a secure way to replace paper charts that naturally accumulate as client load increases. In the past decade, the healthcare industry has been making heavy shifts from paper to electronic charting, due to requirements set for in the Health Information Technology for Economic and Clinical Health (HITECH) Act of 2009. HITECH aimed to advance the adoption and meaningful use of electronic health records (EHRs) among hospitals and other healthcare systems. 

As more healthcare professionals have adopted EHR systems, data is able to show that not only do EHRs help streamline organizations, but they can improve client care and outcomes. 

Now with more affordable and widely available EHR platforms on the market, wellness practitioners with businesses large and small are making the transition online. 


Choosing an EHR platform for your business

As you begin to research EHR systems, you’ll quickly realize that most EHR systems offer more than just client charting. With a host of features, capabilities, specialties, and customizations, it can be daunting to choose one system that will be an ideal fit for your nutritional care business. 

To help you get started, we’ve listed out important features and considerations for your business. As you review this list of features, sit down and think of what is essential for your wellness practice. Highlight the features that your business needs, and then mark off the ones that would be convenient add-ons. The ideal EHR platform for your wellness business will check-off all of the boxes in your “need” list, and most of the features in your “want” list. 


Technical Features 

When starting out your EHR research, there are some basic technical requirements to consider. Think through what will be important for your nutrition practice — do you want the flexibility to access your office from any location? Do you need the convenience of a mobile app? Are you a solo practitioner, or do you plan to have multiple wellness providers using the account? 

Highlighting the technical features you require will help you to quickly narrow down the EHR platforms that will work for your business. 

✔️ HIPAA compliant 

✔️ PCI compliant (to store client financial information) 

✔️ Cloud-based 

✔️ Mobile App 

✔️ Supports multi-provider practices  

✔️ Transfer support 


EHR Features 

Along with client charting and paperwork, EHR platforms can include many additional features. As most EHR platforms are designed for medical doctors, the standard charting forms and features may not fit the needs of other wellness professionals. Think through your specialty and client-base — how much customizations would you like to have over your charting forms and client paperwork? The more tailored your EHR is for your business, the better your client experience. If you’re working with a high client load, or want to scale your nutrition practice quickly, then time-saving features like automated e-paperwork, e-signatures, and charting autofill options may be critical to your business. 

✔️ Charting templates that work for your clients (SOAP notes, ADIME) 

✔️ Form builder 

✔️ Customizable forms 

✔️ Automated E-paperwork for clients

✔️ Vitals and metrics tracking 

✔️ Client care plans + templates 

✔️ Charting autofill capabilities  

✔️ E-signatures 


Billing Capabilities 

Depending on how your wellness business is financially set up, having the right billing capabilities is an important consideration. 

For insurance-based practices, being able to create your insurance claims directly within your EHR improves claims accuracy and processing times. Do you need to create CMS 1500 claims, Superbills, and invoice clients? Furthermore, there may be additional integrations, such as with a clearinghouse, that can be convenient for your billing process. 

In self-pay practices, or to accept client-owed responsibilities from insurance-based clients, you’ll want to consider how you will collect client payment information, store it, and process payments. Some EHR platforms allow you to link with a payment processor, while others have a payment processing system directly within the product. 

✔️ CMS 1500 claims creation 

✔️ Superbills creation 

✔️ Client invoicing 

✔️ Financial reports 

✔️ Link bank account to EHR for payments received 

✔️ Build client packages

✔️ Payment processing 


Additional EHR Features and Benefits

Beyond charting for clients, EHR platforms can also include additional features that will help you run your wellness business efficiently, and engage with your clients. Some EHR platforms have a client-facing side, where clients receive a portal login. From there, they can have access to certain information, connect with their wellness providers, and more. Many health and wellness providers use a multitude of technologies to run their businesses. Seeking out a practice management platform that integrates EHR with additional capabilities can be an effective way to save on expenses, and streamline business. Think through which “add-ons” you’re currently using, and which may be crucial for your new EHR platform. 

✔️ E-fax 

✔️ Telehealth (1:1 calls and/or group calls) 

✔️ Documents/resources storage and sharing 

✔️ Client access/portal 

✔️ Client messaging 

✔️ Client engagement features (client journaling, food tracking, goal setting, etc) 

✔️ Custom reports 

✔️ Custom branding 

✔️ Programs and online client education courses

✔️ Task list 



✔️ Calendar + appointment scheduling 

✔️ Clearinghouse (ie Office Ally) 

✔️ Zoom 

✔️ Calendar Syncing (iCal, Gmail) 

✔️ E-Prescribing 

✔️ Supplement recommendations (ie Fullscript) 

✔️ Wearable health trackers (ie Fitbit, Apple Health) 


Customer Support 

✔️ Live classes to learn features 

✔️ Easy way to connect with support team

✔️ Dedicated customer success manager 

✔️ 24/7 tech support 

✔️ Ongoing educational classes for the nutrition and wellness industry


Looking for an EHR platform for dietitians that checks all the boxes? 

Healthie is an all-in-one practice management platform created for nutrition, health, and wellness professionals. Fully HIPAA-compliant, Healthie offers an EHR platform, along with all of the additional tools you need to run your business. From scheduling to billing, to client engagement, you’ll have all of the tools you need to be successful in one place. 

With plans that are designed to grow with you, Healthie supports wellness professionals who are just starting out, to group practices and organizations. Get started with Healthie for free, signup for your trial today.

Make more time to grow your business.

Use a platform that automates the administrative, so you can focus on growth and care.

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