Healthie
A configurable EHR and client-engagement platform spanning scheduling, charting, programs, messaging, telehealth, and billing.
Review date
How Healthie presents the product
Healthie presents a configurable platform for organizations coordinating care, client engagement, scheduling, programs, and business operations.
- Company emphasis
- Client engagement, scheduling, forms, telehealth, billing, programs, integrations, and reporting.
- Useful for
- Recognizing the product and preparing a focused demonstration with sample information.
- Evidence boundary
- This is first-party marketing material. It does not independently verify plan access, security, privacy, accessibility, exports, contracts, or practice fit.
Evidence / source sheet
Current evidence snapshot
Public vendor material and linked outside-review context last checked on .
$19.99
Core / month$149.99+
Group before additional providers or add-ons3.9/5 · 21 reviews
G2Documentation reviewed
Trial + contract checks remainEvidence boundary
Reviewed does not mean hands-on approved.
Vendor documentation and outside reviews are starting evidence—not security approval, compliance certification, or a purchase recommendation.
Practice fit
Where it may fit—and where to slow down.
Reasons to shortlist
- Flexible client engagement and program workflows
- Several entry points for different practice shapes
- Broad scheduling, forms, charting, messaging, and billing scope
Questions to pressure-test
- The small outside-review sample contains sharply different support experiences
- Confirm behavioral-health documentation and insurance workflow fit
- Price provider seats, support seats, integrations, and add-ons together
Security and administration
Turn claims into trial tasks.
Use sample information—not real client or staff details—when testing the product. Ask the vendor to demonstrate the exact plan and contract you are considering.
MFA
Trial checkTest provider, support, owner, and client access with sample accounts created for the test.
Roles & permissions
Trial checkCompare owner, clinician, administrator, biller, supervisor, and departing-user access in the exact plan.
Data exports
Trial checkRequest sample chart, form, message, billing, file, and audit exports.
Account deletion
Contract checkConfirm termination, retention, deletion timing, subprocessor copies, and access after closure in writing.
Backup / restore
Contract checkConfirm recovery commitments, retention, and termination handling.
Accessibility
Trial checkKeyboard- and mobile-test booking, forms, portal, messaging, and telehealth.
Administrative controls
Trial checkTest configuration ownership, audit history, role changes, support escalation, and offboarding.
DocumentedSupported by current first-party material.
Trial checkObserve it in an authorized trial using sample information.
Contract checkConfirm it in the exact agreement or BAA.
Pricing and reviews
Price the practice you actually run.
Start with the published price, then add the people, features, support, and services your practice would actually use.
Core $19.99, Essentials $49.99, Plus $129.99, or Group $149.99/month
Annual billing discounts some plans. Group includes one provider and one support seat; additional providers are listed at $50/month.Independent review starting points
G23.9/5 · 21 reviews↗CapterraRead current reviews↗Use ratings as context, not a ranking. Read recent positive, critical, and role-relevant reviews.
Contract and demo record
Five questions worth getting in writing.
- Which features, roles, storage, usage, support, and security controls are included in this exact plan?
- What can we export without vendor help, in which formats, and what would be missing?
- How are backups tested, and how would we request a restore after an error or incident?
- What happens to our data, subprocessor copies, and account access after termination?
- Which accessibility standards and test results cover owner, staff, and client workflows?