574. EHR Review: Healthie

It was a pleasure to dive back into the world of electronic health records. Today, I’m exploring Healthie, a platform that has gained significant traction recently. This review is a blind walkthrough from the perspective of a testing practice that bills insurance, focusing on whether the platform’s robust feature set actually translates to a smooth clinical workflow. I cover the initial setup and interface, the depth of third-party integrations, and the specific hurdles a testing psychologist might face when trying to move from a six-hour assessment to a clean insurance claim. Pros: Extensive Customization: The platform offers significant flexibility for intake forms and demographic tracking, including detailed options for gender identity and pronouns. Robust Integrations: It connects with a wide range of third-party tools such as ClaimMD, AI scribing software, and marketing platforms. Automated Intake Flows: Clinicians can build structured paperwork packets, allowing clients to move through forms in a seamless sequence. Flexible Scheduling: The system supports specific naming for appointment types, which is useful for distinguishing between different types of assessment sessions. Built-in Communications: Features like e-faxing and a secure client chat are integrated directly into the interface. Data Visualization: A dedicated dashboard provides high-level reports on practice metrics, including appointments and provider utilization. Cons: Workflow Disconnect: There is a notable lack of integration between clinical charting and the billing process, requiring manual entry of CPT codes on claims. Manual Billing Hurdles: Creating CMS 1500 forms or superbills is a manual process that does not consistently auto-populate fees or codes. Steep Learning Curve: The interface is complex enough that new users often require guided onboarding or extensive use of the help center to navigate basic setups. Generalist Design: Because it serves many medical specialties, the interface includes irrelevant modules for mental health, such as meal plans and medical metrics. UI Inconsistencies: The user interface behaves differently across modules; for example, the claim interface provides error alerts that the superbill interface does not. Note Customization Limits: It is difficult to find obvious options for creating fully customized clinical note templates tailored to testing right out of the box. Cost Barriers: To access essential insurance billing features, practitioners must subscribe to higher-priced tiers, which can be expensive for group practices. Main Topics: 00:01: Introduction to Healthie and the philosophy of blind EHR reviews 01:45: Initial onboarding process and navigating the primary user interface 05:20: Exploration of client demographics, gender identity options, and insurance entry 09:43: Review of the organizational settings, calendar functionality, and drag-and-drop features 13:20: Deep dive into the intake flow builder and paperwork automation 18:15: Evaluation of third-party integrations, including AI scribes and ClaimMD 22:30: Configuring appointment types and scheduling for long-form testing sessions 33:17: The disconnect between clinical charting and the CMS 1500 billing workflow 49:20: Final verdict on pricing, learning curves, and suitability for testing practices Cool Things Mentioned: Craft: the premier membership community for testing psychologists Crafted Practice: the only in-person business retreat for testing psychologists Reverb: the premier AI-powered report-writing platform for testing psychologists