574. EHR Review: Healthie

Would you rather read the transcript? Click here. Watch the video here. 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

You can listen to 574. EHR Review: Healthie online on Radio and Podcast. Open the player on this page to stream the available audio.

574. EHR Review: Healthie is an episode from The Testing Psychologist Podcast by Dr. Jeremy Sharp: Licensed Psychologist & Private Practice Consultant .

This episode is 49:29 long.

This episode was published on May 14, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from The Testing Psychologist Podcast when more episodes are available from the podcast feed.