Healthie

• New clientRuns when a client is added to Healthie, with their contact details and provider. Clients already there when the workflow is turned on don't start it.
• New appointmentRuns when an appointment is booked in Healthie, by a client or by your team, with when it is, its type and who it is with.
• Appointment rescheduledRuns when an appointment moves to another time, by a client or by your team, with its new and previous start.
• Appointment cancelledRuns when an appointment is marked Cancelled or Late cancellation, by a client or by your team.
• Appointment status changedRuns when an appointment gets a status, such as Occurred, No-show or Checked in, or only the status you choose.
• Form completedRuns when a form is completed in Healthie, such as an intake form a client fills in, with every question and answer. Chart notes have their own trigger.
• Chart note signedRuns when a provider signs or co-signs a chart note, with its contents and who signed it.
• New messageRuns when someone sends a chat message in a conversation you are in, such as a client writing to you. Messages you send, including a workflow's, don't start it.
• Client taggedRuns when a tag is put on a client, or only the tag you choose, with the client's details.
• Invoice paidRuns when a client pays an invoice in full, with the amount and what it was for.

• Create clientAdd a client (patient) to Healthie. Healthie's welcome email, which invites them to set a password, is sent only if you turn on Send welcome email.
• Get clientGet a client's details: contact details, date of birth, provider, group, tags and next appointment.
• Update clientChange a client's details. Fields left blank keep what they have.
• Find clientsSearch clients by name, email, phone, date of birth or record number, or list them by status, group, provider or tag. Leave every field blank to list them all.
• Archive clientArchive a client, Healthie's way to retire one: their record and history stay, and they can be restored in Healthie. Healthie doesn't delete clients.
• List appointment typesList the kinds of appointment your account offers, with their length and the ways each can happen, such as Healthie Video Call or In Person.
• Create appointmentBook a one-to-one appointment for a client, as a provider would. Healthie books it even outside open times unless you turn on Only at an open time, and emails the client as your settings say.
• Get appointmentGet an appointment's details: when, with whom, its type, how it happens and its status.
• List appointmentsList your organization's appointments, upcoming ones soonest first and past ones latest first, for a client, provider, type, status or days.
• Update appointmentReschedule an appointment, or change its type, provider, how it happens, status or notes. Fields left blank keep what it has.
• Cancel appointmentMark an appointment as cancelled. It stays on the calendar and in reports, as Healthie recommends, and Healthie emails the client and provider.
• Find open timesFind when a provider can be booked for an appointment type, up to 7 days at a time.
• List formsList your account's forms, such as intake forms and chart note templates.
• Send form to clientAsk a client to fill in a form in their Healthie portal, such as an intake form or a consent. Healthie emails them a link unless you turn off Email the client.
• List completed formsList completed forms and chart notes with their answers, newest first: a client's, one form's, or everyone's, signed or not.
• Get completed formGet a completed form or chart note with every question and its answer.
• Send messageSend a chat message in Healthie, to a client or a conversation. To a client, it goes to your newest open one-to-one conversation with them, or starts one. Healthie lets the client know as their settings say.
• Add tags to clientPut tags on a client. A tag name the account doesn't have yet is created.
• Remove tags from clientTake tags off a client. The tags stay in the account for other clients.
• Upload documentAdd a document to a client's chart, from a file or from text you give (saved as a text file). Only your team sees it unless you share it with the client.
• List documentsList documents, newest first: those in a client's chart, or your own.
• Create goalSet a goal for a client, such as walking 20 minutes a day, which they track in their Healthie app.
• Create invoiceBill a client for a service. The invoice appears in their Healthie portal for them to pay, and Healthie may email it to them.
• List invoicesList invoices, newest first: everyone's or one client's, paid or not.
• Delete recordDelete an appointment, document, goal, tag, invoice or form request for good. To call off an appointment, use 'Cancel appointment' instead so it stays in your reports. Deleting a tag takes it off every client.

No actions match that.