Patient & Appointment Automation
Automatically generate patient profiles and seamlessly schedule their initial and follow-up appointments directly from the referral management dashboard.
EHRs
API Platform
Wearables
Cloud
From referral scheduling to no-show alerts and supervisor reminders—our team builds custom workflows on top of your Healthie EHR to match your real-world operations.
Let's TalkHealthie EHR covers the basics, but it doesn’t connect to tools like Monday.com, trigger custom alerts, or automate care operations the way most mental health teams need.
With our Healthie EHR custom workflow, built on top of the Healthie EHR, you can:
Auto-create patient records from Monday.com referrals
Schedule recurring appointments based on patient needs
Send warning emails after no-shows or frequent cancellations
Alert providers or supervisors when notes are incomplete or unsigned
We build exactly what your team needs—custom workflows, alerts, and compliance automation layered on top of your existing Healthie setup.
All workflows are custom-built based on your clinic’s operations—integrated directly via the Healthie GraphQL API.
Automatically generate patient profiles and seamlessly schedule their initial and follow-up appointments directly from the referral management dashboard.
Configure and trigger both email and SMS notifications based on predefined thresholds related to patient no-shows and appointment cancellations.
Effortlessly set up and manage recurring therapy or consultation sessions for patients, whether they occur weekly, biweekly, or monthly.
Send automated daily reminders to clinical supervisors, prompting them to review and electronically sign off on completed session notes.
Automatically notify healthcare providers to complete their pending chart notes after each patient session. These real-time prompts help maintain up-to-date records and reduce billing delays
Enable secure login and access control by assigning permissions based on Healthie user roles. With built-in Single Sign-On (SSO) integration, users can access the platform using their existing credentials
From referral scheduling to no-show policies and chart alerts—we help care teams build the custom workflows they need on top of Healthie.
Schedule a Free Workflow Planning CallWe follow a consultative build process that ensures each workflow is technically feasible, aligned with your ops, and Healthie-compatible.
We begin by mapping your manual workflows (such as referral management, charting, and no-show alerts) and identifying opportunities for automation.
We confirm what’s possible within Healthie’s GraphQL API, so you know exactly what can be automated—and what can’t—before committing.
We configure rules and automation flows around appointment creation, follow-ups, documentation alerts, policy enforcement, and more.
All workflows are designed to run seamlessly within your existing Healthie EHR—securely and without disrupting your current operations.
Roll out the automation with proper testing and user training. This ensures smooth adoption and enables your team to start benefiting from automation quickly.
Provide ongoing support, track performance, and iterate based on feedback to maximize efficiency and long-term ROI from your automated workflows.
“Our referrals are now automatically scheduled, no-shows are tracked, and our supervisors never miss a chart note again. It’s the workflow engine we didn’t know we needed.”
— Operations Lead, Behavioral Health Clinic
Developed an AI-based labor prediction solution integrated with Epic. Enabled HIPAA & SOC 2 compliance for real-time data processing and secure patient records
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Built a connected care platform with real-time vitals from Bluetooth devices, care manager dashboards, CPT-based billing, and patient-facing mobile apps.
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Designed an interface to recommend tests based on patient data and customizable clinical logic. Included user roles for hospitals, individual providers, and admin views
Learn MoreWe’ll help you design and implement custom automations—from referral scheduling and recurring appointments to chart alerts and no-show policies. All are built securely inside your existing Healthie setup.
Talk to a Workflow ExpertOur developers are HIPAA certified and skilled in various healthcare regulations, including GDPR and HITECH. We create HIPAA-ready solutions, ensuring security and compliance with all necessary standards. Trust us to deliver robust, compliant healthcare software that protects patient data.
Healthie EHR custom workflow is a personalized automation layer built on top of your existing Healthie system. It helps streamline patient intake, appointments, follow-ups, documentation, and communication—tailored to your team’s specific operations.
While Healthie EHR is a powerful platform, most care teams face workflow gaps that slow them down. A custom workflow fills these gaps—automating manual tasks, improving compliance, and enhancing patient engagement.
You can automate patient profile creation, appointment scheduling, no-show alerts, recurring session management, chart reminders, incomplete note alerts, and more—based entirely on your clinical and operational needs.
We securely sync your referral dashboard and intake sources with a custom-built portal that’s fully integrated with Healthie. The integration is seamless, HIPAA-compliant, and customized to match your operations.
Yes. All workflows are built with PHI protection, secure login, role-based access controls, and audit-friendly features. Our architecture supports full HIPAA compliance from day one.
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