Disclosure: This post contains affiliate links. If you sign up for Healthie through my link, I may earn a commission at no extra cost to you. I only recommend tools I believe are genuinely useful for healthcare and wellness providers.
If you’re evaluating software to run your healthcare or wellness practice, you’ve probably come across Healthie.
Healthie isn’t just an electronic health record (EHR). It bundles charting and documentation with scheduling, telehealth, online forms, secure messaging, payments, insurance billing tools, and client engagement features, all in one platform.
That combination is what makes Healthie worth a closer look, especially if you’re tired of stitching together three or four separate tools to run your practice.
In this review, I’ll walk through Healthie’s features, pricing, billing tools, telehealth setup, and client experience, along with the pros and cons. I’ve also included a dedicated section for mental health therapists, since that’s where a lot of our readers are coming from and Healthie isn’t automatically the right fit for every therapy practice.
Bottom line: Healthie is a strong option for independent healthcare and wellness providers who want one platform instead of five, especially if your practice mixes traditional appointments with packages, programs, or virtual services.
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What Is Healthie?
Healthie is a cloud-based practice management and EHR platform built for healthcare and wellness professionals across a range of specialties, including behavioral health, nutrition, health coaching, women’s health, family care, and chronic care.
Healthie reports that more than 35,000 providers and healthcare businesses use the platform.
Instead of requiring separate software for your EHR, scheduling, telehealth, payments, and client communication, Healthie puts most of that in one place. Core features include:
- Electronic health records and charting
- Custom forms and intake
- Online scheduling and appointment reminders
- Telehealth (including group sessions)
- Secure client messaging
- Client portal
- Payment processing and invoicing
- Insurance billing tools, superbills, and CMS-1500 claim forms
- E-fax
- Care plans, journaling, goals, and metrics
- Online programs
- Mobile apps
- Reporting and analytics
- AI-powered documentation tools
It’s less of a basic EHR and more of a full practice operating system, which is exactly what appeals to some providers and feels like overkill to others.
Healthie Pricing
Healthie offers four main plans.
| Plan | Monthly Price | Annual Price | Active Clients |
|---|---|---|---|
| Core | $19.99/month | $18/month | 10 |
| Essentials | $49.99/month | $45/month | 250 |
| Plus | $129.99/month | $115/month | Unlimited |
| Group | $149.99+/month | $135+/month | Unlimited |
Annual billing gets you a 10% discount, and Healthie offers a 14-day free trial with no credit card required. (Pricing changes often, so double-check current rates on Healthie’s site before you commit.)
Core: $19.99/month
Core covers the basics: scheduling, payments, charting, telehealth, the client portal, and mobile access, capped at 10 active clients.
If you’re just starting out with a handful of clients, that cap won’t bother you. But most providers outgrow it fast.
Essentials: $49.99/month
For most solo providers, this is the plan that actually makes sense. It raises the client limit to 250 and adds SMS reminders, CMS-1500 claim forms, custom form building, group messaging, basic email branding, outbound fax, and a ClaimMD integration for billing.
Plus: $129.99/month
Plus removes the client cap entirely and adds group telehealth, online programs, dedicated e-fax, premium branding, and a direct Office Ally integration.
The jump from Essentials to Plus is steep, so it’s worth mapping out exactly which of those features you’ll actually use before upgrading.
Group: $149.99+/month
Built for practices with more than one provider. It includes a shared calendar, multiple provider accounts, roles and permissions, internal team messaging, care teams, and organization-level reporting. Additional provider seats currently run $50/month each.
Healthie Features, Closer Look
EHR and Charting
Healthie lets you build custom charting templates rather than forcing every note into one rigid format. That flexibility matters if your documentation doesn’t fit a cookie-cutter workflow. Smart-fill charting, care plans, and a document library round out the clinical side.
Scheduling
Clients book online, and automated reminders cut down on the back-and-forth of manual follow-up. For a solo provider, having scheduling built into the same system as everything else means one less app to manage.
Telehealth
Telehealth is native to Healthie, and it runs on HIPAA-compliant Zoom, so you’re not maintaining a separate Zoom account just for sessions. Individual video visits are included on every plan; group telehealth opens up on Plus and above.
Client Portal
Clients can fill out forms, sign documents, book appointments, message you securely, join telehealth sessions, pay invoices, and track their own goals, all from one login. This is one of the areas where Healthie goes further than a typical EHR.
Payments and Invoicing
Payment processing runs through Stripe at 2.9% + $0.30 per transaction. You can charge for single appointments, recurring subscriptions, or custom packages, which is genuinely useful if you run memberships, coaching programs, or anything beyond straight fee-for-service sessions.
Insurance Billing
Essentials and up include superbill and CMS-1500 generation, plus a ClaimMD integration for claims and eligibility checks. That said, having a CMS-1500 feature doesn’t automatically mean Healthie replaces a dedicated billing system for every practice. If your billing needs are more involved, read our complete guide to mental health billing before assuming Healthie’s built-in tools will cover you.
Healthie’s AI Features
Healthie’s AI Scribe works across telehealth, in-person, and phone sessions, and Instant Transcripts are included on every plan. AI Charting is an add-on for Plus and above, currently listed at $35/month for 40 hours, with extra usage billed at $0.85/hour.
If you’re weighing Healthie’s AI Scribe against other options, our roundup of the best AI scribes for therapists is a good next stop, and it’s worth reviewing Healthie’s current privacy and consent settings before turning on any AI documentation tool for clinical work.
Healthie for Mental Health Therapists
Healthie lists behavioral health as one of its core focus areas, so it’s a legitimate option for therapists, though I wouldn’t call it the automatic pick for every practice.
What tends to matter most to therapists here:
- Customizable charting for treatment plans and progress notes
- Electronic intake forms
- Built-in telehealth
- Secure messaging with clients
- Insurance billing tools, superbills, and CMS-1500 forms
- Payment processing for self-pay clients
Where Therapists Should Slow Down
Behavioral health support doesn’t mean Healthie is the best fit for every therapy practice. If you want a platform built specifically around psychotherapy documentation and workflows, it’s worth comparing Healthie directly against SimplePractice and TherapyNotes.
We’ve done that comparison already: see our Healthie vs. SimplePractice breakdown for a side-by-side look at billing, documentation, and pricing, or our SimplePractice vs. TherapyNotes comparison if you’re deciding between those two instead. You can also check our full roundup of the best mental health EHRs to see how Healthie stacks up against the rest of the field.
My take: if you’re a therapist considering Healthie, run the free trial against your actual workflow, intake, notes, billing, and scheduling, rather than deciding based on the feature list alone.
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Healthie for Nutritionists and Dietitians
Healthie fits nutrition professionals especially well. Food and lifestyle journaling, goals and metrics, care plans, and a Fullscript integration give you tools that go beyond a standard visit-and-chart workflow. If your practice depends on client engagement between sessions as much as the sessions themselves, that’s an advantage over EHRs built mainly for documentation.
Healthie for Health Coaches
Coaches aren’t limited to appointment-based billing here. Packages, recurring payments, programs, journaling, and messaging all support a business built around more than one-off sessions, whether that’s one-on-one coaching, group programs, or ongoing memberships.
Healthie Pros and Cons
Pros
- All-in-one: EHR, scheduling, telehealth, payments, and client engagement live in one system.
- Strong client experience: Portal, messaging, scheduling, and payments all in one login for clients.
- Flexible payments: Handles single appointments, packages, and recurring subscriptions well.
- Custom forms and charting: More flexibility than many basic EHRs.
- Native telehealth: No separate platform needed.
- Scales up: Works for solo providers and larger group practices alike.
- Mobile apps: For both providers and clients.
Cons
- Plus is a big jump in price from Essentials.
- Some useful features are locked behind higher tiers.
- Extra costs add up: integrations, payment processing, and AI add-ons all carry their own fees.
- Can be more platform than you need if all you want is basic scheduling and notes.
- Insurance billing needs real evaluation if your practice has complex claims, ERA, or payment posting workflows. If you’re weighing whether to handle that in-house or bring in outside help, our post on outsourcing your medical billing walks through that decision.
Who Is Healthie Best For?
Healthie makes the most sense if you:
- Run a solo healthcare or wellness practice
- Offer telehealth
- Want built-in payment processing
- Sell packages, programs, or memberships
- Need basic insurance billing tools
- Plan to grow into a group practice eventually
- Want an EHR that does more than just documentation
It’s a particularly good fit for providers who sit somewhere between traditional healthcare and wellness. Think a professional who offers standard appointments alongside programs, packages, or ongoing virtual services.
Who Might Want a Different EHR?
Consider comparing Healthie against other platforms if:
- You only need basic practice management. A simpler, cheaper EHR might cover everything you actually use.
- You’re a therapist who wants psychotherapy-specific workflows. Compare Healthie against SimplePractice or TherapyNotes before deciding.
- Your insurance billing is complicated. Make sure Healthie’s claims, eligibility, and payment posting tools actually match what your practice needs.
- You’re building a larger organization. Healthie has enterprise-level options, but you’ll want to talk specifics with their team first.
Is Healthie Worth It?
For the right provider, yes.
The real value isn’t any single feature. It’s that so much of practice management lives under one roof: scheduling, documentation, telehealth, payments, and client communication, without a pile of disconnected tools to manage.
Whether it’s worth the cost comes down to how much of that you’ll actually use. A brand-new provider with a few clients can test the waters cheaply on Core. A growing solo practice will probably land on Essentials. And a larger or multi-provider practice will want to look at Plus or Group.
My Verdict
Healthie earns a strong rating for providers who want one platform instead of several, particularly nutritionists, health coaches, and wellness professionals who mix traditional appointments with packages and ongoing engagement.
Therapists should absolutely put it on the shortlist, but weigh it directly against therapist-focused platforms first. Our Healthie vs. SimplePractice comparison is the fastest way to see how they stack up for your specific workflow.
The best EHR isn’t the one with the longest feature list. It’s the one that fits how you actually work day-to-day. Healthie’s 14-day free trial makes it easy to find out either way.
