With a free starter plan and modern features like journaling, telehealth, and goal tracking, Healthie caught my eye as a budget-friendly EHR for wellness and behavioral health providers. After putting it through its paces, I found it especially well-suited for solo or small practices with a holistic lean. It’s not the deepest or most customizable system out there, but its clean design and broad feature set make it a compelling option at $0–$149 monthly.
Healthie At a Glance
Cost: $0 – $149+ monthly
Telehealth: Yes
Insurance Billing: Yes
Pros & Cons
Pros - Flexible pricing with a feature-rich free tier
- Clean, modern interface with smooth navigation
- Very strong telehealth tools with built-in note access and multitasking
- Customizable programs and care plans for client engagement
- Solid integration options for labs, supplements, and calendar sync
Cons - No instant bulk client import — can take up to two weeks
- Limited phone support, which may frustrate some users
- No AI charting tools like some newer competitors
- Fewer community templates compared to some platforms
Preview Healthie
Healthie is a modern EHR and practice management platform designed specifically with wellness and holistic care providers in mind. It blends traditional medical features like charting, billing, and telehealth with more specialized tools for client engagement, goal tracking, journaling, and custom programs. With flexible pricing that includes a highly functional free tier, it’s particularly appealing for solo practitioners and small to mid-sized teams working in nutrition, therapy, coaching, or integrative health.
In my testing, Healthie proved to be polished, user-friendly, and well-suited for day-to-day operations. The layout is intuitive, the telehealth experience is among the best I’ve seen for multitasking, and it supports a wide variety of client touchpoints without feeling overwhelming. While it doesn’t lead the pack in every category, the platform feels reliable, cohesive, and thoughtfully designed. It’s a strong option for clinicians looking to streamline their workflow while maintaining a client-centered experience.
That said, Healthie isn’t without a couple of shortcomings. There’s no AI charting support like some newer competitors offer, and the client import process is manual and surprisingly slow. Look to an alternative like Practice Better to solve that. Some users may also miss more advanced reporting tools or deeper insurance billing integrations. If those features are essential to your practice, platforms like SimplePractice or TherapyNotes may be a better fit.
For even more options, check out our full guide to the best EHRs for mental health professionals.
Detailed Review of Healthie
To get a clear sense of what Healthie offers, I took a deep dive into the platform testing everything from client management and charting to telehealth, billing, and more. What follows is a breakdown of how Healthie performs in key areas, along with honest impressions on where it shines and where it still has room to grow.
Overall, Healthie strikes a good balance between usability, flexibility, and affordability. It’s not the most powerful EHR on the market, but for solo providers, small group practices, and wellness professionals, it covers a surprising amount of ground for the price. If you’re shopping around for the right fit, be sure to check out our full guide to the best EHRs for therapists, where we compare options based on practice size, feature depth, and real-world usability.
Review our scoring criteria for EHRs, EMRs, and PMS for therapists.
Review our complete editorial policies here.
Client Management
Healthie makes it easy to manage client records with a clean layout and thoughtful design. The main client list gives you quick access to key actions like booking sessions or reviewing charts. Each client’s chart is tabbed and information-rich, with sections for care plans, journaling, billing, charting, metrics, and more. The layout is visually appealing and surprisingly customizable for a platform at this price point.
One important detail that sometimes gets overlooked: clients can be set to their own time zone, so they get reminders at the right time no matter where they are. The profile view also shows quick stats and makes it easy to jump into notes, programs, or documents without having to switch tabs.
The only real drawback to this part of the EHR is how client imports work. Instead of uploading a spreadsheet and automatically mapping fields like most systems, Healthie asks you to submit your data and wait up to two weeks for them to process it. That’s not ideal if you’re trying to switch platforms quickly, and it’s really not something I’ve seen from other EHRs.
Still, once you get onboarded, Healthie does an excellent job of supporting day-to-day workflows. It’s well-suited for solo providers and small teams looking for something highly flexible but still easy to use. Healthie earned 4.5 out of 5 stars in the Client Management section of our scoring criteria.
Client Forms & Intake
Healthie’s forms and intake system is intuitive, capable, and covers quite a bit of ground. You’ll find more than 60 prebuilt templates ready to go, covering everything from basic intake to assessments like the PHQ-9, GAD-7, ACE Questionnaire, and many others. There’s also a full set of charting templates, including SOAP notes, treatment plans, and mental health assessments. While it doesn’t have a public community library or ability to share templates with peers like we saw in our reviews of Carepatron or Practice Better, the built-in selection is solid and well-rounded.
Building your own forms is simple thanks to the drag-and-drop editor. You can reuse fields you’ve built before, organize templates into folders, and assign forms to specific workflows or intake packets. I appreciated the system giving us the ability to bundle multiple forms together into “Intake flows” and send them to clients automatically. It’s a great time-saver for practices that have standardized onboarding protocols.
Another nice touch: you can copy individual fields or sections from other forms you’ve built, so you’re not stuck recreating the wheel. That’s something not all platforms offer, and it helps you stay consistent without extra work.
There aren’t any flashy AI integrations here (Healthie says they’re working on them), but Healthie’s form system is dependable and genuinely pleasant to use. It supports structured documentation and flexible workflows without trying to reinvent the wheel.
For these reasons, it earned a solid 4 out of 5 stars in our Forms & Intake category.
Calendar & Scheduling
Healthie’s calendar does exactly what I’d need it to do—no flash, no trash, just a clean and effective scheduling tool that’s tightly integrated with the rest of the EHR. You can view your day, week, or agenda in a few clicks, and everything supports fluid drag-and-drop rescheduling. Booking new sessions is quick, and you’ve got options for setting appointment types, durations, buffers, and reminders.
It’s flexible enough to support multiple locations, personalized time zones, contact types (like video vs. phone), and availability settings. If you’re running a group practice, you can color-code calendars and manage visibility across providers, though that feature is only available on higher-tier plans. You can also connect external calendars (Google, Outlook, iCal) to sync your schedule across platforms.
Healthie lets clients book sessions from the portal using your customized booking link. You can control who can book, what appointment types are offered, and how far in advance sessions can be scheduled. Everything feels snappy and easy to adjust, and it all ties back into the rest of the system without feeling just clumsily bolted-on.
We gave Healthie 4.5 out of 5 stars in the Calendar & Scheduling category. It’s simple, fast, and dependable, and while it doesn’t push many boundaries, it does the job very well.
Treatment Planning & Notes
Healthie handles documentation with a good mix of structure and flexibility. You can choose from a solid selection of built-in note templates: SOAP, DAP, mental health status evaluations, and more. Or, build your own using the same drag-and-drop system used for intake forms. The editor is cleanly implemented here and lets you fill out notes efficiently without feeling locked into rigid formats. Treatment plans operate under a slightly different system, but it’s still pretty easy to set up templates for those, as well.
One of the most useful design choices is how seamlessly charting fits into the rest of the system. You can start a note during a telehealth session, finish it later from the calendar, or open it from the client’s profile. Notes can be saved as drafts and picked up across different views, making it easy to move between sessions and paperwork without losing your place.
While there’s no Wiley integration or true automation for charting, Healthie’s “Smart Phrases” feature lets you save and reuse common responses. It’s not quite AI-powered, but it can save time and standardize documentation. And since you can open multiple notes at once with as many tabs as you like, it’s easy to switch between different templates or track progress across sessions. Several times, I intentionally clicked off of work I was doing in an attempt to lose progress, but Healthie relentlessly auto-saved everything and I was always able to get right back where I left off.
Overall, Healthie’s charting is user-friendly, adaptable, and well-suited for providers who want something efficient but not overengineered. It earned 4 out of 5 stars in this category.
Telehealth
Healthie’s built-in telehealth system feels polished and easy to use. Starting a session is as simple as clicking on the appointment, and instead of redirecting you to another tab, everything runs right inside the EHR window. You can still navigate the platform, but Healthie gives you a heads-up if you’re about to leave the video room, which helps avoid accidental disconnects.
The layout is modern, and the video quality was stable during testing. You’ve got standard tools like screen sharing and in-session chat, but what stands out is how much you can do while the call is running. You can open side tabs to take notes using your templates, access intake forms or care plans, view previous notes, jot down quick session thoughts, and even generate a superbill or CMS 1500 all without ever leaving the call. You can pop open as many tabs as you need and toggle between them with ease.
The video window itself is adjustable: full screen, partial screen, or a small floating PiP box if you want to focus on notes. You won’t find fun background filters or blur tools (or the client engagement features of TheraPlatform), but you will find a solid workflow for multitasking in session. This is especially helpful for providers who like to document while they work or provide in-session resources.
For group therapy, the higher-tier plans unlock group video calls and additional engagement tools. All told, it’s one of the more flexible and functional setups I’ve seen, especially for providers who want to handle everything in one place. Healthie earns a full 5 out of 5 stars in the Telehealth category.
Insurance Billing
Healthie includes built-in tools for handling insurance, but it’s not the platform’s strongest set of features, especially if insurance is a big part of your workflow.
You can generate CMS 1500s, create superbills, and enter payer information without much trouble. Submitting claims directly through Healthie is possible thanks to its integration with Office Ally, and the claims process itself feels fairly smooth. However, it’s not very customizable, you can’t select your own clearinghouse, and it generally just feels like it would be better for a smaller practice.
The tools are functional, but don’t expect the depth you’d find in more insurance-focused EHRs like SimplePractice or the managed billing assistance we saw in our CounSol.com review. That said, for solo or hybrid practices submitting just a few claims a week, Healthie will probably get the job done just fine.
We gave Healthie 3.5 out of 5 stars for Insurance Billing. It covers the basics, but power users may want something with more automation and insight.
Client Payment Methods, Collection, & Processing
Healthie handles client payments through a built-in Stripe integration, which means you can accept credit card payments, manage invoices, and issue superbills without much setup at all. You’ll need to connect your Stripe account during onboarding, and from there, most of the payment tools fall right into place automatically.
Clients can pay securely through the portal, and payments can be tied to specific sessions, packages, or services. You can also track outstanding balances, send reminders, and automate receipts. It’s easy to set up flat fees, recurring charges, or late cancellation policies, and everything is recorded inside each client’s billing tab for quick access.
One nice touch that I haven’t seen many other competitors implement is Healthie’s credits system, which lets clients prepay for sessions or services and apply those credits as needed. It’s especially useful for practices that bundle care into packages or offer subscriptions.
There’s no support for processors outside Stripe, and no ACH billing built-in, so if you need those options, you may run into those limitations. But for most solo and small practices, especially cash-pay, it’s a useful setup.
Healthie earned 4 out of 5 stars in this category.
Practice Management & Reports
Healthie does a solid job of supporting daily operations, especially for solo providers and small teams. You can manage scheduling, billing, documentation, and communication without needing to leave the platform, or even have to switch tabs in many cases. Everything is centralized, and the learning curve is nice and gentle, even for less tech-savvy users.
Reports are visually pleasing and easy to generate. You can run reports on appointments, cancellations, payments, insurance claims, client activity, and more. They’re not as customizable as what you might find in enterprise-grade platforms, but for most smaller practices, they offer the key insights you need without overwhelming you. Reports can be downloaded as PDFs, and the visuals are easy to share or present to a team.
The Marketing tab allows you to send out client announcements or newsletters directly from the system. It’s not as full-featured as a standalone email platform, but it’s great for keeping in touch with clients or announcing changes without needing an external tool.
For practices that want lightweight management tools with some reporting and engagement capabilities, Healthie delivers. It’s missing the advanced analytics or deep customization options that some competitors offer, but chances are you don’t need those anyway.
Based on our scoring criteria, Healthie earned 4.5 out of 5 stars in the Practice Management & Reports category.
Customer Service & Training
Healthie offers a decent support experience overall, though it’s not quite as hands-on as some competitors. Most users will rely on the Help Center, which is full of searchable guides, video tutorials, and step-by-step walkthroughs. It’s well-organized and easy to navigate, making it a good resource for onboarding or solving common issues on your own.
If you need to contact someone, live chat isn’t built directly into the interface, and there’s no phone support available. Email is the primary support channel, and while response times vary, users report generally positive experiences. Some user reviews I found noted long wait times or unreturned messages, especially on the lower pricing tiers, which may frustrate busier practices that need immediate help, but my own experience doesn’t echo that.
There’s also a good amount of in-app guidance during setup. The onboarding flow walks you through adding clients, creating services, connecting your calendar, and setting up billing, making it easier to get started without contacting support.
If you’re comfortable with self-service help and don’t mind waiting a bit for a reply when needed, Healthie’s support should meet your needs. But if you expect rapid response times or phone-based guidance, it may feel a bit light. Healthie earned 3 out of 5 stars in this category.
Cost & Pricing
Healthie’s pricing is structured to support practices of all sizes, from solo providers to multi-clinician teams. With four primary plans and a range of add-ons, the platform scales well as your practice grows. The free Starter plan includes enough core features for many solo providers to get up and running, while paid plans unlock expanded capacity, integrations, and team-based tools.
Below is a breakdown of Healthie’s current pricing plans and what you get with each tier:
Starter Plan – $0 monthly
Ideal for new solo providers, side practices, or those just testing the waters.
Includes:
- Up to 10 active clients
- Scheduling tools
- Built-in payment processing
- Invoicing and superbill generation
- Basic charting
- HIPAA-compliant telehealth
- Client portal access
- iOS and Android mobile app access
Essentials Plan – $49 monthly
Ideal for growing solo practices needing more capacity and claims tools.
Includes everything in the Starter plan, plus:
- Up to 250 active clients
- CMS-1500 insurance claim generation
- Group messaging
- Outbound eFax
Plus Plan – $129 monthly
Ideal for high-volume solo practices or small teams using group care and advanced features.
Includes everything in Essentials, plus:
- Unlimited active clients
- ClaimMD clearinghouse integration
- Group telehealth support
- Online program creation and delivery
- Dedicated eFax line
Group Plan – $149 monthly
Ideal for multi-provider practices that need scheduling coordination and user role management.
Includes everything in Plus, plus:
- Shared calendar for team coordination
- Ability to add additional team members
- Role-based permissions
- Internal team chat
- Free support account for each added provider
- Color-coded calendar view
Add-Ons & Fees
Healthie also offers several optional features and integrations as add-ons:
- Dedicated inbound eFax line: $9.99 monthly
- Additional provider licenses: $50 monthly each
- Standard E-Rx (electronic prescribing): $40 monthly per prescribing provider
- Electronic Prescribing for Controlled Substances (EPCS): +$20 monthly (available on Enterprise Plan)
User Reviews
Healthie holds a solid 4.3 out of 5 stars on Capterra, based on more than 100 verified user reviews. The platform is especially popular with wellness-focused providers, solo clinicians, and startups looking for an affordable, all-in-one option.
Capterra | 4.3 out of 5 Stars | 112 reviews
- The Positive: Many users praise Healthie for offering a free tier with generous features, something that sets it apart from other EHRs that don’t offer free plans. First-time practice owners especially appreciate how much is packed into the base plan, from scheduling and billing to telehealth and charting. The platform is often described as “intuitive” and “well-organized,” with specific kudos for how it handles client records, labs, and documentation in one place.
- The Negative: The biggest complaints in recent reviews center around customer support—specifically the lack of phone-based help. A few users mentioned having trouble resolving issues by email or not receiving a response at all. While the platform has improved significantly since its early days (most one-star reviews are from 2018 and earlier), some recent reviewers still felt the support options could definitely be more robust. Others commented that Healthie doesn’t feel especially differentiated from other EHRs unless you’re already working in a niche like nutrition or wellness.
Alternatives & Competitors
Healthie offers a modern, wellness-forward experience, but depending on your practice size or focus, other platforms may serve your needs better. Here’s how it stacks up against three popular competitors: SimplePractice, TherapyNotes, and Practice Better.
SimplePractice
Cost: $49–$99 monthly
Insurance Billing: Yes
Telehealth: Yes
SimplePractice is the go-to name for many therapists, especially those in insurance-based or larger clinical settings. It’s known for its polished UI, built-in Wiley Treatment Planner, strong compliance tools, and deep insurance features. Compared to Healthie, SimplePractice offers better reporting, more mature insurance workflows, and a few more practice management and marketing solutions.
However, it also comes at a higher price overall, and some providers say its automation options and program-building tools aren’t as flexible. If you bill a lot of insurance and want something mainstream and reliable, SimplePractice remains a solid choice.
Read our full review of SimplePractice for more information.
Pros & Cons
Pros - Beautiful, modern interface
- Helpful automation features
- Offers Wiley Treatment Planner
- Intuitive calendar
- Good onboarding support
- Professional website builder
- Mobile app for practitioners and clients
Cons - Relatively expensive compared to competitors
- May not be customizable enough for large practices
TherapyNotes
Cost: $59–$69+ monthly
Insurance Billing: Yes
Telehealth: Yes
TherapyNotes is often recommended for practices that want reliability and structure. It has a more “classic” feel but is deeply trusted for handling insurance, billing, and compliance-heavy workflows. It’s especially popular among psychologists and large group practices with a focus on medical documentation and claims.
Compared to Healthie, TherapyNotes is more rigid but extremely reliable. It’s not as customizable, and its form builder and client-facing tools are limited by comparison. It also lacks many of the lifestyle-focused or engagement features that Healthie provides.
Visit our comprehensive review of TherapyNotes for details.
Pros & Cons
Pros - Pricing is based on client volume and doesn’t restrict features
- Automated insurance claims
- Automated client intakes and client self-scheduling
- Very affordable compared to alternatives
Cons - Free trial requires credit card
- Few options for customizing treatment plan and note templates
- Telehealth platform requires extra fee
- Doesn’t support electronic prescriptions
Practice Better
Cost: $0–$145 monthly
Insurance Billing: Yes
Telehealth: Yes
Practice Better shares a lot of DNA with Healthie—it’s tailored toward wellness pros, coaches, dietitians, and hybrid practices. Its automation tools, customizable programs, and client-facing features are among the best in the industry. However, it’s not as strong when it comes to insurance billing or structured documentation.
Compared to Healthie, Practice Better feels a bit more polished in the automation department, and it offers a truly jaw-dropping variety of prebuilt templates for documentation, courses, and programs.
Check out my full review of Practice Better for more insight.
Pros & Cons
Pros - Modern, intuitive design that's easy to navigate
- Powerful client engagement tools (journals, programs, tracking)
- Strong automation and integration options
- Robust telehealth built-in
- Scales easily for solo or group practices
Cons - Pricing can climb quickly with add-ons
- More focused on holistic and integrative practices
- No built-in recurring scheduling for sessions
- Free trial requires a credit card
Why You Can Trust My Review
“I spent some time using Healthie’s platform myself, testing out workflows, creating client records, building forms, and running through actual documentation and telehealth sessions to see how it all holds up. I didn’t just poke around; I used it the way you would during a busy week of seeing clients.
Along the way, I paid close attention to how intuitive the system felt, how it handled everyday tasks, and where it stood out (or fell short) compared to the many other EHRs I’ve reviewed. I also reviewed hundreds of user testimonials from providers in different specialties to see where the experiences aligned. And, of course, my favorite part is trying to break the system in various ways.
I’m happy to report that whether you’re a solo provider just getting started or part of a growing team, Healthie is a strong EHR worth considering. It’s especially useful for those practitioners that lean into more holistic approaches.”
History & News
Year Founded: 2016
Founders: Erica Jain, Cavan Klinsky
Headquarters: New York City, New York, USA
Healthie was founded in 2016 by Erica Jain and Cavan Klinsky while they were students at the University of Pennsylvania. The original goal was to streamline how wellness professionals manage care and engage with clients, starting with nutritionists, dietitians, and coaches. Over time, the platform expanded to support a broad range of virtual-first healthcare providers, from therapists to functional medicine clinics.
In 2018, Healthie rebuilt its platform from the ground up with an API-first infrastructure. This pivot allowed digital health startups to embed Healthie’s core functionality—charting, scheduling, billing, telehealth—directly into their own apps and workflows. That flexibility helped them grow quickly across industries.
In 2022, the company raised $16.5 million in Series A funding, led by Velvet Sea Ventures, followed by a $23 million Series B in 2023.1, 2 Today, Healthie powers over 2,000 organizations and has processed more than $450 million in payments. With support for telehealth, labs, e-Rx, and integrations ranging from Fullscript to wearable health devices, it seems to have positioned itself as a modern, scalable solution for hybrid care delivery.3, 4
Frequently Asked Questions
Is Healthie HIPAA-Compliant?
Yes. Healthie is HIPAA-compliant and offers features to help keep you on the right side of regulations, including secure messaging, role-based access, audit logs, and the option to sign a Business Associate Agreement (BAA). It also meets ONC certification standards, which adds another layer of credibility for clinical practices.
Healthie’s pricing ranges from $0 to $149 monthly, depending on your needs:
- Starter ($0 monthly): 10 clients, basic charting, payments, telehealth, and a client portal.
- Essentials ($49 monthly): Adds CMS 1500s, outbound eFax, and up to 250 clients.
- Plus ($129 monthly): Includes unlimited clients, group telehealth, online programs, and ClaimMD integration.
- Group ($149 monthly): Adds internal team tools, shared calendars, and provider roles.
Optional add-ons like e-prescribing and inbound e-faxing are available for an extra cost.
Is Healthie Worth It?
For many solo providers and wellness practices, yes. Healthie offers a surprising amount of functionality at a relatively low cost, including charting, telehealth, payments, and a client portal, even on the free plan. If you’re looking for a modern EHR without bloated costs or complex setup, it’s definitely worth considering. Just be aware that advanced insurance billing or in-depth reporting may require a higher-tier plan—or another platform entirely.
Who Is Healthie Best For?
Healthie is best suited for solo providers, small teams, and wellness-focused practices that want an all-in-one platform without a steep price tag. It’s especially popular with dietitians, therapists, health coaches, and integrative medicine providers. The platform shines in settings where client engagement, flexible documentation, and telehealth are priorities, but it may be less ideal for large, insurance-heavy clinics that need robust reporting or enterprise-level integrations.
ChoosingTherapy.com strives to provide our readers with mental health content that is accurate and actionable. We have high standards for what can be cited within our articles. Acceptable sources include government agencies, universities and colleges, scholarly journals, industry and professional associations, and other high-integrity sources of mental health journalism. Learn more by reviewing our full editorial policy.
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Chowdhry, A. (2024, October 19). Healthie: EHR Platform Company Secures $23 Million (Series B). Pulse 2.0. Retrieved from: https://pulse2.com/healthie-ehr-platform-company-secures-23-million-series-b/
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Mendez, A. (2022, July 20). Healthie lands $16.5M to build the Stripe for virtual patient care. TechCrunch. Retrieved from: https://techcrunch.com/2022/07/20/healthie-lands-16-5m-to-build-the-stripe-for-virtual-patient-care/
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Healthie. (n.d.). About Healthie: Reshaping Healthcare Delivery. Retrieved from: https://www.gethealthie.com/about
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Healthie. (n.d.). Healthie | LinkedIn. Retrieved from: https://www.linkedin.com/company/get-healthie
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Church, M. (2025). SimplePractice Review: Is It Right for Your Practice? Retrieved from: https://www.choosingtherapy.com/simplepractice-review/
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Church, M. (2025). TherapyNotes Review: Pros & Cons, Cost, & Who It’s Right ForFor. Retrieved from: https://www.choosingtherapy.com/therapynotes-review/
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Church, M. (2025). Practice Better Review: Pros & Cons, Cost, & Who It’s Right For. Retrieved from: https://www.choosingtherapy.com/practice-better-review/
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Church, M. (2025). The Best Mental Health EHR of 2025. Retrieved from: https://www.choosingtherapy.com/best-mental-health-ehr/
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