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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 subscribe to higher-priced tiers, which can be expensive for group practices.

Main Topics

00:01: Introduction to Healthie and the philosophy of blind EHR reviews
01:45: Initial onboarding process and navigating the primary user interface
05:20: Exploration of client demographics, gender identity options, and insurance entry
09:43: Review of the organizational settings, calendar functionality, and drag-and-drop features
13:20: Deep dive into the intake flow builder and paperwork automation
18:15: Evaluation of third-party integrations, including AI scribes and ClaimMD
22:30: Configuring appointment types and scheduling for long-form testing sessions
33:17: The disconnect between clinical charting and the CMS 1500 billing workflow
49:20: Final verdict on pricing, learning curves, and suitability for testing practices

Cool Things Mentioned

Craft: the premier membership community for testing psychologists
Crafted Practice: the only in-person business retreat for testing psychologists
Reverb: the premier AI-powered report-writing platform for testing psychologists

Featured Resources

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About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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