May 14, 2026

574. EHR Review: Healthie

49 minutes

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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

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist

The Testing Psychologist podcast is approved for CEU’s!I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!hase from At Health!

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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By Dr. Jeremy Sharp: Licensed Psychologist & Private Practice Consultant

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