PROCESS

From first form to your own chart.

The public site markets the clinic. Healthie is where a specific patient is created, invited, and followed.

1

Request a consult

Use the contact form or Healthie booking widget. You are not a patient until intake is complete.

2

Intake in Healthie

You receive an invite. Forms, ID, and history attach to a new client record — that ID is what every future login uses.

3

Labs and first visit

Orders, telehealth or in-person visit, and a written plan live on that same record.

4

Ongoing portal use

Messages, refills, results, and invoices only appear for the signed-in client. Another patient cannot open your chart.