{
 "schema_version": "1.0",
 "id": "healthie",
 "name": "Healthie",
 "research_status": "researched",
 "vendor_domain": "gethealthie.com",
 "category": "Operations & Workflow",
 "task": null,
 "summary": "Practice management and EHR for health, wellness and nutrition providers: scheduling, telehealth, secure messaging, billing and a branded client portal, plus a full API (GraphQL + webhooks) for automation. Built to scale with group practices.",
 "best_for": "growing group practices (10+ clinicians) in health, wellness and nutrition that need multi-provider scheduling, telehealth and a real API to automate operations",
 "skip_if": "you're a solo practitioner or tiny team who wants the simplest, cheapest setup: SimplePractice is easier and lighter for that",
 "honest_knock": "Two honest limits: it's pricier than alternatives with thin mid-tier options, and several users report slow customer service (sometimes a week or more to reply). It really only pays off at scale: solo or tiny practices get more value, more simply, elsewhere.",
 "pricing": {
  "status": "public",
  "entry_price": "$19.99",
  "entry_price_terms": "Core · billed monthly — $18 is the yearly rate",
  "from_price_usd_month": 19.99,
  "plans": [
   {
    "name": "Core",
    "price": "$19.99/mo billed monthly or $18 billed yearly",
    "includes": ""
   },
   {
    "name": "Essentials",
    "price": "$49.99 billed monthly or $45 billed yearly",
    "includes": ""
   },
   {
    "name": "Plus",
    "price": "$129.99 billed monthly or $115 billed yearly",
    "includes": "14-day free trial offered on this plan"
   },
   {
    "name": "Group",
    "price": "$149.99+ billed monthly or $135+ billed yearly",
    "includes": "full API access sits above this tier"
   },
   {
    "name": "Enterprise",
    "price": "no published price",
    "includes": "scales above the Group tier"
   }
  ],
  "plans_source": "summarised from pricing.notes; every plan name and amount appears verbatim in those notes",
  "notes": "(re-verified 2026-08-17 and re-read unchanged 2026-09-28 on their own pricing page; yearly billing saves 10%) The entry tier is far lower than most summaries suggest: Core is $19.99/mo billed monthly or $18 billed yearly, Essentials $49.99 or $45, Plus $129.99 or $115, and Group $149.99+ or $135+ per month. Enterprise scales above that. Two costs sit outside the tier and matter for a practice: additional team members are $50 per clinician per month, and the ClaimMD billing integration starts at $30 a month. There is a 14-day free trial, and full API access sits above the standard group tier. The same page, read 28 September 2026, offers the 14-day trial on the Plus plan, lists DoseSpot ePrescribing at $40 per clinician a month with no setup fee, card payments at 2.9% + $0.30 and API access as an add-on with additional fees. It is not consistent on one add-on: the plan table puts ClaimMD at from $30 a month, while the integrations section describes it as from $25 a month plus a $50-$100 setup fee.",
  "verified_at": "2026-09-28",
  "source_url": null,
  "schema_offer": {
   "price": 19.99,
   "currency": "USD",
   "description": "Core, billed monthly, $18 is the yearly rate. Read on the vendor's own pricing page on 2026-08-17.",
   "page": "https://aibuildermarketplace.com/b2b/healthie-review/"
  },
  "source_quotes": null,
  "recent_change": null,
  "price_history": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "addons_extra",
   "label": "Key features are paid add-ons",
   "evidence": "The same page, read 28 September 2026, offers the 14-day trial on the Plus plan, lists DoseSpot ePrescribing at $40 per clinician a month with no setup fee, card payments at 2.9% + $0.30 and API access as an add-on with additional fees.",
   "verified_at": "2026-09-28",
   "source_url": null
  }
 ],
 "compare_with": {
  "name": "SimplePractice",
  "why": "the simpler, cheaper solo-focused rival, but with no API"
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/healthie.json",
  "review": "https://aibuildermarketplace.com/b2b/healthie-review/",
  "marketplace": "https://aibuildermarketplace.com/marketplace/healthie/",
  "vendor_site": "https://gethealthie.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://refer.gethealthie.com/fwvt80nnt1fq",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "not_yet",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": null,
  "growth": null
 },
 "unknowns": [
  "Data export tested on 2026-10-30; contract terms not researched. Scope and untested export routes are listed in measured.exit_test.",
  "Being verified: free trial and refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none.",
  "No computable price rules yet: cost at a given team size cannot be calculated for this product."
 ],
 "verification": {
  "price": "read",
  "free_trial": "being_verified",
  "refund": "being_verified"
 },
 "status_page": null,
 "measured": {
  "support": null,
  "onboarding": null,
  "inbox": {
   "timeline": {
    "signup_at": null,
    "messages": [
     {
      "received_at": "2026-10-30T10:02:09Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Activate Your Account",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-10-30T10:22:20Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Your report is available to download",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-10-30T10:26:00Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Welcome to Healthie!",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-10-30T15:26:05Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Your next step in Healthie",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-10-30T18:01:34Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Oct 2026 | Product News & Updates",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-10-31T10:30:16Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Set up your intake form and flow",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-10-31T10:37:23Z",
      "sender_name": "Healthie team",
      "sender_domain": "hello.gethealthie.com",
      "subject": "A quick first setup step",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-02T10:30:19Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Time to get booked & get paid",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-02T23:00:08Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Most practices do THIS to get paid fast",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-03T17:41:26Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Free CE this Friday: Trauma & Nutrition",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-04T11:00:53Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Our team is here to help",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-06T11:02:06Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Need help? Jump into a free live class this week",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-07T16:02:24Z",
      "sender_name": "Healthie team",
      "sender_domain": "hello.gethealthie.com",
      "subject": "A quick first setup step",
      "folder": "inbox",
      "offer": {
       "source": "body",
       "text": "40% off"
      }
     },
     {
      "received_at": "2026-11-08T11:02:12Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Healthie's full feature breakdown",
      "folder": "inbox",
      "offer": null
     },
     {
      "received_at": "2026-11-10T11:02:21Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Your Healthie trial is ending soon",
      "folder": "inbox",
      "offer": {
       "source": "body",
       "text": "10% off"
      }
     },
     {
      "received_at": "2026-11-11T11:03:12Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "What happens when your trial ends",
      "folder": "inbox",
      "offer": {
       "source": "body",
       "text": "save 10%"
      }
     },
     {
      "received_at": "2026-11-12T11:02:16Z",
      "sender_name": "Healthie team",
      "sender_domain": "gethealthie.com",
      "subject": "Your Healthie trial ends today",
      "folder": "inbox",
      "offer": {
       "source": "body",
       "text": "10% off"
      }
     }
    ]
   },
   "window_start": "2026-10-29T23:00:00Z",
   "window_end": "2026-11-12T23:00:00Z",
   "window_days": 14,
   "time_basis": "signup_date_midnight_Europe_Amsterdam",
   "status": "complete",
   "observed_at": "2026-11-14T02:18:01.684697Z",
   "counts": {
    "transactional": 0,
    "onboarding_tips": 1,
    "sales_upsell": 3,
    "personal_looking_sales": 0
   },
   "first_sales_email_hours": 276.0391666666667,
   "has_list_unsubscribe": true,
   "uncertain": 14,
   "after_cancel": {
    "status": "not_tested"
   },
   "after_deletion": {
    "status": "not_tested"
   },
   "after_unsubscribe": {
    "status": "not_tested"
   }
  },
  "invites": {
   "status": "not_tested",
   "default_on": true,
   "plus_accepted": "not_tested",
   "invitee_can_unsubscribe": "not_tested",
   "address_book_requested": "not_tested",
   "workspace_requested": "not_tested"
  },
  "entry_exit": {
   "signup": {
    "screens": "not_tested",
    "card_required": "not_tested",
    "call_required": "not_tested",
    "observed_on": null,
    "evidence_url": null
   },
   "cancel": {
    "screens": "not_tested",
    "call_required": "not_tested",
    "observed_on": null,
    "evidence_url": null
   }
  },
  "tested_on": "2026-10-30",
  "tested_by": "Our team; actor, account and scope are documented in the review.",
  "review_url": "https://aibuildermarketplace.com/b2b/healthie-review/",
  "method": [
   "Added two made-up clients by hand, without invite emails",
   "Exported the client list report",
   "Looked at both import routes without submitting",
   "Looked at the plans"
  ],
  "claims": [
   {
    "claim": "Plus plan for 14 days",
    "claim_source": "https://www.gethealthie.com/pricing",
    "claim_read_on": "2026-10-29",
    "observed": "The banner confirms fourteen trial days, but the exact Plus tier in the claim was not independently established in the account.",
    "observed_on": "2026-10-30",
    "evidence": {
     "label": "Our test observations",
     "url": "https://aibuildermarketplace.com/b2b/healthie-review/#claim-vs-measured"
    },
    "plan": "14-day trial; tier not independently established",
    "comparability": "Compared on the provider trial for one clinician; which plan tier the trial runs on was not shown.",
    "status": "not_testable",
    "buying_consequence": "Trial duration is visible; Plus feature scope remains unverified.",
    "buyer_direction": null,
    "claim_changed_on": null
   },
   {
    "claim": "Plus plan for 14 days",
    "claim_source": "https://www.gethealthie.com/pricing",
    "claim_read_on": "2026-10-29",
    "observed": "No checkout opened. The plan overview or free editing route does not establish a tax-inclusive payable total.",
    "observed_on": "2026-10-30",
    "evidence": {
     "label": "Our test observations",
     "url": "https://aibuildermarketplace.com/b2b/healthie-review/#claim-vs-measured"
    },
    "plan": "14-day trial; tier not independently established",
    "comparability": "Same trial for one clinician; the monthly plan prices came from the in-app plan page.",
    "status": "not_testable",
    "buying_consequence": "Final currency, tax, term, seats, fees and payment total remain unverified.",
    "buyer_direction": null,
    "claim_changed_on": null
   },
   {
    "claim": "Your trial ends in 14 days.",
    "claim_source": "https://secure.gethealthie.com/",
    "claim_read_on": "2026-10-30",
    "observed": "The account banner states fourteen trial days; the tested tier is not independently verified.",
    "observed_on": "2026-10-30",
    "evidence": {
     "label": "Our test observations",
     "url": "https://aibuildermarketplace.com/b2b/healthie-review/#claim-vs-measured"
    },
    "plan": "14-day trial; tier not independently established",
    "comparability": "The 14-day countdown banner on the home screen on signup day.",
    "status": "confirmed",
    "buying_consequence": "Duration matches the public claim; the Plus-plan scope remains unknown.",
    "buyer_direction": null,
    "claim_changed_on": null
   }
  ],
  "exit_test": {
   "run_date": "2026-10-30",
   "what": "Created two fictional clients without email addresses or health information, then exported Client List.",
   "first_import": null,
   "file_inspected": true,
   "reimport_tested": false,
   "awkward": "Send Client Invite email defaults to on for each new client; it was disabled before each save. The report generates email addresses on the vendor domain for clients created without an email. Other kit fields were not entered. The import flow submits a request to Healthie and advertises onboarding import on paid plans.",
   "friction": {
    "export_route": "Visualize > CLIENTS > Client List > Download Report; retrieve the generated CSV from Documents > Generated Reports.",
    "format": "CSV with thirty-nine columns and three rows: one supplier demo plus the two test clients.",
    "reimport": "Self-service reimport is not offered in the inspected flow: Upload File leads to Submit Request. No request was submitted.",
    "cancellation": "Cancellation, expiry and account deletion were not tested. The control date, where recorded, is planning only."
   },
   "not_tested": [
    "Full signup screen count and first-result setup speed.",
    "Actual cancellation, expiry and deletion.",
    "All kit fields that were not entered.",
    "Application reimport or restoration."
   ],
   "came_along": [
    "Both Unicode client names and unique IDs appear in the report alongside one demo client."
   ],
   "lost": [],
   "note": "A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. Friction is described, not scored; this is not a verdict on the product.",
   "evidence_url": "https://aibuildermarketplace.com/b2b/healthie-review/#exit-test"
  },
  "facts": {
   "trial_requires_card": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-30",
    "evidence_url": "https://aibuildermarketplace.com/b2b/healthie-review/#hands-on"
   },
   "trial_duration_confirmed": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-30",
    "evidence_url": "https://aibuildermarketplace.com/b2b/healthie-review/#hands-on"
   },
   "export_file_inspected": {
    "value": true,
    "basis": "Created two fictional clients without email addresses or health information, then exported Client List. A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. Friction is described, not scored; this is not a verdict on the product.",
    "observed_on": "2026-10-30",
    "evidence_url": "https://aibuildermarketplace.com/b2b/healthie-review/#exit-test"
   },
   "export_reimport_tested": {
    "value": false,
    "basis": "Created two fictional clients without email addresses or health information, then exported Client List. A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. Friction is described, not scored; this is not a verdict on the product.",
    "observed_on": "2026-10-30",
    "evidence_url": "https://aibuildermarketplace.com/b2b/healthie-review/#exit-test"
   },
   "export_direct_download": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-30",
    "evidence_url": "https://aibuildermarketplace.com/b2b/healthie-review/#hands-on"
   },
   "marketing_emails_14d": {
    "value": "not_tested",
    "basis": "No complete unambiguous 14-day inbox observation available.",
    "observed_on": "2026-11-14",
    "evidence_url": null
   }
  }
 },
 "task_evidence": {
  "structured_checks": [],
  "sessions": [
   {
    "source": "session",
    "product_name": "Healthie",
    "product_id": "healthie",
    "run_date": "2026-10-30",
    "session_type": "hands_on",
    "what": "Tested by our team on 30 October 2026 on the free trial: Daan created the account and our AI assistant ran the test in Daan's browser. We added two made-up clients without email or health data, exported the client list and looked at the import options and plans.",
    "findings": [
     "The trial runs 14 days with no card. Plans start at $19.99 a month (Core, 10 active clients); roles and permissions only come with the Group plan at $149.99.",
     "Adding a client sends them an invite email by default. You have to pick 'Do not send the Client Invite email' each time; the form switches back to sending for the next client.",
     "New accounts come with a sample client and appointment already in place.",
     "The client list export is a report that Healthie builds in the background and files under Documents ('can take up to 30 minutes'); ours was ready in about a minute. It had 39 columns, and accented names came through intact.",
     "Clients we saved without an email got a made-up @gethealthie.com address in the export.",
     "You cannot import clients yourself. Both import routes send your file to Healthie as a request, and its data import is 'included on paid plans'."
    ],
    "not_tested": [
     "Charting, scheduling and billing",
     "Re-importing clients",
     "A paid checkout",
     "Contacting support"
    ],
    "report": null,
    "disclosure": null,
    "evidence_status": null,
    "result": "reported",
    "note": "Findings as written up after the session; no pass/fail per task was scored.",
    "claim_checks": [
     {
      "claim": "Plus plan for 14 days",
      "claim_source": "https://www.gethealthie.com/pricing",
      "claim_read_on": "2026-10-29",
      "observed": "The banner confirms fourteen trial days, but the exact Plus tier in the claim was not independently established in the account.",
      "observed_on": "2026-10-30",
      "evidence": {
       "label": "Our test observations",
       "url": "https://aibuildermarketplace.com/b2b/healthie-review/#claim-vs-measured"
      },
      "plan": "14-day trial; tier not independently established",
      "comparability": "Compared on the provider trial for one clinician; which plan tier the trial runs on was not shown.",
      "status": "not_testable",
      "buying_consequence": "Trial duration is visible; Plus feature scope remains unverified.",
      "buyer_direction": null,
      "claim_changed_on": null
     },
     {
      "claim": "Plus plan for 14 days",
      "claim_source": "https://www.gethealthie.com/pricing",
      "claim_read_on": "2026-10-29",
      "observed": "No checkout opened. The plan overview or free editing route does not establish a tax-inclusive payable total.",
      "observed_on": "2026-10-30",
      "evidence": {
       "label": "Our test observations",
       "url": "https://aibuildermarketplace.com/b2b/healthie-review/#claim-vs-measured"
      },
      "plan": "14-day trial; tier not independently established",
      "comparability": "Same trial for one clinician; the monthly plan prices came from the in-app plan page.",
      "status": "not_testable",
      "buying_consequence": "Final currency, tax, term, seats, fees and payment total remain unverified.",
      "buyer_direction": null,
      "claim_changed_on": null
     },
     {
      "claim": "Your trial ends in 14 days.",
      "claim_source": "https://secure.gethealthie.com/",
      "claim_read_on": "2026-10-30",
      "observed": "The account banner states fourteen trial days; the tested tier is not independently verified.",
      "observed_on": "2026-10-30",
      "evidence": {
       "label": "Our test observations",
       "url": "https://aibuildermarketplace.com/b2b/healthie-review/#claim-vs-measured"
      },
      "plan": "14-day trial; tier not independently established",
      "comparability": "The 14-day countdown banner on the home screen on signup day.",
      "status": "confirmed",
      "buying_consequence": "Duration matches the public claim; the Plus-plan scope remains unknown.",
      "buyer_direction": null,
      "claim_changed_on": null
     }
    ],
    "claim_checks_note": "A vendor claim (quoted, with source and read date) set against what we observed in this session on the plan stated. status is confirmed, contradicted, not_comparable, not_testable or out_of_date; it is not a score of the product.",
    "exit_test": {
     "run_date": "2026-10-30",
     "what": "Created two fictional clients without email addresses or health information, then exported Client List.",
     "first_import": null,
     "file_inspected": true,
     "reimport_tested": false,
     "awkward": "Send Client Invite email defaults to on for each new client; it was disabled before each save. The report generates email addresses on the vendor domain for clients created without an email. Other kit fields were not entered. The import flow submits a request to Healthie and advertises onboarding import on paid plans.",
     "friction": {
      "export_route": "Visualize > CLIENTS > Client List > Download Report; retrieve the generated CSV from Documents > Generated Reports.",
      "format": "CSV with thirty-nine columns and three rows: one supplier demo plus the two test clients.",
      "reimport": "Self-service reimport is not offered in the inspected flow: Upload File leads to Submit Request. No request was submitted.",
      "cancellation": "Cancellation, expiry and account deletion were not tested. The control date, where recorded, is planning only."
     },
     "not_tested": [
      "Full signup screen count and first-result setup speed.",
      "Actual cancellation, expiry and deletion.",
      "All kit fields that were not entered.",
      "Application reimport or restoration."
     ],
     "came_along": [
      "Both Unicode client names and unique IDs appear in the report alongside one demo client."
     ],
     "lost": [],
     "note": "A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. Friction is described, not scored; this is not a verdict on the product."
    },
    "in_catalog": true
   }
  ]
 },
 "open_questions": [
  {
   "question_id": "healthie:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "healthie:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "healthie:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "healthie:minimum_seats",
   "key": "minimum_seats",
   "question": "Is there a minimum number of seats or users on any plan?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 },
 "offers": [
  {
   "offer_id": "healthie-reader-offer",
   "version": "cc351834fe",
   "offer_type": "price_discount",
   "benefit": "10% off the first six months when you upgrade during the free trial",
   "verification_status": "vendor_confirmed",
   "expires_at": null,
   "record": "https://aibuildermarketplace.com/api/v1/offers.json#healthie-reader-offer"
  }
 ]
}