Healthie integration

An introduction to Healthie

Healthie is a practice management and telehealth platform for nutritional care. It is HIPAA-compliant and built for dietitians, nutritionists, health coaches, and other health and wellness professionals looking to grow their practice and build ongoing relationships with patients.

Video: How to leverage Fullscript in Healthie

Integration setup: Healthie + Fullscript 

Administrators in Healthie can activate the Fullscript integration for their organization and manage how other providers connect to Fullscript.

Administrators can choose whether providers:

• Connect to the organization's shared Fullscript account, or
• Connect to their own individual Fullscript account.

To integrate your account with Fullscript as a Healthie administrator:

1. On the Healthie homepage, navigate to the Gear Icon ( ) in the top right corner and select Settings.

2. In the left-hand menu, navigate to the Features section, then click on Integrations.
3. Scroll to Nutritional Tools, select Fullscript, then click Manage.

4. The integration settings appear on the right side of the page. Select Connect.
5. A new browser tab opens to Fullscript. Sign in with your Fullscript credentials, or create a new account if needed. Select I Agree to authorize the connection.
6. After authorization is complete, you'll return to Healthie where the connection status displays as connected.

Setting permissions for secondary practitioners

The Admin User of the Healthie account can then choose whether or not each Healthie member can see the option to use Fullscript, and if so, whether they can integrate their own Fullscript account or be added as/matched to a sub-practitioner in the original dispensary.

To manage these permissions:

1. Click the Gear Icon ( ).
2. Click Organization.
3. Click Members.
4. Hover your cursor over the user you’d like to manage the permissions for, and click the ellipses ( ), then click Edit settings.
5. Click Permissions on the left-hand side, then scroll down to the Fullscript heading to view the permissions toggles.

Integrating with a non-admin user

After your Healthie admin grants you access to the Fullscript integration, set up your integration:

1. Go to Clients and open a client you want to write a recommendation for.
2. Select the Fullscript tab, then choose Connect with Fullscript to link your account.

3. Sign in to your existing Fullscript account or create a new one.
4. Review permissions and select I agree. You’ll be redirected to the Healthie homepage.

Creating a recommendation

You can create Fullscript supplement recommendations directly from a patient's profile in Healthie. Selecting Fullscript opens Fullscript in a new browser tab, where you can build and send a recommendation using the standard Fullscript workflow.

To create a recommendation:

1. Go to the Clients tab and select an existing patient, or create a new patient.
2. In the patient's profile, select the Fullscript tab.

3. Select Add Product Recommendation.
4. A new browser tab opens in Fullscript with the patient already selected.
5. Build your recommendation by:

• Browsing the catalog and selecting Add to plan for supplements.
• Browsing the labs catalog and selecting Add to plan for lab tests.
• Selecting Review plan to review your recommendation.

6. When you're ready, select Send to patient.

Return to the patient's profile in Healthie and refresh the page to view the new recommendation.

Viewing recommendations in Healthie

Sent supplement recommendations appear in the Fullscript tab of the patient's profile.

For each recommendation, you can view:

• The date it was sent.
• The recommendation details.
• The Ordered status, which shows how many recommended products have been purchased.

Lab recommendations aren't displayed in the Fullscript tab. Instead, they're available from the Healthie Labs section.

Sending lab recommendations

You can launch the Fullscript labs catalog from several locations in Healthie.

From the Labs tab

1. Select Labs from the left navigation.
2. Select Order labs.
3. Choose Fullscript from the vendor list.
4. Select the patient, then select Continue.
5. Fullscript opens in a new browser tab with the labs catalog.
6. Add lab tests to the plan and select Send to patient.
7. Return to Healthie and refresh the page.

The new lab recommendation appears in the Labs section with its current status.

From the Overview tab

1. Open the patient's profile.
2. On the Overview tab, scroll to the Labs section.
3. Select Order Lab.
4. Choose Fullscript from the vendor list.
5. Fullscript opens in a new browser tab with the labs catalog.
6. Add lab tests to the plan and select Send to patient.
7. Return to Healthie and refresh the page.

The recommendation appears in the Labs section with its current status.

From Charting

1. Open the patient's profile and select the Charting tab.
2. Select View Charting Notes.
3. In the Labs panel, select the More menu (three dots), then select Order lab.
4. Choose Fullscript from the vendor list.
5. Fullscript opens in a new browser tab with the labs catalog.
6. Add lab tests to the plan and select Send to patient.
7. Return to Healthie and refresh the page.

The recommendation appears in the Labs section with its current status.

Viewing lab recommendations and results in Healthie (US only)

When a patient completes their purchase in Fullscript, the lab order automatically syncs to Healthie.

Labs tab

After a lab order is placed, the order details appear in the Labs section of Healthie.

When the final results are available:

1. Open Labs.
2. Locate the completed order.
3. Select View to open the patient's documents and review the lab results.

Viewing Fullscript lab results in Healthie.

Charting

You can also access lab results from the patient's chart.

1. Open the patient's Charting tab.
2. Select View Client Documents.
3. Open the Lab Results folder.
4. Select the appropriate Fullscript lab result PDF.

Disconnecting Fullscript from Healthie

If you connected the wrong Fullscript account or need to reconnect using a different account, disconnect the integration from Fullscript first.

To disconnect the integration:

1. In Fullscript, go to Settings.
2. Under Integrations, select Healthie.
3. Select Disconnect.

After disconnecting the integration, contact Healthie Support to refresh your account. Once the refresh is complete, the Connect with Fullscript option will be available so you can connect a different Fullscript account.

Frequently asked questions

What types of practitioners commonly use Healthie?

Healthie is most commonly used by nutritionists, registered dietitians, health coaches, naturopaths, massage therapists, and chiropractors. It’s great for small businesses and private group practices, but can also be used by hospital systems, large wellness organizations, and more.

Can providers pay for lab orders?

Yes, providers may pay on behalf of patients for lab-only orders by selecting I'll pay for my patient's order. It will redirect to a Fullscript checkout page with the selected labs in the cart.

Do sent lab plans appear in the patient profile in Healthie?

The labs will only appear in the patient profile once the purchase is made. The status will update as results are processed.

When do supplement recommendations appear in Healthie?

Recommendations appear in the client's Fullscript tab as soon as they're sent through Fullscript. Providers will need to refresh the client page and the plans and associated products will be listed.

Will products ordered directly through Fullscript appear in Healthie?

Yes, orders placed directly in Fullscript will sync to Healthie after the client's Healthie account has been connected to Fullscript.

Which Healthie permissions are required to utilize Fullscript?

Depending on the workflow, administrators should enable the following permissions in Healthie:

• Should see option to use Fullscript within Healthie
• Can view labs
• Can order labs