Manage membership, services, users, and setting options.

Manage appointment scheduling and reminders.

Appointments (Facility) Facilities can see their patients’ upcoming appointments (confirmed, checked in, checked out). These are the major statuses visible in the Appointment section.   In the Appointment section, the providers can see their patients’ names, appointment dates, providers, appointment reason/ status, and appointment type. In the Add Filter section (in the Appointment section), Providers can search […]

Broadcast Message Broadcast messages are among the most significant features of HelloHealth’s Facility side, as receivers do not have to be on HelloHealth to receive them. Communications sent via broadcast messages are received on cellphones, email, or both. Broadcast messages are helpful when it comes to informing patients about facilities/clinics being closed on a specific date, […]

Review read-only CCDA documents for patients.

Review and manage necessary forms for patient completion.

Patient Forms The ‘Patient Form’ tab contains a list of forms completed by patients via appointments or messages. Here, you can view, download, and lock or unlock them. Within this tab, providers have various filters that can be used to minimize the search criteria. Facility users can filter by the date the form was filled out, age group, first name, last name, email address, or phone number. The […]

Manage Patients Providers or practices can see all their patients and contact information in the Patients tab. The Patient section includes the patient’s name, contact number, last appointment date, and address. A HelloHealth icon beside the patient’s name indicates the patient is registered with HelloHealth; otherwise, an invitation link needs to be sent to get them registered to the HelloHealth Patient […]

Manage Providers The provider tab displays a list of providers linked to the practice, including their names and addresses. Here, you can set each provider’s active status and visibility within the practice. The Visibility section has three options: globally, practice page, and none.

Manage Users HelloHealth’s backend team can add users such as staff members, administrators, and front office personnel to the Facility portal. Providers must send a list of all users that need access to the HelloHealth portal by emailing the support team. The list should include the following details for each user: First Name Last Name Email […]

Memberships  HelloHealth’s Memberships allow healthcare providers to offer subscription-based packages to patients. These plans bundle services and benefits, providing patients convenient care while generating revenue for clinics through customizable workflows. Creating a Membership Plan To set up a membership plan, follow these steps: Navigate to the Memberships section in the HelloHealth portal and click on […]

Send and view secured messages.

Messages Once logged in to HelloHealth, go to the Messages tab. Messages are crucial for enhancing communication between patients and healthcare providers. Messages can be used to share patient forms and updated prescriptions or send appointment reminders and health updates.

Send and view secured messages.

Saved CCDA C-CDA stands for Consolidated Clinical Document Architecture. It’s the most widely used format for health information exchange in the US today. Each patient encounter in the healthcare system can be represented by a single document in the Clinical Document Architecture (CDA) style. C-CDA documents are usually formatted in XML and include structured information like […]

Send and view secured messages.

Settings Once you are logged in to HelloHealth, go to the Settings tab. Here, you can manage and configure your personal profile, appointment settings, and notifications. Profile Settings Under the profile settings tab, you can set up professional profiles, including their qualifications, specialties, office hours, and contact information. This helps patients make informed decisions when choosing […]

Templates How to use Templates Step 1 Log in to HelloHealth and go to the Templates tab on the left. Here, you can create a new template as per your requirements. Click Add New to create a new template. Step 2 Once a template is created, several fields can be customized, for example, Name, Group, Type, […]

Two-Way Text Messaging The main benefit of two-way text messaging is that facility users will not have to share their personal cellphone numbers to communicate with patients. Two-way text messaging is currently enabled upon request from the facility. Once enabled, reminders/broadcasts sent through text can be found under two-way text messages. Currently, there is a 300-character limit […]

Forms The Forms tab can be found on the left-hand menu of the facility portal: Providers can submit their forms by emailing the support team. Our backend team will create them; once completed, all forms will be available here: How to build new forms: Providers have an option to create new non-complex forms. Click Build […]