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, […]
Articles Tagged: contenido
Memberships
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 […]
Settings
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 […]
View Practice Forms
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 […]
Manage Completed Forms
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 […]