Healthie

Connect AI agents to Healthie, the EHR and practice platform for digital health practices. Agents match or create patients, file referrals on the chart, record referring physicians, create tasks, appointment requests and appointments, and read the insurance on file.

Verified 3 triggers 15 actions API key available

Healthie website Platform Documentation Capability data verified 2026-11-13

A faxed referral arrives on the practice's intake line

Agent reads patient, referring physician and reason

Search Patients looks for the patient's existing chart

Upload Document to Patient Chart files the referral PDF

Create Referral records who referred the patient and why

Create Appointment Request adds the patient to scheduling

A possible duplicate chart goes to the intake coordinator

What This Integration Enables

Healthie runs digital-health practices, where patients arrive by referral, by self-booking and through other systems at once. This connector is built around the first step of that journey, intake, and the records that follow from it. FlowRunner agents read a referral, find the patient's chart or create one, file the referral on it, and record the referring physician. They put the patient on Healthie's appointment request list, or book the appointment directly. They record the insurance on a referral and keep the policies on file current. When another provider asks for records, they read the diagnoses on the chart and pull the documents that answer the request. They also create tasks for staff.

Three triggers, for new appointments, new documents and new patients, register their own signed Healthie webhooks. The agent does the reading and the data entry. Matching a person to a chart is where intake goes wrong, so when a match is uncertain the agent stops and asks a person on Slack, email, WhatsApp or phone. Each answer is recorded with the run.

Without FlowRunner

Referrals retyped Staff read each faxed referral and key the patient, the physician and the reason into Healthie

Duplicate charts A typo in a name or birth date creates a second chart for a patient who already has one

Scheduling by sticky note Who still needs a call to book sits in a spreadsheet or someone's inbox

With FlowRunner

Referral to chart Each referral is read, matched to a chart and filed with the referring physician recorded

Near matches caught A chart that almost matches is shown to a person instead of duplicated

One scheduling list Every new referral lands on Healthie's appointment request list with the reason attached

Use Case Scenarios

Faxed referral to a charted patient

A referral arrives through Documo with its PDF saved. The agent reads the patient's name, date of birth and contact details, plus the referring physician's name, NPI and the reason. Search Patients looks for an existing chart. When there is none, Create Patient opens one, assigned to the right provider. Upload Document to Patient Chart files the referral in the intake folder. Find or Create Referring Physician looks the physician up by NPI and adds them if they are new, and Create Referral records the referral on the patient's profile. When the referral carries an insurance card and the patient has no policy on file, Create Patient Insurance Policy adds it as primary. Create Appointment Request puts the patient on the scheduling team's list with the times the referral suggests.
Coverage checked before the first visit

On New Appointment fires when an appointment is booked. The agent calls Get Patient Insurance for the payer and member ID on file, then runs Check Eligibility in Stedi for the visit date. Active coverage with no prior authorization flag needs nothing further. When the patient brings a new card, Update Patient Insurance Policy marks the old policy inactive rather than deleting it, so the history stays on the chart. Inactive coverage, a payer rejection or a prior authorization flag becomes a Create Task for the front desk, due before the visit, with the payer's answer attached.
New documents routed to the right person

On New Document fires when a signed form, a lab result or a patient-shared file is uploaded. The agent reads the document's name and type and decides who should see it. A lab result becomes a task for the patient's provider. A signed consent form needs nothing beyond a note. A file the agent cannot place goes to the practice manager in Slack, rather than sitting unread in the chart.
Records sent to a referring provider

The referring physician asks for an update after the first visits. The agent finds the chart and calls Get Patient Diagnoses for the problem list, with ICD-10 codes, which diagnosis is primary, and onset dates. List Patient Documents filters the chart by folder and name to the visit notes and lab results the request names. Download Document saves each one to FlowRunner storage, and the agent faxes the packet back with Send Fax in Documo. A request for something the chart does not hold goes to the provider as a task, not as a partial packet.

Human-in-Loop Highlight

The gate is on Create Patient, because a duplicate chart splits a patient's history in two. Search Patients matches only when every term filled in matches, so one wrong digit in a faxed birth date returns nothing. An agent that took "no match" at face value would open a second chart. Instead, when the full search comes back empty, the agent searches again on last name and date of birth alone, and on last name and email. If that turns up a likely match, it stops and asks the intake coordinator in Slack: "Referral for Robert Alvarez, born 04/12/1985. No exact match, but Bob Alvarez, born 04/21/1985, has a chart with the same phone number. File the referral on Bob's chart, or create a new patient?" The coordinator picks, and the agent carries on from that answer. This is human-in-the-loop on identity, the one judgment intake cannot afford to get wrong.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

15 actions

Patients

Search Patients Looks for existing patients by first name, last name, date of birth and email. Every term filled in must match. Used before any patient is created, so a referral lands on the chart the patient already has.
Get Patient Reads a patient's demographics: name, date of birth, contact details, assigned provider and address. Used to confirm a match before filing a document.
Create Patient Creates a new patient assigned to a provider. Used after a search has shown the patient is new, and held for a person when the search turns up a near match.
Get Patient Insurance Reads the insurance on file: payer, member ID, group number, policy holder, effective dates and card images, with the primary policy picked out. Used to feed an eligibility check before a visit.
Create Patient Insurance Policy Adds a policy to a patient's profile, such as the coverage on a referral: payer, member ID, group number, priority and policy holder. Healthie keeps one primary policy per patient. Used after a check of what is already on file.
Update Patient Insurance Policy Changes a policy's member ID, group number, payer or priority. Only the fields filled in change. Used to correct a policy, or to mark a superseded one inactive so its history stays on the chart.
Get Patient Diagnoses Reads the patient's problem list: ICD-10 code and description, whether each is active or primary, and onset and end dates. Used to build a records packet or to check a referral's diagnosis against the chart.

Chart and Referrals

Upload Document to Patient Chart Downloads a file, such as a faxed or emailed referral PDF, and files it on the patient's chart, optionally in a folder and shared with the patient. Healthie has no document types, so the description and folder say what the document is.
List Patient Documents Lists the documents on a patient's chart, newest first, narrowed by folder, name or sharing. Used to find the referrals, signed forms and lab results a request names.
Download Document Saves a chart document to FlowRunner file storage and returns its file URL. Used to fax, email or archive a document from the chart.
Find or Create Referring Physician Finds the referring physician named on a referral by NPI or by name, and adds them when they are not in Healthie yet. Used to get the physician's ID for Create Referral.
Create Referral Records on the patient's profile that a physician referred them, with the reason. Used so the referral is part of the patient's record, not just a PDF.

Scheduling and Tasks

Create Appointment Request Adds a request to Healthie's appointment request list for the scheduling team, for an existing patient or someone not yet in Healthie, with the reason and preferred times. Used when staff should book the visit with the patient.
Create Appointment Books an appointment for a patient on a provider's calendar at a chosen date and time. Used when the referral or the patient has already settled the slot.
Create Task Creates a to-do for staff, such as calling a patient to schedule intake, optionally linked to a patient, assigned to team members and given a due date. Used to hand a person the follow-up a flow cannot do.

Triggers

3 triggers

Event Triggers

On New Appointment Fires when an appointment is booked, with its date, patient, provider and type. It starts reminder, paperwork and coverage-check flows.
On New Document Fires when a document is uploaded, such as a signed form, a lab result or a file a patient shared. It starts document routing and follow-up flows.
On New Patient Fires when a patient is added, whether by staff, through self-booking or by another integration. It starts welcome, intake paperwork and insurance flows.

Frequently asked questions

What can FlowRunner do with Healthie?

FlowRunner agents can run Search Patients, Get Patient, and Create Patient in Healthie, plus 12 more actions.

Does connecting Healthie to FlowRunner require OAuth?

No. Healthie connects to FlowRunner with an API key, no OAuth flow required.

Can Healthie trigger a FlowRunner workflow automatically?

Yes. Healthie supports 3 triggers that can start a FlowRunner workflow automatically.

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