In order to track a client's information or make a referral, we must first have a record of them in your team's client database. 

Access the Clients page in your top navigation bar. It shows a database of clients that your team is currently working with:

Add a New Client

Click on Add a new client under the Search your clients bar:

From here you'll be taken to a form for entering your client's most pertinent information.

On this form, you'll see:

  • First Name (required)
  • Last Name (required)
  • Date of Birth (required)
  • External System ID: the associated number used to sync data between Healthify and your EMR, EHR, or CSM system to identify the client (if applicable)
  • HICN/Medicaid ID/Medicare ID: insurance information for client (if applicable)
  • HICN/Medicaid ID/Medicare ID effective date
  • Assigned Team Members: option to include appropriate team member working with the individual
  • Populations 
  • Interventions
  • Gender
  • Contact information: Address, Phone, Email

Once clicking Save at the bottom, your client is now added to the database. You can search for them in the Search bar on the Clients page by first name, last name, or External System ID.

Once finding your client, click on their name in blue to be taken to their Client Profile Page.

Here you will find all of the information you just entered along with:

  • Relationships: which team member is working with the client as well as Caregivers (if applicable)
  • Referrals: Track and Coordinate
  • Screenings
  • Attachments

You can edit the Client profile page here:

Questions? We're here to help. Email us at or message us in the In-App chat at the bottom right corner of every screen in the Healthify platform.

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