Healthie

Connect your Gravity Rail workspace to Healthie to sync appointments, match members to patients, and access provider information -- all from one place.

Healthie is an EHR and practice management platform used by healthcare organizations for scheduling, patient records, and care delivery. This integration bridges the gap between your Gravity Rail workflows and your Healthie practice data, so your team can coordinate care without switching between systems.

What the Integration Does

• Appointment sync -- Pull Healthie appointments into Gravity Rail calendars, linked to a specific provider. Appointment types, statuses, and scheduling details stay in sync.
• Member-patient matching -- Find Gravity Rail members who correspond to Healthie patients by email or phone number, then link them so both systems reference the same person.
• Provider directory -- Browse the providers in your Healthie organization directly from Gravity Rail.
• Appointment types -- Import Healthie appointment types as calendar event types, so your calendars reflect the same categories your practice uses.

Prerequisites

Before you connect, you need:

1. A Healthie account with API access. Your Healthie organization must have API keys enabled. You can find or generate your API key in your Healthie account under Settings > API.
2. The ehr_healthie feature flag enabled for your workspace. Contact your Gravity Rail account team if you do not see Healthie in your App Connections directory.
3. Admin permissions in your Gravity Rail workspace. Configuring the Healthie connection requires the Integrations Admin scope.

Connecting to Healthie

1. Open the App Connections Directory

Navigate to App Connections in the sidebar. Find Healthie in the directory and click Install.

2. Enter Your API Key

In the configuration dialog:

• API Key -- Paste the API key from your Healthie account (Settings > API). This key is encrypted at rest and never stored in plaintext.
• Base URL (optional) -- Leave this blank to use the standard Healthie production API. If your organization uses Healthie's staging environment, enter https://staging-api.gethealthie.com/graphql instead.

Click Connect. Gravity Rail tests the connection immediately by verifying your API key against the Healthie API. If the test succeeds, you will see a green "Connected" badge and the name and email of the Healthie user associated with the API key.

3. Verify the Connection

After connecting, the Healthie management page shows three tabs:

If the status shows "Error," click Reconfigure and re-enter your API key. The most common cause is an expired or revoked key.

Calendar Sync

Calendar sync pulls a Healthie provider's appointments into a Gravity Rail calendar. Each calendar is linked to one provider -- if you have multiple providers, link a separate calendar to each one.

Linking a Calendar to a Provider

1. Go to the Calendar Sync tab on the Healthie management page, or open a calendar's settings page.
2. Select a Calendar from the dropdown (only internal calendars that are not already linked to another source are available).
3. Select a Healthie Provider from the dropdown. This list is populated directly from your Healthie organization.
4. Click Link & Sync.

When you link a calendar, Gravity Rail:

1. Imports the provider's appointment types from Healthie and creates matching calendar event types.
2. Performs an initial sync of all future appointments for that provider.

Each synced appointment appears as a calendar event with the appointment type name, scheduled time, duration, and status.

Appointment Status Mapping

Healthie appointment statuses map to Gravity Rail calendar event statuses:

Manual Sync

Click Sync Now on a linked calendar to re-fetch all future appointments from Healthie. This is useful if you suspect the calendar is out of date or if you made changes directly in Healthie.

Unlinking a Calendar

Click Unlink next to a linked calendar to disconnect it from Healthie. The calendar reverts to an internal calendar. Previously synced events remain but are no longer updated from Healthie.

Member-Patient Matching

Member-patient matching (reconciliation) connects Gravity Rail members to their corresponding Healthie patient records. Once linked, a member carries a healthie:patient_id field that identifies them in both systems.

How Matching Works

Gravity Rail searches for matches using two methods, in order of confidence:

1. Email match -- If a member's email address exactly matches a Healthie patient's email (case-insensitive), that is the highest-confidence match.
2. Phone match -- If no email match is found, Gravity Rail compares phone numbers (ignoring formatting differences like dashes, spaces, and country codes).

Only members who have an email or phone number on file are included in the search. Members already linked to a Healthie patient are excluded.

Finding and Linking Matches

1. Go to the Members tab on the Healthie management page.
2. Click Find Matching Records.
3. In the dialog, click Find Matching Healthie Records to start the search.

The results show each potential match as a card with the Gravity Rail member on the left and the Healthie patient on the right, along with the match type (email or phone). For each match, you can:

• Click Link to confirm the match and create the link.
• Click Link All to confirm all displayed matches at once.

Viewing and Managing Linked Members

The Members tab displays all members currently linked to Healthie patients. Each row shows the member's name, contact information, and their Healthie patient ID. Click Unlink next to any member to remove the link.

Unlinking a member removes the healthie:patient_id field from that member. It does not delete any data in Healthie.

Provider Directory

The integration gives you read access to the providers (staff members) in your Healthie organization. Provider information is used in two places:

• Calendar sync -- When linking a calendar, you select which provider's appointments to sync.
• Appointment types -- You can view appointment types filtered by provider.

Provider data includes name and email. The provider list updates each time you open a page that uses it.

Current Limitations

This integration is in active development. Here is what is supported today and what is planned:

The integration uses API key authentication, not OAuth. This means there is one connection per workspace (not per user), and whoever generates the API key in Healthie determines the permissions available to the integration.

Troubleshooting

Connection shows "Error" status

Your API key may have been revoked or expired in Healthie. Go to the Overview tab, click Reconfigure, and enter a fresh API key from Healthie Settings > API.

No providers appear in the dropdown

The API key may not have permission to list organization members in Healthie. Verify that the key belongs to an account with appropriate access in your Healthie organization.

Calendar sync shows 0 appointments after linking

Gravity Rail only syncs future appointments. If all of the provider's appointments are in the past, no events will appear. Check the provider's upcoming schedule in Healthie to confirm there are future appointments.

Member matching finds no results

Matching requires members to have an email or phone number that exactly matches a Healthie patient record. Check that your members have contact information populated and that the same contact details exist in Healthie.

"Healthie API request failed" error

This typically indicates a temporary issue communicating with the Healthie API. Wait a moment and try again. If the error persists, verify your API key is still valid and that the Healthie API is operational.

Previously linked member shows as unlinked

If a member's healthie:patient_id field was manually removed or if the Healthie connection was deleted and re-created, the link is lost. Use Find Matching Records to re-establish the link.

Tips

• Start by linking one provider's calendar to verify the sync before connecting additional providers.
• Use the Find Matching Records tool after importing new members to quickly establish links to existing Healthie patients.
• After bulk-linking members, spot-check a few records to confirm the matches are correct before relying on the linked data in workflows.
• If your organization uses Healthie's staging environment for testing, configure the Base URL to point to the staging API before connecting production.

Related

• Channels -- Overview of all communication channels and integrations
• Calendars -- How calendars and scheduling work in Gravity Rail
• Members -- Managing the people in your workspace