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Mobile Apps

Updated: August 2026

Table of contents
  1. Overview
  2. Initial Setup Checklist
  3. Signing In
  4. Dashboard
  5. Patients
  6. Appointments
  7. Session Notes
  8. Messaging
  9. Invoices & Receipts
  10. Store: Gift Vouchers & Treatment Series
  11. Expenses
  12. Documents
  13. Tasks
  14. Analytics
  15. Leave & Closures
  16. Blocked Time
  17. Notifications
  18. Settings
  19. Message Templates
  20. Patient Portal
  21. Mobile Apps
  22. Things to Set Up Before Going Live
  23. Patient Status Quick Reference
  24. Common Questions

Healix includes native mobile apps for both you and your patients. Both are live on the Apple App Store: "Healix for Therapists" for you and "Healix Therapy" for your patients. Android versions are in internal testing ahead of a Google Play release.

19.1 Therapist App

The Healix for Therapists app gives you access to your full practice on the go.

Tabs

Tab Features
Dashboard KPI cards; pending appointments banner; awaiting-confirmation list; unsent invoices (tappable); recent patients. Auto-refreshes on tab focus.
Patients Searchable patient list with status filter chips (All/Active/Pending/Inactive/Discharged); + button to create patient; tap for detail/edit
Schedule Monthly calendar with appointment dots; day's appointments; + button to create appointment; awaiting confirmation section at bottom
Expenses Monthly view with category breakdown; + button to add expense with camera/gallery/file receipt; delete with confirmation; send report to accountant
More Messages (with badge), Invoices, Tasks, Documents, Analytics, Availability, Leave & Closures, Blocked Time, Settings, Templates

Key mobile actions

Action Where What happens
Create appointment Schedule tab → + Patient picker, date/time, duration, type, location. Overlap prevention.
Edit appointment details Appointment detail → Edit details Change date/time, duration, type, location, notes. Available while the appointment is still pending or confirmed; same overlap prevention as creation.
Create patient Patients tab → + Name, email, phone, DOB, notes
Edit patient Patient detail → Edit All fields including status, rate, discount, WhatsApp opt-in
Mark complete Appointment detail Creates auto-invoice, shows "Write session note" button
Write session note After completing → Write session note Plain text editor, save as draft or final
Send message Messages → patient thread Text + optional attachment (camera, gallery, or file picker for PDF/doc)
Send invoice Invoices → Send Emails invoice to patient
Paid directly Invoices → Paid Directly Asks payment method (cash/card/bank transfer/check), skips sending
Add expense Expenses → + Camera, gallery, or file picker for receipt (PDF/doc supported), description, category, amount
Edit expense Expenses → tap the row Change any field including the receipt (replace or remove). Replacing or removing the receipt deletes the old file from storage.
Send report Expenses → Send report Previous month default; includes expenses + invoices, receipts zipped
Open a document Documents → tap the row PDFs and images open inside the app. Other file types download instead — the app cannot display them.

Badge notifications

Badge Appears on What it counts
Number on Schedule tab Tab bar Pending appointments waiting for confirmation
Number on More tab Tab bar Combined: unsent invoices + pending tasks + unread messages
Count next to items in More Inline in menu Per-feature counts

All screens auto-refresh when they regain focus (e.g. after switching tabs or returning from a detail screen).

19.2 Patient App

The Healix Therapy patient app gives your patients mobile access to the portal:

Tab Features
Appointments View upcoming and past appointments; cancel upcoming ones; therapist's shared note displayed at top
Book Date picker and available time slots
Messages Messaging thread with you
Invoices View invoices and receipts
Profile Edit phone and WhatsApp preference; view profile; log out; Language (English/Hebrew) — switches the whole app to RTL Hebrew

19.3 Push Notifications

Your patients are prompted to allow push notifications the first time they sign in to the app. Once enabled, they receive alerts for:

  • Appointment confirmation
  • Appointment cancellation
  • New messages from you
  • Appointment reminders (24 h before)

You receive push alerts on the therapist app when a patient books, cancels, sends a message, or registers — see Notifications. Tapping an alert opens the relevant screen. Links in emails you send also open the app when it is installed, falling back to the website when it is not.

© 2026 Healix. All rights reserved.

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Mobile Apps · Healix