Healthie
Filament

Ask questions about your Healthie data

Connect Healthie to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Healthie tracks appointments and patient forms, but understanding which marketing channels bring patients who actually show up and complete care requires connecting to your advertising and billing data. Filament links Healthie to your CRM, payment processor, and ad platforms so you can analyze patient acquisition costs, retention patterns, and provider utilization without manual exports.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Healthie KPIs with Filament Analytics

Connect your Healthie account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Healthie metrics you can track in Filament:

Appointments
Track patient scheduling patterns and provider utilization with appointment_type, status, provider_id, date, duration, and cancellation_reason. Analyze no-show rates and booking trends across your practice.
records:
appointment_typestatusprovider_iddatedurationcancellation_reason
Form Answer Groups
Monitor patient assessment completion with form_template_id, user_id, completed_at, submission_status, and response_time. See which intake forms patients complete fastest and where they drop off.
records:
form_template_iduser_idcompleted_atsubmission_statusresponse_time
Custom Form Templates
Track form performance across your practice with template_name, question_count, category, active_status, and usage_frequency. Identify which assessment types drive patient engagement.
records:
template_namequestion_countcategoryactive_statususage_frequency
Patient Profiles
Analyze patient demographics and engagement with patient_id, signup_date, location, insurance_type, last_appointment_date, and total_appointments. Understand retention patterns and patient lifetime value.
records:
patient_idsignup_datelocationinsurance_typelast_appointment_datetotal_appointments
Provider Information
Monitor provider capacity and performance with provider_id, specialty, appointment_count, availability_hours, patient_load, and average_session_duration. Balance workload across your care team.
records:
provider_idspecialtyappointment_countavailability_hourspatient_loadaverage_session_duration
Appointment Notes
Track clinical documentation patterns with note_id, appointment_id, created_at, provider_id, note_type, and completion_time. Identify documentation bottlenecks that slow down your billing cycle.
records:
note_idappointment_idcreated_atprovider_idnote_typecompletion_time
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Combine Healthie with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Healthie lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Healthie data gets even more powerful when combined with other tools:

Healthie
Stripe

Healthie + Stripe

Connect Healthie appointment data with Stripe payment records to calculate revenue per patient, identify which appointment types generate the highest margins, and track how quickly patients pay after sessions. See which providers drive the most revenue and which patient segments have the best lifetime value.

Healthie
Google Ads

Healthie + Google Ads

Connect Healthie patient signups with Google Ads campaign data to see which keywords and ad groups bring patients who complete the most appointments. Track cost per acquired patient who completes intake forms and calculate true patient acquisition costs including no-shows and cancellations.

Healthie
HubSpot

Healthie + HubSpot

Connect Healthie appointment history with HubSpot contact records to track the complete patient journey from first website visit to ongoing care. Identify which email campaigns drive appointment bookings, see how form completion rates affect retention, and segment patients by engagement level across both platforms.

Benefits of Filament's Healthie Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Healthie account

Connect your Healthie account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Healthie data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Healthie dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Healthie integration FAQ

Everything you need to know about connecting Healthie with Filament and getting the most out of your data.