Everything you and your patients need to use HealthBook+ with confidence
Here you’ll find everything you need to get up and running—from quick start guides and how-to videos to FAQs and best practices. These resources are designed to help you save time, streamline your workflow, and gain deeper insights into your patients’ health by making the most of the HealthBook+ Clinician Portal and its connection to the patient app.
Five Steps to Success
Encourage your patients to complete these five simple steps to start sharing meaningful health data with you..
Quick Start Guides
Setting up takes just a few minutes, but it’s a powerful step toward a more connected, personalized healthcare experience with your patients.
Share this guide with your patients to help them quickly set up their mobile app and start experiencing the benefits of HealthBook+.
A guide for both patients and clinicians on how to use Document Center to share important medical documents and more.
PaiGE is your AI-powered assistant within the HealthBook+ Clinician Portal, designed to help you make faster, more informed decisions. You can ask PaiGE questions about a patient’s health, and she’ll instantly generate summaries, highlight key trends, and surface insights drawn from records, wearables, journaling, and lifestyle data. By organizing complex information into clear, actionable guidance, PaiGE saves you time and brings greater clarity to each patient encounter.
A collection of queries designed to help healthcare providers optimize patient care, improve communication, and enhance clinical decision-making.
Chartnote is a smart documentation tool that simplifies clinical note-taking through structured templates, medical macros, and speech-to-text capabilities. Integrated directly into the HealthBook+ Clinician Portal via the Chartnote Chrome extension, it allows you to quickly generate visit notes, SOAP templates, and personalized documentation without switching platforms. This streamlined workflow saves valuable time, reduces administrative burden, and supports more focused, efficient patient care. With Chartnote, your documentation becomes faster, more accurate, and fully aligned with your HealthBook+ experience.
If you don’t already have it, you can download the Chrome extension here
Learn more about how to effectively use Chartnote as part of your daily practice. Lots of great videos too!
Videos
Transform Your Practice with HealthBook+: AI-Powered Clinician Portal for Membership-Based Care
How to Use Patient Connect in HealthBook+: Boost Patient Engagement
How Your Patients can use Connection Hub to Easily Sync Wearable Devices and Import Health Records
FAQs
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HealthBook+ is a connected care platform that consolidates your patients’ health data—including medical records, wearables, journaling, and assessments—into a centralized, easy-to-navigate portal designed to save you time and improve care delivery.
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PaiGE is your built-in AI-powered assistant. She continuously analyzes patient data, identifies trends, flags concerns, and suggests Next Best Health Actions to support timely, informed clinical decisions.
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The Health Journey is where patients track their daily mood, lifestyle vitals, and symptoms. You can assign custom journaling prompts based on their care plan, and receive structured responses that provide valuable context between visits.
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Once a patient confirms you as their provider in the app, their records—including synced wearables, journal entries, and messages—are securely shared with you through the Clinician Portal for ongoing review.
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Let patients know that the “Next Best Health Action” cards on their Insights screen are personalized and organized in order of importance. Encourage them to complete each action step-by-step—such as syncing devices, completing assessments, or journaling—so PaiGE can generate more meaningful insights. Following these cards helps ensure their app experience is tailored, and their care is more connected, proactive, and relevant to their needs.
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HealthBook+ is not a replacement for your EHR—it works alongside it. It’s designed to empower patients and their clinicians to collaboratively manage health journeys by capturing, contextualizing, and surfacing meaningful insights from data generated in between clinical encounters. HealthBook+ functions as a companion tool—not a diagnostic device—to support decision-making, enhance communication, and deepen patient engagement.
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Yes. You can document directly in the portal, and those notes will populate both HealthBook+ and your EHR system—reducing duplicate entry and saving you time.
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Patients receive personalized prompts, insights, and guidance through the app, which encourages daily participation. This leads to more proactive self-care and more meaningful conversations during visits.
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By combining structured journaling, wearable data, smart insights, and streamlined workflows, the portal helps you provide more personalized, continuous, and context-rich care.
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Absolutely. HealthBook+ follows strict HIPAA compliance standards to ensure all patient data is encrypted, secure, and only shared with authorized providers.
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ChartNote is a clinical documentation tool that allows you to create and store structured patient notes quickly and efficiently. When integrated with the HealthBook+ Clinician Portal, it enables you to enter notes in one place that can populate across HealthBook+ and your connected EHR—saving time and reducing administrative burden.
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TabFlows is a navigation and automation layer that simplifies how you move between multiple systems, including various EHRs and lab platforms. Within the HealthBook+ Clinician Portal, TabFlows streamlines access to your existing tools—so you can work across platforms without constant logins or tab switching.
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Start by emailing your patients to let them know to expect an invitation from HealthBook+ that includes their personal access code. Reinforce this by displaying the provided posters, flyers, and business cards in your office to spark awareness and interest.
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Remind patients regularly—whether through email, text, or during appointments—to log into HealthBook+, complete journal prompts, and track their health. Ongoing reminders and encouragement help reinforce the value and ensure continued use.
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Please contact Autumn Spencer at autumn.spence@healthbookplus.com