Case Study: Moneta Health achieves 50% clinical efficiency gains with Healthie

Moneta Health Adapts the Healthie Platform to Power Clinical Operations

Moneta Health, a phone-based virtual clinic serving older adults with early dementia and mild cognitive impairment, needed a lightweight, scalable practice management solution to support patient onboarding, documentation, billing, and internal clinical workflows without a major engineering lift. The team also wanted a customer-facing UI that could grow with their service, and they chose Healthie to help connect their existing tools and EMR while keeping client data private and workflows efficient.

Using the Healthie platform, Moneta Health streamlined charting, scheduling, eFax, integrations, and customizable forms, while also starting to use the Healthie API to automate internal processes and support future data integration and client-facing features. Healthie helped Moneta launch 60 days after adoption, move their commercial launch up by a month, and increase clinical efficiency by almost 50%, allowing the team to expand caseloads without sacrificing quality or client satisfaction.

Moneta Health

Jennifer Flexman

Chief Operating Officer