Healthie Onboarding: PPN Step-by-Step Setup

Step 1 — Create Your Healthie Account

Log in to the 3X4 Genetics Healthie EHR using the same credentials you use for the 3X4 Practitioner Portal:

https://ehr.3x4genetics.com/

✅ Single Sign-On (SSO): 3X4 Genetics uses SSO across all portals. Your username and password are shared — a password change in one portal will automatically apply to all others.

Step 2 — Set Up Your Account Basics

Upon first login, you will be prompted to update your time zone. Complete the following before proceeding.

Navigate to: Settings (gear icon, upper-right corner) → Your Account

Confirm or update the following fields:

Field	Action
Name	Confirm correct
Pronouns	Confirm or update
Email	Confirm only — do not change independently; contact PPN support if an update is needed
Phone Number	Leave blank
Credentials	Leave blank
Profile Photo	Upload
Time Zone	Confirm and update

Click Update to save changes.

Navigate to: Settings → Notifications (left navigation bar)

Uncheck all notifications under the following categories:

Client Activity
Chat
Appointment Requests (only "Client submits appointment request for anyone")
Payments
Insurance

Step 3 — Sync Your External Calendar

Healthie supports two types of calendar integration:

Integration Type	Supported Calendars
2-way sync (OAuth)	Google Calendar, Outlook
1-way ICS feed	Apple Calendar / iCal

Navigate to: Settings (gear icon) → External Sync (left navigation bar)

Option A — Google Calendar (most common)

Select Google Calendar and click Connect your Google Calendar.
Sign in to your work Google account.
Select the calendar you want Healthie to sync with, if prompted.
Confirm that appointments appear and updates flow in both directions.

Option B — Outlook

Select Outlook and click Connect your Outlook Calendar.
Sign in to your Microsoft account.
Confirm that Healthie appointments appear in Outlook and vice versa.

Option C — Apple Calendar / iCal

Copy the ICS feed URL provided by Healthie.
Subscribe to the feed in Apple Calendar (File → New Calendar Subscription).
Note: This is a 1-way sync — Healthie events will appear in Apple Calendar, but Apple Calendar events will not appear in Healthie.

✅ Best practice: If you use Google or Outlook as your primary calendar, use the 2-way sync to prevent double-booking.

📝 Multiple sub-organizations (3X4 Health / GENEFIT Sport): Calendar sync must be configured separately within each sub-organization instance.

⏱ A setup confirmation call will be scheduled to verify that all systems are properly configured and connected.

Troubleshooting Sync Issues

Ensure pop-ups are enabled in your browser during the authorization flow.
Clear your browser cache and cookies, then retry.
If the issue persists, send a screenshot or screen recording to ppn@3x4genetics.com (cc: marina@3x4genetics.com).

Step 4 — Set Your Availability

Healthie availability settings control when clients can book appointments with you.

Navigate to: Calendar icon (left navigation bar) → More (upper-right corner) → Set Weekly Availabilities

Click + Add in the upper-right corner.
Choose your availability type:
- One-time — for specific dates
- Recurring (weekly) — for ongoing availability
Add time blocks for each day you want to be bookable.
Save, then review your calendar view to confirm open booking slots appear correctly.

✅ After saving, open your calendar view to confirm that open booking slots display as expected.

Blocking Time Off

📝 Healthie does not sync multi-day blocks from external calendars. If you need to block multiple days, this must be done directly in Healthie.

Navigate to: Calendar → More (upper-right corner) → Block Off Availability

Select the date range.
Click Add Block.

📝 Multiple sub-organizations (3X4 Health / GENEFIT Sport): Availability must be configured separately within each sub-organization. To switch between sub-organizations, click (Switch) at the top center of the screen, next to your name.

For questions or support, contact your PPN support team at ppn@3x4genetics.com.