Help center
Help for clinics and patients. In plain language.
Search articles, browse a category, or write to us — we reply within one business day.
Your first steps in Heltio
Clinic owner
7-day plan for clinic admins: from profile and KSeF setup to your first real appointment.
Clinical staff
3-day plan for doctors and physiotherapists: calendar, clinical notes and treatment plans.
Receptionist
3-day plan for reception: appointments, check-in, payments and patient communication.
DPO
One-hour audit for data protection officers: roles, audit log, data export and GDPR procedures.
All Heltio features, documented
Browse by module or use the search bar above.
Calendar and appointments
Manage your calendar, appointments, practitioner availability and room resources.
15 features
Patients and medical documentation
Patient records, clinical notes, treatment plans and the exercise library.
13 features
Programs and materials
Build exercise programs, reuse templates and share materials with patients.
6 features
Finance and payments
Invoices, KSeF, fiscal receipts, packages, patient wallet and financial reports.
14 features
Communication
In-app messaging, SMS, email, notifications and PDF export.
9 features
Patient portal
What patients see in their portal — bookings, programs, documents, messages.
9 features
AI and automation
Intake copilot, visit summaries, handwritten-note OCR and treatment plan suggestions.
8 features
Clinic administration
Practitioners, roles, permissions, audit log, clinic settings and integrations.
10 features
Public profiles and marketplace
Public clinic and practitioner profiles, the find-a-clinic marketplace and reviews.
7 features
Onboarding and registration
Clinic registration, invitations, onboarding checklist, demo mode and sign-in.
6 features
National integrations
P1, KSeF, fiscal cash register, Resend, SMS and P24.
10 features
Analytics and reports
Practice KPI dashboard, patient satisfaction, NPS and outcome tracking.
5 features
Settings
Overview of all app settings — what to configure and where to find it.
8 features
Ward and day rehabilitation
Inpatient stays, beds, day rehabilitation, treatment orders, devices and NFZ settlements.
9 features
Reception
The reception desk day: waiting room, arrivals, walk-in patients and the day till.
3 features
How-to guides by topic
Getting started
Create an account, join a clinic, and start using Heltio.
Calendar and appointments
Adding, moving, and cancelling appointments — fast and clean.
Medical documentation
SOAP notes, templates, visit summaries.
Payments and invoices
Invoices, KSeF, JPK, Przelewy24 and manual payments.
Patient portal
What patients see in their portal and how they use it.
Programs and exercises
Programs, exercise library, patient-facing materials.
AI and automation
Intake assistant, visit summaries, handwritten-note OCR.
Security and GDPR
What we store, how, and for how long — and how to export or delete it.
Migration from another system
How to import patients, calendar, and history from Medfile, ZnanyLekarz and others.
Troubleshooting
What to do when something breaks — diagnostics and how to reach support.
Formal documentation for DPOs and auditors
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