Reception is a computer with a patient standing next to it. PIN Lock covers the whole screen with an overlay you leave with a short code — no password, no signing out. The session carries on, open forms stay where they were.
The PIN is personal: you set your own, for your own account in this clinic. How much inactivity is enough to lock the screen is decided by the clinic owner or administrator — one value for everybody.
How to do it
Set your PIN
In Settings, find the PIN Lock card. While no code exists, the card shows PIN is not set up. Type the code in the New PIN field, repeat it in Confirm PIN and click Set up PIN. Heltio confirms with PIN has been set, and the card heading changes to PIN is enabled.
The card appears to the roles that work with records: Owner, Administrator, Practitioner.
Lock the screen when you walk away
Ctrl+L (Windows and Linux) or Cmd+L (Mac) covers the screen at once. A hint about it stands under the button on the card.
Set the automatic lock
The Auto-lock timeout field accepts 1, 2, 5, 10, 15, 30 or 60 minutes, or Off (never). The counter resets on every mouse movement, key press, screen touch and page scroll.
This setting is shared by the clinic and only the Owner or the Administrator can change it. Everybody else sees the value and the sentence Set by your clinic admin.
Unlock
The overlay shows Enter PIN. Once you type the correct code you come back exactly where you were before the lock.
Remove the PIN once you no longer need it
Remove PIN on the card, confirm, and that is that — Heltio acknowledges with PIN has been removed. The screen stops locking, automatically as well.
When something does not work
PINs do not match
What this means: The New PIN and Confirm PIN fields differ.
Incorrect PIN
What this means: The code entered does not match the stored one.
Too many attempts. Try again in 4 min 12 sec.
What this means: Several wrong codes in a row blocked entry for a while. The counter on screen ticks down.
What is not here
The name of this page also promises fast account switching. Heltio has no switching between accounts or between roles without signing out today. One person holds exactly one role in one clinic, and to work as somebody else they have to sign out and sign in on the other account.
What is available is the Active clinic switcher at the top of the sidebar: one account belonging to several clinics moves between them without signing out, and the role in each of them can be different. That is described in working across several clinics.
Who has access
Practitioner Clinic AdminEveryone sets, changes and removes their own PIN for themselves. The auto-lock timeout is shared by the clinic and changed by the Owner or the Administrator.
Related
- Signing in and account security — password, sessions, signing out.
- Working across several clinics — the Active clinic switcher.
- Roles and permissions — what is visible after signing in.
Related features
Roles and permissions
Thirteen roles: four in an ordinary clinic, eight more in a hospital facility and one on the patient side. What each one sees, what it can change, and why a role cannot be overridden with a single permission.
Sign-in and account security
Signing in with an email and password or through Google or Apple, the verification code from your inbox, password recovery, and a PIN lock on a shared computer.
Working at several clinics
One account can belong to several clinics. The switcher at the top of the sidebar decides whose data you see — and nothing mixes between clinics.