The ICD-10 catalog holds over eleven thousand entries, and a clinic uses a dozen or so of them. Catalog Favorites is that short list: the codes that lift themselves above the search results everywhere you pick a diagnosis, a procedure, an outcome measure or a test.
There are two lists, and that is the whole point of the feature. Clinic favorites is arranged by an administrator for the whole team. My favorites is added to by each person for themselves. Both are visible in the picker, in that order — yours first, then the clinic's.
How to do it
Arrange the clinic list
In the menu, Settings → Catalog Favorites. Five tabs correspond to five catalogs: ICD-10, ICD-9, ICF, Outcome measures, Functional tests.
Type at least two characters into the Search catalog… field and click the + next to an entry — the button tooltip reads Add to favorites. An entry already pinned has that button dimmed.
The Functional tests tab behaves differently
You do not search for tests blind. Before you type anything, Heltio shows Most used in this clinic together with a usage count; you can also narrow down by Body region and Category. Only a typed query switches the list to Matching tests.
Set the order and remove entries
Pinned entries sit under the Pinned for this clinic heading. The handle on the left (Drag to reorder) changes the order — that same order then applies in the pickers. The × button is Remove from favorites.
The screen repeats the same layout five times. 1 is the five catalogs — switching one changes everything below. 2 is the Pinned for this clinic heading, under which the team's shared list sits. 3 is a single pinned entry with the order handle on the left and the remove button on the right. The 50-entry limit is counted separately in each of the five catalogs.
Pin your own from the visit card
You do not have to be an administrator to have your own favorites. Everywhere you pick a code — on a visit note, in a treatment plan, on an order — two sections stand above the results: My favorites and Clinic favorites. The star next to an entry pins it to your list (Add to favorites) and unpins it (Remove from favorites).
The star has four states, not two: filled — pinned by you; outline — pinned by the clinic; struck through — a clinic entry you have hidden; faded — on neither list.
Hide what you do not use
You cannot delete an entry from the clinic list — it is not yours. You can, however, tuck it away for yourself: the crossed-out-eye button is Hide for me, and the way back is Restore for me. The rest of the team keeps seeing it.
Predefined texts are a separate matter
A related mechanism works on the free-text fields of the visit card: Save as predefined text stores a fragment you have written under a name, and Insert predefined text pastes it in for another patient. These texts have no tab in settings — they are created and disappear next to the field you use them in.
The save dialog warns outright: "This text will be suggested in this field for other patients too. Make sure it contains no patient details." Take that seriously — saving and deleting such a text reaches the audit log precisely because it may unintentionally carry patient data.
When something does not work
Maximum 50 favorites in this category
What this means: This category already has 50 pinned entries in this scope — the clinic's or yours.
Cannot reorder — this item is not on your list
What this means: The list changed while you were dragging — most often because somebody else removed or added an entry at the same time.
No results found.
What this means: The query matches no catalog entry. ICD-10 searches by code and by diagnosis name.
You don't have permission to perform this action
What this means: The clinic list is arranged by the owner or an administrator. Other roles reaching this screen are returned to settings.
Who has access
Clinic Admin PractitionerThe Catalog Favorites screen in settings is seen by the clinic owner and administrator — and only they change the shared list. Adding, removing and reordering on that list leave an entry in the audit log.
Everyone with access to the clinic keeps their own list, with no extra permission. Clicking the star is not audited — it is a preference, not patient data.
Related
- Specializations, conditions and methods — where the catalogs you pick from come from.
- Medical taxonomy — how codes reach the visit documentation.
- Outcome measures — what outcome measures are for.
Related features
Specializations, conditions and methods
Three shared lists you pick your professional profile from. You cannot add an entry of your own by hand — instead you suggest one, and Heltio reviews it.
Specializations, conditions and methods
Three shared lists you pick your public profile's content from — and the same lists a patient filters practice search results by.
Outcome measures — measuring the effect of treatment
The questionnaires and scales you use to measure the effect of therapy: the measure library, recording an assessment in the patient record, goals with a clinically significant change threshold, and requests sent to the patient portal.