A clinic has a single AI credits balance. Every AI feature spends from it — from suggested history questions to a note drafted from a recording. The balance is shared by the whole team, so a credit spent by one person in the morning is no longer there for someone else in the afternoon.
Balance, costs and history live in Settings → AI Features, in the AI Credits card.
What each feature costs
| Feature | Credits |
|---|---|
| Anamnesis copilot — one batch of questions | 1 |
| Filling in an exercise description | 1 |
| Message draft from a template | 1 |
| Pre-visit briefing | 2 |
| Schedule and room-utilisation insights | 2 |
| Clinic description for the public profile | 2 |
| Visit audio transcription | 1 per minute started |
| Appointment summary draft | 5 |
| SOAP draft from recording | 8 |
| Treatment plan suggestion | 8 |
| In-app help assistant | no credits used |
The cost sits on the button before you click it — Costs 5 credits. When the balance is too low the button is inactive and shows "Not enough AI credits. Ask your admin to top up."
How to do it
Check the balance
The AI Credits card shows the clinic's current balance. The same counter appears in the app header as a chip with a number and the abbreviation cr.
Go through the credit history
The Credit history section lists every change to the balance: Date, Type, Change, Balance, Reason, Feature. The types are Grant, Purchase, Used, Refund, Adjustment and Expired. You can filter by type, feature and date range; Reset filters brings back the whole list.
See what the credits went on
The history tells you how much; the AI Activity page tells you who and what for. The AI Usage tile leads there — it holds the practitioner, the patient, the time and the outcome of every call.
When credits come back
A refund happens when the technology failed, not when you disliked the draft:
- the AI provider did not answer — the message ends with "No credits were charged.";
- the response was rejected by the safety filter — also without a charge;
- not enough context to generate anything — the call never completes.
Rejecting a finished draft with Discard does not refund credits — the model already did the work. Regenerating costs the same as the first time.
When something doesn't work
Low on AI credits. Buy more to keep AI features running.
What this means: The clinic balance fell below 10 credits. Only the owner and the clinic admin see this banner.
Not enough credits to run this AI feature.
What this means: The balance is smaller than the cost of this particular action.
Not enough AI credits. Go to Settings to top up.
What this means: The same situation seen from inside an appointment.
AI features are disabled for this clinic.
What this means: The balance is beside the point until AI has been enabled.
Failed to load credit history.
What this means: The list did not come back from the server.
Who has access
Clinic AdminEvery team member sees the balance — you need it to know whether an AI button will work. Credit history and AI Activity open for the owner and the clinic admin only, because both hold data about the whole team's work.
Related
- AI in Heltio — an overview — what the credits buy.
- Heltio subscription — the clinic plan and billing.
Related features
AI in Heltio — an overview
AI assistants write drafts; you decide. What they can do, what they will never do, who switches them on, and where the credits come from.
Anamnesis copilot
A side panel in the active session suggests the next history-taking questions based on what is already in the note. You decide which one to ask.
Appointment summary draft
Once the clinical note is signed, AI fills in a draft summary: exercise recommendations from the clinic library, lifestyle advice, a follow-up plan and a safety checklist.
Treatment plan suggestions
From a diagnosis description, AI lays out an outline therapy plan — phases, progression criteria and measurable goals. You review and correct everything before the plan exists.
Heltio subscription
What the clinic pays Heltio and what for: the mandatory Core module plus the modules you add, monthly or annual billing with a discount, the history of invoices from Heltio, and changing the plan. Not to be confused with the invoices the clinic issues to patients.