Calendar and appointments
Manage your calendar, appointments, practitioner availability and room resources.
15 features
The screen you work on from the moment the patient walks in until they leave: the clinical note, range-of-motion measurements, the treatment plan, attachments and the summary that closes the visit.
How to book a patient: click an empty spot on the calendar, or use the New Appointment button. What the warnings about a busy slot and about working hours mean.
The table view of the calendar: narrowing by status, payment and visit card, CSV export, reminders and no-shows marked in bulk, printing a day or a week.
The rules on which a patient reschedules and cancels online by themselves: required notice, a limit on changes, the no-show fee and your own message shown to the patient.
The main working screen of the practice: a full 24-hour grid across the week, a switch to the appointment list, filters, drag-and-drop rescheduling and time blocking.
Linking a practitioner's private Google Calendar with the Heltio calendar. The feature is built but not yet available — the card in settings shows Coming soon.
A tablet in the waiting room where the patient types the last five digits of their PESEL number and checks in. Reception sees them in the waiting room straight away.
A working-hours template with a multi-week cycle, exceptions pinned to specific dates, copying a schedule across the team, and setting how much of it the practitioner may change themselves.
Thirteen Polish public holidays are already in Heltio, and the practice is closed on each of them by default. This is where you decide which ones you nevertheless work through.
How to book a series of regular visits in one save, how to change or cancel one of them without touching the rest, and what happens when a slot in the cycle is taken.
Two different mechanisms under one name: the messages sent to the patient before a visit, and the operational reminders for the team in the bell next to your name.
The list of what the practice sells: name, duration, price and VAT rate — with the option of a different price or a different duration for a specific person.
Leave requests, sick leave and other absences — together with what Heltio does about the appointments that fall in the middle of an approved absence.
Defining rooms with their amenities, the three modes for assigning them to appointments, clash detection and the utilisation report.
A queue of people who want an appointment when there is no slot for them. When someone cancels, Heltio reaches out to three matching people from that queue.