Active Session is the screen you open when the patient walks into the room and close when they leave. Everything you record along the way — the note, the measurements, the plan activities you tick off — saves itself, so a browser tab closed by accident costs you nothing.
Do not confuse it with the patient record. The record is the archive: the whole history, documents, settlements. The active session is the workbench of one visit — with a timer and a summary at the end.
How to do it
Start the visit from the calendar
Click the appointment in the calendar and choose Start Appointment. The screen opens only then — the visit has to be in progress. If you try to get in earlier, Heltio shows "This appointment is not currently in progress." and takes you back to the calendar.
Write the clinical note
The Clinical Note panel is the middle of the screen. You can start from a ready-made template — Select template — or write from scratch. Below the field you see Draft saved when the changes are already stored, and Unsaved changes when they are not yet.
Add range-of-motion measurements
In the Range of Motion panel click Add measurement and fill in: Joint, Movement, Degrees, Side. The Normal (°) field suggests the reference value, and Notes (optional) takes a comment. A saved measurement is confirmed with Measurement saved.
Tick off treatment plan activities
The Treatment Plan panel shows the current phase — Phase 2: Strengthening, with a Current label — and the list of activities. Ticking one off is confirmed with Activity marked complete. If the patient has no plan, you will see No active treatment plan.
Attach photos and documents
Attach file takes up to 10 attachments per session, each up to 20 MB.
Finish the session
The Complete Session button opens the Session Summary. You fill in as much as you need:
- Diagnosis / Clinical Impression
- Treatment Performed
- Home Exercise Program — name, sets, repetitions, frequency, duration
- Lifestyle Recommendations
- Referrals — specialist type and reason
- Follow-up Plan
- Assign Materials to Patient — from the materials library
- Create follow-up reminder — Remind in 14 days
You confirm with Complete Appointment; Heltio acknowledges with Appointment completed.
When something goes wrong
This appointment is not currently in progress.
What this means: The appointment has a status other than “In progress” — it has not started yet, or it has already been completed.
This visit no longer exists or isn't part of this clinic.
What this means: The appointment has been deleted, or you have a link open to an appointment from another practice.
You have unsaved changes. If you leave, your draft will be lost.
What this means: You are leaving the screen before the last sentence had time to save.
File exceeds the 20 MB limit
What this means: The attachment is larger than the permitted size.
Who has access
Practitioner Clinic AdminThe session is run by the practitioner assigned to the visit. A practice administrator has access to the whole team's visits. Reception can book and settle a visit, but does not open the clinical note.
The note panel shows Consent active or No consent — this is the state of the patient's consent to data processing. When consent is missing, document the visit but do not start features that require it.
Related
- Adding an appointment — how a visit gets into the calendar.
- Visit card — what you see once it is finished.
- Treatment plans — where the phases and activities come from.
Related features
Calendar — week grid and list view
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.
Adding an appointment
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.
Visit card
A structured record of the examination — interview, physical examination, functional tests, hypothesis, therapy plan and coding, filled in during the visit and closed with a signature.
Treatment plans and phases
A course of therapy split into phases with advancement criteria, goals measured by outcome measures and a discharge at the end — run for one patient and visible to them in the portal.
Clinical notes, signing and amendments
Four note formats, practice templates, the 48-hour edit window, and the signature that closes an entry for good — with the amendment as the only route to changing it.