A treatment plan splits one patient's therapy into phases. Every phase has a description, an estimated duration, criteria for advancing to the next one, and the programs and appointments attached to it. The plan ends with a discharge, and the patient sees it in their portal.
A plan has six states: Draft, Active, On Hold, Completed, Discharged and Cancelled. As long as the plan is a draft, the patient does not see it.
How to do it
Create the plan
New plan offers two routes: From scratch and With AI.
The From scratch route has four steps: Patient & diagnosis (find the patient, ICD-10 code, description of the diagnosis), Plan details (title, overall goals, start date and estimated end date), Phases and Review & create.
The With AI route asks for a description of the diagnosis and proposes a phase structure with goals. Above the suggestion stands the warning: "AI suggestion — review before saving". Read every phase and every goal before saving — you are responsible for the content, not the model.
The bar at the top shows all four steps and the one you are on. 3 is the fields of the first step — the patient, the ICD-10 code and the description of the diagnosis; 4 takes you to the Plan details step.
Build the phases
Every phase has a Phase Title (hint: "e.g. Acute Phase"), a Description, an Estimated Duration (weeks) and Advancement criteria — one per line, for example "Full weight bearing", "Pain below 3/10". In the patient's plan they appear as a list to tick off.
You attach ready-made exercise programs (Link Program) and appointments (Link Appointment) to a phase. Deleting a phase detaches the programs and appointments but does not delete them.
Set measurable goals
Outcome Goals tie a phase to an outcome measure. You pick the measure, the comparison — ≤ (at most), ≥ (at least) or = (exactly) — plus the target value and the baseline.
Every goal shows a Goal, a Current value and a state: Achieved or Not yet achieved. The current value comes from recorded assessments — see outcome measures and assessments.
Activate the plan and run the phases
Activate Plan turns the draft into an active plan; the first phase becomes the active one. From that moment the patient sees the plan in the portal.
Advance to Next Phase ends the current one and opens the next. Heltio asks for confirmation and names both phases. On the last phase the question is different: "Mark the last phase as completed. Ready to discharge?".
The plan header shows which phase you are in and how many days have passed since the start.
Discharge the patient
Discharge Patient opens a form with Discharge Criteria to tick off and a Discharge Notes field. The notes are required — sum up the outcome of the therapy and the recommendations.
Find a plan in the list
The Treatment plans list has search by patient and title plus filters: status, practitioner, diagnosis code and a range of start dates. The columns include the Phase, Goal progress, Adherence and Last assessment.
From the list you can also act in bulk: Mark on hold, Archive and Bulk export PDFs. A single plan is exported with Export PDF — the document contains the phases, the criteria, the clinical goals and space for the practitioner's and the patient's signature.
When something goes wrong
This feature is not yet enabled on your deployment.
What this means: Treatment plans are enabled on the deployment side. Without that the screen shows **Treatment Plans v2 is coming soon**.
This template has no phases yet — practitioners won't find it useful until you add at least one.
What this means: A plan or a template with no phases has nothing to run.
Phase 2, goal 1: both the measure and a target value are required.
What this means: The goal has a measure selected but no target value, or the other way round.
Phase 2: duration must be a positive number of weeks.
What this means: The duration field holds a zero, a negative value or text.
Discharge notes are required
What this means: The discharge closes the plan and has to leave a trace in the record.
No active phase found for this plan.
What this means: You are trying to advance a plan that is still a draft or has already ended.
You have read-only access to treatment plans
What this means: Your role lets you view plans but not change them.
Who has access
Practitioner Clinic AdminPlans are created and run by the roles that document care. Technician / Massage Therapist and read-only clinical access see the plan but do not change phases or goals.
The With AI route additionally requires AI features to be enabled at the practice — without them the button is inactive with the explanation AI disabled on this deployment.
Related
- Plan templates — a ready-made phase structure for common diagnoses.
- Outcome measures and assessments — where goal values come from.
- Program builder — the exercise programs attached to phases.
- Treatment plan in the portal — what the patient sees of the plan.
Related features
Plan templates
A ready-made structure of phases, goals and programs for a recurring diagnosis — built once, then launched for one patient after another from a single dialog.
Outcome measures and functional assessments
The measure library, recording assessments at a visit, the baseline and the goal, requests sent to the patient portal, and the queue of overdue assessments.
Patient record
The file of a single person — personal details, clinical profile, note history, measurements, consents, guardians and settlements, in the tabs down the left-hand side.
Exercise programs — building and running them
Laying out exercises for a patient across weeks and days: prescriptions for each exercise, videos from the materials library, week copying with progression, and five program statuses.
The treatment plan in the portal
How the patient sees their treatment plan — a phase timeline with discharge criteria inside the health records, plus the weekly This week on your plan view.