A plan template is a saved structure of therapy for a recurring diagnosis: phases with a duration and advancement criteria, goals pinned to outcome measures, and recommended exercise programs. Launching a template for a patient creates a finished plan.
Templates belong to the practice. There is no catalog shared across every Heltio practice — each one builds its own.
How to do it
Build the template
New template opens a form with a Template details section (title, description, ICD-10 diagnosis code, description of the diagnosis, overall goals) and a Phases section.
Every phase has a title, a description, a Duration (weeks), Criteria to advance (one per line), Clinical Notes, Outcome goals and Recommended programs. You change the order of phases by dragging the handle or with the arrows.
Set the goals inside the phases
In the Outcome goals section you pick a Measure, a Goal, a Comparison (≤ (at most), ≥ (at least), = (exactly)) and a Baseline.
A goal with no measure or no target value blocks the save — that is the only way a goal can be measured later.
Save an existing plan as a template
You do not have to build from scratch. On a plan that has worked well, choose Save as template — you give only a Template title and an optional description, and the structure of phases and goals is copied over from the plan.
Launch the template for a patient
Use for patient… opens a dialog with two fields: Patient and Start Date. Below them Heltio sums up what will happen — for whom the plan will be created, from when, and how many phases will be copied.
The resulting plan is independent of the template. Later changes to the template do not touch plans that already exist, and changes to a plan do not travel back to the template.
Correct the template
Edit lets you change the Template details — title, description, diagnosis, overall goals.
Keep the library tidy
The template card shows the number of phases, the total estimated duration, the number of goals, Used N times and the date of the last change. The available actions: View, Edit, Duplicate, Delete, Use for patient….
Deleting a template does not touch the plans created from it — Heltio says so in the confirmation dialog.
When something goes wrong
Phase structure cannot be edited after creation. Duplicate this template and rebuild it to change phases, goals or linked programs.
What this means: The edit screen changes only the descriptive details of the template.
This template has no phases yet — practitioners won't find it useful until you add at least one.
What this means: A template with no phases has nothing to copy into a patient's plan.
Phase 1, goal 2: 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 1, goal 2: baseline must be a number.
What this means: The baseline field holds text instead of a number.
Coming soon — cross-clinic sharing
What this means: The **Share with clinic** switch concerns visibility inside a single practice. Exchanging templates between practices is not available yet.
Failed to load templates
What this means: The list did not finish loading — usually a dropped connection.
Who has access
Clinic Admin PractitionerEvery role that can see programs can browse the templates. They are created, edited and deleted by the Owner, the Administrator and a Practitioner.
Launching a template for a patient creates a treatment plan, so it requires the same permissions as creating a plan from scratch.
Related
- Treatment plans — what happens once a template is launched.
- Outcome measures and assessments — where the measures in the goals come from.
- Program templates — ready-made exercise sets attached to phases.
Related features
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.
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.
Program templates
A program saved with no patient, ready to be assigned: two assignment routes — quick, and exercise-by-exercise customisation — plus sharing a template with the rest of the clinic.
Roles and permissions
Thirteen roles: four in an ordinary clinic, eight more in a hospital facility and one on the patient side. What each one sees, what it can change, and why a role cannot be overridden with a single permission.