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The patient's medical profile in the portal

Allergies, medication, chronic conditions, height, weight and an emergency contact — the data a patient fills in themselves on the My Profile tab, and which you see on their card.

Required permissions:
PractitionerClinic Admin
Reviewed: 2026-08-24

My Profile is the one place in the portal where a patient changes their own data. The same content is editable from the patient card on the clinic side and shows up in the clinical summary — it is one set of data, not two.

Do not confuse My Profile with Health Records. The profile is what the patient states about themselves. The records are the visit summaries, notes, programs, questionnaires, range of motion, pain maps and files the clinic shares — the patient does not edit those.

How to do it

01

Show the patient what they can change

The My Profile tab has four sections of editable fields:

  • Contact InformationEmail and Phone. First and last name are read-only, with the note Name changes must be made by your clinic.
  • Medical ProfileAllergies, Medications, Chronic Conditions. Each field takes up to 5000 characters.
  • Physical MeasurementsHeight (cm) and Weight (kg).
  • Emergency ContactName, Phone, Relation (placeholder: e.g. Spouse, Parent).

Changes are saved with the Save Changes button; Heltio confirms with Profile updated.

Under 1 is a field-group heading — there are four of those, one under another. Under 3 is a single field the patient fills in. Under 4 is one save button for the whole page: groups are not saved separately.

Konto demonstracyjne — dane przykładowe, nie są to dane rzeczywisteMy ProfileZapiszSekcja 1: Dane podstawoweNazwa klinikiWpisz nazwę...NIP000-000-00-00Adresul. Przykładowa 1, WarszawaSekcja 2: Ustawienia dodatkoweWalutaPLNStrefa czasowaEuropa/WarszawaAnulujZapisz1Field-group heading3A field the patientfills in4Save Changes
A form in four groups and one button that saves them all at once.
02

Read the profile on your side

Allergies, medication and chronic conditions, once filled in, land in the clinical summary on the patient card. You edit the same set of fields from there — with the difference that you can change the name and the patient cannot.

03

Point the patient at where they can download their data

Under the profile sections is an Open the privacy centre link. There the patient downloads a copy of all the data the clinic holds about them (Download My Data, GDPR Art. 15) and files requests under their other rights. That is covered on the data subject rights page.

When something doesn't work

Error

No patient profile found. Please contact your clinic.

What this means: The patient account is signed in, but the selected clinic has no card for them.

What to do: Check whether the patient has a different clinic selected, and whether a card in this clinic actually exists.
Warning

Failed to load your profile.

What this means: The profile data did not come back — usually a momentary loss of connection.

What to do: The patient clicks **Try Again**.
Warning

Please enter a valid email address

What this means: The address in the **Email** field is not well formed.

What to do: Correct the address. Remember it is the same address that notifications and invoices go to.
Warning

Phone number must be at most 20 characters

What this means: The number, with its prefix and spaces, went over the field limit.

What to do: Write the number without spaces or dashes.
Warning

This field is too long

What this means: Allergies, medication or chronic conditions passed 5000 characters.

What to do: Shorten the description. A longer history belongs in the anamnesis, not in the profile.
Warning

Must be a positive number

What this means: Height or weight was entered as zero or a negative number.

What to do: Enter a positive value, or leave the field empty.

Who has access

Practitioner Clinic Admin

A patient edits only their own profile in the clinic they have selected. The same person treated at two clinics has two separate profiles — filling in one does not fill in the other.

On the clinic side, the profile is visible to every role with access to the patient card and editable by a role with the right to change patient data. Every save — including one made by the patient — leaves an entry in the audit log, so it is visible who changed the allergies and when.

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