A treatment-plan phase can have its own exercises and its own educational materials. The patient sees only what belongs to the phase they are in now — advancing to the next phase swaps the whole set with no extra work.
This does not replace exercise programs. A program is a self-contained week-by-week cycle; phase resources are pinned to the course of therapy. If the patient has no treatment plan with phases laid out, there is nowhere to pin these resources — and a program is what is left.
How to do it
Add exercises to the phase
On the patient's treatment plan, expand the phase and find the Phase exercises section. There are two ways in: Add exercise picks an entry from the exercise catalogue, and Add from program pulls exercises across from a program the patient already has. The second button is inactive with the tooltip Patient has no assigned programs while no program is assigned.
After an import, Heltio states how many entries were imported and how many were skipped — the skipped ones are exercises already present in this phase.
Set the prescription
The exercise menu holds Edit prescription. The Exercise prescription dialog takes Sets, Reps, Duration (seconds), Weight (kg), Rest (seconds), Tempo and Frequency: Daily, 3× per week, 2× per week or As needed.
Two text fields differ in who they are for: Cues for patient is read by the patient, Internal notes stays in the clinic. Ticking Mark as optional takes the exercise out of the compliance calculation.
With nothing filled in, the entry reads No prescription yet — the patient sees the exercise name with no dosage.
Add materials and give them a role
The Materials section and its Add material button reach into the materials library. Every entry gets a Role: Required, Supplementary, Pre-phase or Post-phase, plus an optional Due by day and Notes.
The material then shows Acknowledged with a date, or Not yet reviewed — the confirmation the patient clicks in the portal.
Read the readiness verdict
A phase has a Verdict with one of four values: Not ready, Almost ready, Ready to advance, Unevaluated. The score is assembled from five parts with different weights:
| Component | Weight |
|---|---|
| Criteria | 35 % |
| Goals | 30 % |
| Compliance | 20 % |
| Materials | 10 % |
| Appointments | 5 % |
Below half the result is Not ready, from half to four fifths Almost ready, above that Ready to advance. The compliance part is computed over the last 14 days, so it is sensitive to a recent break, not to the whole history.
Expanding Readiness breakdown shows every component separately plus the list of Blocking reasons. If a component is absent from the phase — no goals set, for instance — its weight is redistributed across the rest.
Advance to the next phase
The advance button closes the current phase and starts the next; the patient's whole set of exercises and materials switches over at the same moment. With unmet criteria Heltio asks for confirmation and lists the reasons — that is a warning, not a block; the clinical decision stays with you.
On the treatment-plans list sits the Phases needing attention table with the Patient, Plan, Phase, Verdict and Age columns. A verdict older than the current state is flagged as stale.
When something doesn't work
No exercises have been prescribed for this phase yet.
What this means: The phase exists but is empty.
Patient has no assigned programs
What this means: The tooltip on the inactive **Add from program** — there is nothing to import from.
Cannot advance — not all criteria met
What this means: The tooltip on the advance button when the readiness verdict is below the threshold.
Evaluate readiness before advancing
What this means: The phase has never been evaluated, so the verdict reads **Unevaluated**.
This feature is not enabled for your clinic.
What this means: The clinic's plan does not include extended treatment plans.
Who has access
Clinic Admin PractitionerPhase resources are run by the practitioner in charge of the patient and by the clinic admin. Reception and a view-only account do not change them.
The patient sees their current phase in the portal, on the This week on your plan screen: exercises for today, materials to read and upcoming appointments. That is also where they log completion and acknowledge a material.
Related
- Treatment plans — where phases, goals and criteria come from.
- Exercise programs — the other route to home exercises.
- The treatment plan in the portal — the same thing through the patient's eyes.
Related features
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.
Materials library
A shared home for the clinic's PDFs, videos, images and links: upload something once, then attach it to an exercise in a program, to a treatment-plan phase and to a visit summary.
Program adherence — what the patient does between visits
The Compliance tab on a program card: the overall rate, a per-exercise breakdown with average pain and difficulty, a 16-week activity heatmap, and a reminder when the week looks bad.
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.
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.