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Therapy orders

An order for treatments for a ward patient: the diagnosis, ICD-9 procedures, the ordering physician and a register of every execution at the bedside.

Required permissions:
Clinic AdminPractitioner
Reviewed: 2026-08-24

A therapy order is the document that says which treatments a patient is to receive, how many times and for which diagnosis. Under the order an Execution history builds up β€” one entry per session performed, with the person who performed it and the date.

An order is not the same as a treatment plan. A treatment plan is a therapeutic pathway with phases and exercises. An order is a medical instruction coded in ICD-9, which one person issues, another performs, and the NFZ settlement reads.

The feature is visible only at facilities of type Hospital; wherever it is unavailable, the button carries the hint Available for hospital facilities.

Where you find orders

In three places, always under the same name Therapy orders:

  • Ward β€” a combined tab for every patient on the selected ward.
  • Patient record β€” a single patient's tab, with the full history.
  • Active session β€” a panel on the screen of a visit in progress, so an execution can be logged without leaving the session.

Open the Ward

How to do it

01

Create an order

Click New order. In the New therapy order dialog fill in:

  • ICD-9 procedures β€” required, at least one. The search suggests codes from the dictionary; Heltio will not accept an entry outside it.
  • ICD-10 diagnosis β€” optional, also chosen from the dictionary.
  • Ordering physician and Physician ID (NPWZ) β€” who issued the instruction.
  • Frequency and Planned sessions β€” how many treatments the order provides for.
  • Priority and Instructions β€” guidance for whoever performs it.
  • Date ordered β€” if you leave it out, Heltio puts in the moment of creation.

Creation is acknowledged with Order created. A new order has the status Active and the source Manual.

02

Or create it from an e-referral

The arrow next to New order opens Create from e-referral. The list shows the patient's referrals fetched from P1 β€” with the caveat that stands above it: Only received or realized referrals are available. A Rejected or Expired referral is unavailable.

Once a referral is chosen, the order dialog opens with the diagnosis and the ordering physician filled in, and a note above the form saying the data comes from the referral. You fill in the procedure codes yourself β€” a referral does not always carry them. Such an order has the source e-referral.

03

Log an execution after the treatment

In the order menu choose Log execution. The dialog shows the order date and the planned number of sessions, and you fill in:

  • ICD-9 procedures β€” if omitted, they inherit the codes from the order.
  • Quantity done β€” how many sessions this entry closes.
  • Notes β€” the course of the treatment.
  • Date & time β€” the moment of saving by default.

Heltio confirms with Execution logged. The performer is recorded automatically from your account β€” there is no field in which it could be substituted. An execution does not change the order status: the order stays Active until somebody closes it.

04

Look through the execution history

View history opens the Execution history with the columns Date, By and Qty, newest entry first. An order with not a single session shows No executions yet.

05

Close the order

  • Mark complete β€” the order has been carried out. The dialog warns: "The order will be marked complete. You can still view its execution history." Confirmation is acknowledged with Order completed.
  • Cancel order β€” the order is withdrawn. You may give a Reason (optional). The dialog warns that the order will be permanently cancelled and no further executions can be added. Confirmation is acknowledged with Order cancelled.

Both states are irreversible. The execution history is left intact in either case.

Filters and statuses

Above the list stand four toggleable markers: Active, Completed, Cancelled, Expired. By default only Active is selected β€” that is the list of work to be done. With every filter removed the list shows No orders match the selected status; a patient with no order at all sees No orders for this patient.

The source marker says where an order came from: Manual, e-referral or HIS β€” the last meaning an order taken in from the hospital system, not typed into Heltio.

On a phone

A patient's orders are on their record in the mobile app. An execution logged with no signal is not lost: Heltio accepts the entry locally and shows Saved offline β€” will sync when you reconnect, and above the list it counts how many changes are waiting to sync. Once the network is back, the entries go through by themselves.

When something goes wrong

Warning

Add at least one ICD-9 procedure

What this means: The order form was saved without a single procedure code.

What to do: Type a phrase into the ICD-9 procedures field and pick a code from the suggestions. Without a code the order does not exist for settlement.
Warning

Unknown ICD-9 procedure code

What this means: The code does not occur in the procedure dictionary Heltio uses.

What to do: Pick codes from the suggestion list rather than typing them from memory.
Warning

Unknown ICD-10 diagnosis code

What this means: The same thing, on the diagnosis side.

What to do: Use the diagnosis search. When it finds nothing it shows **No diagnoses found** β€” try another phrase.
Warning

This order is no longer active

What this means: You are trying to log an execution against an order that is completed, cancelled or expired.

What to do: Check the status in the list. If the therapy is continuing, create a new order.
Warning

Order is already closed

What this means: You are trying to close an order that somebody closed earlier.

What to do: Refresh the list. The completed and cancelled states are final.
Warning

This referral cannot be used

What this means: The e-referral you chose has the status Rejected or Expired.

What to do: Pick a **Received** or **Realized** referral, or issue the order by hand through **New order**.
Info

No usable e-referrals for this patient

What this means: The patient has not a single e-referral in Heltio fit to be transcribed.

What to do: Check the **Referrals** tab on the patient record. Referrals are fetched by the P1 integration.
Error

Failed to load orders

What this means: The list did not arrive.

What to do: Click **Retry**. When that does not help, check in the practice switcher that you are working at the right facility.

Who has access

Clinic Admin Practitioner

The permissions spread across three levels, and that is deliberate:

ActionWho can
View orders and the execution historythe whole clinical team of the ward, including a technician, a trainee and a read-only account
Create an order, including from an e-referralOwner, Admin, Coordinator, Senior therapist
Log executionseveryone above, plus a technician, a trainee, an occupational therapist, a speech therapist and a psychologist
Complete or cancel an orderOwner, Admin, Coordinator

A technician performs the treatments but does not issue orders and does not close them β€” exactly as their role describes. Each of these actions leaves an entry in the audit log.

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