Settings

Overview of all app settings — what to configure and where to find it.

By module

Choosing the active clinic

One account can belong to several clinics. The switcher at the top of the sidebar decides whose patients, appointments and invoices you are currently looking at.

Stable

Clinic details — name, contact, time zone

The Clinic Information card holds the name, address, phone, email and time zone. The tax details — NIP and bank account — live somewhere else, and this article says where.

Stable

Clinic logo and identity

One logo carries everything a patient receives from Heltio — the public page, emails and PDF documents. This article says where to upload it and why the file format matters.

Stable

Exporting data out of Heltio

There is no single button that packs the whole clinic up. There are four working exports, and this article says which one closes which need.

Stable

Interface language and theme

Four interface languages, switched with the globe icon in the top bar. The choice lives in the browser, not on the account — and that has consequences worth knowing in advance.

Stable

Moving a patient database from another system

The migration is done by the Heltio team — there is no self-service file upload in the app today. What to prepare and what to expect.

Planned

My profile — practitioner details and visibility

Photo, description, specializations, education and a professional licence number. Plus the switches that decide where the profile shows up at all.

Stable

Settings — a map of the configuration

What you set on the single Settings page, what has its own entry in the sidebar, and what you will not see in your clinic at all.

Stable

App settings map

Each entry comes from the appPaths field of the feature page that documents it. Click a path to go to the relevant article.

Accept-invite

Path in the dashboard	Documented in
/accept-invite	The clinic invitation and accepting it

Analityka

Path in the dashboard	Documented in
/analytics/dept-reports	Department report
/analytics	Analytics — how the clinic is working
/analytics/satisfaction	Patient reviews
/analytics/satisfaction	Patient reviews

Audit

Path in the dashboard	Documented in
/audit	Audit log
/audit	Exporting data out of Heltio

Book

Path in the dashboard	Documented in
/book/[clinicSlug]	Booking from the public page
/book/[clinicSlug]/packages	Passes available publicly

Clinic

Path in the dashboard	Documented in
/clinic/[clinicId]/profile	Clinic logo and identity
/clinic/[clinicId]/profile	Clinic profile
/clinic/[clinicId]/profile	Clinic search
/clinic/[clinicId]/profile	Public clinic profile
/clinic/[clinicId]/practitioners	The clinic team

Dashboard

Path in the dashboard	Documented in
/dashboard	Dashboard — the first screen after signing in
/dashboard	Search — one field for the whole clinic
/dashboard	The first hours in the dashboard
/dashboard	Working at several clinics

Day-rehab

Path in the dashboard	Documented in
/day-rehab	Day rehabilitation — enrolment and attendance

Demo

Path in the dashboard	Documented in
/demo	The Heltio demo
/demo/enter	The Heltio demo
/demo/request	The Heltio demo

Finanse

Path in the dashboard	Documented in
/finance/payments	Cash desk — closing the shift
/finance/vouchers	Gift vouchers
/finance/memberships	Memberships
/finance/payouts	Commissions and payroll
/finance/fiscal-receipts	Fiscal receipts
/finance/ksef/inbox	KSeF configuration
/finance/fiscal-receipts	Online fiscal printer
/finance/payments	Payments — the day's till
/finance/invoices/[id]	PDF printouts
/finance/packages	Prepaid packages
/finance/invoices	Invoices and KSeF
/finance/invoices/new	Invoices and KSeF
/finance/ksef/inbox	Invoices and KSeF

Kalendarz

Path in the dashboard	Documented in
/calendar	AI Scribe — recording a visit and drafting the SOAP note
/calendar	Devices and treatment stations
/calendar	Walk-in patient — intake and payment on the spot
/calendar	Active session — working during a visit
/calendar	Adding an appointment
/calendar	Anamnesis copilot
/calendar	Appointment list — filters, printing and bulk actions
/calendar	Appointment summary draft
/calendar	Calendar — week grid and list view
/calendar	Consent for AI processing
/calendar	Recurring appointments
/calendar	Waitlist

Marketing

Path in the dashboard	Documented in
/marketing	Marketing campaigns
/marketing/new	Marketing campaigns
/marketing/[id]	Marketing campaigns

Materials

Path in the dashboard	Documented in
/materials	Materials library

Pacjenci

Path in the dashboard	Documented in
/patients	Therapy orders
/patients	Guardian accounts: a parent or legal guardian in the portal
/patients/[id]	Body map
/patients/[id]/plans/[planId]	Exercises and materials in a treatment-plan phase
/patients	Moving a patient database from another system
/patients/[id]	Patient interview
/patients	Patient list and search
/patients/[id]	Patient record
/patients	Patient wallet
/patients	Pre-visit forms
/patients/[id]	Program adherence — what the patient does between visits
/patients/[id]/plans/[planId]	Treatment plans and phases

Portal

Path in the dashboard	Documented in
/portal	Guardian accounts: a parent or legal guardian in the portal
/portal/health	Exercise programs in the portal
/portal/programs/[programId]	Exercise programs in the portal
/portal/programs/[programId]/exercise/[programItemId]	Exercise programs in the portal
/portal/messages	Messages in the portal
/portal/appointments	Online booking from the portal
/portal/appointments/book	Online booking from the portal
/portal	Patient portal: what the patient sees
/portal/appointments	Patient portal: what the patient sees
/portal/profile	Patient portal: what the patient sees
/portal/opinie	Patient reviews
/portal/forms	Pre-visit forms
/portal/profile	The patient's medical profile in the portal
/portal/health	The patient's medical profile in the portal
/portal/health	The treatment plan in the portal
/portal/plan	The treatment plan in the portal
/portal/wallet	Wallet and passes in the portal
/portal/packages	Wallet and passes in the portal

Profile

Path in the dashboard	Documented in
/profile/privacy	Clinic search
/profile	My profile — practitioner details and visibility
/profile/edit	My profile — practitioner details and visibility
/profile/credentials	My profile — practitioner details and visibility
/profile/privacy	My profile — practitioner details and visibility
/profile	Patient reviews
/profile	Public practitioner profile
/profile/edit	Public practitioner profile
/profile/privacy	Public practitioner profile
/profile/credentials	Public practitioner profile
/profile/edit	Specializations, conditions and methods
/profile/edit	Specializations, conditions and methods

Programy

Path in the dashboard	Documented in
/programs	Exercise programs — building and running them
/programs/new	Exercise programs — building and running them
/programs/[id]	Exercise programs — building and running them
/programs/[id]/edit	Exercise programs — building and running them
/programs/[id]	PDF printouts
/programs	Program adherence — what the patient does between visits
/programs/[id]	Program adherence — what the patient does between visits
/programs/templates	Program templates
/programs/templates/[id]/customize	Program templates
/programs/new	Program templates
/programs	The program through the patient's eyes
/programs/[id]	The program through the patient's eyes

Raporty

Path in the dashboard	Documented in
/reports/financial	Financial reports
/reports/financial/revenue	Financial reports
/reports/financial/outstanding	Financial reports
/reports/financial/cash-flow	Financial reports
/reports/financial/commission	Financial reports
/reports/financial/tax-summary	Financial reports
/reports/financial/insurance	Financial reports
/reports/financial/packages	Financial reports
/reports/financial/wallet	Financial reports
/reports/financial/wallet	Patient wallet
/reports/rooms	Treatment rooms
/reports/financial/tax-summary	VAT summary and JPK
/reports/financial	VAT summary and JPK

Reception

Path in the dashboard	Documented in
/reception	Reception dashboard — the waiting room and the working day
/reception	Kiosk mode — patients check themselves in

Reminders

Path in the dashboard	Documented in
/reminders	Reminders

Schedule

Path in the dashboard	Documented in
/schedule	Practitioner working schedule
/schedule/exceptions	Practitioner working schedule
/schedule	Public clinic profile
/schedule/holidays	Public holidays
/schedule/time-off	Time off and absences
/schedule/sick-leaves	Time off and absences

Sign-in

Path in the dashboard	Documented in
/sign-in	Sign-in and account security

Sign-up

Path in the dashboard	Documented in
/sign-up	Sign-in and account security

Signup

Path in the dashboard	Documented in
/signup/clinic	Clinic registration
/signup/clinic/pending	Clinic registration

Treatment-plans

Path in the dashboard	Documented in
/treatment-plans	Exercises and materials in a treatment-plan phase
/treatment-plans/assessments	Outcome measures — measuring the effect of treatment
/treatment-plans/assessments	Outcome measures and functional assessments
/treatment-plans/templates	Plan templates
/treatment-plans/templates/new	Plan templates
/treatment-plans/templates/[id]/edit	Plan templates
/treatment-plans/new	Treatment plan suggestions
/treatment-plans	Treatment plans and phases
/treatment-plans/new	Treatment plans and phases

Ubezpieczenia

Path in the dashboard	Documented in
/insurance/claims	Settlement with insurers
/insurance/batches	Settlement with insurers
/insurance/batches/new	Settlement with insurers

Ustawienia

Path in the dashboard	Documented in
/settings/ai	AI Scribe — recording a visit and drafting the SOAP note
/settings/catalog-favorites	Catalog favorites
/settings/devices	Devices and treatment stations
/settings/integration	Integration and integration health
/settings/integration/health	Integration and integration health
/settings/nfz-export	NFZ settlements — coding, limits and export
/settings/nfz-contracts	NFZ settlements — coding, limits and export
/settings/organization	Organization structure — departments, wards and teams
/settings/catalog-favorites	Outcome measures at the bedside — functional tests
/settings/memberships	Gift vouchers
/settings/memberships	Memberships
/settings	Booking widget on your own site
/settings/ai	AI credits: balance, costs and history
/settings/ai/usage	AI credits: balance, costs and history
/settings/ai	AI in Heltio — an overview
/settings/ai/usage	AI in Heltio — an overview
/settings/ai	Anamnesis copilot
/settings/messaging	Appointment reminders
/settings/messaging/email	Appointment reminders
/settings/ai	Appointment summary draft
/settings	Booking from the public page
/settings	Booking rules
/settings	Choosing the active clinic
/settings	Clinic details — name, contact, time zone
/settings/billing	Clinic details — name, contact, time zone
/settings/messaging/email	Clinic logo and identity
/settings	Clinic profile
/settings/templates	Clinical notes, signing and amendments
/settings/practitioners/[membershipId]/pay	Commissions and payroll
/settings/ai	Consent for AI processing
/settings/messaging/email	Email notifications
/settings/messaging/email	Email to a patient
/settings/gdpr	Exporting data out of Heltio
/settings/integrations	Google Calendar — synchronisation
/settings/integrations	Google Calendar sync
/settings/ai	Handwritten notes OCR
/settings/billing	Heltio subscription
/settings/subscription	Heltio subscription
/settings/p1	Indeks EDM in P1
/settings/p1/health	Indeks EDM in P1
/settings	Interface language and theme
/settings	Inviting people to the clinic
/settings	Kiosk mode — patients check themselves in
/settings/ksef	KSeF configuration
/settings/p1/health	Medical events in P1
/settings/messaging/preferences	My notification preferences
/settings/payments	Online payments
/settings/payouts	Online payments
/settings/outcomes	Outcome measures — measuring the effect of treatment
/settings/outcomes	Outcome measures and functional assessments
/settings/p1	P1 — entity details and certificates
/settings/p1	P1 integration — overview
/settings/p1/health	P1 integration — overview
/settings/packages	Passes available publicly
/settings/payments	Payments — the day's till
/settings	PIN Lock
/settings/clinic/scheduling	Practitioner working schedule
/settings/packages	Prepaid packages
/settings/payments	Przelewy24 — online payments
/settings/payouts	Przelewy24 — online payments
/settings/services	Public clinic profile
/settings/messaging/preferences	Push notifications
/settings/messaging	Reminders
/settings/feedback	Reporting bugs and feedback
/settings	Roles and permissions
/settings/services	Service catalog
/settings/services	Service price list
/settings	Settings — a map of the configuration
/settings/insurers	Settlement with insurers
/settings/messaging/sms	SMS — sender name and balance
/settings/messaging	SMS to a patient
/settings/messaging/sms	SMS to a patient
/settings/messaging/sms	SMS wallet and packages
/settings/messaging/sms/packages	SMS wallet and packages
/settings	The clinic team
/settings/ai	Treatment plan suggestions
/settings/rooms	Treatment rooms
/settings/templates	Visit card
/settings	Working at several clinics
/settings/ksef	Invoices and KSeF
/settings/billing	Invoices and KSeF

Walk-in

Path in the dashboard	Documented in
/walk-in/return	Walk-in patient — intake and payment on the spot

Ward

Path in the dashboard	Documented in
/ward	Beds and ward occupancy
/ward	Inpatient stay — admission, leave, discharge
/ward/admission/[admissionId]	Inpatient stay — admission, leave, discharge
/ward/countersign-queue	Note countersign queue
/ward	Therapy orders

Welcome

Path in the dashboard	Documented in
/welcome	The first hours in the dashboard

Wiadomości

Path in the dashboard	Documented in
/messages	Messages with a patient

Wizyty

Path in the dashboard	Documented in
/appointments/[id]/workspace	Outcome measures at the bedside — functional tests
/appointments/[id]/workspace	Signing and locking a note
/appointments/[id]/workspace	Body map
/appointments/[id]/workspace	Clinical notes, signing and amendments
/appointments/[id]/workspace	Patient interview
/appointments/[appointmentId]/workspace	PDF printouts
/appointments/[id]/workspace	Visit card

Ćwiczenia

Path in the dashboard	Documented in
/exercises	Exercise catalog