Reimagine the patient experience.
All from a single platform.
Unify your clinic communications and deliver a seamless
patient experience with Helio’s suite of powerful AI features.
All in a single platform.
Thank you for visitng our booth at Thrive 2024.
We’re excited to connect with you further.
As a token of our appreciation, we have a special surprise waiting for you after our call.

Reimagine the patient experience.
All from a single platform.
Unify your clinic communications and deliver a seamless
patient experience with Helio’s suite of powerful AI features.
All in a single platform.
Get in touch with our team
We truly enjoyed the opportunity to connect with you. If you have any follow-up questions or would like to continue the conversation, feel free to reach out to our representatives who were present at the event.


Miriam Mackovic
MD, PhD, FACOG, MBA
miriam@omnihelio.com
Jenny Gackic
MAC
jenny@omnihelio.com
Connected communications.
Effortless engagement.
Patients expect an experience of convenience from their healthcare provider. But with multiple communication channels for clinics to manage, that’s often not the case.
Helio’s all-in-one platform streamlines all communications into a single system. Giving clinics the controls they need to engage, manage and deliver a game-changing patient experience.
- Voice
- Chat
- SMS
- Web
Connected communications. Effortless engagement.
Patients expect an experience of convenience from their healthcare provider. But with multiple communication channels for clinics to manage, that’s often not the case.
Helio’s all-in-one platform streamlines all communications into a single system. Giving clinics the controls they need to engage, manage and deliver a game-changing patient experience.
- Voice
- Chat
- SMS
- Web
- Scheduled check-ins

Appointment Management
Helio’s AI-powered automation handles all patient notifications & reminders. Reduce workflows and give clinic staff more time to handle live patient interactions.
- Appointment reminders
- Appointment confirmation
- Cancellation requests, complete with time limits & rescheduling prompts
- Rescheduling capture & confirmation
- Pre-appointment notifications
- Fully customized branding for all communication templates
- Post appointment and post-op notifications
- Medical document access notifications

Appointment Management
Helio’s AI-powered automation handles all patient notifications & reminders. Reduce workflows and give clinic staff more time to handle live patient interactions. experiences. All from a single platform.
- Appointment reminders
- Appointment confirmation
- Cancellation requests, complete with time limits & rescheduling prompts
- Rescheduling capture & confirmation
- Pre-appointment notifications
- Fully customized branding for all communication templates
- Post appointment and post-op notifications
- Medical document access notifications
Empower patients with always-on self-service
Champion patient convenience with Helio’s AI-powered self-service automations. Reduce overflow services and make it simple for patients to complete common requests.
- New patient registration
- Appointment scheduling
- Appointment rescheduling & cancellation
- View upcoming appointments
- View & download test results
- Upload & download medical records
- Share medical records with third-parties
- Request medical refills & pharmacy changes


Empower patients with always-on self-service
Champion patient convenience with Helio’s AI-powered self-service automations. Reduce overflow services and make it simple for patients to complete common requests.
- New patient registration
- Appointment scheduling
- Appointment rescheduling & cancellation
- View upcoming appointments
- View & download test results
- Upload & download medical records
- Share medical records with third-parties
- Request medical refills & pharmacy changes

Powerful team collaboration. For powerful patient experiences.
Reimagine workflows and reduce workload with powerful Helio automations & features designed for true team collaboration. Put your patients at the heart of the experience.

Powerful team collaboration. For powerful patient experiences.
Reimagine workflows and reduce workload with powerful Helio automations & features designed for true team collaboration. Put your patients at the heart of the experience.
Effortless Smart Tasking. For exceptional efficiency.
Synchronize tasks, tickets and team work with Helio’s AI-powered Smart Tasking system. Streamline workflows and deliver exceptional efficiency for your staff. And your patients.


Effortless Smart Tasking. For exceptional efficiency.
Synchronize tasks, tickets and team work with Helio’s AI-powered Smart Tasking system. Streamline workflows and deliver exceptional efficiency for your staff. And your patients.

Increase revenue with patient scheduling hotspots.
Optimize patient scheduling for single and multiple clinics and physicians with a 7-day view. Fill schedules consecutively and reduce missed revenue opportunities with Helio’s patient scheduling hotspot AI.

Increase revenue with patient scheduling hotspots.
Optimize patient scheduling for single and multiple clinics and physicians with a 7-day view. Fill schedules consecutively and reduce missed revenue opportunities with Helio’s patient scheduling hotspot AI.
Build your reputation. With positive patient feedback.
Manage your online reputation and champion positive patient experiences, with proactive patient feedback.
Engage patient feedback and manage your reputation, with:
- Post-interaction surveys for both live agents and AI-assisted chat, integrated across all patient interactions and channels
- Fully-configurable prompts for online ratings across multiple platforms (Google, Yelp and more) from positive patient experiences
- Smart and customizable settings for frequency, volume and timing of patient survey requests
- Manager views of patient ratings for live agent & AI-assisted chat
- Overview & advanced analytics and reporting for all patient feedback


Build your reputation. With positive patient feedback.
Manage your online reputation and champion positive patient experiences, with proactive patient feedback.
Engage patient feedback and manage your reputation, with:
- Post-interaction surveys for both live agents and AI-assisted chat, integrated across all patient interactions and channels
- Fully-configurable prompts for online ratings across multiple platforms (Google, Yelp and more) from positive patient experiences
- Smart and customizable settings for frequency, volume and timing of patient survey requests
- Manager views of patient ratings for live agent & AI-assisted chat
- Overview & advanced analytics and reporting for all patient feedback
Two-way EMR integration
Helio’s bi-directional EMR integration ensures patient information is seamlessly and securely shared between Helio and EMR* platforms. Locate patients, source and update information, and add notes directly from Helio – or the other way around. With Helio, the choice is yours.
Currently Helio is integrated with AthenaHealth EMR system, if you have another EMR system, please contact us.
All of your contacts.
Managed with ease.
Synchronize your clinic-wide contacts in a centralized system designed to deliver access at speed. And with ease.
Take control of your contacts management, with:
- Company-wide contact lists
- Company and individual-level contact information
- Individual and company-level contact views
- User-level contact creation & management permissions
- Contact search & category filters
- Easy access to SMS, Email & Voice communication channels
- Spam, blocking & blacklist management
- Creating & managing quick-access favorites


All of your contacts.
Managed with ease.
Synchronize your clinic-wide contacts in a centralized system designed to deliver access at speed. And with ease.
Take control of your contacts management, with:
- Company-wide contact lists
- Company and individual-level contact information
- Individual and company-level contact views
- User-level contact creation & management permissions
- Contact search & category filters
- Easy access to SMS, Email & Voice communication channels
- Spam, blocking & blacklist management
- Creating & managing quick-access favorites

Powerful reporting.
To keep you performing
Gain real-time insights on the metrics that matter to keep your clinic performing. And your patients engaged.
Gain insight on and from:
- Team & individual agent performance reports (for Managers & Admins)
- Real-time Call & Chat status with wallboarding for daily team performance
- Canned queue and performance reports of your most common KPIs
- Bot performance reports
- System-level performance reports
- Advanced intelligence reporting via AWS

Powerful reporting.
To keep you performing
Gain real-time insights on the metrics that matter to keep your clinic performing. And your patients engaged.
Gain insight on and from:
- Team & individual agent performance reports (for Managers & Admins)
- Real-time Call & Chat status with wallboarding for daily team performance
- Canned queue and performance reports of your most common KPIs
- Bot performance reports
- System-level performance reports
- Advanced intelligence reporting via AWS
Confident compliance.
With seamless security.
Two-factor user authentication underpinned by true HIPAA compliance ensures Helio delivers the security and compliance needed. For clinics and their patients.
Helio keeps clinics and their patients safe and secure, with:
- SSO implementation via Azure Active Directory
- Secure AWS platform hosting & security
- In-transit and at-rest data encryption
- Advanced logging analytics and in-platform monitoring tools


Confident compliance.
With seamless security.
Two-factor user authentication underpinned by true HIPAA compliance ensures Helio delivers the security and compliance needed. For clinics and their patients.
Helio keeps clinics and their patients safe and secure, with:
- SSO implementation via Azure Active Directory
- Secure AWS platform hosting & security
- In-transit and at-rest data encryption
- Advanced logging analytics and in-platform monitoring tools

Manage your users.
Wherever they are.
Centrally handle all Helio users profiles, permissions and performance without the need for multiple system logins.
With Helio’s centralized management, users can:
- Manage their profile and call-forwarding settings
- View their stats and performance for tickets, call & chat ratings
- View their patient and manager ratings & reviews
- Manage user roles
- Import individual & bulk users into Helio from MS Office 365
- Automatically syncing user data with MS Office 365 user profiles

Manage your users.
Wherever they are.
Centrally handle all Helio users profiles, permissions and performance without the need for multiple system logins.
With Helio’s centralized management, users can:
- Manage their profile and call-forwarding settings
- View their stats and performance for tickets, call & chat ratings
- View their patient and manager ratings & reviews
- Manage user roles
- Import individual & bulk users into Helio from MS Office 365
- Automatically syncing user data with MS Office 365 user profiles
What Helio users are saying

Shasta Cascade Health Centers

Complete Women Care

Be Strong DPC
What Helio users are saying

Shasta Cascade Health Centers

Complete Women Care

Be Strong DPC
Want to see more?
Whether there’s a specific part of Helio you want to explore, or you’d simply like to take a tour, book in a free demo with one of the team and we’ll do the rest.