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Effortless Smart Tasking
with Custom Workflows

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.

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Doctor Looking at the Dashboard

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.

Book a demo
Workflows

Workflows Designed Around How Your Clinic Works

Helio lets clinics organize staff into flexible teams and decide exactly how work should move. Assign tasks to teams or individuals, automate routing rules, and make sure every request reaches the right person from the start.

  • Build teams around how your clinic works
  • Create task routing rules
  • Automatically assing tasks to individuals and teams
  • Reduce manual handoffs between staff and departments

Real-Time Workload Management

Give managers and staff real-time visibility into calls, chats, queues, tasks, and team workload, so they can adjust priorities and keep work moving throughout the day.

  • Monitor active phone calls, chats, and people waiting in queues
  • View workload by individuals and teams
  • See open, overdue, in-progress, and completed tasks in real time
  • Track individual and team task ownership, status, and capacity
  • Give staff a clear view of their assignments and priorities
support
Example of All Tickets Listed on the Helio Platform

Ticketing

  • Centralized ticket status dashboards for individual and team views
  • Automated & manual ticket creation & assignmen
  • EMR/EHRView & search individual and team-level tickets
  • Filter tickets by status, reason, time period, type, priority, department, location and more
  • Tag & export tickets
  • View ticket ratings & reviews
  • Add Manager-level ticket rating & internal notes for staff
  • Full ticket history audits, activity views and event logs
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Clinic Operations, Configured Your Way

  • Manage MD on-call schedules
  • Enrich appointment reminders
  • Create callback request workflows
  • Automate referral intake
  • Enable 24/7 bot support
  • Automate medical history sharing
Example of Assigning Tasks on the Helio Platform

Tasks

  • Automated & manual task assignment (individual & team)
  • View internal ticket notes and identify new tasks for assignment
  • Review & revise assigned tasks at individual and team levels
  • Set due date reminders & notifications
  • Prioritize existing & overdue tasks
Example of an Ultrasaound Order Request on the Helio Platform

Communication

  • A central, powerfully simple collaboration environment
  • Quick view recent patient activity, including patient cases & appointment information
  • Easy and quick access to SMS, Email & Voice for patient communication
  • Add internal notes for seamless collaboration
  • Tag individuals and teams for follow-up communication

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.

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