Team Collaboration
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Helio brings teams together around every task, whether it starts with a patient, provider, vendor, or internal request.
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.
Single sign-on (SSO) User & team dashboards Centralized Patient Chart information Task Management Single sign-on (SSO)Single sign-on (SSO)
Single site sign-on for:
- Helio
- Microsoft Office 365
- EMR/EHR
User & team dashboardsUser & team dashboards
Individual agent dashboards, with overviews for:
- Performance stats, assignments, tasks, ratings, time filters and much more
Team-level dashboards, with overviews for:
- Queue status, outstanding & completed tasks, patient ratings and more
- Manager-level dashboards for team and clinic-level performance indicators
- Real-time wallboarding for daily team-level call and chat performance
Centralized Patient Chart informationCentralized Patient Chart information
- Automatically pull complete and light-version patient charts
- One-click calls, text, email directly within a patient’s chart
- One-click access to full EMR patient charts
- Create new tickets and view existing ones directly within a patient’s chart
- Caller detection and automatic Helio Patient Chart display for in-call interactions
- View patient contact information, billing & insurance, appointments and more
- View patient policy and medical information (including lab and prescription orders)
- Edit patient information, notes and preferences, automatically updating EMR charts
- Update patient demographics
Task ManagementTask Management
- Create, assign and manage agent tasks
- Assign task priorities, deadlines and owners
- Intuitive, easy-to-use interface
- Centralized collaboration with powerful common task management
- Automate in-clinic reminders & notifications for upcoming and overdue tasks
- Tag additional staff to active tasks and automatically share actions
- Transfer tasks and share active task information with one-click transfer
- View completed tasks and reactivate archived activities
Work on Tasks Together
- Communicate directly within each task using comments, notes, and team updates
- Quickly transfer tasks during calls and chats
- Automatically route tasks to the right team or individual
- Manually assign follow-up tasks when needed
- Track open, overdue, in-progress, and completed work
- Keep staff aligned in one centralized task workspace
- Automate in-clinic reminders & notifications for upcoming and overdue tasks
Individual and team-level dashboards
Get a clear overview of individual and team tasks, workload, and performance.
- Individual dashboards for staff assignments
- Workload dashboards to monitor task volume and team capacity
- Real-time wallboards for live team activity, calls, chats, and queues
- Manager dashboards for team, department, and clinic-level performance
Single sign-on (SSO)
- Helio
- Microsoft Office 365
- EMR/EHR
Patient QuickView
Quick access to patient details during every interaction.
- Automatically pull complete and light-version patient charts
- One-click calls, text, email directly within a patient’s chart
- One-click access to full EMR patient charts
- Create new tasks and view existing ones directly within a patient’s chart
- Caller detection and automatic Helio Patient Chart display for in-call interactions
- Edit patient information, notes and preferences, automatically updating EMR charts
User and team-level dashboards
Individual agent dashboards, with overviews for:
- Performance stats, assignments, tasks, ratings, time filters and much more
- Queue status, outstanding & completed tasks, patient ratings and more
- Manager-level dashboards for team and clinic-level performance indicators
- Real-time wallboarding for daily team-level call and chat performance
Contact Hub
Key contact information, available during every interaction.
- Centralized contact details, tasks, notes, and communication history in one view
- Automatic contact identification for calls, emails, and messages
- Workflow-based routing to the right team or person
- Task creation and follow-up tracking directly from the contact record
- Full visibility into vendor, provider, lab, hospital, and internal communication
Centralized Patient Chart information
- Automatically pull complete and light-version patient charts
- One-click calls, text, email directly within a patient’s chart
- One-click access to full EMR patient charts
- Create new tickets and view existing ones directly within a patient’s chart
- Caller detection and automatic Helio Patient Chart display for in-call interactions
- View patient contact information, demographic, billing & insurance, appointments and more
- View patient policy and medical information (including lab and prescription orders)
- Edit patient information, notes and preferences, automatically updating EMR charts
Task Management
- Create, assign and manage agent tasks
- Assign task priorities, deadlines and owners
- Intuitive, easy-to-use interface
- Centralized collaboration with powerful common task management
- Automate in-clinic reminders & notifications for upcoming and overdue tasks
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.