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Product update

What's New in Helio

Updates to improve visibility, organization, and productivity.

Need more help?Contact your Helio Account Manager, or book a live training session at the end of this page.

All Tasks screen
01

Tickets are now Tasks

Tickets are now called Tasks, organized into three easy-to-use sections:

My TasksAssigned to you.
Team TasksAssigned to teams you belong to.
All TasksEverything across your organization.
Contact type labels on tasks
02

Contact Identification

Tasks are now clearly identified as Patient, Contact, or Unknown.

Grouped tasks
03

Grouped Tasks for Clearer Visibility

All open tasks for the same Patient, Contact, or Unknown caller are now grouped together in the Tasks screens. Expand any row to see every active task for that person in one place.

Single task view
04

More Visibility & Control

Task listEvery task for the contact, on the left.
Task ActivityTexts, emails, calls, chats and notes in one view.
RecordingsCall audio, plus MD On-Call transcripts.
Live call alertSee when a teammate is on a call with them.
Task detail view with activity feed
05

Work the task without leaving it

AssignRoute the task to a team or an individual.
Rename subjectEdit the task subject manually at any time.
NotesAdd Internal or EMR notes without leaving.
Focus viewCollapse the task list on the left for more workspace.
Text messaging dashboard showing the full conversation history
06

Complete Text History

On the Text Messaging Dashboard, every message with a Patient, Contact, or Unknown caller now lives in one thread you can scroll end to end.

NoteTasks are unchanged. Open a task and you'll see only the messages that belong to it.

MD On-Call task with the patient callback details
07

MD On Call Alerts

Turn on MD On Call after business hours and the doctor on call gets a text with the full details, plus a link to call the patient back from the Helio line.

NoteEvery call is logged and transcribed in Helio automatically.

Email Signatures section in My Settings
Signature menu in the Send Email composer
08

Email Signatures

You can now add and customize your signature for all email messages. Customize it from the My Settings tab.

TipInclude it in each email from the Signature menu in the composer.

Workflows section in Configurations
Team Builder in Workflow Setup
09

More Workflow Configuration Options

Team BuilderBuild your teams and assign staff members.
Automatic routingRoute tasks automatically to teams and individuals.
Task subjectsSet your own automated task subjects.
And much moreFind every option under Configurations.

That's everything

Want a walkthrough with your team? Book a live session and we'll cover it all.

Helio by OmniHelio Inc.