What The Helm is
One bridge for the whole patient experience.
Polaris and The Compass are what patients see. The Helm is where a clinical team decides what they see: practice identity and branding, tone of voice, the pathway content itself, what is visible, and the sign-off that lets it go live.
Clinician-only
The single credentialled, non-patient-facing surface — staff identity only, never a patient.
Nothing publishes silently
Every change is a draft; it reaches patients only through an explicit clinical sign-off.
No code, no patient data
A clinician runs the whole thing without touching code — and it holds no PII or PHI.
The workspace
Everything in one place.
Identity and branding, tone of voice, content, what patients can see, and the invitations that open a pathway for a patient — all from a single dashboard, on your practice’s brand.
It is the calm cockpit behind the patient apps: clarity, control, confidence.

The Helm dashboard — identity, voice, content and patient access in one place.
The editorial engine
An editorial team, not a chatbot.
Behind The Helm is not a single chatbot but a whole editorial team: several specialised AI agents, each doing one job — drafting from your brief, writing the easy-read version, tying claims to their sources. What keeps them on track is not more AI: each agent is held to strict, deterministic rules — fixed, non-AI checks that decide what a valid pathway looks like and what cannot pass.
The flow was built by a clinician, for clinicians, and every tenant runs that same team — not a cut-down one. It speeds up the draft, never the review: each claim arrives with its source attached, and nothing reaches a patient until a clinician signs it off. The team assists; the clinician is the author of record.

“A clinician must review and sign off the result before patients can see it.”
Your figures, your video
Make it yours — or let us make it for you.
Pathways are not text-only. There is room for your own diagrams, illustrations and video — and if technology is not your world, you do not have to touch any of it.
Space for personalised figures
Add your own diagrams, anatomical illustrations and images to a pathway, placed where they help the patient understand.
Room for your own video
Embed procedure or recovery video — your explanation, in your voice, alongside the written steps.
Not tech-y? We produce it for you
Send us what you have. We generate and produce the figures and video on your behalf, and place them in your pathway — full hands-on support, end to end.
Governance & sign-off
The warrant, on the record.
A registered clinician records their professional registration once; that unlocks sign-off as the responsible reviewer. Signing off writes a permanent, immutable record — who signed, what, which version, and when.
Content is kept aligned to its source: on a reissue it is flagged for review, then realigned and re-signed. The result is a record of exactly what your information said, in which version, on any given date.

Registration unlocks sign-off as the responsible reviewer — recorded in an immutable audit.
The rest of the suite
One connected journey.
Before surgery
Polaris
A calm, accessible pre-operative companion built to the Montgomery standard.
After surgery
The Compass
A day-by-day recovery guide that flags the red lines and cuts predictable calls.
Authoring your own pathways? See the Founding Authors’ Circle →
Take the helm.
See the clinician workspace end to end — author, brand, govern and sign off, on your own pathway.
The Helm handles clinician and staff identity only — never a patient, and never patient PII or PHI. It is the credentialled, non-patient-facing surface of the suite.