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Patient Management
Create patient records, update patient details, maintain patient records, export patient records, and record payment details in Helix.
Maintain Patient Records
To maintain the integrity of your patient database you should merge duplicate patient records and when a patient dies, mark them as deceased.
Patient Status
Manage the status of patients so that you can more easily find active patients, and accurately report patient information.
Set Patient Status Automatically
By default, patient records remain active indefinitely. Set rules for your health service to automatically make records inactive in certain circumstances.

Patient Management
Create patient records, update patient details, maintain patient records, export patient records, and record payment details in Helix.
- Search for Patient Records
  Search for existing patient records using a patient's biographic details, such as their given name, phone number, Medicare number or date of birth.
- Create New Patient Records
  When a new patient joins your health service, create a new patient record.
- Edit Patient Records
  Edit contact details, identification numbers, payer details, carer details, and patient preferences settings in a patient's record.
- Maintain Patient Records
  To maintain the integrity of your patient database you should merge duplicate patient records and when a patient dies, mark them as deceased.
  - Patient Status
    Manage the status of patients so that you can more easily find active patients, and accurately report patient information.
    - Set Patient Status Automatically
      By default, patient records remain active indefinitely. Set rules for your health service to automatically make records inactive in certain circumstances.
    - Set Patient Status Manually
      Change the status of an individual patient manually if required.
    - Find Inactive Patients
      Search for inactive patient records using a patient's biographic details, such as their given name, phone number, Medicare number or date of birth.
    - Patient Status Prompts
      If inactive patient records are used, you are prompted to reactivate the patient.
  - Duplicate Patient Records
    Ideally, you should not create duplicate patient records. However, if you do, link the records.
  - Extract Patient Records
    Extract a copy of a patient record when you need to hand the patient over to another clinician, for example, during medical evacuation; to print documents for medicolegal matters; or if a patient leaves your practice and needs a copy of their patient record.
- Patient Reports
  Generate reports about your patients based on common criteria such as age, SNAP status, conditions and medications using Patient reports.

Set Patient Status Automatically

By default, patient records remain active indefinitely. Set rules for your health service to automatically make records inactive in certain circumstances.

Before you begin

A change to the automated status setting for your practice may override any manual changes made to the status of individual patients.

Tip: Whatever automated rules are in place, you can manually set the status of a patient record to inactive at any time.

About this task

Only users with the Patient Management permission can apply automated rules for changing the status of a patient.

Procedure

To automate when the status of a patient record is set to inactive:

Select user > Settings.
Select Patient Management > Active/Inactive tab.
In the Active/Inactive tab, set the automated status rule:
- Follow the RACGP guidelines - set to use the RACGP guidelines for what constitutes an active patient. For patients who have been registered with the practice for longer than two years, if there are fewer than two consults in a two year period, the patient's status is set to inactive. This option is best if you have mandatory reporting.
- Specify own criteria - if the RACGP guidelines do not suit your practice, specify your own criteria for when a patient's status should be set to inactive. Set A patient is set to inactive if no consult is recorded within and select a period from the Select time period list.
  Note: Customised automated status criteria can affect the accuracy of mandatory reporting results, particularly for nKPIs, and the associated funding.

Results

A synchronisation of the database is triggered. This synchronisation happens overnight, so changes will not be noticeable until the following day.