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Clinical Management
Use Helix to record your patients' medical details and consultations.
Recalls
A Recall is a type of flag recorded against a patient's record that informs practitioners and practice staff of when the patient is due to return to the practice.
Recall Management
Customise and manage Recalls.
Access Recall Management Settings
Customise and manage recalls.

Clinical Management
Use Helix to record your patients' medical details and consultations.
- Health Summary
  Information entered by a practitioner during a consult is added to a patient's Health Summary.
- Consultations
  Record details of a clinical consultation in the Consult panel of the patient's record.
- Patient Timeline
  A summary of the patient's clinical history is displayed in the Patient Timeline.
- Conditions
  Add a condition to a patient's record from a predefined set of conditions.
- Add Family History
  A patient may inform a practitioner about a family medical condition which can be recorded in Helix.
- Add Social History
  Record a patient's occupation, marital status and sexuality as social history in Helix.
- Address Books
- Allergies
  A patient's drug allergies can be added to their record.
- Chronic Disease Management
  Use the Chronic Disease Management (CDM) feature to specify care plans, cycle of care for asthma or diabetes, and GP Mental Health Treatment Plans.
- History & Examinations
  Record details of a patient's clinical history in the History section. Record details of today's examination of a patient in the Examination section.
- Immunisations
  Before you administer an immunisation to a patient, check the immunisations that have already been administered on the AIR and the immunisations due.
- Document Management System (Message Centre)
- Measurements and Assessments
  Record metabolic, pathology and ECG measurements and other assessments in the patient's record as required.
- Recalls
  A Recall is a type of flag recorded against a patient's record that informs practitioners and practice staff of when the patient is due to return to the practice.
  - Generate a Recall from the Patient's Record
    Create a recall during a consult from the patient's record.
  - Generate a Recall by Searching for Patients
    Create a recall after searching for and locating the patient's record.
  - Recalls in the Patient Timeline
    A clinician can view recalls in the patient's Timeline.
  - Recalls in the Message Centre
    Manage recall notifications from the Message Centre.
  - Recall Management
    Customise and manage Recalls.
    - Access Recall Management Settings
      Customise and manage recalls.
    - Enable Appointment Reminders
    - Create SMS Templates
      Create an SMS recall template for each recall reason.
    - Set the Default SMS Template
      Set an SMS template as the default for a centre.
    - Manage Recall SMS Templates for your Centre
      Select, edit, and update SMS templates for a centre.
    - Delete SMS Templates
      Delete a centre's SMS template.
    - Create and Edit Recall Reasons
      Helix is provided with a variety of common recall reasons, but you can also create your own.
    - Delete Recall Reasons
      You can delete any custom recall reasons that have been added to Helix. Default recall reasons cannot be deleted.
    - Map Recall Reasons to SMS Templates
      Map customised SMS templates to recall reasons so patients receive SMS notifications that are tailored for the type of recall.
- My Health Record Shared Health Summary
  Securely upload a patient's health data to their My Health Record.
- Nursing Requests
  During a consult, add a request for a nurse to complete a nursing action.
- Obstetrics
  Record obstetrics information on the Obstetrics panel.
- Investigations
  Investigations can be requested by a practitioner from within a patient's clinical record.
- Medications
  Helix uses the MDref medications database provided by AusDI.
- Record a Visit
  Practitioners can create a visit for a patient, add the patient to the patient queue, and initiate the billing process for all types of visits. Alternatively for previous consults, create a visit and bill the patient.
- Tasks
  The tasks module allows users to send messages (tasks) to other users throughout the medical centre.

Access Recall Management Settings

Customise and manage recalls.

Before you begin

Procedure

To manage recalls:

Log in to Helix as a user with administrative privileges.
Select user > Settings.
Select Centre > Recall Management.

Results

Step through the tabs to manage recalls for centres included in your user record.

Users with All Centres permission can mange recalls for all centres.

1 March 2024