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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.
Patient Status Prompts
If inactive patient records are used, you are prompted to reactivate the patient.

Patient Management
Create patient records, update patient details, maintain patient records, export patient records, and record payment details in Helix.
- 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
      Inactive patients do not appear in search results by default.
    - 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.

Patient Status Prompts

If inactive patient records are used, you are prompted to reactivate the patient.

You will be prompted to reactivate an inactive patient if:

A visit is created for an inactive patient.
An inactive patient is added to the queue.
When a consult is started for an inactive patient.

To ensure the correct status is maintained, review the patient's record and to keep the patient's record inactive status, click Keep patient inactive. If the patient status should now be active , click Re-activate patient.

1 March 2024