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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 Manually
Change the status of an individual patient manually if required.

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.

Set Patient Status Manually

Change the status of an individual patient manually if required.

Before you begin

The status of a patient can be changed manually at any time, by any authenticated user within your practice.

Procedure

To set a patient's status to Inactive manually:

Open a patient record.
Click the patient banner.
In the patient demographics > Patient Details, set the Patient status to Inactive.

Results

A patient set as Inactive will maintain this status unless a new rule is applied automatically that impacts the status of this patient, or they are manually set to Active again. For more information, see Set Patient Status Automatically.

1 March 2024