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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.
Find Inactive Patients
Inactive patients do not appear in search results by default.

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.

Find Inactive Patients

Inactive patients do not appear in search results by default.

About this task

One benefit of setting the status of patients as inactive is that they will not appear in search results, thus saving you time having to search through unnecessary records.

However, in any patient search, such as main search, appointment bookings, DMS, matching patients in results, tasks, inbox and recalls, you can include inactive patients in the search results if required.

Procedure

To include inactive patients in a search:

In the search, set Include active?.

Example Patient Search with Include Inactive Set

Results

In search results or other areas where a patient name is shown and inactive patients are displayed, an [Inactive] flag is shown.
Example Inactive Patient in the Appointment Book

Example Inactive Patient in the Appointment Book

If an inactive patient's record is opened, both the [Inactive] flag and a faded blue status bar help you quickly identify the patient's Inactive status.

Example Patient Record Banner for an Inactive Patient

1 March 2024