Home
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.
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 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.
  - 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.

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.

Before you begin

Permissions:

Patient Management
View Patient
Update Patient

About this task

Extract information about the current patient and export clinical documents related to them.

Procedure

To extract a patient record:

Select user > Settings.
Select Patient Management.
In the Patient Management window, click Patient Extract. to access enter one or more of the patient's surname, given name, date of birth, patient ID, or Medicare number.
In the Patient Extract utility:
1. Search for the patient by name.
2. Indicate the format for the extract (PDF or XML).
3. Indicate the time-frame you want to cover in the From and To dates.
4. Indicate the scope of data you want to cover. Set one or more of Patient Demographics, Health Summary or Patient Timeline.
5. When you are ready to proceed, click Extract for the corresponding patient.

Results

The patient's information is saved to your computer in the format you selected.

1 March 2024