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Administration
Customise and manage Helix for your health service.
Template Management
All templates used in the Letter Writer are managed from the Template Management system.

Administration
Customise and manage Helix for your health service.
- User Management
  Everyone who needs to access Helix should be added as a user and assigned to a role. Permissions to access various parts of Helix are assigned to roles. The permissions assigned determine what each user can access in Helix.
- Centre Settings
  Information about each centre is managed in Centre Settings. Where you can add, edit, or clone the centres, and view the inactive centres.
- Immunisation Schedule Management
  Create a new immunisation schedule, edit the schedule and activate it.
- Template Management
  All templates used in the Letter Writer are managed from the Template Management system.
  - Edit a Template
    Edit HTML templates and add custom fields.
  - Create A New Template Using a Blank Template
    Create a new template from scratch, using a blank template.
  - Create a New Template From a File
    Create a new template by uploading a file.
  - Create a New Template by Cloning an Existing Template
    If the new template you need is similar to an existing template, clone that template and edit the clone to create a new template.
  - Template Favourites
    Flag a frequently-used template as a favourite.
  - Delete a Template
    Delete templates that are no longer used.
  - Download a Template
    Download a .JSON version of a template file.
  - Supplied Templates
    Use the supplied templates in the Letter Writer.
- Preferences
  Enable ePrescribing, RTPM and set your display preferences.
- Abbreviations
  Abbreviations are essentially frequently used text inserted into a patient's consult using keystrokes.
- Certificates
  PKI certificates are required by many businesses for maintaining access to digital health tools including electronic prescribing and My Health Record.
- Active Directory User Management
  The Active Directory User Management page allows you to create new users in Helix, or assign access to existing users.
- Audits
  Use the Audit log to check user access, reauthentication, and any changes made to your patient's personal records.
- Migration to Helix
  Helix uses a FHIR-based tool to migrate your MedicalDirector Clinical data using an iterative approach.

Template Management

All templates used in the Letter Writer are managed from the Template Management system.

Before you begin

Permissions:

Update Document Templates

About this task

From Template Management, you can add a new template, edit the template, or delete it.

Procedure

To access Template Management:

Select user > Settings.
Select Centre > Template Management.

Results

The Template Management window is displayed.
Example Template Management window

Example Template Management window

What to do next

To search for a template, start typing its name into the Search icon Search templates field. The list of templates is refined as you type.

To change the display of the templates:

The templates are listed by creation date by default. To change the sort order to a different criteria, click column heading.
Limit the templates displayed to a particular file type and classification:
- Classification filter - click Classification and select any combination of classification types to display templates of only those classifications.
- File Type filter - click File Type and select any combination of file types to display templates of only those types.
- Also sort by ascending or descending order