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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.
Helix Permissions
Helix has a predefined set of permissions that you can apply to individual users or all members in a group.

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.
  - Roles
    Create roles for your organisation.
  - Permissions
    Assign permissions to a role.
  - Users
    First, add a user to Helix. A user's user groups, permissions and licence level define the features and functions to which a user or members of a group have access.
  - Helix Permissions
    Helix has a predefined set of permissions that you can apply to individual users or all members in a group.
- 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.
- 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.

Helix Permissions

Helix has a predefined set of permissions that you can apply to individual users or all members in a group.

Appointments permissions

Table 1. Appointment permissions
Permission	Description
View All Appointment Books	Allows a user to see appointment books for multiple healthcare providers or if you are a healthcare provider, for other HCPs. If this is not set, HCPs can see only their own appointment book.
Create Appointments	Allows a user to create appointments or copy and paste appointments.
Edit Appointments	Allows a user to: Edit appointments Drag an appointment to a different time slot Cut an appointment and paste it in a new time slot Update appointment details including Billing Type, Appointment Type, Consult Type, Caution Status, Notes
View Appointments	Allows a user to view appointments in the appointment book. If users do not also have the Create Appointments permission, their access is read-only and they will not be able to create or edit appointments.
Delete Appointments	Allows a user to delete a future appointment from the appointment book.
View Patient Queue	Allows a user to view the Patient Queue of visits.
Update Patient Queue Status, Notes and HCP	Allows a user to update a queued visit including changing the Health Care Provider, updating the status (Waiting/In Consult/Finished Consult/Did not wait) and adding queue notes .

Configuration settings permissions

Table 2. Configuration Settings permissions
Permission	Description
Centre Administration	Allows a user to create, update, activate and deactivate their own centres and work areas. Also allows users to upload certificates and set company payment options. To update other centres, users need the All Centres permission.

Patients permissions

Table 3. Patients permissions
Permission	Description
View Patient	Allows a user to view patient demographics. This permission is required to view the patient timeline and health summary.
View Patient Clinical View	If enabled and a patient is selected, this displays the healthline, timeline and consult panels by default. If not enabled, this displays the visit panel expanded by default. Enable for any users performing consultations.
Create Patient	Allows a user to create a new patient.
Update Patient	Allows a user to update a patient's demographic details.
Decease Patient	Allows a user to set a patient to deceased.
Extract Patients	Allows a user to extract a patient record including demographics, health summary and timeline information between two dates. Users must also have the Patient Management permission.
Patient Management	Allows a user to access Settings > Patient Management, where they can manage duplicate patients, extract patient records, and define patient status (active/inactive status) for the health centre.
View Patient Metadata Stores	Not visible by default. Allows a user to view the patient metadata stores used for particular customers.
Create Patient Metadata Stores	Not visible by default. Allows a user to create the patient metadata stores used for particular customers. This API service stores key/value pairs against a patient with categories, such as measurements and allergies, and subcategories, such as height and weight, and dates so that the key/value pairs can be queried later.
Edit Patient Metadata Stores	Not visible by default. Allows a user to edit the patient metadata stores.
Delete Patient Metadata Stores	Not visible by default. Allows a user to delete patient metadata stores.

Visits permissions

Table 4. Visits permissions
Permission	Description
Create Visits and Arrive Appointments	Allows a user to create a visit and add the visit to the queue or not, depending on if the patient will have a consult today. Also allows a user to mark appointments as arrived and view the transaction history for a patient. Tip: This permission enables the floating navigation bar.
Update Visits and Billing Items	Allows a user to modify a visit's work area, date of service, HCP and billing type. This permission is required to add billing items to a visit.
Waive Credit Card Surcharge	If the user also has Access data across all centres set, allows the user to adjust default visit items.

1 March 2024