What's New

Enhancements 🎁

• The permissions in the Appointments category have been consolidated and renamed for clarity. Where permissions have been merged, the new permission will be automatically enabled for any role with the original permission.

  Table 1. Appointments permissions

  Original permission	New permission
  All Appointment books	View All Appointment Books
  Create appointments	Create Appointments
  Edit appointments	Edit Appointments
  View appointments	View Appointments
  Delete appointments	Delete Appointments
  View Queue	View Patient Queue
  Update HCP in queue Add Queue notes Change queue status	Update Patient Queue Status, Notes and HCP

  For more information, see Appointments permissions.

  The View Appointments permission will now provide read only access for the appointments book.

• To simplify managing the list of HCPs, the existing Healthcare professional permission has been moved from the role level and you can now set Healthcare professional for each user in their individual user account settings. Ensure Healthcare professsional is set for any user providing clinical services to patients.

  If a user is already in a role which had this permission , Healthcare professional will be set on their account settings.

  This option behaves in the same way as selecting an HCP role for a user: it allows clinician-specific information (such as provider number) to be recorded for the user, ensures their name appears in HCP selectors and filters across the application, and streamlines various functions for clinical usability. For more information, see Healthcare professional and Add a User.

• New templates:
  • CRS Obstetrics & Gynaecology Referral
  • CRS Outpatient Paediatric Appointment - WA
  • Application for authorisation of Schedule 8 medicines - WA
  • Infectious and Related Diseases Notification Form - WA
  • Geriatrition referral - WAGS - WA
  • Cremation Form 7 - WA
  • CRS adult general ref WA

Bug fixes 🐛

Enhancements 🎁

• The permissions in the Visits and Patients categories have been consolidated and renamed for clarity. Where permissions have been merged, the new permission will be automatically enabled for any role with the original permission.

  Table 2. Visits permissions

  Original permission	New permission
  Create Visit	Create Visits and Arrive Appointments
  Modify Visit	Update Visits and Billing Items

  For more information, see Visits permissions.

  Table 3. Patient permissions

  Original permission	New permission
  Manage patient duplicates in patient management	Patient Management
  View Patient Search Patient	View Patient
  Modify Patient Patient_Note_Create Patient_Note_Activate	Update Patient
  Modify patient deceased date	Decease Patient
  View PatientStores	View Patient Metadata Stores
  Create PatientStore	Create Patient Metadata Stores
  Edit PatientStore	Edit Patient Metadata Stores
  Delete PatientStore	Delete Patient Metadata Stores

  For more information, see Patients permissions
• The functionality that the following permissions control is covered in other permissions and these permissions have been removed.

  Table 4. Redundant permissions

  Original permission
  Clinical Address Book Quarantine
  Select Centre for Bulk Receipting
  Enable Allocation of Credit for Bulk Receipting
  Hide Visit, Ledger, Consult Buttons

• Date restrictions limiting reports to 2 weeks or a month have been removed from the following reports:
  • Visits Report (was Daily visits)
  • Receipts Issued
  For more information, see Financial Reports.
• Technical upgrades:
  • We've improved the messaging and queuing system between Helix and Services Australia to reduce information loss between the two systems.
• New templates:
  • WA Cardiology Request Form
  • NonInvasive Prenatal Test (NIPT) - Sonic Genetics
  • Cardiology Referral - Advara HeartCare (NSW)
  • Fertility Referral - IVF Australia - Virtus Health - Melbourne
  • Fertility Referral - IVF Australia - Virtus Health
  • Fertility Referral - IVF Australia - Virtus Health - ACT
  • Telehealth Medicare Bulkbilling - DB4E
• Updated templates:
  • NSW Workcover Certificate - information entered in the Management Plan section is no longer truncated to 3 lines.

Bug fixes 🐛

Enhancements 🎁

• New referral templates:
  • RKHMS Referral Form for Rockingham Kwinana Adult Mental Health Service
  • DAB Radiology for Rockingham Kwinana Adult Mental Health Service
• New clinical templates:
  • NICHQ Vanderbilt Assessment Scale from American Academy of Pediatrics, used for diagnosing ADHD
• New Immunisations in the Helix immunisation schedule:
  • COMIRNATY OMICRON XBB.1.5 injection 30mcg/0.3mL
  • SPIKEVAX XBB.1.5 injection 0.05mg/0.5mL (0.1mg/mL)

Bug fixes 🐛

Features 🎁

• In the SMD Outbox, using the new filter options, you can view a list of either your own documents or all documents. For more information, see SMD Outbox.
• For eligible patients, MBS incentive items are automatically added to a visit for all HCPs of any role, including custom roles. Previously, incentives were only added for roles: GP, MDGP or LeadGP. Visits with a referral will not include the incentive items. For more information, see Medicare Bulk Billing Incentives.
• In user > Settings > Centre > Recall Management, the Centre list shows only those centres to which you are linked. Roles with the All Centres permission can select any centre.
• New referral template: Just Ultrasound
• New Immunisations: Verorab powder for injection 3.25 units (>=2.5 units by NIH test)

Bug fixes 🐛

Features 🎁

• You can now compose a letter in the Letter Writer and email it to patients or other health providers. For more information, see Send an Email.
• Updated templates:
  • Letter Writer:
    • Insulin adjustment plan
    • Hyperglycaemia sick day management for adults with Type 1 diabetes

Bug fixes 🐛

Features 🎁

Bug fixes 🐛

Features 🎁

• From 1 November 2023, higher bulk billing incentives for Commonwealth concession card holders and patients aged under 16 years of age can be claimed together with specific consultation items. For more information, see MBS Online - Bulk Billing in General Practice from 1 November 2023.
  The new MBS Item numbers are included in the November MBS Fee Update. To add the new incentive item numbers for eligible patients:

  1. Select user > Settings.
  2. In the Settings window, select Centre > Centre Settings.
  3. In the Centre Management window, hover your mouse over the centre name and click Edit.
  4. On the Billing tab, add the new incentive item number to the Bulk Billing Default Incentive Item No field.
  5. Click Save.
• You can now select the following professions from the Address Book and in the Chronic Disease Management (CDM) assignee list:
  • Dietitian
  • Optometrist
• • Updated templates:
    • NT Statement of Fitness For Work - First Certificate Initial Form
    • NT Statement of Fitness For Work - First Certificate Progressive Form

Bug fixes 🐛

Features 🎁

• Appointment report - added the Created by column, so that you can see who has created appointments. This information is also visible in the appointment timeline and is useful for audits.
• New templates:
  • New Medical Imaging
  • Southern Cross Medical Imaging - SCMI
  • Letter writer - Med Releaf Patient Consent Form

Bug fixes 🐛

Features 🎁

• Appointment Report: a new appointment report has been added enabling greater visibility of patient appointments. This report includes parameters to view appointment data by:
  • Patient
  • HCP
  • Work area
  • Appointment status

  Users can also view appointment data in the past and future, allowing a view of the patient’s previous appointment history as well as upcoming appointments.

Bug fixes 🐛

Financial reports

PIP QI Self Service Report

We've added the PIP QI report that you can now generate and download automatically for the Practice Incentive Program. For more information, see PIP QI Reporting.

Recalls

We've updated recalls to make them more flexible.

Using our Recall SMS templates, you can customise recall messages for each recall reason to suit your practice's requirements. You can then track patient responses with the new patient response metrics, including the number of recall attempts, patient age, and highlight for recalls past their due date. You can also print a recall with or without counting it as an attempt.

We've also added recurring recalls which enable you to automatically set up repeat recalls at intervals that suit your practice's preferences.

For more information, see Create and Edit Recall Reasons.

Comms Log

Use the new Comms Log to track SMS appointment reminders and rescheduling reminders sent to patients.

For more information, see Comms Log.

Reschedule SMS Reminders

You can now send SMS reminders to patients whenever an appointment is rescheduled. You can also customise the Reschedule SMS template based on your centre's preferences.

All patient replies to SMS reminders are displayed in the Comms Log and appointment timeline.

For more information, see SMS Appointment Reminders.