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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
Search for inactive patient records using a patient's biographic details, such as their given name, phone number, Medicare number or date of birth.

Patient Management
Create patient records, update patient details, maintain patient records, export patient records, and record payment details in Helix.
- Search for Patient Records
  Search for existing patient records using a patient's biographic details, such as their given name, phone number, Medicare number or date of birth.
- 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
      Search for inactive patient records using a patient's biographic details, such as their given name, phone number, Medicare number or date of birth.
    - 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

Search for inactive patient records using a patient's biographic details, such as their given name, phone number, Medicare number or date of birth.

Before you begin

Inactive patients do not display in the search results by default.

About this task

One benefit of setting the status of patients as inactive is that they do 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:

From the main menu, select Patient Search.
In the Patient Search panel, set Include active?.
To search an inactive patient's record from your local centre, select Local. Otherwise, it defaults to search All Centres.
In the Search for patient field, enter an inactive patient's given name, family name, phone number, Medicare number, date of birth or email address.

Note: To find a patient record with exact or close matches, use advanced patient search options. For more information, see Advanced Patient Search.

Results

Both active and inactive patient records that match the provided search term are displayed. Inactive patient names are shown with an [Inactive] status prefix.

Patient Search - Include inactive patients results

What to do next

If you select an inactive patient's record from the search results:

Clinical users are redirected to the Patient Timeline panel. In the header, the inactive patient's details are prefixed with [Inactive] and are faded.
Administrative users are redirected to the Visit panel. The patient details include [Inactive] and are faded.