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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.
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.

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.

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.

Before you begin

Permissions:

Update Document Templates

Procedure

To clone a template:

Create New.
In the Create Template window, select Clone.
From Clone from template list, select one of the templates. The mandatory fields will be populated with information from the template you are cloning.
Click Save changes.
In the Template editor, edit any information in the template and save it.

Results

After saving the template, the Template List is refreshed to show the new template.
Example Template list

Create a New Template by Cloning an Existing Template

Before you begin

Procedure

Results

What to do next