Edit a Centre

Update the required centres and their associated information such as demographics, pathology settings, work area, imaging settings and other details.

Before you begin

Permissions:
  • Update Centre Settings

About this task

Edit a centre in the Centre section from Settings menu.

Procedure

To edit a centre:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Centre > Centre Settings.
  3. In the Centre Management > Search for a centre field, enter the name of the centre whose details you want to update. A list of matching centres is displayed as you enter the name; add more characters to refine the list.
    Centre management - Edit Centre (without Org ID field)
    Tip:
    • To include inactive centres in the list, set Include Inactive. Inactive centres are displayed at the bottom of the list.
    • To change the sort order, click the required column header.
  4. Hover your mouse over the required centre and click Edit - IconEdit.
  5. In the Edit Centre window, locate and update the required details on any of the following tabs:
    Edit centre
    • In the Status field, change the status of the centre at the top right of the window if required.
    • On the Demographics tab, edit the required centre's demographics information, such as Internal Name, Trading Name, Company Name, ABN, HPI-O, Ancillary Provider Number, Management Group, School ID, Practice's Address, Postal Address, and Contact Details:
      • To edit the company's details, select Company Name > Update Company panel, update the required information. For more information, see Update Company.
    • On the Billing tab, edit the required billing details, such as centre's bank account details, Invoice Prefix, LSPN, Location ID, Refund limit, Default billing type, default billing items for different scenarios and your Modified Monash Category for billing incentive items. For more information, see Configure Centre Billing.
    • On the Integrated Payments & Claiming tab, use toggle to either enable or disable the integrated payments or update an exiting terminal information. For more information, see Tyro Integration.
    • On the Messaging Providers tab, manage communication with pathology, imaging, and Secure Message Delivery (SMD) providers. For more information about configuring messaging services, see:
    • On the Work Area tab, set the required work areas to active or inactive and update the corresponding visit rates for private, pre-employment and workers compensation visit types.
      Tip:
      To add a new work area, select Add Centre - IconAdd > Add Work Area > Work Area Name. For more information, see Add Work Area.
    • On the Pathology Settings tab, manage the pathology providers list for Pathology Requests and change the default provider.
    • On the Imaging Settings tab, manage the imaging providers list for imaging requests and change the default provider.
    • On the Electronic Prescribing tab, change the ePrescribing timeout, after which Helix tries to send the prescription again or reverts to a printed script. For more information about electronic prescribing in Helix, see Electronic Transfer of Prescriptions.
    • On the Settings tab, update your time zone.
  6. Click Save.
    If required:
    • To revert the changes, click Undo.
    • To discard unsaved changes, click Back and in the Confirmation required window, click Discard. After discarding, you are redirected to the Centre Management window.
    Tip:
    The Save and Undo actions are inactive when no changes are detected.

Results

The changes for the centre are updated in the Centre Management.