Navigating Helix

Use graphical user interface buttons or keyboard shortcuts to navigate Helix.

Table 1. Primary Buttons and Features
Button Feature
Patient Search button Patient Search
Patient Queue button Patient Queue
Appointments button Appointments
Claiming, Banking, or Payments button Claiming, Banking, Payments
Message Centre button Message Centre
Address Books button Address Books
Reporting button Patient Reports; Financial Reports
Table 2. Information Buttons
Button Feature
Live Chat button Live Chat with MedicalDirector Customer Service
System Alerts button System Alerts
Recent Patients button Recent Patients

Floating navigation bar

Use the floating navigation bar to quickly navigate to often used features.
Floating navigation bar

The floating navigation bar is attached to visits and is displayed vertically. It moves position so that it is easy to access.

Note: To view the floating navigation bar, you must have the Create Visits and Arrive Appointments permission.
Table 3. Floating navigation bar
Nav tab Description
Visit icon Displays Visits, where you can create a visit and process billing. For more information, see Create a Visit.
Transaction History (Ledger) icon Displays Transaction History (otherwise known as Ledger)
Consult icon Displays Consult for the patient selected in the Patient Queue or Visit, where you record details of the clinical consultation. For more information, see Consultations.
Tip: If you do not have the View Consults permission, this option is not included in the floating navigation bar.
Collapse icon Expand icon Collapse or Expand current panel