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Patient Management
Create patient records, update patient details, maintain patient records, export patient records, and record payment details in Helix.
Edit Patient Records
Edit contact details, identification numbers, payer details, carer details, and patient preferences settings in a patient's record.
Edit Patient Records
Patient demographic details can be edited during a consult or from the Visit panel.

Patient Management
Create patient records, update patient details, maintain patient records, export patient records, and record payment details in Helix.
- 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.
  - Edit Patient Records
    Patient demographic details can be edited during a consult or from the Visit panel.
  - Add Patient Notes
    Add notes about a patient to their patient record.
  - Patient Demographics
    Record a patient's demographics in their patient record.
  - Patient Preferences
    Record consent, and preferences for each patient.
- 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 Reports
  Generate reports about your patients based on common criteria such as age, SNAP status, conditions and medications using Patient reports.

Edit Patient Records

Patient demographic details can be edited during a consult or from the Visit panel.

Before you begin

Permissions:

View Patient
Update Patient

About this task

Edit a patient's record from the Consult icon

Consult or Visit icon

Visit panel.

Procedure

To edit a patient's record:

From the Patient Search or Patient Queue, select a patient.
To edit:
- From a healthcare professional's account, in the Consult panel's header, select either the patient's name, date of birth, contact details or email.
- From a non-clinical user's account, in the Visit panel's header, click Edit.
In the Patient Details panel, edit the required information.
For more information about patient details field, see Patient Demographics.
Click Save.

Results

After the changes are saved, a confirmation message is displayed at the top of the panel.

What to do next

To undo the changes, click Reset.

To return to the previous panel, click Close.

13 May 2024