Home
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.
Add Patient Notes
Add notes about a patient to their patient record.

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.

Add Patient Notes

Add notes about a patient to their patient record.

Before you begin

Permissions: Update Patient

About this task

Notes flagged as important are displayed when the clinical record is opened.

Procedure

To record notes about the patient:

From the main menu, select Patient.
In the Search field, enter the new patient's name.
In the Patient Details window, click Notes.
In the Patient notes window, type your note in the text field.

Tip: New notes are automatically set to Active.
If the note is important, set Flag as Important.
Click Add.

Results

The new note is added to the list of notes for this patient.
Patient Notes panel

Patient Notes panel

Important notes are displayed as a pop-up when the clinical record is opened.

What to do next

To edit a saved note, click Edit, make any changes, and then save it again. Notes can only be edited on the same day they were written, and only by the original author.

Users with the Patient Management permission can deactivate and reinstate notes. To deactivate a note, click Edit to select the note, and then slide the Active toggle to off.

13 May 2024