User Information

Table 1. User information
Section	Field	Description
Account Details	An individual has a single account in Helix
	Email address	Email addresses cannot be longer than 255 characters.
Family (Surname) and given names (First name, Middle name(s))	Enter a user's family and given names.
Password and Confirm password	Enter and confirm a password.
User Details	A single account for an individual may contain multiple users with separate usernames for different circumstances, for example, for their different roles. Typically different roles would belong to different user groups.
	Active	Set an HCP account as Active.
Username	Use a sensible naming convention so that an individual can remember the separate usernames that distinguish between their different roles. For example, Tom Barker is both a GP and part owner of a practice. He uses separate usernames and roles to distinguish his medical practitioner access from his managerial access. His usernames are `TB_GP` and `TB_Admin`, that is, his initials and a code to represent each role. Usernames must be unique and cannot be longer than 255 characters.
Names	Enter the user's alternative names.
Role	Enter a role for this user if required. A user's role is no longer associated with their permissions. The Role field will be deprecated in future updates.
Healthcare professional	Set if this user is a healthcare provider. A healthcare provider is anyone who provides healthcare for a patient (such as, a doctor, health worker, nurse, and so on) who may or may not be a billing entity. Specifically, a health service provider is defined by Medicare. Ensure that you also provide their provider details. This option also optimises the behaviour of Helix for healthcare providers. For example: At login, the work area selection shows only those linked to the user's account. Providers can view patients waiting for them in the queue. A provider's external name is added to reports, invoices and claims. Providers can't see the reports for other providers in any centre. Providers see only their own recalls when filtering the list for a centre other than the current logged in centre. Providers are added to the Clinical Management address book automatically as internal contacts if they also have a specialty selected. Providers are listed on visits on the Claiming, Banking & Payments > Patient Claims tab. These providers must have an ABN.
Prescriber details	If Healthcare professional is set for the user, add their healthcare provider information.
	External names	Enter alternative names that the provider uses for external communication and services, if any.
Prescriber Number	The provider's prescriber number. Without a prescriber number, the provider can't print prescriptions or prescribe medications. Required for ePrescribing.
Prescriber type	The prescribing scope of practice of the provider.
HPI-I	The current Healthcare Provider Identifier - Individual number assigned to the provider. HPI-I is required for ePrescribing.
Qualifications	The qualifications of the provider. Required for ePrescribing.
Company	If this provider operates as a company, the company name.
ABN	Include the ABN for a healthcare provider or company.
AHPRA number	The AHPRA registration number of the provider. To find a provider's AHPRA registration number, visit the AHPRA website.
SIRA approval number	In NSW, an allied health practitioner's State Insurance Regulatory Authority number.
Participate in My Health Record	If the provider is eligible to upload a patient's clinical information to My Health Record, and download it from My Health Record, set this option.
Centres	For healthcare providers, add the provider numbers for Medicare Online Claiming associated with each centre. This allows a provider to claim Medicare payments using different provider numbers based on the place from which they are providing services.
	Provider Number	Add the healthcare provider's eight character Medicare identifier by which they are referenced, typically six numbers followed by two letters, for example, `123456AB`. If the provider's number is only seven characters, prefix the number with `0`.
Payee Provider Number	When a provider provides a service, only that provider can submit their claims, unless there is a delegated payee provider for the centre whose provider number and name is attached to the health service bank account where electronic claims deposits are made. Add the provider number for the delegated payee provider for the centre if required. Note: If the provider being edited is the payee provider, this field should be left blank.
Payee Provider Name	The delegated healthcare provider whose provider number is attached to the health service bank account where electronic claims deposits are made. Add the provider name for the delegated payee provider for the centre if required. Note: If the provider being edited is the payee provider, this field should be left blank.
Ancilliary Provider No	If required, add another Helix user authorised to submit claims on behalf of this provider.
Payee Merchant ID	Add the merchant ID for your centre.
Medical-Objects Routing ID	If your centre uses Medical-Objects for receiving documents and results, enter their routing ID.
ePrescribing Entity ID	If Helix is configured for electronic prescribing and the user is a healthcare professional who has opted in to ePrescribing, after you have provided the user's title, preferred given and family names and a prescriber number, set Request from eRx to request the provider's entity ID for each centre at which they practice from eRx. The eRx Entity ID is retrieved automatically and displayed in the ePrescribing Entity ID field. If you cancel updates to a user's details, all changes are removed including any IDs retrieved. If an ID can't be retrieved, an error is displayed.
Work Areas	Add the work areas a user works in at each centre. Use the work areas to define separate default item numbers and fee schedules. Each centre can have multiple work areas associated with it.
	Select Speciality	An individual may have more than one speciality at an organisation. A user's speciality does not determine their permissions to use Helix. Specialities are health professions taken from the ANZSCO - Australian and New Zealand Standard Classification of Occupations, 2022 Australian Update.
Select Cost Centre	Select the cost centre to which consults in this work area are applied.
Default Item No	Add the default item number applied to consults for this work area.
Default After Hours Item No	Add the default item number applied to after hours consults for this work area.
Fee Schedules	For any fee schedule, you can use the fixed centre rates or select custom fee schedules for the following areas: Private Visit Rate Pre-employment Visit Rate Workers Compensation Visit Rate For more information about creating custom fee schedules (referred to as override schedules), see Fee Schedules.

Account Details

An individual has a single account in Helix

Email address

Email addresses cannot be longer than 255 characters.

Family (Surname) and given names (First name, Middle name(s))

Enter a user's family and given names.

Password and Confirm password

Enter and confirm a password.

User Details

A single account for an individual may contain multiple users with separate usernames for different circumstances, for example, for their different roles. Typically different roles would belong to different user groups.

Active

Set an HCP account as Active.

Username

Use a sensible naming convention so that an individual can remember the separate usernames that distinguish between their different roles. For example, Tom Barker is both a GP and part owner of a practice. He uses separate usernames and roles to distinguish his medical practitioner access from his managerial access. His usernames are TB_GP and TB_Admin, that is, his initials and a code to represent each role. Usernames must be unique and cannot be longer than 255 characters.

Names

Enter the user's alternative names.

Role

Enter a role for this user if required. A user's role is no longer associated with their permissions. The Role field will be deprecated in future updates.

Healthcare professional

Set if this user is a healthcare provider. A healthcare provider is anyone who provides healthcare for a patient (such as, a doctor, health worker, nurse, and so on) who may or may not be a billing entity. Specifically, a health service provider is defined by Medicare. Ensure that you also provide their provider details.

This option also optimises the behaviour of Helix for healthcare providers. For example:

At login, the work area selection shows only those linked to the user's account.
Providers can view patients waiting for them in the queue.
A provider's external name is added to reports, invoices and claims. Providers can't see the reports for other providers in any centre.
Providers see only their own recalls when filtering the list for a centre other than the current logged in centre.
Providers are added to the Clinical Management address book automatically as internal contacts if they also have a specialty selected.
Providers are listed on visits on the Claiming, Banking & Payments > Patient Claims tab. These providers must have an ABN.

Prescriber details

If Healthcare professional is set for the user, add their healthcare provider information.

External names

Enter alternative names that the provider uses for external communication and services, if any.

Prescriber Number

The provider's prescriber number. Without a prescriber number, the provider can't print prescriptions or prescribe medications. Required for ePrescribing.

Prescriber type

The prescribing scope of practice of the provider.

HPI-I

The current Healthcare Provider Identifier - Individual number assigned to the provider. HPI-I is required for ePrescribing.

Qualifications

The qualifications of the provider. Required for ePrescribing.

Company

If this provider operates as a company, the company name.

ABN

Include the ABN for a healthcare provider or company.

AHPRA number

The AHPRA registration number of the provider. To find a provider's AHPRA registration number, visit the AHPRA website.

SIRA approval number

In NSW, an allied health practitioner's State Insurance Regulatory Authority number.

Participate in My Health Record

If the provider is eligible to upload a patient's clinical information to My Health Record, and download it from My Health Record, set this option.

Centres

For healthcare providers, add the provider numbers for Medicare Online Claiming associated with each centre. This allows a provider to claim Medicare payments using different provider numbers based on the place from which they are providing services.

Provider Number

Add the healthcare provider's eight character Medicare identifier by which they are referenced, typically six numbers followed by two letters, for example, 123456AB. If the provider's number is only seven characters, prefix the number with 0.

Payee Provider Number

When a provider provides a service, only that provider can submit their claims, unless there is a delegated payee provider for the centre whose provider number and name is attached to the health service bank account where electronic claims deposits are made. Add the provider number for the delegated payee provider for the centre if required.

Note: If the provider being edited is the payee provider, this field should be left blank.

Payee Provider Name

The delegated healthcare provider whose provider number is attached to the health service bank account where electronic claims deposits are made. Add the provider name for the delegated payee provider for the centre if required.

Note: If the provider being edited is the payee provider, this field should be left blank.

Ancilliary Provider No

If required, add another Helix user authorised to submit claims on behalf of this provider.

Payee Merchant ID

Add the merchant ID for your centre.

Medical-Objects Routing ID

If your centre uses Medical-Objects for receiving documents and results, enter their routing ID.

ePrescribing Entity ID

If Helix is configured for electronic prescribing and the user is a healthcare professional who has opted in to ePrescribing, after you have provided the user's title, preferred given and family names and a prescriber number, set Request from eRx to request the provider's entity ID for each centre at which they practice from eRx. The eRx Entity ID is retrieved automatically and displayed in the ePrescribing Entity ID field.

If you cancel updates to a user's details, all changes are removed including any IDs retrieved. If an ID can't be retrieved, an error is displayed.

Work Areas

Add the work areas a user works in at each centre. Use the work areas to define separate default item numbers and fee schedules. Each centre can have multiple work areas associated with it.

Select Speciality

An individual may have more than one speciality at an organisation. A user's speciality does not determine their permissions to use Helix.

Specialities are health professions taken from the ANZSCO - Australian and New Zealand Standard Classification of Occupations, 2022 Australian Update.

Select Cost Centre

Select the cost centre to which consults in this work area are applied.

Default Item No

Add the default item number applied to consults for this work area.

Default After Hours Item No

Add the default item number applied to after hours consults for this work area.

Fee Schedules

For any fee schedule, you can use the fixed centre rates or select custom fee schedules for the following areas:

Private Visit Rate
Pre-employment Visit Rate
Workers Compensation Visit Rate

For more information about creating custom fee schedules (referred to as override schedules), see Fee Schedules.