Add a User

Add anyone who needs to access Helix as a user.

Before you begin

Permissions:
  • Update Users

About this task

When adding a user record, you will complete the following information:
  • Record the user's basic details such as their name.
  • Indicate if they are a healthcare provider. They will be required to supply their provider details.
  • Indicate which centres they work at. A user can work at multiple locations.
  • For each centre, indicate what work areas they are members of.
  • Add the user to a group.
    Tip:
    If you create a user and do not specify group membership, the user is assigned to the default group.

Use this field information to help complete this task.

Procedure

To add a new user:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Users > Account List. The User list window is displayed.
    Example User Management Window
  3. In the User list window, click Add Account.
  4. In the Account Details section, provide account details for this user. For details about the information required for each field, see Account details.
    Add User window
  5. In the User Details section, provide user login details for this role and set whether this user is a healthcare professional. For details about the information required for each field, see User Details.
    User details
  6. Untick Active to deactivate the user if needed.
    Note:
    Active is ticked by default.
  7. If this user is a healthcare provider, provide prescriber details and authorisation numbers. For details about the information required for each field, see Prescriber details.
  8. To add the practices, health centres or organisations at which the user works:
    1. In the Centres section, click Add iconAdd.
    2. From the Centre list, select a centre and click OK.
    3. Complete the required information. For details about the information required for each field, see Centre details.
      Centre section
      • In the Provider details section, enter the provider details. For more information, see Provider details.
      • If required, to include an HCP's bank details in their invoices, provide an HCP's bank account details in the Bank account details section. For more information, see Bank account details.
        Tip:
        If the banking details are not required for the provider, clear all fields in the Bank account details section.
      • In the Medical-Object details section, provide the medical-object details for your centre. For more information, see Medical-Object details.
      Tip:
      If this user is a healthcare provider who has opted in to ePrescribing, retrieve or enter their ePrescribing Entity ID. For more information, see ePrescibing Entity ID.
    4. Repeat for each centre at which the user works.
  9. If required, add work areas for each centre. Use the work areas to define separate default item numbers and fee schedules.
    1. In the Work Areas section, click Add iconAdd.
    2. From the Work Area list, select a work area and click OK.
      Example Work Areas
    3. Complete as much information about this user's work area as possible. For details about the information required for each field, see Work area details.
    4. Add extra work areas for this user if required.
  10. Click Save.

Results

The new user is added to the User List.

What to do next

After you have added a user, add the user to a role or assign permissions.