Helix User Guide
Referrals

User Configuration

Before you can bill patients for Specialist services you need to indicate which HCPs require referrals.

1.      Locate and click Users at the lower-left.

2.      Select the Settings option.

Settings Menu

The Settings window appears.

 

3.      Within the Users section, click Using Settings button   The User Management window appears.

 

4.      Search for the user whose record you wish to edit.

5.      Hover your mouse over their record, to reveal and click

 

6.      Scroll to the bottom of this window to locate the referral settings.

o      Tick the Referral Required check box.

o      Complete the form data as required.

 

 

7.      Click to confirm your selections, saving the user record.

Recording Visits

The first time you record a visit for a patient where a referral will be considered, ensure;

You record the referral details.

On subsequent visits, you can simply select the associated referral via

Managing Paperwork

If you wish to keep a digital record of the patient's referral letter, it can be scanned into their record via the Document Management System.