Searching for Users

1.      Locate and click at the lower-left.

2.      Select the Settings option.



The Settings window appears.

 

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

o      Change the Status drop-down to include inactive user accounts that would not normally show in the results.

 

4.      Enter a user name, user code, role, centre, or state in the Search for a User field. The list is filtered dynamically.

o      Name search example (can be used for searching by user's 'name').

 

o      Username search example (can be used for searching by user's 'username').

 

o      Email search example (can be used for searching by user's email address).

 

o      Sort any column alphabetically by clicking on the column name. Navigate to different pages of results using the navigation buttons at the bottom of the window.

Add a User

When adding a user record, you will;

• Record the user's basic details such as their name and title, and what role they have in your practice.
• Indicate which centre(s) they practice at. A user can practice at multiple locations, and Helix accounts for this.
• For each centre, indicate what work areas they are members of.

 

 

1.      Locate and click at the lower-left.

2.      Select the Settings option.



The Settings window appears.

 

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

 

4.      Click   The Add User form appears.

o      Choose the role required from the Role drop-down.

o      Depending on the role selected, complete any mandatory fields.

o      Participate in My Health Record check box is provided which can be ticked based on the need and the role selected

•       Indicate which Centre(s) this user belongs to.

•       Locate the Centres section at lower-left of the window, and  click

•       Select a centre from the drop-down list and click

 

 

5.      (optional) Add more centres if required.

 

6.      (optional) For practitioner roles, extra fields are provided, available for each centre. In our example, this HCP works a two centres; NSWMedicalCentre and VICMedicalCentre.

 

7.      Indicate which Work Area(s) this user belongs to.

o      Locate the Work Areas section at lower-left of the window, and click

o      Complete as much information as possible.

•       Cost Centre is required.

o      Indicate which Fee Schedules this HCP uses.

•       The default is the schedule used by the centre.

•       You can create customised fee schedules (referred to as Override Schedules), and indicate that the HCP uses these instead.

o      Add more Work Areas if required. Each Centre can have multiple Work Areas associated with it.

 

8.      Click to confirm your selections, and save the user record.

Edit a User

1.      Locate and click at the lower-left.

2.      Select the Settings option.



The Settings window appears.

 

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

 

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

 

5.      Make the necessary changes to their record.

6.      Click to confirm your selections, and save the user record.