Helix Updates

Helix Release Notes – 15 October, 2020


ePrescribing (for customers with ePrescribing enabled)

  • We have made the following changes to comply with the legislation requirements of ePrescribing:
    • You can add “prescriber type” in user settings, which will appear in preview while ePrescribing controlled substances in the A.C.T. and South Australia.
    • You can now add an authorisation reference number while prescribing certain drugs electronically. Please note that for printed prescriptions, handwriting of the authority number will still apply.
    • For Azure Active Directory users, you will be prompted to re-authenticate while ePrescribing controlled substances
  • You can now exclude certain medications from a patient’s active script list to ensure patient satisfaction and provide optimal care.

Bug Fixes

  • A change has been made for SMS appointment reminders and patient replies. An appointment can only be cancelled if a patient responds ‘No’ to the appointment booking confirmation. A ‘Yes’ response will confirm the booking and all other responses will be marked as having received an unclear SMS response.
  • We have updated the prescription search report to display the relevant prescriptions.
  • A patient’s full name will always be printed on a prescription, even with long names. Previously the full name was not being printed if their name was unusually long.
  • In the patient queue, the default work area and HCP filter now both update correctly when a user changes between different centres.

MBS & DVA Fee Update – 1 October, 2020

1 October, 2020

The latest Medicare Benefits Schedule (MBS) file is available to download. Click here for full details. 

The update includes both the MBS fees and the DVA fees that are effective from 1 October, 2020.

Download Update

For information on how to add these fees to your fee schedule please navigate to the Adding fees manually section and read this article.

Helix Release Notes – 1 October, 2020


ePrescribing (for customers with ePrescribing enabled)

  • Prescriber qualification is now mandatory for ePrescribing and must be set up in user settings.
  • For users who have ePrescribing enabled, we have improved the visibility of ePrescription transmissions so you can easily identify the status of prescriptions you’ve sent electronically. You can see the outcome of each script — whether it is sent successfully, resent, or deleted, as well as see any failures, in the timeline.

    Confidential Consults

    • Consultations in Helix can now be marked as confidential. Only the healthcare professional who created the consult will be able to see the reason for visit and consult notes within the practice – this is especially important for mental health and other sensitive consultation types.

    Telehealth and Phone Appointments

    • Patients booked in for a telehealth or phone consult can now be automatically added to the appointment book 10 minutes prior to their appointment, to support the fact they won’t arrive at the premises to be “arrived” in the appointment book. This feature is not enabled by default. To have it enabled, please contact us.

    Audit/Roles and Permissions

    • You can now track changes made to roles and permissions, and individual settings for different users in your practice. You can see who made the changes and what changes were made.

    Medicare Claims

    • Claims that are resolved are now visible in the exceptions screen. And, clicking them will reveal the details of each claim.

    New Templates

    • The Queensland Police Service Academy Medical Centre trauma sheet template has been added
    • The Women’s Ultrsound Malvern template has been added

    End User Licence Agreement

    • Security is important to us, and so the End User Licence Agreement (EULA) can now be accessed at any time via the taskbar menu on the bottom left corner of Helix.

    Bug Fixes

    • A bug that prevented users from downloading files from migrated data has been fixed.
    • The state/territory field was previously not editable when creating a new patient. A patient had to be saved before it was possible. This is now fixed.
    • A bug that resulted in a horizontal scrollbar sometimes appearing in the timeline has been fixed.

    Enabling ePrescribing in Helix

    IMPORTANT: ePrescribing has been permitted for Victorian practices only.

    Step 1: Initial Setup

    The Practice

    Each practice must have an HPI-O (Healthcare Provider Identifier – Organisation) number, which must be added to the Centre Settings (accessible via the System Administrator login).


    Each registered practitioner must have an HPI-I (Healthcare Provider Identifier – Individual) number, which must be updated and saved in the User Settings in Helix.

    Ensure all practitioners wishing to participate have Electronic Prescribing enabled in their Preferences settings.

    Step 2: Prescribing Electronically

    The prescribing workflow in MedicalDirector Helix has been amended to enable ePrescribing. To view the new workflow, read the step-by-step guide.

    Read the instructions

    Government recommendations for ePrescribers

    Communication with your local pharmacies is critical – this will ensure everyone is ready to write and dispense an electronic prescription (noting some pharmacies may require more time and resources to get their dispensing workflow ready). Patients may experience a delay in accessing their medicines including having to return to general practice for a paper prescription if this step is not undertaken.

    It is recommended that you confirm that pharmacies in your local area are ePrescribing-enabled, and communicate this to patients when using this form of prescription.

    Free on-demand webinar

    For a full demonstration of the electronic prescribing process in MedicalDirector Helix, a webinar recording is now available to watch on-demand.

    Watch now

    Support Docs

    For more support, use the LiveChat widget below.

    Helix Release Notes – 17 September, 2020


    Patient Notes

    • Admin users can set a patient note as active (is visible) or inactive (is not visible). Previously, the count for patient notes included active and inactive notes whereas, now, only notes that are marked as active will be counted.

    Batches with Medicare exceptions

    • When a batch contains Medicare exceptions, Helix now indicates both the claims with exceptions, and the number of successfully submitted claims.

    Medicare reason codes

    • The latest Medicare reason codes and descriptions used to describe the reasons why a claim has been rejected by Medicare are now available.

    Additional appointment types

    • The following new appointment types have been added:
      • Aged Care Visit
      • Home Visit

    Bug Fixes

    • Some pathology templates would display the fax number in the phone number field. The templates had minor alignment issues. Both issues are fixed with the phone number field only showing phone numbers now.
    • In some cases processing a rebate for fully paid private patient claims resulted in a warning that the OPV check was not successful even when it was. This has been fixed.
    • A task could not be acknowledged if the message contained one long word without any spaces used. The “Acknowledge” Button was not visible. This has been fixed.
    • When a WC claim was issued with one or more $0 items, it was not displayed in patients transaction history. This has been fixed now.
    • Radiology referrals weren’t printing the copies to person on the request form. This has been added to the templates.
    • A drawing tool misalignment issue on some screen resolutions has been fixed.
    • The issue of not being able to attach results to certain templates has been fixed.

    Helix Release Notes – 4 September, 2020


    Electronic Prescribing

    • ePrescribing has been enabled for practices in Melbourne Metro in accordance with Government timelines.

    Two-factor Authentication

    • We are starting to roll out two-factor Authentication for MedicalDirector Helix for increased security. Users will start to see this come into effect over the coming weeks.  Once you’ve downloaded an Authenticator app and completed the initial setup, when you login to Helix, you will be asked to verify your identity using a one-time code.

    MedicalDirector Service Status

    • We’ve introduced MedicalDirector Status Page to keep you up to date on Helix system information, general maintenance, and service outages.  If you’re experiencing an issue in Helix, you can subscribe to receive alerts via email and SMS, or you can visit the Status Page for updates.


    • When processing a refund in Helix, we have simplified the workflow so that ‘manual refund’ has already been selected, saving time for your Admin staff.

    Patient Extract

    • All scanned documents from DMS that have been assigned to patient, are now shown in the patient extract file under ‘Documents In’ section.

    Phone Appointments

    • Patients’ phone numbers can now be captured in the appointment booking flow to make the Teleconsult workflow simpler. Also, the patient record can now be automatically updated with new phone numbers.

    Care Plans

    • When creating a care plan, you can now complete the plan without capturing a patient’s height, weight or blood pressure, if deemed not clinically relevant to the plan or if you are unable to take measurements at the time, e.g. during a remote consultation.


    • Claims rejected by Medicare because they are of $0 amount, can now be accepted or resubmitted. This helps when a practitioner visits a patient outside the practice and an item worth $0 is created.

    Bug Fixes

    • The time displayed on Bulk Bill, Receipts Issued and Patient Details reports are both now the same in preview and printed versions.
    • Issue reported by some practices when manually confirming or declining an appointment has been fixed
    • Issue reported by some practices when saving letters during consults has been fixed
    • A scrollbar has been added to show all items added to a consult on the billing screen. Previously when many items were present, they were not all visible.
    • Printing a BulkBill voucher from within the In Exception screen now works.
    • New items can no longer be added to a claim that is marked resolved.

    Helix Release Notes – 6 August, 2020



    • Allow patient related tasks to be optionally visible to all users in the patient timeline.

    Radiology and Pathology

    • Additional Pathology/Radiology providers are available to select as your preferred provider.
      • Direct Radiology (QLD)
      • Southern IML Pathology (NSW)
    • The formatting of the Douglass Hanly Moir template has been improved by realigning some of the free text areas

      Bug Fixes   

      • Changing from 1/3 to the full view in the appointment book caused an intermittent issue where the previous state of the appointment book was not shown. This is now fixed.
      • The tasks area has been refactored to add standard pagination, sorting and an additional column for created date solving the issue of tasks going missing after they had been acknowledged.

            Helix Release Notes – 23 July, 2020


            Address Book 

            New specialist types have been added, the following specialist types are now available for selection.

            • Dentist
            • Orthodontist
            • Retina Specialist
            • Counsellor
            • General Physician
            • ENT Specialists
            • Colorectal Surgeon
            • Oculoplastic Surgeon
            • Clinical Myotherapist

            Imaging template

            • A generic imaging template to print on non branded stationery has been added to Helix

            Bug Fixes   

            • An intermittent issue where notes within an appointment were unable to be saved is now fixed.

              Helix Release Notes – 9 July, 2020


              Integrated LiveChat with Support 

              You can now to chat to the customer service team live from inside Helix using our updated LiveChat widget. Starting a chat will automatically create a case with our Customer Service team linked directly to your practice, ensuring you are receiving the most up-to-date information and assistance from the most experienced agent for your enquiry. Agents are available to assist from 8am to 8pm weekdays, and 9am to 5pm Weekends and public Holidays. 

              Exception Management 

              The Exception Management process has been redesigned to make the experience easier and to ensure completed claims are always transmitted to Medicare.

              • The new exception management screen lets the user accept an item without having to edit it if it is ready to submit. 
              • The new exception management screen lets the user resubmit items with a clear workflow. When resubmitting an item, the item can be edited or a new one can be added. Resubmitting will move this item to un-batched list from where it can be re-batched and transmitted. 
              • A claim can now only be submitted when all required information is completed. 
              • The claimed vs paid amount is now accurate. 
              • Once all items of a claim have been entered, the exception screen will display all the details of the exception, who submitted it, and when it was accepted or prepared for resubmitting. 

              Bug Fixes   

              • Patient Notes can now be added to a newly created patient. 
              • When a batch has been receipted instead of transmitting to Medicare, the resolved status shows paid as zero dollars. The previous logic was only working when transmitting the claim to Medicare or accepting the invoice item from the exceptions screen.

                Helix Release Notes – 28 May, 2020


                Editing Patient Notes

                • Patient notes can now be edited by the user who created the note regardless of the creation date.
                • A user can flag patient notes as Important/Unimportant irrespective of who created the flag and the creation date if it was created by the same user.
                • An admin can set any note as Important/Unimportant irrespective of who created the flag and the creation date.

                Helix Release Notes – 19 May, 2020


                Telehealth Appointments

                • Telehealth appointment links can now be sent via SMS and email and the appointment link can also now be resent to the patient from the visit screen if required.
                • Patient mobile number and email address can be captured or updated when booking a Telehealth appointment, with the information saved to the patient’s record.
                • Telehealth appointments booked via third-party providers will be displayed on the Appointment Card within Helix, so you can send the appointment link out of Helix.

                Patient Notes

                • A Patient Note can now be flagged/unflagged as important by both clinical and practice management users.

                  Bug Fixes

                  The following issues have been fixed:

                  • It is no longer possible to add/edit/delete items for a visit that has been transmitted in the consult and visit screen. This previously led to items being stuck in draft. Users are informed if a visit needs to be edited when hovering over the add button.

                  Helix Release Notes – 30 April, 2020


                  Patient Queue

                  • Notes entered in the appointment book are now visible in the Patient Queue.


                  • Weight can now be entered with up to three decimal points, this will ensure additional accuracy when recording measurements.

                  Appointment book

                  • To support remote working, GPs can now arrive patients to the Queue themselves, whereas previously only users with the role of Receptionist or Practice Manager could perform this action.For those who do not want this feature enabled – we can turn it off upon request (we are working on a solution where this can be managed by the practices themselves)

                  Bug Fixes

                  Appointment Book

                  The following issues have been fixed:

                  • Patients being arrived multiple times in the Queue
                  • The HCP being set as first available
                  • Referral details are no longer lost while billing the pateint in the Queue

                  Helix Release Notes – 16 April, 2020

                  Enhancements (COVID-19)

                  Appointment Book and the Queue

                  • You can now flag an appointment and/or a queue item with a “Caution” label, intended to warn administration staff and practitioners to check the notes for more information on the patient. The flag can be added or removed whilst in the appointment book and queue in the details screen.

                  Telehealth and Phone Consults Queue

                  • To better support the workflow for Telehealth and Phone consults, patients for these appointment types will automatically ‘arrive’ (be added) to the queue 10 minutes before the appointment start time. This work has been done to ensure they appear in the queue even though they have not physically arrived at the practice.

                  Enhancements (General)

                  Medicare Batching and Transmission Screen

                  • A label is now displayed next to the symbol on the filter in the Medicare Batching and Transmission screen.

                  Helix Release Notes – 3 April, 2020

                  3 April, 2020

                  What’s New

                  Advanced Search

                  • When looking at any search results, you can create a recall for those patients.


                  Advanced Search

                  • You now have a search option to include deceased patients.
                  • You can now add multiple terms at once in the medical filter section (e.g. multiple conditions, medications, allergies and/or vaccinations).

                  Work Areas

                  • There is a change to the error message that appears in the billing screen if a work-area is selected that is not relevant to the Practitioner. Instead of a code, it will now show a work area name.

                  Bug Fixes

                  Pathology Results

                  • The header text in pathology results has been corrected so it doesn’t overlap the result.


                  • The SMS Template Creator has been fixed to provide an accurate number of SMS messages that will be sent for a single reminder.

                  Helix Release Notes – 27 March, 2020

                  What’s New


                  • A new ‘Phone’ appointment type is now available in the appointment book. This will enable you to identify any phone appointments in the appointment card.
                  • A ‘Phone’ label has been created to identify Telehealth appointments in the patient queue.


                  Patient Notes

                  • Notes can now be seen and added in the patient consult screen by Health Care Professionals (HCP’s). These notes are visible to everyone in Helix.

                  Helix Release Notes – 19 March, 2020

                  What’s New

                  COVID-19 (coronavirus)

                  Based on advice from our Chief Medical Officer, we have released the following items in Helix to support practices dealing with COVID-19.


                  Radiology and Pathology

                  • Additional Pathology/Radiology providers are available to select as your preferred provider.
                    • Illawarra Radiology Group
                    • PRP Diagnostic Imaging
                    • Cervical Screening Test types have been introduced to replace the outdated pap-smear test type.

                  Letter Writer Templates

                  • A new template GP Eating Disorders Plan (EDP) has been added to the Letter Writer and can be accessed from the search field.

                  Transaction History Screen

                  • The default setting for the transaction history screen of each patient filters to the status ‘All’ instead of ‘Unpaid & Unfinalised’.

                  Outstanding Balance Report

                  • The Outstanding Balance Report now splits any item billed against the Healthcare Provider (HTP) and items billed to the Centre (CTR). CTR items now appear as additional line items in the third section of the report.

                  Bug Fixes

                  SMS Reminders

                  • For sites with over 200 user accounts, SMS reminders can now be sent.

                  Helix Release Notes – 5 March, 2020


                  Patient Timeline

                  • Pagination has been added to the Patient Timeline, which means you can navigate between pages quickly to find the information you are searching for. Now, when scrolling through the timeline, if you view a document and then return to the timeline the scrollbar position will be saved.

                  Radiology and Pathology

                  • Additional Pathology/Radiology providers are available to select as your preferred provider.
                    • Engadine Medical Imaging


                  • The claim number/ID field has been moved underneath the employer field, ensuring you have an easier time when using the Worker Compensation template.

                  Bug Fixes


                  • We’ve improved the process of inputting consult information. When you navigate away from the consult screen, your notes will be stored, and will be there when you return to that screen. This will help you to resume your consult as normal.

                  Appointment Book

                  • We’ve updated the daily appointment count, ensuring you can see how many appointments are on that specific day.

                  Helix Release Notes – 6 February, 2020



                  • Admin users are not directly associated with a Centre and therefore cannot resubmit immunisation claims. To prevent this, a new tool tip has been added.

                  Medicare Claiming

                  • Colour-coding now indicates whether amounts paid by Medicare reflect what you claimed. Lower amounts are displayed in red. Equal or higher amounts are displayed in green.


                  • The current date can now be used as a patient’s date-of-birth.

                  Radiology and Pathology

                  • Additional Pathology/Radiology providers are available to select as your preferred provider:
                    • The South Coast Ultra Sound
                    • Woonona Medical Imaging


                  • An HCP can now perform an exclusion query during search queries. For example, you can search for all patients over 65 years who have NOT had a flu vaccination in the last year.
                  • The ability to delete previously saved reports / search criteria has now been added.

                  Bug Fixes


                  • The notes field doesn’t appear when the text has been removed.


                  • Improved performance for the Transaction Payment Report.


                  • The receipts in the banking section now display up to 200 records rather than previous limit of 60 records.

                  Helix Release Notes – 23 January 2020


                  Patient Queue

                  • Move patients around the Patient Queue using drag-and-drop.


                  • Additional Quality Control applied to patient and vaccination data transmitted to the Australian Immunisation Register.
                  • Immunisation records are transmitted to the Australian Immunisation Register 6pm daily

                  Patient Demographics

                  • A baby’s age is now displayed in completed weeks up until 4 months.

                  Template Management

                  • You can now add patient Clinical Summaries anywhere in a letter to suit your preference.
                  • You can now drag and drop Clinical Summaries (previously called “Attachments”) in any order and to any location in the letter template, and they will appear in this order in new letters based on this template.
                  • Read more about Template Management.

                  Letter Writer

                  • Based on your feedback, we’ve made an exciting update to the style of the Clinical Summary tables in the Letter Writer.

                  * The new Letter Writer features are currently only available to select group of customer systems. Please contact us for more information.

                  Radiology and Pathology

                  • Additional Pathology/Radiology providers are available to select as your preferred provider.
                    • Australian Clinical Labs (General Pathology)
                    • MERCY IMAGING REQUEST
                    • Express Cardio Services
                    • Genesis Care-cardiology templates

                  NSW WorkCover Templates

                  • The text limit of free-text areas for the NSW WorkCover Template has been increased from 70 to 300 characters. An Auto font size feature is enabled which shrinks the font size where needed to ensure that (up to) 300 chars fit into the text boxes. We suggest you use the ‘free text’ area at the bottom of this template if you require further space, until a more flexible template becomes available.

                  Patient Search and Reporting

                  • Past Conditions / Ceased Medications: Search for patients who have had a previous condition or who have ceased medications.
                  • Allergies / Vaccinations: Search for patients with specific allergies or who have been immunised with a specific vaccine.
                  • Save: Save the search criteria / reports you use frequently to reduce time to access this information

                  The patient search / reporting tool is being rolled out to the practices in a staggered approach and will be available to all practices in the next two weeks. See more about Patient Reports in Helix.

                  Bug Fixes

                  MBS/DVA Subcategory Integration

                  It was discovered that the following groups and subcategories had to be added to the Helix MBS/DVA fee file upload manually by customers. These are now incorporated in the MBS fee file upload.

                  Group ID /SubGroup ID:

                  • A30 / 5,6,7
                  • A36 / 1,2,3,4
                  • I3 / 18
                  • I4/2
                  • M16 / 1,2,3,4,6