User Information

Use this information when setting up a user.

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 password confirmation
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.
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 iconClaiming, Banking & Payments > Patient Claims tab. These providers must have an ABN.
Provider 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. Alternatively, set Manually Enter and in the ePrescribing Entity ID field, type the provider's eRx entity ID.

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.