User Management

Everyone who needs to access Helix should be added as a user and assigned to a role. Permissions to access various parts of Helix are assigned to roles. The permissions assigned determine what each user can access in Helix.

Only users with the following permissions can access and update roles and permissions. Typically this is a System Administrator:
  • Access to Roles and Permissions in settings - view Security > Roles & Permissions
  • Create Role - create a new role and edit permissions on existing roles
  • Update User - add and update users and make users inactive
  • Update Roles and Permissions
To access roles and permissions:
  1. Select User iconuser > Settings iconSettings.
  2. Select Security > Roles & Permissions.
Roles are sorted alphabetically.

Healthcare Professional

Users can also be healthcare providers or professionals (HCP). An HCP is anyone who provides health care for a patient (such as, a doctor, health worker, nurse, and so on) who might or might not be a billing entity. Specifically, a service provider is defined by Medicare.

Providers can practice at multiple locations or centres.

Identify Health Care Providers (HCP) in their user record. For more information, see Add a User.