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Administration
Customise and manage Helix for your health service.
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.
Users
First, add a user to Helix. A user's user groups, permissions and licence level define the features and functions to which a user or members of a group have access.
Search for Users
In long lists of users, search for the users you need to work with.

Administration
Customise and manage Helix for your health service.
- 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.
  - Roles
    Create custom roles for your organisation.
  - Permissions
    Assign permissions to a role.
  - Users
    First, add a user to Helix. A user's user groups, permissions and licence level define the features and functions to which a user or members of a group have access.
    - Add a User
      Add anyone who needs to access Helix as a user.
    - Edit a User
      If required, you can edit a users account, centre and work area information.
    - Search for Users
      In long lists of users, search for the users you need to work with.
  - Helix Permissions
    Helix has a predefined set of permissions that you can apply to individual users or all members in a group.
- Centre Settings
  Information about each centre is managed in Centre Settings. Where you can add, edit, or clone the centres, and view the inactive centres.
- Immunisation Schedule Management
  Create a new immunisation schedule, edit the schedule and activate it.
- Template Management
  All templates used in the Letter Writer are managed from the Template Management system.
- Preferences
  Enable ePrescribing, RTPM and set your display preferences.
- Abbreviations
  Abbreviations are essentially frequently used text inserted into a patient's consult using keystrokes.
- Certificates
  PKI certificates are required by many businesses for maintaining access to digital health tools including electronic prescribing and My Health Record.
- Active Directory User Management
  The Active Directory User Management page allows you to create new users in Helix, or assign access to existing users.
- Audits
  Use the Audit log to check user access, reauthentication, and any changes made to your patient's personal records.
- Migration to Helix
  Helix uses a FHIR-based tool to migrate your MedicalDirector Clinical data using an iterative approach.

Search for Users

In long lists of users, search for the users you need to work with.

Procedure

To search for a user:

Select user > Settings.
In the Settings window, select Users > Account List. The User list window is displayed.
In the Search field, enter a name, user name, user code, email address, role, centre, or state. The list is filtered dynamically, as you type.
Tip: Typically only active users are displayed. To include inactive user accounts that would not normally show in the results, from the Status list, select Include Inactive.

For example:
- Searching by a user's name: name search example
- Searching by a user's username
- Searching by a user's email address
Tip: To sort any column alphabetically, click on the column name. Navigate to different pages of results using the navigation buttons at the bottom of the window.