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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.
Edit or Deactivate Users
If required, you can edit or deactivate a users account, centre and work area information.

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 or Deactivate Users
      If required, you can edit or deactivate 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
  Manage your centre's settings and associated details such as adding a new centre, recording your organisation ID to integrate with MyMedicare, updating centre profile, billing information, work areas and other relevant details.
- 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.
- 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.

Edit or Deactivate Users

If required, you can edit or deactivate a users account, centre and work area information.

Before you begin

Permissions:

Update Users

About this task

Tip:

At some health services, you can only edit a user's group membership, not their user information.

Procedure

To edit a user:

Select user > Settings.
In the Settings window, select Users > Account List. The User list window is displayed.
In the Search field, search for the user whose record you want to edit and then click Edit.
Make the necessary changes to the user's record.
Untick Active to deactivate the user if needed.

Note:
Active is ticked by default.
If you need to remove a centre from a user's account, in the Centre section, click Remove.
Click Save.

Results

The selected user's account details are updated.