Helix Permissions

Helix has a predefined set of permissions that you can apply to individual users or all members in a group.

Admin permissions

Table 1. Admin permissions
Permission	Description
All Centres (Head office use only - bypasses centre login and restricts clinic functions)	For head office users who need access to data across all centres but do not perform clinic-level duties. This permission is required to update settings that affect all centres at once, such as importing fee schedules or adding new centres and will show data across all centres in billing and reports. Note: If a user has this permission, they do not select a centre when they log in and most clinic-level functionality is not available to them. For example, this user cannot record consults, view appointments or the patient queue, or view recall lists.
Update Users	Allows a user to add, update and make users inactive.
Update Roles and Permissions	Allows a user to create and modify roles and their permissions.
Update User Preferences	Allows a user to configure their ePrescribing and Real Time Prescription Monitoring preferences and recall notification preferences.
Link Active Directory Users to Accounts	Used by customers who integrate their Active Directory with Helix. Allows these users to search their Active Directory and link their users to Helix users.
Reset Multi Factor Authentication for Users	Allows a user to reset other users' multi-factor authentication recovery codes. For example, if they lose their phone.
Update Centre Settings	Allows a user to create, update, activate and deactivate their own centres and work areas. This permission also allows access to Recall Management (SMS templates and letter templates related to recalls for this centre) and Certificates (users can upload certificates and set company payment options). To update other centres, users need the All Centres (Head office use only - bypasses centre login and restricts clinic functions) permission.
Update Abbreviations Settings	Allows a user to create, edit and delete abbreviations.
Update Fee Schedule	Allows a user to add, edit, import and delete billing fee schedules, for both private and Medicare or DVA fees.
Update Appointment Settings	Allows a user to manage appointment types and practitioner appointment availability settings.
Update Address Book in Settings	Allows a user to access the address book in Settings to add, edit, update and approve address book entries and deactivate them. Users can also link account holders to an address from Billing.
Update Document Templates	Allows a user to create, edit and delete letter templates.
Configure Immunisation Settings	Allows a user to access Settings > Clinical > Immmunisation to configure immunisation schedules, associate diseases with vaccines, manage vaccine settings (including aliases, Medicare vaccine codes, Medicare maximum doses) and add or remove immunisation schedule documents.
View Audit Logs	Allows a user to access the audit logs.
Set up and send patient SMS	Allows a user to add and edit ad-hoc SMS templates and send ad-hoc SMS messages to patients.

Appointments permissions

Table 2. Appointment permissions
Permission	Description
View Appointments	Allows a user to view appointments in the appointment book. If users do not also have the Create Appointments permission, their access is read-only and they will not be able to create or edit appointments.
View All Appointment Books	Allows a user to see appointment books for multiple healthcare providers or if you are a healthcare provider, for other HCPs. If this is not set, HCPs can see only their own appointment book.
Create Appointments	Allows a user to create appointments or copy and paste appointments.
Edit Appointments	Allows a user to: Edit appointments Drag an appointment to a different time slot Cut an appointment and paste it in a new time slot Update appointment details including Billing Type, Appointment Type, Consult Type, Caution Status, Notes
Delete Appointments	Allows a user to delete a future appointment from the appointment book.
View Patient Queue	Allows a user to view the Patient Queue of visits.
Update Patient Queue Status, Notes and HCP	Allows a user to update a queued visit including changing the Health Care Provider, updating the status (Waiting/In Consult/Finished Consult/Did not wait) and adding queue notes .

Billing permissions

Billing permissions control access to features and information in the

Claiming, Banking & Payments panel.

Table 3. Billing permissions
Permission	Description
View Banking Records	Allows a user to view unbalanced, balanced and deposited items.
Create Invoices and Receipts	Allows a user to create receipts and invoices.
Create Receipt for all Account Holders	Allows a user to create a receipt for any account holder even if they don't have the Create Invoices and Receipts permission.
Adjust, Refund or Write Off Invoice	Allows a user to adjust, refund and write off invoices, or change the work area for an invoice.
Adjust Invoice via Visit	Allows a user to update the invoice for a consult from the visit list in the Claiming, Banking and Payments > Batch window and it enables the Adjust button.
Adjust Invoice without Authentication	Adjust a receipt information or reverse an invoice without two factor authentication and witness approval.
Create Receipts for Medicare	Allows a user to create receipts for Medicare.
Create and Transmit Medicare Batch	Allows a user to batch a group of claims to Medicare for each healthcare professional at the end of the day, and send the batch to Services Australia.
Retransmit Medicare Batch	Allows a user to retransmit a batch of Medicare claims to Services Australia, remove a visit from a batch or cancel the batch.
View Medicare exceptions and retransmit	Allows a user to view Medicare errors and retransmit Medicare claims to Services Australia.
Adjust Medicare Refunds	Allows a user to retrospectively adjust a claim to a finalised service if instructed to by Services Australia. The user can either delete the claim or edit it to reflect the new claim details. Changes will impact financial reports.
View Patient Claim	Allows a user to view the list of patient claims in Claiming, Banking and Payments > Patient Claims, and the details of each claim.
Create Patient Claim	Allows a user to create and transmit patient Medicare claims to Services Australia.
Transmit Patient Claim	Allows a user to transmit a patient's Medicare claim to Services Australia.
View Workers Compensation Claims	Allows a user to view all workers compensation claims and filter the list by status.
Select all Centres in Workers Compensation Processing List
Release Workers Compensation Claims	Allows a user to release workers compensation visits and follow ups.
Adjust Workers Compensation Invoice (Bulk)	Allows a user to update a workers compensation invoice.
Update Workers Compensation Claim Status	Allows a user to update the status of workers compensation claims.
Print and Send Workers Compensation Invoice	Allows a user to send or reprint workers compensation invoices.
Update Workers Compensation Billing Items (After Followup)	Allows a user to update the items for a workers compensation consult from the visit list in the Claiming, Banking and Payments > WC window.
View Immunisation Batch Summary	Allows a user to access the Immunisations section in Billing to view immunisations for transmission to AIR.
Update Immunisation Batch Summary	Allows a user to reset the error status of immunisation transmissions to the AIR. Users must also have the View Immunisation Batch Summary permission.

Clinical Settings permissions

Table 4. Clinical Settings permissions
Permission	Description
View Timeline	Allows a user to view a patient's timeline. Specific artefacts in the timeline, such as consult notes and prescriptions and so on, may have separate viewing permission dependencies.
View Health Summary	Allows a user to view the Health Summary panel, including family and social history, alcohol, BMI, nutrition, physical activity, and smoking information.
Update Health Summary	Allows a user to edit information in the Health Summary panel, including family and social history, alcohol, BMI, nutrition, physical activity, and smoking information..
View Medications	Allows a user to view medications, prescriptions, extemporaneous preparations, and drug information, interactions and allergens.
Update Medications	Allows users with a prescriber number to create and send prescriptions, edit the details, and cease prescriptions. This permission also allows a user to add a medication record, such as medication history or started elsewhere.
View Medication Charts	Allows a user to view and print a medication chart.
Update Medication Charts	Allows a user to create and update a medication chart.
Update Drug Recipes	Create an extemporaneous preparation (drug recipe) and view the list of recipes in the Medications panel.
View Conditions	Allows a user to view conditions in the Health Summary > Conditions panel.
Update Conditions	Allows a user to update conditions in the Health Summary > Conditions panel. The View Conditionspermission is also required.
View Immunisations	Allows a user to view the Health Summary > Immunisations panel.
Update Immunisations	Allows a user with a provider number or ancilliary provider number recorded in Helix to record, update and delete immunisation information in the Health Summary > Immunisations panel. If users do not have this permission, Add Immunisation may still be visible, but no operation occurs.
View Consults	Allows a user to view the Consult panel. Tip: This permission enables the Consult icon in the floating navigation bar.
View Consult Notes	Allows a user to view consult notes in the patient timeline. Confidential notes are displayed to the author only.
Update Consults	Allows a user to start a consult, add and edit consults in the Consult panel, and use smart functions (`\abbreviation`) in the consult notes. Users can also add a comment to a patient timeline entry.
Update Examinations	Allows a user to update Consult > Consult Notes > Examinations.
Create Confidential Consult Notes	Allows a user to mark notes for a consult as confidential in the patient timeline, so that only they can see the notes. Users can also remove the confidential status for consult notes that they have added.
Administer Confidential Consult Notes for All Users	Allows a user to view the contents of a confidential consult note in the patient timeline, regardless of the author. If users do not have this permission, when viewing another user’s confidential consult notes in the patient timeline, the details of the note are obfuscated: `xxxxxx` is displayed for the consult note; the reason for visit and comments are hidden. Users with both Administer Confidential Consult Notes for All Users and Create Confidential Consult Notes can: View the contents of a confidential consult note, regardless of the author. Mark a consult as confidential, regardless of the author. Unmark a consult as confidential, regardless of the author. This permission is enabled for the System Administrator role by default.
Start Consult from Queue	Allows a user to start a consult from the patient queue.
View Allergies	Allows a user to view the allergies list on the patient header.
Update Allergies and Med Precautions	Allows a user to add, modify and delete allergies, `nil known` status and medication precautions, such as, Gluten Intolerant, Elite Sportsperson, Pregnancy, Breastfeeding. The View Allergies permission is also required.
View Pathology and Imaging Requests	Allows a user to view and print imaging and pathology requests from Consult > Imaging , or Consult > Pathology .
Update Pathology and Imaging Requests	Allows a user to create, edit or delete imaging requests from Consult > Imaging , or create and delete pathology requests from Consult > Pathology .
Assign Result	Allows a user to assign an HCP to an inbox item from the Message Centre or Timeline.
View Letters	Allows a user to view letters in the Patient Timeline and Outbox panel. The View Patient permission is also required.
Print Letters	Allows a user to print a letter when they create it. The View Letters permission is also required. If the user also has the View Patient permission, they can reprint the letter later from the patient timeline.
Create Letters	From a consult, allows a user to create a letter that includes clinical information, such as medications and allergies. For example, letter, referral letter, paper assessment, medical certifcate.
Email Letter	Allows a user to email a letter.
Create Letters on behalf of HCP	If enabled, a user can create a letter on behalf of a health care professional. Users are prompted to select the name of the HCP for whom they are authoring the letter.
View Measurements	Allows a user to view and record new measurements from Consult > Measurements .
Update Device Measurements	Allows a user to import data from a connected device, such as an ECG.
View Assessments	Allows a user to view in the timeline that a particular assessment was done. To view details of the assessment in the Consult > Assessments panel, Update Assessments is also required.
Update Assessments	Allows a user to create, update and print assessments recorded in the Consult > Assessments panel and to view the contents of an assessment from the patient timeline.
View Nursing Request	Allows a user to view a nursing request in the patient timeline or Actions list.
Update Nursing Request	Allows a user to create and print a nursing request from the Consult > Nursing Request panel.
View Care Plans	In Consult > CDM, allows users to view the Current Care Plan section.
View Mental Health Care Plans	Allows a user to view the GP Mental Health Treatment Plan in the CDM (Chronic Disease Management) panel.
Update Care Plans	Enables Consult > CDM so that users can create and review care plans in the CDM (Chronic Disease Management) panel and provide feedback on care plans.
Create Care Plan on behalf of HCP	If enabled, a user can create a care plan on behalf of a health care professional. Users are prompted to select the name of the HCP for whom they are authoring the care plan.
View Obstetrics and Gynaecology Measurements	Set with the Update Obstetrics and Gynaecology permission to allow a user to include obstetric information in letters.
Update Obstetrics and Gynaecology	Allows a user to update a patient's obstetric and gynaecological information from the Consult panel. The View Obstetrics and Gynaecology permission is also required.

Message centre permissions

Table 5. Message Centre permissions
Permission	Description
View Results	Allows a user to view results, such as pathology and imaging, referrals and incoming letters, in the timeline and the Inbox of the Message Centre. Users can also print an inbox item and add results to a letter.
Action Results	Allows a user to action a result from the inbox. Without this permission, the Follow up, Recall, Urgent Recall, Discussed and No Action Required buttons are not available.
Delete Inbox Items	Allows a user to delete and restore items from the inbox.
Update Inbox Comments	Allows a user to add comments to an inbox item.
View Scanned Documents	Allows a user to view the uploaded and scanned documents in the Document Management System.
Update Documents	Allows a user to upload a document, match to a patient, assign to an HCP and update the document details.
Delete Documents	Allows a user to delete a document from the Document Management System.
Upload File from Device	Allows a user to upload files to and download files from the DMS.
View Recalls	Allows a user to view recalls in a consult and view the recall list in the Message Centre, including urgent recalls. Users can also add comments to recalls.
View Recall Medical Notes	Allows a user to view medical notes in the recall editor for urgent recalls.
Update Recalls	Allows a user to create, defer, complete and remove recalls. Users also require the View Recalls permission and the View Recall Medical Notes permission for urgent recalls.
View Outbox List	Allows a user to view the list of message items.
View Outbox Item	Allows a user to view the document content of the selected row item.

Patients permissions

Table 6. Patients permissions
Permission	Description
View Patient	Allows a user to view patient demographics. This permission is required to view the patient timeline and health summary.
View Patient Clinical View	If enabled and a patient is selected, this displays the healthline, timeline and consult panels by default. If not enabled, this displays the visit panel expanded by default. Enable for any users performing consultations.
Create Patient	Allows a user to create a new patient.
Update Patient	Allows a user to update a patient's demographic details.
Decease Patient	Allows a user to set a patient to deceased.
Extract Patients	Allows a user to extract a patient record including demographics, health summary and timeline information between two dates. Users must also have the Patient Management permission.
Patient Management	Allows a user to access Settings > Patient Management, where they can manage duplicate patients, extract patient records, and define patient status (active/inactive status) for the health centre.
View Patient Metadata Stores	Not visible by default. Allows a user to view the patient metadata stores used for particular customers.
Create Patient Metadata Stores	Not visible by default. Allows a user to create the patient metadata stores used for particular customers. This API service stores key/value pairs against a patient with categories, such as measurements and allergies, and subcategories, such as height and weight, and dates so that the key/value pairs can be queried later.
Edit Patient Metadata Stores	Not visible by default. Allows a user to edit the patient metadata stores.
Delete Patient Metadata Stores	Not visible by default. Allows a user to delete patient metadata stores.

Reports permissions

Table 7. Reports permissions
Permission	Description
View Billing Reports	Allows users to access billing-related reports, such as transactions, oustanding balances, bulk billing and adjustments.
View Day Sheet Reports	Allows users to access day sheet reports, such as receipts, visits, daily figures, My Health Record uploads, and so on.
View General Reports	Allows users to access general reports, such as patient details, appointment book settings, and so on.
View Clinical Reports	Allows users to access the medical filters on patient reports, such as condition search.
View Prescription Reports	Allows users to access reports related to medications.
View Immunisation Reports	Allows users to access immunisation reports. Users must also have Prescription Reports enabled.

Visits permissions

Table 8. Visits permissions
Permission	Description
Create Visits and Arrive Appointments	Allows a user to create a visit and add the visit to the queue or not, depending on if the patient will have a consult today. Also allows a user to mark appointments as arrived and view the transaction history for a patient. Tip: This permission enables the floating navigation bar.
Update Visits and Billing Items	Allows a user to modify a visit's work area, date of service, HCP and billing type. This permission is required to add billing items to a visit.
Waive Credit Card Surcharge	If the user also has Access data across all centres set, allows the user to adjust default visit items.