Home
Communications
Write letters, medical certificates, referrals, and email or send them securely.
Address Books
Approve or Deactivate an address
Curate your Address Book by approving or deactivating addresses.

Communications
Write letters, medical certificates, referrals, and email or send them securely.
- Communicate with Patients
  Users can communicate with patients electronically using SMS and email.
- Address Books
  - Access the Address Books
    The Address Books are displayed throughout Helix whenever you need to add a recipient.
  - Add New Addresses
    Add new contacts to the address book directly or when billing or sending letters.
  - Edit Addresses
    Edit Address Books to update contact details.
  - View Contacts
    View contacts details in the Address Book.
  - Approve or Deactivate an address
    Curate your Address Book by approving or deactivating addresses.
    - Address Status
      The status of an address in the address book can be approved, awaiting approval, or deactivated.
- Message Centre
  Use the Message Centre to manage recalls, tasks, investigation results and health summaries, and to send messages and review the communications log.
- Referrals
  A health care professional writes a referral to request that another HCP or healthcare organisation provide an expert opinion, diagnosis, or treatment for a patient's medical condition.
- Create and Send Secure Documents
  Send referral letters, medical certificates, health assessments or other medical documents securely to other clinicians using Secure Message Delivery (SMD).
- Printer Settings
  Configure up to four printers for general printing, imaging requests, pathology requests, and prescriptions.

Approve or Deactivate an address

Curate your Address Book by approving or deactivating addresses.

Before you begin

Permissions:

Update Address Book in Settings

About this task

Any user can add new addresses to the Address Book, but your practice might want to use particular addresses in preference to others. Over time, your Address Book might start to contain duplicates or invalid contact details. To help you manage your Address Book, approve or deactivate particular contact information.
Example address book

Example address book

Note:

By default, all saved contacts are in a status of waiting for approval.

Procedure

To approve an address:

Select user > Settings.
In the Settings window, select Address Book or Billing > Address Book.
For the address you want to approve, in the Address Book, in the Actions column, click Ellipsis.
From the list, select Approve.
The address is flagged as Approved in the Status column.

What to do next

To deactivate an address, for the address you want to deactivate, in the Actions column, select

vertical ellipsis icon

Ellipsis > Deactivate.
Example deactivated address in the address book

Example deactivated address in the address book

The address is shown as Deactivated. Deactivated addresses are still available in the Address Book and can be searched for by name. However, they cannot be used for correspondence.