Patient Demographics

Record a patient's demographics in their patient record.

Permissions:

Create Patient
Update Patient
View Patient

Table 1. Patient Details
Fields	Descriptions
Patient ID	The patient identification number is assigned automatically by Helix when a new patient record is saved.
Patient status	New patients have a status of `Active` by default. For more information, see Patient Status.
Title	If required, select a title from the list. The patient's nominated sex at birth may be changed to suit the title.
Sex at birth	Select the patient's sex at birth from the list: Male Female Not Specified by patient Other
Surname	Enter the patient's family name. If the patient refers themselves by a single name, enter this name into both the Surname and First name fields. No special characters are supported except hyphens and apostrophes.
First name	Enter the patient's given name. If the patient refers themselves by a single name, enter this name into both the Surname and First name fields. No special characters are supported except hyphens and apostrophes.
Middle names	If required, enter a patient's middle names.
Preferred name	The preferred name is displayed in parentheses next to the patient’s name in their record.
Date of birth	Enter the patients date of birth in the format `DD/MM/YYYY`. The patient's age is determined automatically.
Regular Centre	Set a patient's usual healthcare centre.
Home address	Provide at least a home address, including country, address, suburb, state and postcode. To add a postal address, click Add and complete these details in the additional address fields.
Contact numbers	Area codes for land-lines are added automatically, based on the State in the Address field. If adding an emergency contact, you must include the contact's name, and their relationship to the patient. To add a additional Contact number, Emergency number, and Next of kin number, click Add. The updated contact numbers are displayed in the patient's Visit header. To copy a patient's mobile number from their record: In the Mobile number field, click Copy mobile phone number. The copied patient's mobile number is saved to your system clipboard. Paste the number into the required field or application.
Email	Enter at least one and up to two valid email addresses. Email addresses can be used for communication from the practice and to receive ePrescription tokens.
MyMedicare Registration	Displays the patient's MyMedicare registration status. If the status is active and complete, the patient's active provider and the available schemes are displayed. For more information about all scenarios and statuses, see MyMedicare Statuses in Patient Details and MyMedicare Statuses. Tip: Alternatively, the patient's MyMedicare registration status badge is displayed in the header. Practice staff and HCPs can send SMS messages to a patient about their MyMedicare registration suggesting the next action required. For more information about sending SMS messages to patients, see Prompt MyMedicare Registration.
Individual Healthcare Identifier (IHI)	Helix performs an Individual Healthcare Identifier (IHI) search when the patient record is saved, provided you have entered their Services Australia number or DVA number, name, date of birth, gender, and address. If an IHI number is found, it is displayed in the header. If no IHI is found, `No IHI available` is displayed and the statuses are blank. For more information, see IHI.
Medicare	If the patient has a Medicare card, enter a their number, IRN, and card expiry date. The card is automatically validated with Services Australia. If the patient does not have a Medicare card, click Medicare and select Not Provided. For more information, see Online Patient Verification.
Concession Card	If the patient has a concession card, click Concession Card and select any of the following options from the list: HCC PCC SCC Not provided Enter the concession card number and expiry date.
DVA	If the patient has a DVA card, click DVA and select any of the following options from the list: N/A DVA all DVA specific Also enter a file number and expiry date. If a DVA card is entered, no Medicare details are shown. For more information, see Online Patient Verification.
ATSI	Enter the indigenous status of the patient. Select from: Aboriginal Torres Strait Islander Aboriginal & Torres Strait Islander Neither Aboriginal nor Torres Strait Islander Not Stated/Inadequately Described
Closing the gap	If this patient is eligible for PBS CTG assistance, set Registered for Closing the gap (CTG). Practices participating in the PBS co-payment must first register by completing the PIP Indigenous Health Incentive form. For more information, contact Department of Health and Ageing. Both the practice and patient must be registered before generating CTG scripts in Helix. To learn more about the Closing the Gap Incentive and registration process, see Close the Gap Incentive.
Carer Details	If the patient has a carer, enter their details.
Payer Details	If the patient is not the payer of this account, deselect Patient Is Payer and enter the details for the payer.