Helix User Guide
Centre Settings

Overview

Information about each centre is managed in Centre Settings. From here you can add/edit centres, or clone one.

1.      Locate and click Users at the lower-left.

2.      Select the Settings option.

Settings Menu

The Settings window appears.

 

3.      Within the Centre section, click    The Centre Management  window appears.

o      Click on a column header to change the sort order.

o      Search for a centre by entering its name in the search field. The list of matching results is generated dynamically.

o      Inactive centres can be revealed by ticking the Include Inactive check box. Inactive centres are displayed at the bottom of the list.

Add a New Centre

1.      Locate and click Users at the lower-left.

2.      Select the Settings option.

Settings Menu

The Settings window appears.

 

3.      Within the Centre section, click    The Centre Management  window appears.

4.      Click  The Add Centre window appears. This window consists of a number of tabs of information for you to complete. The default tab is Demographics, as shown in the example below. Mandatory fields are marked with .

o      In the Demographics tab, enter the Internal Name, Trading Name, Company Name, ABN, HPI-O, Management Group, and the Practice's Address, Postal address, and Contact Details.

 

 

 

o      In the Work Area tab, click Add Centre button to add work areas for the centre.

       A new tab is added for each work area.

       Select the Active checkbox to indicate an active work area.

o      In the Pathology Settings tab:

       Select the pathology labs you wish to use for Pathology Requests.

 

 

o      In the Imaging Settings tab:

       Specify the imaging labs you wish to use for Radiology Imaging Requests.


 

o      In the Settings tab:

       Indicate your time zone.

 

 

5.      Click  to save the new centre.

Edit a Centre

1.      Locate and click Users at the lower-left.

2.      Select the Settings option.

Settings Menu

The Settings window appears.

 

3.      Within the Centre section, click    The Centre Management  window appears.

4.      Locate the centre you wish to edit.

5.      Hover your mouse over the centre name, and then click