Helix User Guide
Letter Writer

Generate a Letter

1.      Within the patient's record, locate and click  Consult button  to call the Consult panel.

2.      Within the Consult panel, locate and click Letter Writer button

o      It may be necessary to click to reveal the Letter Writer button.

 

 

3.      The Letter Writer panel appears. You are presented with a list of favourites (if you have created one), and WorkCover Certificates.

Letter Writer

 

4.      To search for a letter that is not in the favourites list, type within the field provided. A list of letters is displayed, generated dynamically. See also Supplied Templates.

Search for Letters

 

5.       Select the required letter. In our example, we have chosen the +75 Health Assessment.

o      In this example, you can see a variety of fields awaiting your input. Data you enter here is transferred to the final letter upon completion.

75 Health Assessment Form

" alt="" style="border: none; display: inline-block; max-width: 100%; height: auto;" border="0" />

 

6.      Optionally click Expanded Letter button  (located at the upper-right) to expand the letter, displaying both the fields and the resulting layout.

o      Some layouts are editable.

75 Health Assessment Form

 

7.      Complete the form as desired.

8.      To include attachments about the patient's clinical record, click (located at bottom-left of the form panel). The Attachments section will expand, allowing you to indicate the patient data you wish to include with the letter.

+75 Health Assessment Form

 

9.      Once you have completed the form data, click The information you entered into the form is transferred to the letter preview i.e. the letter is 'generated'.

o      If the letter is editable, make manual changes as desired by typing within the body of the letter, or by using the toolbar. Hover you mouse over each tool for an explanation of its purpose.

Letter Writer Toolbar

 

10.   From here you can...

Medication Favourite button

Add this letter to your list of favourites.

Cancel the selected Letter, and close the Letter Writer panel. If what you really wanted to do was go back to the list of letters, click instead.

Add a recall for this patient in regards to this letter.

Preview button

Generates a print preview of the letter.

Saves a draft of the letter for completing later. Drafts are added to the top of your Letter Writer panel.

Save the completed letter to the Actions section of the Consult panel, and print it.

Actions Showing Letter Printing Options

 

11.   Once you preview the generated letter, the patient details (patients name and DOB) along with the page numbers are available at the footer section of the letter. This helps to easily identify the related pages of the letter and send them together while printed.

o      Note: This feature is available only for templates in HTML Format.



Generate a WorkCover Certificate

1.      Within the patient's record, locate and click  Consult button  to call the Consult panel.

2.      Within the Consult panel, locate and click Letter Writer button

o      It may be necessary to click to reveal the Letter Writer button.

 

The Letter Writer panel appears. You are presented with a list of favourites (if you have created one), and WorkCover Certificates.

Letter Writer

 

 

3.      Select WorkCover Certificates from the list. The WorkCover panel opens. A list of available work cover claims for the patient is displayed.

 

4.      Select the State/Territory in which the injury occurred. Depending on the chosen location, the following certificate stage options are displayed:

o      Initial

o      Progress

o      Final

 

5.      Click Create Workcover Certificate button to commence the Certificate.

6.      Optionally click Expanded Letter button  (located at the upper-right) to expand the letter, displaying the fields and the resulting layout.

 

7.      Complete the form as desired.

8.      To include attachments about the patient's clinical record, click (located at bottom-left of the form panel). The Attachments section will expand, allowing you to indicate the patient data you wish to include with the letter.

 

9.      Once you have completed the form data, click . The information you entered into the form is transferred to the certificate preview i.e. the certificate is 'generated'.

10.   From here you can...

Cancel the selected certificate, and close the WorkCover Certificate  panel. If what you really wanted to do was go back to the list of certificates, click instead.

Saves a draft of the certificate for completing later. Drafts are added to the top of your Letter Writer panel.

Save the completed letter to the Actions section of the Consult panel, and print it.

Letters in the Timeline

In the Timeline;

o      Primary letters (such as specialist referrals) are displayed under Specialist

 

o      Secondary letters are displayed under Other Out

 

Click on a letter to view it:

Display Previous Item in Timeline button

Display previous item from patient's Timeline.

Display Next Item button

Display next item from patient's Timeline.

Reprint Document from Patient Timeline button

Reprint the selected document.

Previous Page button

Previous page (of a multi-page document).

Next Page button

Next page (of a multi-page document).

Fit to width.

Fit Page button

Fit page.

Set zoom.