---
title: Clinical Workflow | Helix | Knowledge Base
description: This section outlines patient care in Helix, from registration to follow-up, showing how each step connects for smooth, efficient clinical workflow.
---

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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb)
2. [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow)

# Clinical Workflow

 This section outlines patient care in Helix, from registration to follow-up, showing how each step connects for smooth, efficient clinical workflow.

## Administration

- [Patient Screening Layout](https://help.helixbydoctors.com/kb/patient-screening-layout)
- [How to Sign and Re-sign Consent Forms](https://help.helixbydoctors.com/kb/how-to-sign-and-re-sign-consent-forms)
- [How to Change Patient Status](https://help.helixbydoctors.com/kb/how-to-change-patient-status)
- [Discharge Overview and Best Practices](https://help.helixbydoctors.com/kb/discharge-overview-and-best-practices)

## Nurses

- [How to Document General Medical History](https://help.helixbydoctors.com/kb/how-to-document-general-medical-history)
- [How to Record Vital Signs and Chief Complaints](https://help.helixbydoctors.com/kb/how-to-record-vital-signs-and-chief-complaints)
- [How to Manage Today’s Appointments and Admissions](https://help.helixbydoctors.com/kb/how-to-manage-todays-appointments-and-admissions)
- [How to Fill Nurse Specific Forms](https://help.helixbydoctors.com/kb/how-to-fill-nurse-specific-forms)

## Consumables

- [How to Issue Consumables](https://help.helixbydoctors.com/kb/how-to-issue-consumables)

## Doctors

- [Today's Admission & Patient Flow Overview](https://help.helixbydoctors.com/kb/todays-admission-patient-overview)
- [How to Navigate the Medical Chart/Record in Helix?](https://help.helixbydoctors.com/kb/-how-to-navigate-the-medical-chart/record-in-helix)
- [How to Manage a Patient Visit in Helix (From Screening to Discharge)](https://help.helixbydoctors.com/kb/-how-to-manage-a-patient-visit-in-helix-from-screening-to-discharge)
- [How to Document Clinical Notes Using Specialty Charts and ICD-10](https://help.helixbydoctors.com/kb/how-to-document-clinical-notes-using-specialty-charts-and-icd-10)
- [How to Create and Manage Prescriptions in Helix (Including eRx)](https://help.helixbydoctors.com/kb/how-to-create-and-manage-prescriptions-in-helix-including-erx)
- [How to Order Investigations, Labs, and Referrals in Helix](https://help.helixbydoctors.com/kb/how-to-order-investigations-labs-and-referrals-in-helix)
- [How to Schedule Procedures, Surgeries, and Use Specialty-Specific Tools](https://help.helixbydoctors.com/kb/how-to-schedule-procedures-surgeries-and-use-specialty-specific-tools)
- [How to Close, Edit, and Follow Up on a Patient Visit](https://help.helixbydoctors.com/kb/how-to-close-edit-and-follow-up-on-a-patient-visit)
- [How to Generate, Edit and Print Medical Reports in Helix](https://help.helixbydoctors.com/kb/how-to-generate-edit-and-print-medical-reports-in-helix)
- [How to Create and Use Medical Templates](https://help.helixbydoctors.com/kb/how-to-create-and-use-medical-templates)
- [How to Create & Use Medical Report Templates](https://help.helixbydoctors.com/kb/how-to-create-use-medical-report-templates)
- [How to Use Verto for Voice Dictation in Medical Charts](https://help.helixbydoctors.com/kb/how-to-use-verto-for-voice-dictation-in-medical-charts)
- [How to Use Verto for Real-Time Speech Translation](https://help.helixbydoctors.com/kb/how-to-use-verto-for-real-time-speech-translation)

See less ▼

- [Getting started](https://help.helixbydoctors.com/kb/getting-started)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow#main-content)

    - [Administration](https://help.helixbydoctors.com/kb/clinical-workflow#administration)
    - [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow#nurses)
    - [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow#consumables)
    - [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management)
- [Insurance](https://help.helixbydoctors.com/kb/insurance)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel#main-content)

    - [Patient Billing](https://help.helixbydoctors.com/kb/control-panel#patient-billing)
    - [Calendar](https://help.helixbydoctors.com/kb/control-panel#calendar)
    - [Finances](https://help.helixbydoctors.com/kb/control-panel#finances)
    - [Human Resources](https://help.helixbydoctors.com/kb/control-panel#human-resources)
    - [Inventory](https://help.helixbydoctors.com/kb/control-panel#inventory)
    - [EMR Settings](https://help.helixbydoctors.com/kb/control-panel#emr-settings)
    - [CRM Setup](https://help.helixbydoctors.com/kb/control-panel#crm-setup)
    - [Structure](https://help.helixbydoctors.com/kb/control-panel#structure)
    - [User Settings](https://help.helixbydoctors.com/kb/control-panel#user-settings)
    - [Templates](https://help.helixbydoctors.com/kb/control-panel#templates)
    - [System Settings](https://help.helixbydoctors.com/kb/control-panel#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs#main-content)

    - [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs#appointments-calendar)
    - [Reports](https://help.helixbydoctors.com/kb/faqs#reports)
    - [Finance](https://help.helixbydoctors.com/kb/faqs#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources)

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