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How to access Patient File in Helix

The Patient File is the central record containing all medical, administrative, and financial information for a patient. In Helix, there are multiple ways to access a patient’s file, ensuring you can find their records quickly whether you are in the middle of booking an appointment, processing billing, or working from the home screen.

🧭 Navigation

You can open a Patient File from:

  • The Top Search Bar (accessible from anywhere in Helix):

    Best for: Quickly finding a patient from anywhere in the system.

    1. Go to the top-right search bar in Helix.

    2. Start typing the Patient Name, Mobile Number, or National ID.(at least 5 characters)

    3. Select the correct patient from the suggestions.

    4. Click to open the Patient File in a new tab.

    5. Select Advanced search for better results

  • Appointments section of Homescreen

    Best for: Accessing a patient’s file during or after booking.

    1. In the Today's Appointments section, find the patient’s booking.

    2. Hover over the '⋮' at the right.

    3. Click the Open File icon.

    4. The Patient File opens directly without losing your place in the calendar.



  • From the Admissions Module

    Best for: Inpatient/outpatient/discharged cases.

    1. Go to Today's Admissions on the homescreen

    2. Search for the admitted patient.

    3. Click the Open File button to view their complete record.

  • Screening page/Medical record page

    Open screening page or medical recoerd page and then click on the profile like icon as shown in the picture below.

  • Add Patient Button

    1.  Click Add Patient, complete the registration form, and press Add.

    2.  The new patient file opens automatically after creation.

  • Appointment/Room/Surgery Booking calendar

    1.  Hover over a booked appointment block.

    2.  Click the green Open File icon to jump straight to the patient profile.