---
title: How to access Patient File in Helix
description: 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.
---
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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
August 12, 2025
# 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.
- [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content)
- [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration)
- [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses)
- [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables)
- [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us)
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- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us)
- [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content)
- [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing)
- [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar)
- [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances)
- [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources)
- [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory)
- [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings)
- [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup)
- [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure)
- [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings)
- [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates)
- [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content)
- [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar)
- [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports)
- [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us)
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