🌐Overview
Departments in Helix determine:
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Which specialty chart appears when creating medical notes.
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How revenue and costs are categorized in financial reports.
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Which users and services belong to which part of the clinic (e.g., Dental, Radiology, Administration).
🧭 Navigation
Control Panel → Structure → Departments
⚙️ How to Add a Department
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Click + (Add) on the top-right.
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Fill out the form with the following details:
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Code: Your internal reference code.
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Name: Department name (e.g., Dental, Radiology, Administration).
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Type: Choose Medical or General.
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Specialty: (Required if Medical)
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The Specialty determines which medical chart appears.
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Example: Choosing Dental opens the Default Dental chart.
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Ophthalmology clinics can select Default or Iris (simplified chart).
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Default Template: Select Default unless using Iris for Ophthalmology.
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Revenue Account (Ledger): Choose from the existing Chart of Accounts (ask your accountant).
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Cost Center: (Optional) – Create in Finance first if used. Cost center is a centralized place when you can find all the payouts made by the clinc for specific projects includng all the consumables used.
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Click Submit to save the department.
What You’ll See
The list view shows the following columns:
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Branch
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Code
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Name
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Type
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Specialty
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Ledger
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Cost Center
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Default Template
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Created By
Tools available:
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Search-as-you-type (top-right)
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Print PDF / Export to Excel (top-left)
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Pagination (bottom-right)
Row actions (⋯): Edit or Delete a department.
Notes & Tips:
✅Pick the correct Specialty — it controls which chart doctors see when documenting.📊 There are 21 specialties available (21 chart types).
💰 Ensure the Revenue Account exists and is correctly mapped for accurate financial reporting.
🏷️ Set up Cost Centers only if you plan to track expenses by department.
🧾 Keep department names consistent with your chart of accounts for smooth integration with finance.