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How to add Investigation Types?

Investigation Types in Helix are used to classify and organize uploaded investigation records such as X-rays, CT scans, MRIs, and laboratory reports. Once configured, these types are used in the Patient File to upload, view, and manage investigation files in a structured manner.

📍Navigation

Control Panel → EMR Settings → Investigation Types

➕ How to Add an Investigation Type

Steps

  1. Go to Control Panel → EMR Settings → Investigation Types

  2. Click the + button

  3. Enter the following details:

    • Type
      (e.g., X-ray, CT, MRI, Laboratory)

    • Specialty

  4. Click Submit

The investigation type is now created and available for selection in the Patient File.

📁 How to Upload Investigations in the Patient File

Investigation files are uploaded from within the patient’s record.

Steps

  1. Open the Patient File

  2. Click Investigations

  3. Select Upload

  4. Choose the Investigation Type from the dropdown

  5. Upload the required file

Ophthalmology-Specific Field

  • If the selected Investigation Type is linked to Ophthalmology, an additional field appears

  • Select one of the following:

    • Right Eye

    • Left Eye

    • Both

Supported File Types

The following file formats are supported:

  • PNG

  • JPG

  • PDF

  • BMP

  • MP4

Complete the Upload

  1. Click the Start Upload (play) icon to begin the upload

  2. Once upload is complete, click Submit to save

After saving:

  • The Investigations button displays a badge showing the total number of uploaded investigations

👁️ View & Manage Uploaded Investigations

Steps

  1. Open the Patient File

  2. Click Investigations

  3. Select View

Viewing Behavior

  • Investigations are grouped by Investigation Type

  • Click on a group to open the container

  • Each file shows:

    • Title

    • Upload date & time

Available Actions

  • Expand to view the file

  • Delete to remove the file

  • Click Close to exit the investigation view

💡 Notes

  • Only Investigation Types created in the Control Panel appear in the Patient File

  • Files are organized strictly based on the selected Investigation Type

  • Badge count reflects the total number of uploaded investigation files for the patient