---
title: How to add Medical Services - Basic configuration
description: Medical Services define the billable clinical services offered by a clinic. Medical Services are branch- and department-specific, and the department’s specialty determines which medical chart opens when the service is used. This article covers the essential setup required to create and use Medical Services in Helix.
---
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December 22, 2025
# How to add Medical Services - Basic configuration
## Medical Services define the billable clinical services offered by a clinic. Medical Services are branch- and department-specific, and the department’s specialty determines which medical chart opens when the service is used. This article covers the essential setup required to create and use Medical Services in Helix.
### ✅ Prerequisites (Complete Before Adding Services)
#### **1. Service Categories & Sub-categories**
**Navigation:**
Control Panel → EMR Settings → Service Categories
**Setup**
- Categories tab → **+** → enter Name → Confirm
- Sub-categories tab → **+** → select Category → enter Name
- (Optional) select Color → Confirm
**Notes**
- Categories and sub-categories support Search, Pagination, Export (PDF/Excel), and Edit/Delete
- Used later for filtering, reporting, offers, memberships, and insurance logic
#### **2. Investigation Types (Laboratory / Radiology)**
**Navigation:**
Control Panel → EMR Settings → Investigation Types → **+**Add
**Setup**
- Enter Name
- Link Specialty (Laboratory or Radiology)
- Submit
**Notes**
- Required before adding services with Type = Investigation
- Supports Search, Pagination, Export, Edit, and Delete
#### **3. Departments**
**Navigation:**
Control Panel → Structure → Departments → **+**Add
**Required Fields**
- Code
- Name
- Type (Medical / General)
- Specialty (controls chart selection)
- Default Template
- Default
- Iris (Ophthalmology only)
**Optional Fields**
- Revenue Ledger
- Cost Center
#### **4. Tax Groups**
Ensure Tax Groups are configured before service creation.
(Refer to the Finance Knowledge Base.)
#### **5. Service Charges (Percentage-based)**
**Navigation:**
Control Panel → Finances → Service Charges → **+**Add
**Fields**
- Code
- Description
- % Value
**Note**
- The percentage is added to the service rate **before VAT at billing**
#### **Important Rule: Branch ↔ Department Mapping**
When adding a Medical Service:
- Branch(es) must be selected first
- Only departments belonging to those branches can be selected
Departments from other branches cannot be assigned.
---
### **🧭Add a Medical Service**
#### **Navigation:** Control Panel → EMR Settings → Medical Services → **+**Add
---
#### **Enter the below details:**
#### **A. Basic Details**
- **Branch(es)**
- **Department** (must belong to selected branch)
- **Type**
(Defaults from the tab clicked: Consultation, Clinic, Investigation, Follow-up, Surgery, etc. — editable)
- **Code**
- Internal or CPT
- Leave blank to auto-generate (Service-1, Service-2, …)
- If “NaN” appears, manually edit and correct the code
- **Name**
#### **B. Category & Investigation Mapping**
- **Investigation Type**
(Visible only if Type = Investigation)
- **Service Category**
- **Service Sub-category**
#### **C. Pricing & Tax**
- **Rate** (patient price)
- **Tax Group**
- **Tax-Included Toggle**
- ON: tax included in rate
- OFF: tax added on top
- **Fixed Cost** (optional)
#### **D. Duration & Timing**
- **Waiting Time** (default: 20)
- **Warning Time** (default: 20)
- **Visit Time** (default: 7)
- **Duration (minutes)**
Overrides the calendar’s default slot size
- **Downtime (minutes)**
Prevents back-to-back bookings
#### **Save & Validate**
1. Click **Save**
2. Log out and log back in
3. Test booking and billing to confirm:
- Service visibility
- Pricing and tax behavior
- Correct chart opening
---
### **🧠When Basic Setup Is Sufficient?**
Basic setup is enough if your clinic:
- Does not bundle services
- Does not track consumables per service
- Does not use DRG billing
- Does not use WhatsApp automation or mobile app service notes
For advanced configurations, refer to **How to add Medical Services — Advanced Configuration**.
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