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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.