How to add Service Categories?
Service Categories and Sub-categories are used to logically group medical services in Helix. They play a key role in organizing services, improving reporting, and driving downstream configurations such as offers, memberships, and insurance rules.
📍Navigation
Control Panel → EMR Settings → Service Categories
This screen contains two tabs:
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Categories
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Sub-categories
➕ Add Service Categories
Steps
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Go to Control Panel → EMR Settings → Service Categories
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Open the Categories tab
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Click +
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Enter the Category Name
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Click Confirm
The category is now available for selection while creating Medical Services.
➕ Add Service Sub-categories
Steps
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Go to Control Panel → EMR Settings → Service Categories
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Open the Sub-categories tab
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Click +
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Select the Category the sub-category belongs to
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Enter the Sub-category Name
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(Optional) Select a Color
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Click Confirm
Repeat the same steps to add additional sub-categories under the same or different categories.
🔍 Managing Categories & Sub-categories
Both Categories and Sub-categories support the following actions:
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Search (search-as-you-type)
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Pagination to browse long lists
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Export
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PDF
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Excel
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Edit
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Delete
This allows easy maintenance as services evolve over time.
🔄 How Categories & Sub-categories Are Used
Once created, Service Categories and Sub-categories are used in:
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Medical Services setup
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Filtering and reporting
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Offers configuration
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Membership rules
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Insurance logic and price lists
A clean and well-planned category structure ensures accurate reporting and easier service management.
💡 Tips & Best Practices
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Keep category names broad and logical (e.g., Consultations, Investigations)
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Use sub-categories for granular grouping
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Avoid creating duplicate or overlapping categories
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Review and clean up unused categories periodically to keep reporting clean