---
title: How to add Service Categories?
description: 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.
---
[Skip to content](https://help.helixbydoctors.com/kb/how-to-add-service-categories#main-content)
English - United States
Show submenu for translations
Open main navigation
Close main navigation
- English - United States
Show submenu for translations
- Contact us
Contact us
How can we help you?
- There are no suggestions because the search field is empty.
1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us)
3. [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings)
January 20, 2026
# 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:
- **Categories**
- **Sub-categories**
---
### ➕ Add Service Categories
#### **Steps**
1. Go to **Control Panel → EMR Settings → Service Categories**
2. Open the **Categories** tab
3. Click **+**
4. Enter the **Category Name**
5. Click **Confirm**
The category is now available for selection while creating Medical Services.
---
### ➕ Add Service Sub-categories
#### **Steps**
1. Go to **Control Panel → EMR Settings → Service Categories**
2. Open the **Sub-categories** tab
3. Click **+**
4. Select the **Category** the sub-category belongs to
5. Enter the **Sub-category Name**
6. *(Optional)* Select a **Color**
7. 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:
- **Search** (search-as-you-type)
- **Pagination** to browse long lists
- **Export**
- PDF
- Excel
- **Edit**
- **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:
- **Medical Services setup**
- **Filtering and reporting**
- **Offers configuration**
- **Membership rules**
- **Insurance logic and price lists**
A clean and well-planned category structure ensures accurate reporting and easier service management.
---
### 💡 Tips & Best Practices
- Keep category names **broad and logical** (e.g., *Consultations*, *Investigations*)
- Use sub-categories for **granular grouping**
- Avoid creating duplicate or overlapping categories
- Review and clean up unused categories periodically to keep reporting clean
- [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content)
- [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration)
- [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses)
- [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables)
- [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting?hsLang=en-us)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us)
- [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content)
- [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing)
- [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar)
- [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances)
- [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources)
- [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory)
- [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings)
- [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup)
- [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure)
- [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings)
- [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates)
- [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content)
- [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar)
- [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports)
- [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us)
[](http://helixbydoctors.com)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, Optimus FZCO
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://145820380.fs1.hubspotusercontent-eu1.net/hubfs/145820380/video_assets/349116917953/inherited/web_optimized.mp4",
"dateModified" : "2026-01-20T11:00:14.097Z",
"duration" : "PT40S",
"height" : 1892,
"name" : "Screen Recording 2026-01-20 at 2.54.31 PM",
"thumbnailUrl" : "https://145820380.fs1.hubspotusercontent-eu1.net/hubfs/145820380/Screen%20Recording%202026-01-20%20at%202.54.31%20PM.mov/medium.jpg",
"uploadDate" : "2026-01-20T10:59:55.914Z",
"width" : 3400
}
```