---
title: How to Change Patient Status
description: Guide users in updating a patient’s journey status through the clinic—from waiting to screening, then to doctor.
---

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December 9, 2025

# How to Change Patient Status

**Audience:** Nurses and Front Desk Staff  
**Purpose:** Guide users in updating a patient’s journey status through the clinic—from waiting to screening, then to doctor.

### When to Update Patient Status

Status updates reflect the **real-time location or activity** of the patient in the clinic.  
This ensures the team knows where each patient is in the process and avoids confusion or delays.

### Steps to Change Patient Status

1. **Log into Helix** using your nurse or receptionist credentials
2. Navigate to the **Today’s Admissions** panel
3. Locate the patient whose status you want to update

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---

#### To Send a Patient to Screening:

1. Click the **“Send to Screening”** button next to their name
2. Verify that the patient’s status now shows as **“Screening”**

![](https://help.helixbydoctors.com/hs-fs/hubfs/image-png-Jun-12-2025-08-36-40-8661-AM.png?width=670&height=397&name=image-png-Jun-12-2025-08-36-40-8661-AM.png)

---

#### To Send a Patient to the Doctor:

1. Once screening is complete, click **“Send to Doctor”**
2. Verify that the patient’s status updates to **“In Service”**

![](https://help.helixbydoctors.com/hs-fs/hubfs/image-png-Jun-12-2025-08-36-47-7452-AM.png?width=670&height=387&name=image-png-Jun-12-2025-08-36-47-7452-AM.png)

### Best Practices

- Always ensure screening is complete before sending to doctor
- Only send patients when they are physically entering the relevant room
- This status log helps doctors prepare in advance and supports internal flow tracking

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