How to configure Room for Room/Surgery Bookings

🧭 Overview

Room configuration involves:

1. Creating rooms with their basic details (name, type, department, etc.).

2. (Optionally) Creating Room Types to categorize rooms (e.g., Single Bed, Operating Theatre).

3. Assigning rooms to doctors or departments if needed.

4. Using these rooms for procedures, surgeries, or other bookings.

Once configured, rooms appear in the Room Booking Calendar for easy scheduling.

📝 Navigation Guide

Step 1: Create a Room

📍 Path: Control Panel → Structure → Rooms

1. Click + Add Room (top right).

2. Fill in the form:

   • Name (Required) — e.g., “Operating Room 1”

   • Room Number (Optional)

   • Room Type (Optional) — choose from your predefined list (Refer to step 2)

1. • Department (Required) — e.g., Surgery, Radiology, Dermatology, Pharmacy

   • Doctor(s) (Optional) — link doctors to this room

   • Type — choose functional type: Waiting Area, Clinic, Investigation, Surgery, Inventory Store, or Inventory Main Store

   • Occupancy (Required) — e.g., number of patients it can occupy at once

2. Click Submit.

3. For rooms to appear in Room Booking window, ensure the type is selected as procedure.

4. Repeat for each additional room.

Step 2: (Optional) Create Room Types

📍 Path: Control Panel → Structure → Types

1. Click + Add Room Type.

2. Enter:

   • Type Name — e.g., “Single Bed,” “Procedure Room”

   • Description (Required)

   • Rate (Required) — pricing for room use

3. Click Submit.

4. Your new type will now be available in the Room Type dropdown when creating rooms.

Step 3: Edit or Delete a Room

• Go to Control Panel → Structure → Rooms.

• Find the room in the list.

• Click the ⋮ three-dot menu:

  • Edit — Update details or assign a new room type.

  • Delete — Permanently remove the room (requires confirmation).

Step 4: Where Rooms Are Used in Helix

Configured rooms are available in:

• Room Bookings (for therapies, investigations, or procedures) if type as procedure selected.

• Surgery Booking (operating theatres, procedure rooms): if type as surgery selected.

• Inventory Management (Main Stores and Sub-Stores): only type selected as 'inventory main store' appear while adding opening stock.

Step 5: View the Room Booking Calendar

📍 Path: Bookings → Room Booking

The Room Booking Calendar works similarly to the Appointment Calendar, but:

• Columns = Rooms

• Rows = Hours of the day

• You can:

  • Filter by Date

  • Filter by Doctor

  • Switch between Day and Week View

  • Scroll if there are more rooms than the screen can display

❗Common Errors & Fixes

✅ Pro Tips

• Create Room Types if you have different pricing or usage rules.

• Assign rooms to doctors for specialty-based bookings.

• Use clear names for rooms so staff can quickly identify them in the calendar.

• After adding or editing rooms, log out and back in to see the changes.