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How to Create and Manage Prescriptions in Helix (Including eRx)

This article explains how doctors can create, manage, print, and reuse prescriptions in Helix, including the use of prescription presets, safety checks, and electronic prescriptions (eRx) from the Medical Chart.

🧭 Where to Access Prescriptions

  • Open the patient’s Medical Chart

  • Go to Patient Management → Prescription

📝 Creating a Prescription

1️⃣ Select a medication

  • Click the Medication name field

  • Search by brand name or generic name

  • If the medication is not found:

    • Start typing

    • Click Add item to add it on the fly

(Medications can also be added to the master list from the Control Panel.)

2️⃣ (Optional) Add an alternative medication

  • Use the Alternative medication field if you want to suggest a substitute

3️⃣ Review auto-populated drug information

Once selected, the system displays:

  • Scientific name

  • Brand name

  • Ingredients

  • Dosage form

  • Pack

  • Route

  • Unit price

4️⃣ Enter dosage and schedule

  • Dosage (e.g., 2)

  • Unit (e.g., tablets)

  • Frequency (e.g., once daily, every 6 hours)

  • Duration

    • Enter a number

    • Select unit: day / week / month / year

🔁 Tapered dosage

  • Click + to add additional dosage lines

  • Up to 5 steps are supported

5️⃣ Add notes (optional)

  • Enter patient instructions if required

6️⃣ Add medication to the prescription

  • Click Add to prescription

  • Repeat the same steps to add more medications

The prescription is auto-saved and can be printed at any time.

⭐ Using Prescription Presets (Personal Favorites)

➕ Create a preset

  • After adding medications, click Add as preset

  • Enter a preset name

  • Click Add preset

Presets are user-specific.

▶️ Use a preset

  • Click Select preset

  • The medications are auto-added to the prescription

✏️ While using a preset

  • Red “–” icon: removes a drug from the current prescription only

  • Edit: modify dosage/frequency/duration for the current prescription only

🗑️ Delete a preset

  • Use the trash icon in the preset list

⚠️ Prescription Safety Checks

Helix automatically displays warnings for:

  • Drug–drug interactions

  • Allergy conflicts
    (Example: patient allergic to penicillin)

🖥️ Submitting an Electronic Prescription (eRx)

📌 When eRx is available

  • Required setup must be completed

  • Patient insurance details must be updated

When enabled, the Submit eRx button appears.

▶️ How to submit eRx

  1. Click Submit eRx

  2. Wait for the eRx reference number

  3. Click Print

🧾 Printed eRx may include

  • Diagnosis codes (if entered)

  • Recorded allergies

  • Insurance details

  • Provider name, signature, and stamp
    (if configured in provider profile)

🛠️ eRx Troubleshooting

❗Issue: Reference number does not appear

What to do:

  1. Read the error message shown on screen

  2. Fix the issue based on the displayed reason

  3. Resubmit the e-prescription

Most eRx failures are due to setup or configuration issues.

🔍 View detailed error information

  • Go to Reports → DHPO Reports → e-Rx Submission

This report provides additional details for troubleshooting and audits.

🔄 Refill or Renew a Prescription from History

📍 From the Medical Chart

  1. In the right panel (History), locate the previous prescription

  2. Click Print

  3. Optionally edit

  4. Print

A new prescription is created with today’s date.

🖨️ Printing an Existing Prescription (No Edit)

Option A — From the Medical Chart

  1. Open the patient’s visit

  2. In the right panel, locate the visit

  3. Click Print next to Prescription

Option B — From the Patient File

  1. Open the patient file

  2. Go to Medical History

  3. Locate the visit

  4. Click Print next to Prescription

⚙️ Adding Medications to the Prescription Master List

📍 Access the setup

  • Go to Control Panel → MR Settings → Prescriptions

  • Refer to this article

🔍 Manage medications

  • Use search-as-you-type (top right)

  • Use pagination (bottom right)

  • Select a medication to Edit or Delete

🔄 Refresh requirement

  • Log out and log back in

  • Newly added medications will appear in the Prescription drop-down

📝 Notes

  • Prescriptions are created from the Medical Chart

  • Presets are user-specific

  • Safety alerts are shown automatically

  • eRx availability depends on configuration and insurance data