How to Generate, Edit and Print Medical Reports in Helix

🧾 Types of Medical Reports Available

Doctors can generate and print the following reports:

• Single service report (for one service in a visit)

• Visit summary report (for the entire visit)

• Medical History report (full patient history)

📍 Where Medical Reports Can Be Generated From

Medical reports can be generated from:

• Medical Chart

• Patient File → Medical History

💾 Saving and Accessing Medical Reports from the Medical Chart

🔄 Behavior change

Previously, after saving a report, it had to be accessed from Patient File → Reports.

Now:

• When a report is saved, it is also stored inside the Medical Chart

▶️ How to access saved reports in the Medical Chart

1. After saving a report, a blue button appears with the service name

2. Click the blue button to open the list of reports for the patient

3. From this list, you can:

   • Edit a report

   • Delete a report

   • Print a report

🧭 Quick Workflow Summary

1. Create a report (single service or visit summary)

2. Click Save

3. Use the blue service button to view all saved reports

4. Edit, delete, or print as needed

🖨️ Printing the Full Medical History

To print the patient’s complete medical history:

1. Open Patient File → Medical History

2. Use the print option from this screen

✏️ Editing Medical Reports vs. Editing the Original Visit

🧩 Key distinction

• Edits made to a medical report affect only the report

• The original visit record remains unchanged

🔍 Behavior details

• Editing, adding, or deleting text in a report updates only that report

• Clinical data from the visit (notes, diagnoses, orders) remains intact

🎯 Why this matters

• Preserves an accurate source of truth for the clinical encounter

• Allows narrative or formatting changes without altering clinical documentation

⚠️ Important notes

• To correct clinical information, doctors must edit the visit or clinical notes (within the allowed edit window)

• Edited reports can be reprinted at any time

• The underlying visit data does not change when a report is edited

📝 Notes

• Medical reports can be generated during or after a visit

• Saved reports are accessible directly from the Medical Chart

• Full medical history reports are generated from the Patient File