How to Order Investigations, Labs, and Referrals in Helix

🧭 Where to Access Investigations & Referrals

All actions described in this article are accessed from:

• Medical Chart → Patient Management

🧪 Ordering Investigations & Labs (Internal)

▶️ Add an investigation

1. Open the patient’s Medical Chart

2. Go to Patient Management → Investigations & Labs

3. Select the required Investigation/Lab service from the drop-down

4. (Optional) Set a Date

5. (Optional) Add a Note

6. Click Submit

➕ Add more investigations

• Repeat the same steps to order additional investigations

🗂️ Where it is saved

• All ordered investigations are saved automatically in the Medical Chart

🖨️ Printing investigations

• Print immediately after submitting, or

• Open the Medical History panel (right side), locate the investigation, and click Print

🌍 External Investigations (Send-Out Orders)

ℹ️ What this is

External Investigations are used when a patient is sent to perform tests outside the clinic.
The system includes a pre-defined list of investigations, and new ones can be added during ordering.

▶️ Order an external investigation

1. Open Medical Chart → Patient Management → External Investigation

2. In the Investigation field, start typing to search

   • If the investigation does not exist, click Add item

3. (Optional) Set a Date

4. (Optional) Add a Note

5. (Optional) Select a Location (external facility)

6. Click Submit

7. Repeat the steps to add more investigations

🧹 Manage the current list (before printing)

• Remove a single investigation using the red “–” (Delete) button

• Remove all investigations using Delete All

⭐ Save and reuse investigations as a preset

1. After creating the list, click Save as Preset

2. Enter a Preset Name and confirm

3. Next time, use Select Preset to auto-populate the list

🖨️ Print & storage

• Print immediately after submitting, or

• Open the Medical History panel, locate Investigations, and click Print

🏥 External Referral Locations (Setup Reference)

📌 Purpose

Locations added here appear wherever external referrals or external investigations are created.

➕ Add a referral location

1. Go to Control Panel → EMR Settings → Referral Locations

2. Click + Add

3. Enter:

   • Name

   • Phone

   • Email

   • Address

4. Click Submit

🔍 Manage referral locations

• Search-as-you-type (top right)

• Export/print controls (top left)

• Pagination (bottom right)

• Select a location to Edit or Delete

🔁 Referrals in Helix

Helix supports both Internal and External referrals.

🏥 Internal Referral

▶️ Create an internal referral

1. Open Medical Chart → Patient Management → Referrals

2. Set Type = Internal

3. Select the Doctor from the drop-down

4. Enter the Referral Text

5. Click Save

6. Click Print if required

🗂️ Storage

• Saved in Medical History

• Can be reprinted later

🌐 External Referral

▶️ Create an external referral

1. Open Referrals

2. Set Referral Type = External

3. Enter the Medical Provider name (free text)

4. (Optional) Select a Preset Location

5. Enter the Referral Text

6. Click Save

7. Click Print

🗂️ Storage

• Saved in Medical History

• Can be reprinted later

📝 Notes

• Internal and external referrals follow different selection methods

• Preset locations appear across external investigations and referrals

• All investigations and referrals are accessible from the Medical History panel