How to Set Up DHPO / e-Claim Portal Link in Helix

Overview

When a clinic is empanelled with an insurance company or TPA, they are provided with a DHPO / e-Claim portal to submit and track insurance claims.

Helix allows you to configure these e-Claim details at the system level, enabling clinics to:

• Create insurance claims

• Submit claims

• Track approvals, rejections, and denials
  —all directly from Helix.

⚠️ Important:
Before you can submit or manage insurance claims in Helix, both branch-level e-Claim details and clinician user details must be configured.

Prerequisites

Before starting, ensure you have the following details from the insurer / TPA:

• Provider ID (e.g., DHA / DOH / MOH Provider ID)

• e-Claim / DHPO portal credentials

  • Username

  • Password

• Clinician license details (for doctors submitting claims)

Step 1: Configure e-Claim Details at Branch Level

Path:
Control Panel → Branch Settings

Steps

1. Go to Control Panel → Branch Settings

2. Locate the eClaim / DHPO section

3. Enter the following details:

   • Provider ID
     (Example: DHA-F-8876717)

   • eClaim Username

   • eClaim Password

4. Click Save

⚠️ Mandatory Action:
After saving:

• Log out of Helix

• Log back in

This refresh is required for the e-Claim configuration to take effect system-wide.

Step 2: Configure Clinician (Doctor) User Details

Claims are submitted under the clinician’s name.
Therefore, the clinician user profile must be correctly configured.

Path:
Control Panel → Users → Edit User

Steps

1. Go to Control Panel → Users

2. Locate the clinician (doctor) whose appointments and claims will be submitted

3. Click Edit User

4. Ensure the following fields are filled:

1. Click Update

⚠️ Mandatory Action:
After updating clinician details:

• Log out

• Log back in

This ensures the clinician credentials are properly mapped for claim submission.

How This Works in Practice

Once both setups are complete:

• Appointments booked under the clinician will carry their license details

• Insurance claims will be created and submitted using:

  • Branch-level Provider ID

  • Clinician-level login credentials

• Claim statuses such as:

  • Submitted

  • Approved

  • Rejected

  • Denied
    can be tracked from within Helix

Common Issues & Troubleshooting

Claims not submitting?

Check:

• Provider ID is correctly entered at Branch Settings

• Clinician license number is not empty

• Clinician login & password are saved

• User has logged out and logged back in

Wrong clinician appearing on claims?

• Ensure the appointment is booked under the correct clinician

• Verify the clinician user profile, not a generic admin user

Portal credentials not working?

• Helix does not validate insurer credentials

• Confirm credentials directly with the insurer / TPA

Pro Tips 💡

• Always configure branch e-Claim details first, then clinician users

• Avoid using shared or admin users for claim submissions

• Re-login after any insurance or user credential change

• Keep clinician credentials updated when licenses are renewed