---
title: Navigating the Helix Platform
description: How to navigate through Helix and where you can access specific functions, reports and features.
---
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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us)
June 3, 2025
# Navigating the Helix Platform
**Audience:** All users
**Purpose:** Provide users with a detailed understanding of how to navigate the Helix platform, including layout, modules, and action elements.
### Home Screen Overview
Upon successful login, the Helix home screen is displayed. It consists of three primary components:
- **Top Navigation Bar:**
Located across the top of the interface, this includes:
- User Profile menu
- Notifications
- Global Search bar
- Quick Add Patient button
- Bug Report & Feature Request tools
- Release Notes access
- Exchange Rate display
- Language selector
- Logout button
- **Left-Side Menu:**
This is your primary navigation tool and displays the modules you have access to, based on your assigned role permissions. Each role sees a different set of modules.
- **Main Content Area:**
Displays content relevant to your role. By default, this area shows:
- Today's appointments
- Today's admissions
- To-do lists and assigned tasks
### Module Access via the Left Menu
The left-side menu grants access to all available modules within Helix. These typically include:
- **Calendar**
- Manage bookings
- Access to various system reports and analytics
**Reports**
- Access system reports and analytics
- **Laboratory**
- Patient registration, search and lab management
- **Finances**
- Access chart of accounts, expenses, finacial reports etc.
- **Inventory**
- Stock managment and consumption
- Stock related reports
- **Purchasing**
- Manage suppliers, items, requesition request, purchase orders, GRNs etc.
- Supplier related reports
- **Human Resources**
- Staff management, attendance, payroll
- Employee related reports
- **CRM**
- Lead management, marketing and payient communications
- Client demographics and marketing reports
- **Asset Management**
- Asset management, maintenance scheduling and asset decomissioning
- **Control Panel (admin-only)**
- System configuration and management
Only modules you are permitted to access will be shown.
### Tabs, Action Buttons, and Context Menus
Each module typically has multiple views (tabs), such as “List,” “Report,” “Approval,” etc. Within these, you’ll find:
- **Action Buttons:** Located in the top-left of tables or lists (e.g. Add, Edit, Delete, Post, Export to Excel, Print to PDF)
- **Search Bar:** Found in the top-right corner of each table, allowing for in-page filtering
- **Context Menu (⋮):** Located to the left of each item row. This menu provides record-specific actions such as Edit, View, or Archive
### Pagination Controls
For longer lists, pagination is found at the **bottom-right** of the table. Use it to navigate between result pages.
### Notes and Best Practices
- **Role-Based Access:** You will only see modules and functions you are permitted to access. If something is missing, speak to your system administrator.
- **Multi-Tab Friendly:** Helix supports multiple browser tabs. You can work across different modules or patients simultaneously.
- **Use Search + Filters:** The search bars within tables are optimised for speed. Use filters where available for large data sets.
- **Use Report Bug / Feature Request:** Located in the top bar, this allows you to submit issues or suggestions directly to support.
- [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content)
- [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration)
- [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses)
- [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables)
- [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting?hsLang=en-us)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us)
- [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content)
- [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing)
- [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar)
- [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances)
- [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources)
- [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory)
- [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings)
- [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup)
- [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure)
- [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings)
- [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates)
- [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content)
- [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar)
- [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports)
- [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us)
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