---
title: Patient File - Appointment, Admission & Service Management
description: "The Appointments and Services panels in the Patient File give staff a complete workflow to manage a patient’s journey from booking to billing without leaving their file.\nThe Appointments section (Next & Previous tabs) lets reception and clinical staff review, edit, and import upcoming or past bookings, with live search, pagination, and quick row actions.\nThe Services & Billing panel activates once the patient is admitted, enabling staff to add services, issue packages, bill consumables, track insurance requests, and manage credits, debits, and memberships — all with real-time status tags and role-based controls.\nTogether, these sections form the core operational hub inside the Patient File, covering scheduling, clinical service capture, financial tracking, and insurance handling in one place."
---
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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
September 11, 2025
# Patient File - Appointment, Admission & Service Management
## The Appointments and Services panels in the Patient File give staff a complete workflow to manage a patient’s journey from booking to billing without leaving their file.
### 🧭 Overview
- The **Appointments section** (Next & Previous tabs) lets reception and clinical staff review, edit, and import upcoming or past bookings, with live search, pagination, and quick row actions.
- The **Services & Billing panel** activates once the patient is admitted, enabling staff to add services, issue packages, bill consumables, track insurance requests, and manage credits, debits, and memberships — all with real-time status tags and role-based controls.
Together, these sections form the **core operational hub** inside the Patient File, covering **scheduling, clinical service capture, financial tracking, and insurance handling** in one place.
### 📝 Appointments & Admission Navigation
#### Row‑level Actions (⋮) — **Next Appointments**
**Before admission**
- **Edit** – Opens the booking window so you can modify time, service, status, etc. (See “Editing an Appointment” KB for full steps.)
**After admission**
- **Edit** – Same as above.
- **Add Service** – **Appears only after admission** and **only if** reception chose **No** in the admission pop‑up. **Disappears once clicked.** It **copies the original booked service** into the current visit **under the same doctor**.
#### Pagination & Search
- Default view shows **5** appointments per page; change to **10 / 20 / 50** via the dropdown (bottom‑left).
- Use arrows to move **next / previous / first / last** page.
- **Live Search‑as‑you‑type** bar (top‑right) filters the list instantly.
#### Specifics
- **Next Appointments** lists **future** bookings only.
- **Previous Appointments** lists **past** bookings, retaining the same columns, colours, and row actions for **quick reference or re‑print**.
**Result:** Reception or clinical staff can review, edit, or import any upcoming or past booking **without leaving** the Patient File.
#### **Common Columns**
| **Column** | **Description** |
| --- | --- |
| **Branch** | Branch where the appointment was booked. |
| **Date** | Date of the appointment. |
| **From / To** | Start and end time of the appointment. |
| **Service** | Service(s) booked with the doctor. |
| **Doctor** | Provider assigned to the slot. |
| **Created By** | User who booked the appointment. |
| **Category** | Appointment category (colour coded). |
| **Status** | Current status — Confirmed, Unconfirmed, No‑Show, Arrived, etc. |
### 📝 Services Navigation
The **Services & Billing panel** is at the **bottom‑centre** of the Patient File. It powers service addition, packages, consumables billing, insurance requests, credits, debits, and membership visibility.
#### **Tabs & Purpose**
| **Tab** | **Requires Admission?** | **Purpose** |
| --- | --- | --- |
| **Services** | Yes | Add clinical services to the current visit. |
| **Packages** | Yes | Add a predefined package; Helix expands it into its component services. |
| **Consumables** | No | Lists billable consumables issued during the visit (added from Screening/Chart). |
| **Insurance Requests** | No | Submit & track pre‑authorisation requests. |
| **Credits** | No | View and manage the patient’s credits. |
| **Debits** | No | View and manage the patient’s debts. |
| **Memberships** | Read‑only | Shows patient’s active memberships and remaining allowances. |
---
#### **Services** — **Adding a Service Manually**
1. **Choose the doctor**
- Dropdown lists all providers; this becomes the **performing doctor**.
2. **Pick the service(s)**
- **Multi‑select** allowed.
- **Ophthalmology** prompts for **Left / Right / Both Eyes**.
- **Dental** opens **Teeth** and **Surfaces** (both **multi‑select**).
3. **Quantity**
- Adjust if more than one unit is needed (e.g., **2 × ear cleaning**).
4. **Referrals (optional)**
- **Internal Referral** – pick another in‑house doctor.
- **External Referral** – choose from the external‑referral list (**orange text** will show in the service box).
5. **Notes**
- Free text **visible to the doctor**.
6. **Add Service**
- The service appears in the **right‑hand service list** with **Code | Name | Doctor | Qty | Price | Discount** & other financial details.
- *(Service actions – row menu – are detailed later in this KB.)*
### Automatic First Service at Admission
If the patient was **pre‑booked**, reception may let Helix insert that booked service automatically via the **Add & Submit** option in the **admission pop‑up**.
---
#### **External Referral Master** (Control‑panel setup)
1. **Control Panel → Patient Billing → External Referral**
2. Click **+ Add** (top‑right).
3. **Required:** Name and Type (**Business** or **Individual**).
4. **Optional:** Clinic Name, Mobile, Alt. Mobile, Email, Alt. Email, Address.
5. **Submit** – referral appears in the list.
- List supports **Search‑as‑you‑type, Print PDF, Export Excel**.
- **Row menu** lets you **Edit** or **Delete** entries.
---
#### Working with **Packages** in the Patient File
### Adding a Package
1. Patient must be **admitted** → **Packages** tab becomes active.
2. **Select Package** – dropdown lists every configured package.
3. **Select Doctor** (top field).
- That doctor **auto‑fills the Doctor column** for every component.
- **Override** any line by opening its Doctor dropdown and picking another provider.
4. **Quantities** – all quantities of the **same component line are started in the same session**; normally fixed by the package; change **only** if you need extra units.
5. **Add Package** – scroll down and click **Add**.
- All components appear on the right‑hand service list.
- Each service is **framed blue**, shows the **Package Name**, a **green tag** “**Pending Service— press here to start**” and a **red tag** “**unbilled**”.
- A **badge** appears on the **Packages** tab showing the number of packages issued for the patient.
### Starting Package Sessions (two ways)
| **Method** | **How** | **Extra options** |
| --- | --- | --- |
| **Green tag** | Click “**Pending — press here to start**” inside the service box. | None — starts immediately with **today’s date** and the **doctor pre‑assigned**. |
| **Play (▶) button** | In the **package summary** box (bottom‑left), click ▶. | Dialog lets you change **Start Date** (usually today) and the **doctor**, then **Confirm**. |
**After starting:**
- Service box shows the **start date**, a **green “Done”** button, and a **red “Undo”** button.
- Package summary counts **Sessions Done / Total**.
**Show invoiced / uninvoiced services**
- **Top‑right** of the service list, use **Show All** to reveal **all** services (**invoiced and un‑invoiced**) added to the patient — every package component (**pending, started, or invoiced**). You can **start a session** from here via the same green tag.
**Billing Package Components**
- **Bill** each component like any standard service.
- Once invoiced, a **bill icon** appears beside the play button.
---
#### **Set up a Service Package** (Admin)
**What a package is**
- A **bundle** of separate medical services you combine and sell at a **different price**.
- You may **change a service’s price inside the package** (e.g., Consultation **500 → 300**) **without** changing the master cash price list.
**Prerequisite**
- Make sure **every package component** already exists as an individual **Medical Service**.
**Create the package**
1. **Control Panel → EMR Settings → Service Packages**
2. Click the **+** button (top‑right).
3. In the pop‑up:
- **Package Code** – internal code.
- **Package Name** – clear name *(tip: include # of sessions in the name)*.
- **Expiry (optional)** – number (1–12) + unit (day/week/month/year).
- **Inactive (optional)** – turn **on** to hide from reception (kept in account; turn **off** later to reuse).
**Add services to the package**
- Use the grid with columns: **Service, Quantity, Rate, Service Charges, …, Total**.
- **Service:** pick from existing medical services.
- **Quantity:**
- If the package repeats the **same service across sessions**, add **one row per session** with **Quantity = 1** (e.g., 5‑session laser = **5 rows**).
- **Pricing:**
- Grid initially shows values from the service setup.
- You **cannot** change **base rate** fields, but you **can change the Total per row** to reach your **package price** (affects **only inside the package**).
- **Rows:**
- Click **+** at the right of a row to add another line.
- Use the **delete** button on a row to remove it.
**Save & manage**
1. Click **Add** to save the package.
2. You’ll see it in the list with **Package Name** and **Created By**.
3. Use the **⋮ menu** next to a package to **Edit** or **Delete**.
4. The page also works as a report: **Export to Excel / Print PDF** (top‑left) and **Search‑as‑you‑type** (top‑right).
---
#### Package Workflow — **Follow‑up Sessions**
1. **Admit the returning patient**
- In the admission pop‑up, choose **No** (do **not** add a new booked service).
2. **Start the next package session**
- Open the **Packages** tab.
- Click the **▶ Play** icon (or **green “Pending – press here to start”** tag).
- Select **Date** (usually today) and **Performing Doctor**.
- Press **Confirm** — the session is now **counted as Done**.
3. **No billing required**
- The package was **fully invoiced when sold**, so **nothing appears in the billing queue**.
4. **Clinical access**
- As soon as the session is started, it shows up in the **nurse’s Screening** page and the **doctor’s Medical Chart**, ready for clinical notes.
---
#### **Credits** Tab — What You See
Each credit entry appears as its own row with:
- **Serial** (unique ID) • **Date** • **Payment Method** • **Amount** • **Used** • **Balance** • **Notes** • **Created By** • **Refunded By / Refund Method** *(if later refunded)*
**Tabs behave like mini‑reports** — **Export Excel**, **Print PDF**, **search‑as‑you‑type**, **pagination**.
**Visual indicators**
- A **badge** appears on the **Credits** tab showing the **number of credits** the patient has/had (**even after use or refund** to preserve historical transactions).
- **Patient Balance** (top‑left) lists the **total credit amount**.
- Any **refund, use, or deletion** adjusts this balance **immediately**.
**Available Actions (⋮)**
1. **Delete** – removes the credit completely.
- ⚠️ Use with caution: the **collection entry disappears** from all reports.
2. **Refund** – **preferred method**.
- Prompts for confirmation → choose **refund Payment Method** → **Confirm**.
- Credit row is **marked as refunded** (**highlighted in red**); wallet balance drops by the refunded amount.
3. **Print** – prints the original credit receipt.
4. **Print Refund Voucher** – visible **only after** a refund.
5. **Edit** – modify amount, notes, or payment method (**permissions** controlled by role).
**Refund Follow‑Up** — to re‑print a refund voucher later
1. **Reports → Patient Credit Report**
2. Set the **date range**, enable **Show Refunded**, then **Submit**
3. Locate the entry → **row menu → Print Refund Voucher**
---
#### **Debits** (Patient Debit) — Workflow
**How a debit is created**
- At billing, choose **Payment Method = Patient Debit** → the **invoice closes**; a **debt entry is generated** automatically. *(More details in Billing & Invoicing KB.)*
**Visual indicators**
- A **Debt badge** appears on the **Debits** tab showing the **number of debts** (**does not decrease** even if repaid, to preserve history).
- **Patient Balance** (top‑left) lists the **total outstanding amount**.
- Any **repayment or deletion** updates this balance **immediately**.
### **Debits Tab**
**1) Debits sub‑tab**
- Shows one row per debt: **Serial # · Date · Created By · Invoice # · Amount · Outstanding · Notes / Payments**.
- Tabs behave like mini‑reports — **Export Excel**, **Print PDF**, **search‑as‑you‑type**, **pagination**.
**Record Payment** (row menu)
- Enter the amount (**full or partial**).
- Pick the **payment date** and **method** (default **Cash**).
- Add **notes**, **Submit**.
- A **receipt voucher prints**; the **balance** and top‑level **Patient Balance** update.
**2) Repayments sub‑tab**
- Lists **every payment** made against debts.
- **Row menu → Print** to reprint a receipt.
- Same mini‑report tools (Export/Print/Search/Pagination).
**Key Rules & Housekeeping**
- **Refunds** — You **cannot** refund **Patient Debit**.
- **Refund the original invoice** instead, then **delete the debit** entry.
- **Cancelling Debt** — **Reports → Patient Debit Report** → filter by date → locate the debit → **row menu → Delete** (or **Edit / Open Invoice** as required).
- **Invoice integrity** — The **source invoice** keeps **Payment Method = Patient Debit** forever; **paying off the debt does not alter it**.
---
### **Insurance Requests** **Tab — Overview**
**Sub‑tabs** (all act like mini‑reports with **Export Excel**, **Print PDF**, **search**, **pagination**):
1. **Pending Requests** — services waiting to be sent.
2. **Sent Requests** — already submitted to **DHA e‑claim**.
3. **Approved Requests** — authorisations returned **approved**.
4. **Rejected Requests** — authorisations **denied**.
> **Note:** **DHA integration** applies to **Dubai** clinics only. Clinics **outside Dubai** manage authorisations **manually** (see “Manual Approval” below).
#### **Automatic creation of a request**
1. Insurance data must be stored in **Patient Registration** and the **insurance setup** completed *(covered in Insurance & RCM KB).*
2. **Add a service** that requires pre‑authorisation.
- The right‑hand service list shows a **blue tag**: “**Pending for Approval**”.
- A **badge** on **Pending Requests** shows the **count**.
#### **Send a request** (Pending → Sent)
1. Open **Pending Requests**.
2. Tick one or many rows (or **Select All**).
3. Click **Send for Approval** → **Confirm**.
4. A form opens:
- **Diagnosis Codes** — press **➕ Add**, choose **Type** (Admitting / Principal / Secondary), select the code; repeat **➕** for more lines; use **–** to delete.
- **Attachments** — press **➕ Add**, choose **Type** (e.g., Document, Image), upload **PNG/JPG/PDF**; add as many as needed.
5. Review the auto‑filled **insurance details** (should capture automatically if setup is correct; otherwise review setup). Click **Save**.
6. Request moves to **Sent Requests**.
7. Use **Update Approved Requests** (top‑right) to refresh responses.
#### **After the payer responds**
**Approved Requests** (per service) show:
- **Deductible** (patient share)
- **Type** (Full / Partial)
- **Claim Amount** (insurer will pay)
- **Approval No** (authorisation code)
- **Expiry** (last valid date)
**Rejected Requests** show similar details **plus** **Reject Reason**.
#### **Manual approval / editing (all regions)**
1. In the **service box** on the right, open the **row menu (⋮)**.
2. Click the **blue 👍 Enter Pre Authorisation ID** button.
3. *(Optional)* **Force request** a pre‑approval for a service that **does not require** approval (e.g., obstetric consult) via **Request Pre Authorization**.
4. Enter/adjust:
- **Approval Type** (Full / Partial)
- **Approval #**, **Expiry Date**
- **Claim Amount** or **Co‑Payment** (auto‑captures based on setup & Patient Registration)
5. **Save** — service moves to the correct tab (Approved/Rejected) and the **bill calculates** using the entered figures.
**Key Points**
- **Pending → Sent → Approved/Rejected** is the standard flow.
- **Export/Print/Search/Pagination** tools are identical across all four sub‑tabs.
- If **DHA integration is inactive**, staff must use the **👍 Authorisation ID** dialog to log approvals **manually**.
#### Insurance Requests **from the Home Screen**
Bulk‑manage approvals:
1. **Open the list**
- **Home →** top‑left tiles → **Insurance Requests**.
- The same four sub‑tabs show (Pending, Sent, Approved, Rejected) for **all patients** in the branch.
2. **Filter before you act**
- Filter bar lets you narrow by: **Date Range**, **Created By**, **Doctor**, **Department**, **Service** or **Service Type**.
- Click **Submit** to apply; **Clear** to reset.
3. **Work exactly as in the patient file**
- Select rows → **Send for Approval** (or use row menu for **Edit / Delete / Manual Authorisation**).
- **Export**, **Print**, **Search‑as‑you‑type**, and **Pagination** are identical.
4. **When to choose each view**
| **View** | **Best for** | **Notes** |
| --- | --- | --- |
| **Home Screen → Insurance Requests** | **Batch handling of many patients** | Filters make it easy to process dozens of pending items at once. |
| **Patient File → Insurance Requests tab** | **Focusing on one patient** | No filters needed; everything relates to the open patient. |
> **Tip:** Patients **do not need to be admitted** to create, send, or update insurance requests — choose the view that fits your workflow.
#### **Home Screen View:**
#### **Patient File View:**
---
#### **Updating Insurance Details** (Patient Registration)
1. **Open Patient Profile → Edit Profile**
2. **Insurance & Contract** (top‑right):
- **Company** (insurer)
- **Payer** (under that insurer)
- **Out‑Patient Network** — **mandatory**
- *(Optional)* **In‑Patient / Day‑Care Network**
- **Category** — pick from list; if missing, press **＋** to create
- Give the category a clear name
- Enter **Co‑Payment** details **exactly** as shown on the insurance portal (per eligibility)
3. **Member Details**
- **Insurance ID** or **Emirates ID** — **mandatory**
- **Policy No.** — if available
- **Attach Eligibility Screenshot** (**PNG/JPG/PDF**)
4. **Save** — click **Update**
- If the **policy is expired**, a pop‑up warns on file open and **all services default to Cash**.
---
#### **Adding a Service under Insurance**
1. **Admit** the patient (or open their file if already admitted).
2. In **Add Service**:
- **Doctor** — choose performing provider.
- **Insurance Filter** (card‑icon):
- **Blue (default)** — shows **only services covered** by the chosen insurer/network.
- **Grey** — shows the **full cash price list**.
3. **Select Service** from dropdown.
- *(Optional)* Flip **Cash** switch to bill that service at **cash** price → shows **orange “Not Covered”** tag.
- **Ophthalmology:** choose **Left / Right / Both** eyes.
- **Dentistry:** pick **Tooth** and **Surface** fields.
- **Quantity** — adjust if \> 1.
- **Internal Referral** — pick clinic doctor (if applicable).
- **External Referral** — populated from **Control Panel → Patient Billing → External Referrals**.
4. **Add Service** — it appears on the right with: **code, name, doctor, qty, price**, and tags:
- **Pending for Approval** (blue) — requires pre‑auth; item reflects in **Insurance Requests → Pending**.
- **Not Covered** (orange) — cash‑only; **never** appears in Insurance Requests.
5. **Force authorisation** for “No Approval Needed” services: open **row‑menu (⋮)** → **Request Authorisation** to push it into **Pending** manually.
### **Billing Rules**
| **Service Tag** | **Billing Allowed?** | **Notes** |
| --- | --- | --- |
| **Approved** | ✔ | Appears in **Approved** tab; co‑pay/deductible auto‑applied. |
| **Not Covered** | ✔ | Cash invoice at retail price. |
| **Rejected** | ✔ | Bill as cash or delete/replace. |
| **Doesn’t Require Approval** | ✔ | Direct billing possible. |
| **Pending for Approval** | ✖ | Must be **approved/rejected** or set to **cash** before invoice. |
> **Important:** In **Dubai**, request/response flows use **e‑claimlink**; in other regions without integration, manage approvals **manually** via the **👍 Authorisation ID** button.
---
### Memberships
Tab appears only when the patient is enrolled.
- **Read-only summary** of the active membership showing: **Service name, Used sessions, Used Total sessions in the plan, Allocation, Remaining sessions**. Figures **update automatically** each time a membership component is completed.
- For enrolling or editing memberships, follow the enrollment steps covered earlier; when enrollment completes, a **gold membership tag** appears in the patient profile.
---
### **Consumables**
**What appears here**
- **Automatic capture:** Every **billable consumable** issued from **Screening** or the **Doctor’s chart** shows here immediately—**one line per item**.
- **Columns:** **Date of issue**, **Linked Service name**, **Item code and name**, **Quantity issued**.
**Line actions**
- **Delete (bin icon):** removes the issue record and **returns quantity to stock**.
- **Select (checkbox):** choose one or multiple lines for **billing**.
**Invoice selected consumables (POS)**
1. **Tick** desired lines → **Issue Invoice** button appears.
2. **Invoice window** opens with items **pre-listed** (Rate, Qty, Discount if any, Total).
3. You may **enter Notes**, **change Payment Method** or apply **Patient Credit**, and **add a Referring Doctor** (optional).
4. Click **Submit** → normal billing flow; a **Point of Sale (POS) invoice** is generated and printed.
**Find the POS invoice later**
- Patient File → **Financial History → Point of Sale Invoices** → row menu **Print**.
- Note: POS invoices for consumables follow a **separate serial sequence** and **do not merge** with service invoices.
---
### **Service Actions** — **Service Action Menu (⋮)**
#### **Before billing**
| **Icon / Name** | **What it does** | **When it shows** |
| --- | --- | --- |
| **Print Label** | Prints a service label (MRN, name, phone, DOB/age, gender, e‑mail, service code/name, doctor, and “Referred by …” if external referral). | Always |
| **Done (green check)** | Marks service **complete** → green **Done** tag appears. | Always |
| **Edit Rate (pencil)** | Enter a **new total amount** for this service (**does not** alter master price). | Only if the role has permission **and** *Account Settings → “Edit ServiceRecord Price” = ON* |
| **Discount / Offer (%)** | Apply **Offer** or **manual Discount** (amount or %). **Detail box is mandatory**. Invalid offers show a **warning**. Limits & approvals are enforced by **Roles & Approval Flows**. | Always (limited by role/approval rules) |
| **Free of Charge (coin)** | Sets price to **0** in one click. | Only if the role has **“Free of Charge”** permission |
| **Change to Cost (double‑tag)** | Bills **fixed cost** instead of retail price. | Only if the role has permission **and** a **Fixed Cost** is set in the Medical Service |
| **Start Service (▶)** | Opens **Select Room** → choose a room → **Start Service** (adds green **Started** tag). | Always |
| **Delete (black X)** | Removes the service; **any nursing / chart notes remain (read‑only)**. | Always |
#### **Insurance‑specific (shows only when the service is under an insurance network)**
| **Icon / Name** | **Purpose** |
| --- | --- |
| **Request Pre‑Authorisation (red stamp)** | Sends the service to **Pending Request**. |
| **Enter Pre‑Authorisation ID (👍)** | Manual entry/edit of **Approval #**, **Claim Amount**, **Co‑payment**, **Expiry Date** (use when approval is obtained outside Helix). |
#### **Surgery add‑ons — show only for DRG codes**
| **Icon** | **Action** |
| --- | --- |
| **Add CPT (square +)** | Multi‑select CPT codes → **Confirm**. |
| **Add HCPCS / Consumables (red pills)** | Add each consumable line individually; set **Quantity**; delete with **red minus**. |
> **CPT** codes reflect on the **invoice**. **Both CPT and HCPCS** reflect in the **claim submission**.
**Status Tags (live)**
- **Unbilled** (red) • **Pending Preapproval** (blue) • **Approved** (green) • **Started** (green) • **Done** (green) • **Not Covered** (orange) • **Rejected** (red) • **Invoice** (green) • **Pending Service, press here to start** (green; package component not yet begun)
> Use **Show All** (top‑right of Services panel) to toggle visibility of **all** services, **invoiced or not**.
**After billing — Service Action Menu (⋮)**
- **Print Label** • **Done** • **Free of Charge** • **Start Service**
---
#### **Patient Rooms** panel (vertical tab on the **right** edge)
1. Click **Patient Rooms** → list of rooms appears at left: **Room Name (patient count)**.
- The patient appears once the service is **started in a room** (*Start service* option).
2. Select a room to view its occupants:
- **Tags · MRN · Name · Arrival Date/Time · Doctor · Service · Appointment source (walk‑in/booked)**
- **⋮ Options** per patient: **Discharge**, **Send to Room** (pick another room), **Sign Consent**, **Open Patient File**, **Open Record** (doctor’s chart)
---
#### **Summary (What controls you’ll see & why)**
Buttons, tags, and extra icons depend on three factors:
1. **Service setup** (fixed cost, room‑based, surgery flag, insurance requirements)
2. **Patient context** (cash vs insurance, package/membership)
3. **User permissions / approval flows** (rate editing, discount limits, free‑of‑charge)
Use this matrix to predict which controls are available for any given service line in the Patient File.
---
### ✅ Pro Tips
- Use **Previous Appointments** for quick visit history.
- At admission, select **Add & Submit** to auto-import booked service.
- Missed at admission? Use **Add Service** from appointment row menu.
- **Multi-select services** to save clicks.
- Always check **status tags** (Unbilled, Started, Approved, etc.).
- Use **Packages** for repeat sessions (laser, physio, etc.).
- Bill **Consumables** before discharge to avoid revenue loss.
- Manage money smartly: **Credits = refunds/top-ups**, **Debits = patient dues**.
- **Patient File** for one-off insurance; **Home Screen** for bulk approvals.
- **Memberships tab** auto-tracks allowances—no manual edits.
- Start room-based services with **▶ Play** so patients show in **Patient Rooms**.
- [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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