---
title: Patient File | Helix | Knowledge Base
description: This section explains how to use the Patient File in Helix — creating, updating and managing a patient’s comprehensive record including demographics, clinical history and consultations.
---

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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb)
2. [Patient File](https://help.helixbydoctors.com/kb/patient-file)

# Patient File

 This section explains how to use the Patient File in Helix — creating, updating and managing a patient’s comprehensive record including demographics, clinical history and consultations.

- [How to Remove an Invoiced Package from a Patient](https://help.helixbydoctors.com/kb/how-to-remove-an-invoiced-package-from-a-patient)
- [How to Issue a Refund?](https://help.helixbydoctors.com/kb/how-to-issue-a-refund)
- [Patient File – Ribbon Buttons (Central Section)](https://help.helixbydoctors.com/kb/patient-file-ribbon-buttons-center-section)
- [Patient File - Profile Actions Navigation](https://help.helixbydoctors.com/kb/patient-file-profile-actions-navigation)
- [Patient File - Appointment, Admission & Service Management](https://help.helixbydoctors.com/kb/patient-file-appointment-admission-service-management)
- [Patient File – Layout Overview](https://help.helixbydoctors.com/kb/patient-file-layout-overview)
- [How to access Patient File in Helix](https://help.helixbydoctors.com/kb/how-to-access-patient-file-in-helix)

See less ▼

- [Getting started](https://help.helixbydoctors.com/kb/getting-started)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow#main-content)

    - [Administration](https://help.helixbydoctors.com/kb/clinical-workflow#administration)
    - [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow#nurses)
    - [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow#consumables)
    - [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management)
- [Insurance](https://help.helixbydoctors.com/kb/insurance)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel#main-content)

    - [Patient Billing](https://help.helixbydoctors.com/kb/control-panel#patient-billing)
    - [Calendar](https://help.helixbydoctors.com/kb/control-panel#calendar)
    - [Finances](https://help.helixbydoctors.com/kb/control-panel#finances)
    - [Human Resources](https://help.helixbydoctors.com/kb/control-panel#human-resources)
    - [Inventory](https://help.helixbydoctors.com/kb/control-panel#inventory)
    - [EMR Settings](https://help.helixbydoctors.com/kb/control-panel#emr-settings)
    - [CRM Setup](https://help.helixbydoctors.com/kb/control-panel#crm-setup)
    - [Structure](https://help.helixbydoctors.com/kb/control-panel#structure)
    - [User Settings](https://help.helixbydoctors.com/kb/control-panel#user-settings)
    - [Templates](https://help.helixbydoctors.com/kb/control-panel#templates)
    - [System Settings](https://help.helixbydoctors.com/kb/control-panel#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs#main-content)

    - [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs#appointments-calendar)
    - [Reports](https://help.helixbydoctors.com/kb/faqs#reports)
    - [Finance](https://help.helixbydoctors.com/kb/faqs#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources)

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