---
title: Patient Screening Layout
description: The Screening page in Helix is where nurses and staff record a patient’s main complaint, vital signs, and medical history before they see a doctor. It also provides access to patient demographics, previous visit history, and pediatric-specific charts when needed.
---
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September 18, 2025
# Patient Screening Layout
## The Screening page in Helix is where nurses and staff record a patient’s main complaint, vital signs, and medical history before they see a doctor. It also provides access to patient demographics, previous visit history, and pediatric-specific charts when needed.
### 🌐 **Overview**
- Screening happens after a patient is **registered and admitted**.
- Once admitted, the **patient panel** shows the file number of the patient, patient name, and time of admission, if the visit was booked with the original booking time; if not, it clearly flags the visit as a **Walk-in**
- Staff can open Screening from **Today’s Admissions**.
- Information recorded includes:
- Chief Complaint
- Vital Signs
- Nurse’s Notes
- General Medical History (persistent across visits)
- For children, Screening also includes **vaccination charts, growth charts, and pediatric-specific notes**.
---
### 🧭 **Navigation**
1. Go to **Home → Today’s Admissions**.
2. Click **Send to Screening** to update the status from waiting to Screening(**Optional**)
3. Select the patient and click **Screening**.
---
### **⚙️ Screening Page Layout**
### **🔹 Top Section – Patient Demographics**
- File Number, Name, Photo (if uploaded from Emirates ID).
- Blood Group
- Age, Gender, Nationality, Date of Birth, Mobile Number, National ID, etc.
- Tags – small notes visible to staff and doctors.
- Insurance or Contract details (if linked).
#### **Quick Shortcuts (under patient name):**
- **Investigations** → Upload or view.
- **Documents** → View.
- **Forms** → View, Fill & Sign.
- **Consents** → View or Re-sign.
- **Add Service / Package**.
- **Consumables** → Issue stock.
- **Open Patient Profile**.
**Visibility of sensitive data(mobile, email) depends on the roles and persmissions**
---
### 🔹 Center – Screening Information
- **Chief Complaint** → Patient’s main issue.
- **Vital Signs** → Height, Weight, BMI (auto-calculated), Blood Pressure, Pulse, Respiration, Temperature, Waist Circumference, Duration of Illness.
- **BMI** is calculated automatically if both height and weight are provided.
- **Nurse’s Notes** → Free-text entry for nurse observations.
---
### 🔹 Right Panel – Patient History
- Shows all previous visits in chronological order.
- Includes notes made by doctors and nurses in those visits.
---
### 🔹 Left Panel – Patient Management
- Includes items like Prescription, Investigations Referrals, Schedule Surgery or External Service, etc.
---
### 🧭 General Medical History
- Completed once during the first visit and updated only when needed.
- Always required for compliance.
#### **Sections include:**
- Diabetes
- Hypertension
- Allergies
- Past Medical History
- Past Surgical History
- Family History
- Social Habits
- Current Medication
#### **How to Record:**
- Diabetes/Hypertension: Click **Edit**, toggle ON, enter details (type, duration, control status).
- Other conditions: Click **+**, choose from dropdown.
- If not applicable: mark as **“No condition”**(-) (mark as none, don’t leave blank).
- Medications: Add them in the **Current Medication** section (add item if not present in the dropdown).
- **Medical History** updates automatically with time (e.g., years since diagnosis basis date selected).
---
### 🧒 **Pediatric Screening**
Extra features appear for pediatric patients:
- **Vaccination Chart**
- Expand to view and add notes.
- Can be printed or emailed(provided integration is done).
- **Growth Charts (visible in Medical Record specifically)**
- Includes standard weight growth chart, length growth chart and head-circumference chart.
- Select which charts to include.
- Can be printed or emailed.
- **Extra Pediatric Fields**
- Circumference.
- Child brought by.
- Baby’s activities.
- Feeding method.
- Crying description.
- General examination.
---
### 🧭 **Nursing Forms**
- Located in the **left-hand panel**.
- Examples:
- General Forms
- Fall Risk Assessment
- Pain Assessment
- Saved forms can be edited or deleted.
- Availability/access depends on user role permissions and specialty and clinic setup.
#### **Examples**
**Pain Assessment**
- Open the left pane → **Nursing Forms** → **Pain Assessment**.
- Fill out all fields, then click **Save**.
- A bottom-right notification appears: **“Successfully created.”**
- Result: On the **right-side medical history panel** (above Screening and Vital Signs), a new entry shows the **form name**, **Edit** and **Delete** buttons, and **Created by**.
**Fall Risk Assessment**
- Open the left pane → **Nursing Forms** → **Fall Risk Assessment**.
- Complete the form; the **Score** and **Interpretation** are **calculated automatically**.
- Click **Approve**.
- A bottom-right notification appears: **“Successfully created.”**
The assessment appears on the **right-side medical history panel** with **Edit** and **Delete** buttons, and **Created by**.
---
### 🔄 **Workflow Reminders**
- Vitals must be entered once per visit (not per provider).
- Recording the vital signs is a Healthcare Authority requirement. These measurements should be taken and recorded every time the patient visits the clinic
- General Medical History must not be skipped – mark conditions as “None” if absent.
- All Screening entries stay visible for doctors in their charting view.
- The left-pane shortcuts (e.g., Prescriptions, External Investigations, Refer Patient) appear in **both** the Screening page and the Medical Chart
---
### 💡 **Pro Tips**
- ✅ Enter at least one **Chief Complaint** for every patient.
- ✅ Never leave history fields blank – always record “None” if nothing exists.
- 📊 Use pediatric charts for accurate child monitoring.
- 📎 Upload external reports (lab results, referrals) directly from shortcuts.
- 🏷️ Use Tags to highlight important details or key reminders.
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