Helix User Guide
Logging On

To log into the system, go to the login screen and enter your Username and Password, and click Log In.

 

1.      Select your medical centre and work area via the drop-down lists provided, and click Continue.

o      This sets a default medical centre and work area when using the system.

o      Access to various screens and options in the system differs depending on your selected role.

 

2.      If this is the first time you have logged onto Helix, you will be prompted with the License Agreement. You may also be prompted to review the terms of this Agreement from time-to-time.

o      You must acknowledge your acceptance of the terms to continue.

 

 

3.      You will be required to use two-factor authentication to log in, and will be presented with the Authenticator QR code prompt. In order to proceed, you must enter a 6-digit response code.

The code can be obtained by either:

o      Scanning the QR code with your authenticator app.

o      Receiving a code via SMS


4.      After making your selection, enter the response code delivered to you, and click the arrow button.

o      Optionally, tick the Remember this Browser check box. This associates your selection and login with the browser you are using. Note that a user's two-factor authentication enrollment can be reset from within User Settings in Helix by an Admin user.. You may need to reset a user's enrollment if they leave the practice for example.



5.      You will be presented with a Recovery Code.

o      Make a note of this code. You can use this code as a substitute for an authenticator code should the need arise. For example, you may not have access to your phone, and subsequently cannot access your authenticator app or receive SMS messages.

o      If you lose your recovery code, or you otherwise wish to reset a user's authentication enrollment, please contact MedicalDirector Customer Service.

o      Tick the check box to indicate your have recorded the code, and then click the arrow button to proceed.



6.      You will be prompted upon successfully activating two-factor authentication. Click Continue to log into Helix.