How to register a principal

How to register a principal.

This feature allows a patient to be registered as a principal.

To register a principal, follow these steps:

1).  Log into the Helium Health application.

2). Select ‘Registration’ from the left navigation menu.

     3). On the billing section,  click on the ‘insurance dependency type’ field to select principal. 

4). Then fill in the “Personal Info”, “Contact Info”, “Social Info” and “Billing Info” of the principal where applicable. 

4). Uncheck “Do not Send Welcome SMS/Email To Patient” to send a Welcome message to the principal.

5). Click ‘Register Only’ to register the principal or ‘Authenticate Registration’ to register and forward the patient file to the next point of care.

Need further assistance? Raise a request with Support, and we'll be glad to help!