HELIX Online Help
Search-first user guide content by workflow, role, module, and operational risk.
Training
NEXUS HELIX treats documentation and training as product value: secured online help, client resources, role-based student guides, release-aware refreshers, and PHI-safe support escalation.
The authenticated product exposes Help directly from the left navigation and dashboard quick links, with the same access discipline as the EMR.
Search-first user guide content by workflow, role, module, and operational risk.
Recorded training, student guides, role-based launch tracks, and practice exercises.
Go-live packets, reporting quickstarts, recommended user roles, and PHI-safe support guidance.
Training is organized by role and operating track, not as a thin FAQ list.
Navigation, left rail, global search, My Work, patient context, Help menu, and safe support basics.
All usersMobile visit workflow, offline readiness, sync verification, duplicate prevention, and supervisor follow-up.
Field staff and supervisorsAgency profile, users, roles, service lines, payers, visit types, imports, support paths, and go-live controls.
Owners, administrators, implementation leadsReferral capture, eligibility, benefits, document collection, pending admissions, staffing, admission, and non-admit outcomes.
Intake coordinators and schedulersRole matrix, least privilege, employee management, credentials, report access, release notes, and resource publishing.
Administrators and super usersPatient chart, visit notes, care plan, medications, vitals, wound care, HotBox, secure messaging, and QA returns.
Nurses, therapists, aides, social workersQA queue triage, OASIS return workflow, care-plan alignment, infection control, QAPI projects, and evidence.
QA reviewers, DONs, case managersOASIS-E2 effective-date readiness, timepoint selection, analyzer review, QA correction, export, and iQIES follow-up.
Clinicians, QA reviewers, DONsScheduling, mobile check-in/out, GPS exceptions, missing punches, service-code mismatch, missed visits, and payroll impact.
Schedulers, caregivers, clinicians, supervisorsMaster schedule views, availability, territories, frequency review, late starts, missed visits, and task reassignment.
Schedulers and clinical supervisorsPhysician library cleanup, order creation, fax center, returned orders, overdue escalation, and billing holds.
Orders teams, clinicians, QA, administratorsPayer setup, rate validation, authorizations, claim holds, clearinghouse settings, and billing readiness.
Billing managers and administratorsClaim queues, hold resolution, NOA dependency, batch creation, submission status, and payer follow-up.
Billers and RCM leads835 import, payment posting, adjustments, denial routing, batch review, and reconciliation evidence.
Billers and payment postersPatient balances, statements, adjustments, notes, escalation, and support-safe billing evidence.
Billers and finance operatorsNOA, Medicare claim readiness, orders, OASIS, visit completion, authorizations, holds, and AR follow-up.
Billers and RCM leadsAuthorization-driven billing, payer-specific holds, denial root cause, resubmission, and managed care follow-up.
Managed care billersNOA readiness, timing, submission, rejection review, late-risk escalation, and root-cause prevention.
Intake, billing, administratorsPDGM grouping, 30-day periods, LUPA thresholds, visit utilization, and owner actions.
Clinical leaders, schedulers, billersPhysician access, order visibility, portal permissions, external user review, and secure support routing.
Physician liaisons, orders teams, administratorsTherapy evaluation, re-evaluation, progress-to-goals, plan-of-care orders, and case conference readiness.
Therapy teams and QA reviewersReport access, BI navigation, saved views, KPI definitions, census, AR, QAPI, productivity, and dashboards.
Owners, administrators, analystsHands-on IA Training lab for census filters, discharge reason, payer/service line grouping, saved views, and no-PHI report sharing.
Owners, administrators, analystsSchedule deviation, QA manager, open OASIS, orders, frequency exception, census, CAHPS, and access-review cadence.
Administrators, DONs, QA, super usersUse IAD-1005 to verify wound orders, document measurements, update care plan, teach infection red flags, and submit for QA.
RN and QA reviewerUse IAD-1006 to document PICC assessment, medication rights, IV administration, reaction monitoring, and caregiver teach-back.
RN and QA reviewerUse IAD-1007 to document order verification, sterile technique, catheter change details, CAUTI teaching, and supervisor review.
LPN, RN supervisor, QA reviewerUse IAD-2003 to practice homemaker/personal care EVV, service boundaries, exception reasons, and supervisor approval.
Caregivers, schedulers, supervisorsConvert training into evidence: knowledge checks, practice exercises, role readiness, attestation, and refresher rules.
Super users, managers, administratorsSearch-first support, route/module/browser/role context, attempted article, exact error text, and no patient identifiers.
All users and support teamsHELIX training is benchmarked against WellSky's logged-in help and training structure, then upgraded with demo agency practice and competency evidence.
HELIX now keeps the same three secured destinations in the top Help menu, with direct routes to Online Help, Client Resource Center, and Training Academy.
HELIX defines a role-based student guide sequence that mirrors those lessons and expands them with OASIS-E2, NOA, PDGM/LUPA, EVV, and IA demo practice cases.
HELIX adds a BI/report-builder path with saved views, report ownership, KPI definitions, census/AR/QAPI dashboards, and a custom report exercise.
HELIX trains least-privilege access by role and ties role readiness to competency checks and demo workflow validation before production work.
HELIX includes named report owners, cadence, purpose, and downstream action expectations for clinical, census, billing, QA, therapy, and access reports.
HELIX explicitly banks those current compliance topics into the training catalog and practice labs, instead of relying only on older WellSky training language.
HELIX now ties training to IA demo agency cases for CHF/OASIS, wound care, IV medication administration, Foley catheter change, non-skilled EVV, respite, claims, authorizations, QA, and reporting.
All users
Log in and confirm agency context | Use the left rail, global search, My Work, and Help menu | Find Online Help, Resource Center, Training Academy, and release notes before support escalationIntake coordinators, schedulers, authorization staff
Move referral to pending admission or non-admit | Confirm eligibility, payer, physician, documents, and authorization status | Schedule visits without creating NOA, LUPA, EVV, or authorization riskAdministrators, super users, DONs, QA, payroll, office managers
Validate agency profile, users, roles, payers, rates, and visit types | Operate QA, orders, payroll, and reporting queues | Use report cadence to assign daily and weekly follow-upRN, LPN, PT, OT, SLP, MSW, aides, QA reviewers
Complete visit notes, care-plan updates, medications, vitals, goals, and narratives | Submit OASIS and clinical notes through QA returns/corrections | Keep documentation aligned to orders, plan of care, and billing readinessBillers, RCM leads, administrators
Prepare Medicare NOA and claim readiness | Resolve clinical, order, authorization, EVV, and payer holds | Post remittance and assign denial/root-cause follow-upOwners, administrators, DONs, QA leaders, RCM leads, analysts
Navigate standard reports and dashboards | Build and save a custom report without breaking KPI definitions | Use BI for census, discharge, QAPI, AR, productivity, LUPA, and referral performanceConfirm SOC episode and OASIS timepoint Review diagnosis and visit plan Check LUPA risk and NOA readiness Route OASIS to QA before billing release
OASIS timepoint is correct | NOA checklist complete | LUPA action owner assigned | QA status documentedVerify wound order and dressing plan Document location, stage, measurements, drainage, odor, peri-wound, and teaching Update care plan and submit to QA
Wound measurements present | Order matched to intervention | Infection red flags taught | QA reviewer can approve or return with reasonAssess PICC site and dressing Document medication rights and administration Monitor for reaction and record caregiver teach-back Confirm billing code and visit note readiness
Line assessment complete | Medication rights documented | Reaction monitoring present | Billing dependency clearVerify catheter order and schedule Document sterile technique, catheter size, balloon, urine return, tolerance, and education Route for RN/QA review if policy requires
Order verified | Sterile technique documented | Urine/output characteristics present | Escalation criteria taughtReview authorized non-skilled service tasks Complete EVV check-in/out with service, worker, patient, location, date, and time Document meal prep, light housekeeping, cueing, and safety observation without skilled-task language
EVV six elements captured | No skilled tasks documented by caregiver | Exception reason added if edited | Supervisor approval recordedDocument companionship and safety observation Escalate medication, wound, catheter, or assessment requests to clinical staff Use secure messaging without replacing documentation
Boundary note present | Supervisor escalation path used | No PHI included in support text | Service stays within non-skilled authorizationReview claim readiness Resolve hold by source workflow Confirm authorization, order, OASIS, EVV, and note dependencies Assign denial prevention owner
Hold root cause captured | Source owner assigned | Claim status updated | Denial prevention note recordedBuild and Save a Custom Census/Discharge Report Compare skilled and non-skilled census Review Open OASIS, QA, AR, and LUPA risk dashboards Assign review cadence
Saved report definition captured | Cadence owner assigned | Action threshold documented | Report screenshot contains no PHIAgency setup, locations, disciplines, users, roles, payers, visit types, supply setup, import readiness, and go-live controls.
Adds least-privilege validation and go-live evidence before users enter production.NOA, claim holds, claim workbench, ERA posting, patient billing, denial root cause, AR aging, and hard close review.
Connects every billing exception to source workflow ownership, not just billing-screen correction.Clinical note lifecycle, care plan/485 alignment, medications, allergies, vitals, wound care, orders, QA returns, infection control, and documentation evidence.
Adds IA demo labs for wound care, IV medication administration, and Foley catheter change.OASIS-E2 readiness, timepoints, QA return, iQIES export, NOA timing, rejection review, PDGM grouping, and LUPA owner actions.
Uses 2026 OASIS-E2 readiness and current NOA/PDGM/LUPA operating risk rather than only legacy training language.Master schedule, mobile check-in/out, GPS exceptions, missing punches, service-code mismatch, missed visits, late starts, and payroll/billing impact.
Includes non-skilled caregiver boundary training and EVV six-element validation.Employee directory, credentials, availability, territories, role training, electronic signature, license expiration, and access review.
Links staff readiness to training attestations and scheduling eligibility.My Work, HotBox-style queues, secure messaging, episode communications, returned documents, task ownership, and no-PHI message rules.
Separates operational messaging from clinical documentation so audit evidence stays in the right record.Referral pipeline, pending admission, non-admit, eligibility, document collection, frequency review, scheduling, authorizations, episode setup, and discharge.
Connects intake choices to NOA timing, authorization limits, staffing, OASIS, and billing readiness.BI access, saved views, KPI definitions, census, discharge, referral, AR, QAPI, productivity, LUPA, and custom report labs.
Adds report-owner cadence and a Build and Save a Custom Census/Discharge Report exercise.Clearinghouse, SFTP, imports, physician portal, external access, AI documentation coaching, data access, and integration monitoring.
Requires integration owner, test result, access review, and failure-monitoring evidence.Name the audience, access, browser expectation, and demo-data/no-PHI rule before the learner starts.
Tell the learner what they should be able to do at the end of the lesson.
Walk through route, required fields, decisions, handoffs, and completion evidence.
Confirm the learner can find answers before calling support.
Have the learner perform the workflow with safe data and verify the expected result.
Summarize readiness and point to companion resources.
Keep this group small, named, reviewed monthly, and trained to explain HELIX workflows.
Confirm the user can complete assigned notes and see only appropriate patient context.
Run a referral-to-admission practice case before go-live.
Validate claim creation, hold resolution, payment posting, and denial ownership using demo records.
Confirm reviewers can return, approve, trend, and escalate documentation without becoming the original author.
Find visits where documented date or time does not match the planned schedule.
multiple times dailyManage notes, OASIS, orders, and documentation waiting on clinical review.
multiple times dailyTrack unexported, incomplete, returned, or submission-blocked OASIS assessments.
dailyReview overlapping visits, short visits, missing times, EVV exceptions, and timing outliers.
dailyIdentify assigned work that passed the agency completion threshold.
dailyTrack outstanding, sent, returned, reconciled, and overdue physician orders.
dailyReview expiring, exhausted, missing, or payer-specific authorization limits.
daily or weeklyList Medicare patients missing complete face-to-face evidence before billing or survey risk appears.
dailyPrepare recertification, discharge, case conference, and continuity review from episode movement.
dailyReview active patients, payer mix, location mix, service line, and admission/discharge movement.
as neededReview referrals not admitted by date range, reason, owner, and referral-source pattern.
as neededReview patients with therapy need, progress, re-evaluation timing, and missed therapy follow-up.
dailyFind visits outside ordered frequency across current episodes and selected date ranges.
daily or weeklyFind tasks with scheduled or visit dates outside the active certification period.
weeklyFind Medicare episodes requiring physician record cleanup or PECOS follow-up.
as neededExport patient lists for census, care coordination, and operational review using approved filters.
as neededPrepare eligible patient export files for survey vendors with exclusion review.
monthlyIdentify claims blocked by clinical, order, authorization, payer, or EVV dependencies.
dailyPrioritize unpaid claims by payer, age, amount, status, and next action.
weeklyTrend denials by reason, source workflow, prevention owner, and recovered dollars.
weeklyReview active users, expiring access, role drift, and inactive staff.
monthlyAuthenticated HELIX training is secured behind the product session. Public pages explain the training model using demo-only, no-PHI examples; production support escalation must never include patient identifiers, secrets, document screenshots, claim numbers, or real clinical details.
See HELIX in action
Walk through intake, documentation, care plans, scheduling, EVV, authorizations, billing, QAPI, reporting, and mobile workflows without routing through a login wall.