MCS Helix MindCare Solutions

MCS Helix

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MCS Helix

MCS Helix

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User

Role

Dashboard

Session expires after 30 minutes of inactivity.

Administration
Export

Upcoming schedule

Open provider days

Facilities without visits

My facilities

My facilities

Facilities needing attention
My team
Automation

Facility Contacts

Patients

Patient details

Referrals

Facilities

Facility directory

Patient details

Complete the scheduled visit, cancel it, or move it to a different provider facility visit.

0 open business days 0 patients available

Next 6 months

Coverage dates

Covered facilities are derived from the provider's configured home state.

Messages

Conversation

Select a thread

Profile

Name

User

Role

Role

Title

Title

Email

Email

Phone

Phone

Profile type

Profile type

Licensure

Not entered

Active state licensure

Not entered

Collaborating physician

Not entered

Provider NPI

Not entered

Weekday availability

Not entered

MFA

Required

Access

Active

Territories

Not entered

Assigned facilities

Not entered

Home street address

Not entered

Home city

Not entered

Home state

Not entered

Home ZIP code

Not entered

Profile details

Contact information

Display settings

Theme and layout

Authenticator

MFA setup

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Activity

Operational safety

Audit log

Territories

Facility types

Clinical documentation

Clinical note templates

Review every note template available for facility assignment.

Template availability

Facility assignment scope

Acute and Corrections facilities share the same inpatient and outpatient template set.

Users

Facility directory

Company holidays

Inactive facilities

RVU key

Access model

User profiles

Reporting

Admin report exports

Download access-scoped Excel reports from the current app data for analysis, review, or vendor handoff.

Export history

Server-generated XLSX files are available here after processing completes.

Partner Success automation templates

Automation templates

Configure the reports that can be generated or scheduled from Partner Success workflows.

Production

Production delivery settings

Contracted hours reconciliation

Operational findings for contracted-hour visits, hourly invoice readiness, and historical service-line assignments.

Document import

Document import

Provider availability

Import provider availability

Drop an availability spreadsheet here or browse for a file.

Use the provider user email in the template so uploaded availability links directly to the matching PMHNP, Director of Clinical Practice, or Psychology Provider user. When the provider is working fewer than 8 hours, start and end times are required.

Download template

Provider visit schedule

Import provider facility visits

Upload scheduled facility visit dates for providers. Provider availability must already exist for the visit weekday so patient time and schedule capacity can be created.

Download template

Patients

Import patient list and patient visit history (optional)

Upload an Excel workbook using patient name, MRN, DOB, gender, marital status, facility, and any optional encounter history fields you want to include. Add facility type when a facility has multiple types.

Download template

Facilities

Import facilities

Upload a spreadsheet or CSV to create or update facility profiles in one pass, including facility status, status-driven service dates, place of service, and optional assigned provider emails.

Download template

Resolution queue

Skipped import rows

Production direction

Architecture

Provider

Provider queue

Not clocked in

Patient details

Action items

Monthly metrics

Flagged items

RVU leaders

Provider and facility production sorted by captured actual and forecasted RVUs.

Providers

Facilities

Provider performance

RVUs, completed encounters, forecasted production, and follow-up capacity.

Monthly provider RVUs

Selected month, sorted by total production.

Provider RVU totals

Selected month actual and forecasted RVUs.

RVUs by facility

Open a facility from the table to inspect operational context.

Five-month RVU trend

Current month includes actual RVUs plus forecasted scheduled work.

Referral funnel

Initial referral volume, follow-up workload, and facility demand signals from scoped Helix records.

Facility comparison

Referral intake and follow-up encounter demand by facility for the selected month.

Six-month trend

Initial referrals compared with scheduled follow-up workload.

Weekly cadence

Selected-month intake and follow-up volume by calendar week.

Referral actions

Operational follow-up suggested by referral and schedule demand patterns.

Where referrals come from

Selected-month referral volume by intake source and originating facility.

Time to initial evaluation

Days from referral received or patient added until the initial evaluation, by intake path.

Awaiting initial evaluation

Referred or added patients with no scheduled initial evaluation yet.

Patient throughput

How quickly patients move from intake to visits.

Open provider days

Provider capacity available for facility scheduling.

Daily scheduled encounters

Selected-month initial and follow-up volume by service day.

Contracted hours utilization

Scheduled patient hours compared with contracted client hours.

Contracted hours drilldown

Server-filtered contracted-hour visit utilization by division, client, facility, service line, provider, and date range.

Revenue cycle Hourly invoice Tracking only Billing model controls export behavior separately from Helix clinical-note activation.

Patient flags

Work queues that should route directly to patient follow-up.

Operations signals

Messaging volume and schedule-change reasons that indicate friction.

Messaging volume

Client and patient-support message demand by subject.

Change reasons

Cancellation and reschedule drivers from audit activity.

Analytics

Revenue Cycle

Intake

Add patient

Patient PDFs

Facesheet and consent are required when adding a patient. Upload new PDFs here anytime you want to replace the current patient files.

Ask Helix

Export

Export data

Filter data
Choose fields

Patient Schedule

Patient details

Initial Psychiatric Evaluation

Draft

Encounter context

Update patient location

Clinical note template

Clinical note template

Date of Service

Add diagnoses

Close note?

This note is not signed. Save it as a draft before closing?

CPT helper

Patients

Schedule patient

Psychiatry scheduling uses open patient capacity by facility visit. Initial evaluations cannot be scheduled within 180 days of the last initial psychiatric evaluation.

Patient Schedule

Group therapy session

Interventions / techniques used
Participants in this group session

Medication reconciliation

Add Med Rec

Loading visit context...

Patient Schedule

Add more patients

Choose a visit date to see eligible patients.

Provider Schedule

Add / Edit PTO

Submitted PTO

Scheduled PTO

PTO details

Provider Schedule

Facility assignments

Provider Schedule

Assign provider

Confirm this facility visit.


Partner Success

Schedule facility visits

Choose the visit date, facility, and reason for visit.

Partner Success

Export clinical notes

Select one or more eligible facilities, then choose a single date of service or a date range.

Facilities
Select facilities v

Partner Success

Incomplete documentation

Partner Success

Import Facility Psychotropic Report

Upload the latest psychotropic medication report (PDF). When parsing is enabled, the system will compare the patient roster against active patients in the app and surface any missing patients as a Psychotropic Report Assessment action item.

Patient Schedule

Out of facility replacement

Recommended future patients will appear here.

Patient replacement

Replace discharged patient

Eligible replacement patients will appear here after discharge.

Patient Schedule

Patient swapped

The replacement patient was moved into this visit.

Patient Schedule

Confirm patient deceased

Confirm this patient is deceased and should be moved to discharged status.

User administration

Add user

Divisions Select each division this internal user can access.
Select divisions ⌄
Facility user access Select every facility this client user may access.
Corporate parent
Select facilities ⌄
Facility users only see PHI for patients tied to selected facilities.

User profile

User details

Add territory

Production

Edit delivery settings

These settings override Aptible env values for delivery jobs only. Secret values are write-only; leave them blank to keep the current saved value.

Referral intake

Add referral

Facility administration

Add facility

Scheduling model
Shared telehealth uses the corporate parent as the scheduling group while patient records remain facility-specific.
Billing & contracted hours
Cancellation and no-show policy
Policy fields create facility billing events only when the action falls inside the configured window.
Facility types and community census
Facility visit preferences
Use weekly preferences for recurring days like Monday or Wednesday. Use monthly preferences for patterns like third Thursday.
Medication restrictions
Clinical note templates
Select the note templates providers can use for this facility. Defaults follow the selected division.
Pharmacy
Facility contacts

Add facility type

Facility profile

Facility information

Facility medication guidance

Facility Rx restriction

Facility leadership

Replace PSM

Facility staffing

Assign providers

Assigned Psychiatry Provider
Assigned Psychology Provider

Users

Bulk Assign Provider

Some selected facilities already have a different provider of the same type assigned. Replace those assignments?

Administration

Add / Edit company holidays

Holiday dates

Administration

Edit RVU key

Patients

Add / Edit payor information

Primary insurance
Secondary insurance
Tertiary insurance

Security

Create a new password

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Security

Set up authenticator

Authenticator setup is required before accessing workspace data. Click Generate secret to continue.

Scan the QR code with your authenticator app, then enter the current 6-digit code.

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Access model

Add user profile

Partner Success

Previsit worksheet

Partner Success

Add Account Issue

Facility details

Add Pharmacy

UR Meeting

Add facility participants

UR Meeting

Add account issue

UR Meeting

Add transcript / recording

New message

Start an in-app conversation

Matching recipients
Select a facility first to show only users associated with that facility, or leave facility blank to search all recipients you can message.

Appointment change

Document change reason

This move may exceed the visit’s contracted hours. Document the reason before applying the change.

Document why this appointment is being cancelled or rescheduled.

Provider Schedule

Update provider visit

Choose how to update this provider visit.