Tell us about your facility — we'll take it from there.
A polished replacement for the Google Form: Step 1 captures required facility details (must be complete to submit). Steps 2–6 walk through Departments, Units, Staff, Roles and Patients files using the exact Helix templates — attach each whenever your data is ready.
Checklist, templates, and uploads.
Six in-flow sections cover facility and operations questions. Separate steps cover Departments, Units, Staff, Roles and Patients when you are ready — they never block Step 1. Full column layouts live under Templates.
Facility basics
Name, type, location, address, email and phone — the essentials we need to register you in Helix.
Contacts
A primary contact we'll coordinate with (plus an optional backup) so nothing falls through the cracks.
Staffing & services
Clinical, non-clinical and IT headcounts, plus whether you run emergency, inpatient and transfer services.
Staff systems
Quick Yes / No questions about staff IDs, work emails and existing directories — no uploads required in Step 1.
Templates & files
Helix-aligned tables with hover guidance, plus CSV / Excel uploads with header checks — wire your API when you connect infrastructure.
Open a template reference or jump straight to an upload step
Four calm moves — start small, finish strong.
Complete the checklist
Facility Information through Staff Systems — inline tips on every field. Autosave keeps progress in this browser.
Template file uploads
When ready, attach Departments, Units, Staff, Roles and Patients exports. CSV gets instant header validation; Excel is accepted for hand-off. Column names show the same hover tips as Templates.
Use Templates as source of truth
Open the Templates tab to see exact column names and Guide text — same shape your engineers will POST to Helix.
Review & export JSON
Confirm answers, download a structured payload, then let your backend deliver it to Helix onboarding.
Watch a 4-minute overview.
See how the pre-onboarding checklist flows, and what happens once your facility is accepted for Helix rollout.
Pre-onboarding,
step by step.
04:12 · Walkthrough
Ready to register your facility with Helix?
Run the checklist now; add template files later. Everything saves locally until your team connects the API.