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 and Excel are validated against template headers on upload. 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.
Ready to register your facility with Helix?
Run the checklist now; add template files later. Everything saves locally until your team connects the API.