Kipu Helix Mobile App: Quick Start Guide (Early Access)

EARLY ACCESS

Welcome to the Kipu Helix Mobile App, designed specifically for clinical staff. Look up patients, review medications and appointments, send messages, sign documents, prescribe medications, and use Kipu Intelligence to help with your notes, all from your iPhone or iPad. This guide gets you up and running in minutes.

Required Permissions: Your Kipu administrator must assign you the Use Mobile App user permission in the desktop EMR before you can access Kipu Helix - Mobile App. If you have downloaded the app but cannot log in, contact your administrator to confirm this permission has been enabled for your account.

1

Download the App

Search for "Kipu Helix" in the Apple App Store or Google Play Store and install. An up-to-date device is required.

2

Log In

Open Kipu Helix - Mobile App and tap Sign In. Enter your Kipu work email and password. A 6-digit one-time passcode (OTP) will be sent to your work email. Enter it on the next screen. This is a one-time device verification step.

3

Enable Biometric Unlock (Optional)

During login, turn on Remember Me to enable biometric unlock — Face ID or Touch ID on Apple devices, or fingerprint or face unlock on Android — for a faster login experience. With this on, you won't need to re-enter your password after your session expires; a biometric prompt appears instead.

4

Select Your Instance

After verifying, you'll see the list of Kipu EMR instances your account has access to. Tap the facility you want to work in. If you have only one facility, the app selects it automatically.

5

Browse Your Patients

The app opens to the patient census. Tap any patient to open their record, or use the global search bar (3+ characters) to find a patient by name or medical record number.

The Two Views

The Kipu Helix app has two main views, each with its own bottom navigation bar. The Staff view is where you start, with your schedule, staff messages, patient census, and prescribing tools. The Patient chart is what you see when you open a patient. It contains their facesheet, appointments, portal messages, consents and evaluations, prescribing, and Kipu Intelligence tools.

• After selecting an instance, you land in the Staff view:

  Tab	What It Does
  Appointments	Your personal schedule for the day, with date navigation. Shown when enterprise scheduling is enabled.
  Messages / Dashboard	Staff-to-staff messaging inbox and compose. When scheduling is enabled, this tab shows your appointments view instead.
  Patients	Paginated patient census for your facility. Tap any card to open a patient record.
  eRx	DrFirst electronic prescribing portal (staff level). Available to all users.

• After opening a patient record, you're in the patient chart:

  Tab	What It Shows
  Patient Home	Facesheet: demographics, contacts, flags, medications, and insurances.
  Appointments	This patient's scheduled sessions with date navigation.
  Messages	Portal message threads for this patient (patient/family to care team).
  Kipu Intelligence	AI transcription (Record/Dictate) and Chart Snapshot. Role-gated.
  Documents	Consent forms (with inline signature) and evaluations.
  eRx	DrFirst prescribing portal scoped to this patient.

Kipu Intelligence: Record vs. Dictate

Mode	When to Use	Consent Required?
Record	Use Record during a live patient session to capture the full conversation for transcription.	Yes. The patient must have a signed AI consent form on their record.
Dictate	Use Dictate for clinician-only verbal notes or observations when no patient is in the room.	No

The Record button only appears if the patient has AI consent on file. If you don't see it, verify the patient's consent status in the desktop EMR. Dictate is always available to users with the Note Assistant: Record, Dictate, Draft user permission.

Security & HIPAA

• All patient data is encrypted.
• Login requires a 6-digit one-time passcode sent to your work email to verify your device.
• You'll be signed out each time you fully close and reopen the app, unless you've enabled biometric unlock ('Remember Me').
• Do not share your Kipu login with colleagues or install the app on a patient's device.
• If your device is lost or stolen, notify your administrator to deactivate access.
• Do not screenshot patient information for personal storage.

Feedback & Support

You're among the first clinical users of Kipu Helix, and your feedback shapes what we build next! Please share issues and requests with your Kipu client success manager or through your organization's early access contact.

Need help? Contact Kipu Support at [e-mail] and reference "Kipu Helix Mobile App Early Access".