Finances
Funders
- Funders in Halaxy
- Provider Numbers and Identifications
- Billing Third Parties and Funding Bodies
- Do I need to add each private health insurance company as a separate funder?
- Payee Provider Numbers
- How do I add multiple provider numbers for different private health funds?
Fees
- Editing and Automatically Updating Fees
- Adding Fees to Your Fees List
- Pro Rata Fees (Duration-based Fees)
- Deleting and Archiving Fees
- Fee Colours
- Pricing Blocks and Variable Pricing
Invoices
- Invoices in Halaxy
- Invoice Format
- Invoice Due Date
- Invoice Templates and Clinical Letterheads
- Emailing an Invoice
- Invoice Email Templates
Products
Expenses
Patients
Patient Details
- Patient Profiles
- Patient Profile General Page
- Customised Patient Profiles
- Patient Funding Information
- Message History
- Emergency Contacts
Patient Tools
- Patient Tools and Services
- Patient Portal (Practitioner Side)
- Inviting Patients to the Patient Portal
- Assigning Clinical Tools to Patients
- Clinical Dashboard
- Does my patient have to have a patient portal for me to share notes with them?
Patient List
- Patient List
- Adding New Patients
- Waiting List
- Custom Numbering for Patients
- Why can't I see my patient list/why are patients missing on my patient list?
- Can I import my patient list?
Patient Electronic Health Records
- How do I record COVID-19 vaccination status?
- Patient Electronic Health Records
- Clinical Notes
- Printing Clinical Notes
- Sharing Clinical Notes
- Attaching Files to Clinical Notes
Claims and Referrals
- Patient Claim Details
- Referrals
- Adding and Verifying Medicare Details
- Referral Types
- Linking a clinical note template to an individual referral
- Linking Fees to Referral Types
Intake Forms and Social History
- Patient Intake Forms
- Consent Forms and Signatures in the Patient Intake Form
- Previewing a Patient Intake Form
- Sending a Patient Intake Form to Patients
- Viewing a Completed Intake Form
- Patient Social History
Personal
Locations
- Locations and Practice Hours
- Managing Multiple Practitioners at a Location in a Group Practice
- Adding rooms or equipment to a location
- Adding a clinic description and logo for the online directory
- How do I change the name of my practice group or clinic?
- How do I set different hours for different days?
Profile
- Your Profile
- Updating Names in Halaxy
- Google Tag Manager Conversion Tracking
- Why isn't my profile photo displaying in the directory?
- How do I make my mobile phone number visible on my profile?
- How can I change my contact email address without changing my Halaxy login?
Online Bookings
- Listing Your Profile in Halaxy's Online Directory
- Online Bookings
- Online Bookings Preferences
- Online Bookings - Selecting In-clinic, Phone and Online Consultations (Appointment Location Types)
- Prepayments, Deposits and Payment Capture for Online Bookings
- Integrating Online Bookings with your Own Website
Reports
General
- Reports Lists
- Recurring Reports
- Campaigns and Recalls
- Useful Campaigns for Your Practice
- Automatic Recall Campaigns
- How do I track whether a campaign has been sent, scheduled or cancelled?
Referral Reports
Patient Reports
- Patient Reports
- Appointment Reports
- Clinical Questions Report
- How do I get a list of all patients a practitioner sees?
- Can I run a report to see a list of new patients?
- Can I run a report/campaign based on my patients' address, postcode or location?
Finance Reports
- Finance Reports
- Unpaid Invoices Report
- Auto Payments Report (tracking electronic processing fee expenses)
- NDIS Bulk Upload Report
- BPAY Income Report
- Halaxy Credit Usage Report
Funder Reports
Communication Reports
Schedule
Calendar and Appointments
- Calendar
- Calendar Preferences
- Adding Custom Availability to your Calendar
- Patient Appointments
- Personal Appointments
- Colours on your Calendar
Tasks
Online Consultations
- Halaxy Telehealth (In-built video and phone consultations)
- Coviu Online Video Consultations
- How do I set my default location to Online Consultation?
- Can I use Zoom, Skype or other video conferencing tools for telehealth?
- How do I screen share in a Coviu session?
- How do I select that an appointment is a home visit or online consultation?
Settings
General
- Settings
- Appointment Settings
- Visual Settings
- Notification and Inbound Message Settings
- Gender Diversity Settings
- Email Sender Preferences
Reminders
- Appointment Reminders
- Customising the Wording of Reminders
- Reminder Preferences
- Confirming that Reminders are Being Sent
- Custom Names for One-Way SMS Reminders
- Dedicated Numbers for Two-Way or One-Way SMS Reminders and Phone Consultations
Payments
- Halaxy Credits
- Payment Methods (Offline Payment Settings)
- Electronic Payments Processing
- Electronic Payments Processing - Hyperwallet Registration (EU)
- Refunds
- Electronic Payments Processing Fees (Australia)
Users
- Managing Users and Practice Groups
- User Access Levels
- Passwords
- Deleting/Deactivating Users
- Read Only Access
- Two-factor authentication (2FA)
Integrations
- Syncing your Calendar (two-way)
- Syncing your Calendar (one-way)
- Tyro EFTPOS and Private Health Insurance Claims in Halaxy
- Medipass and HICAPS Private Health Insurance Claiming
- icare claiming through Halaxy (WorkCover NSW - SIRA)
- Xero Syncing
Clinical Templates and Tools
- Clinical Note Templates
- Clinical Tools, Tests and Assessments
- Creating Your Own Clinical Tools
- Clinical Questions
- Clinical Questions - Data Sets for Answers
- Clinical Questions - Example