Calendar and Appointments
Calendar
- Intro to calendar
- Set your calendar preferences
- Sync your calendar (one-way)
- Sync your calendar (two-way)
- Add custom hours to your calendar
- Guide to calendar colours
Appointments
- Create a patient appointment
- Create a group appointment
- Create a personal appointment
- Book a room or equipment
- Change an appointment status
- Manage appointment settings
Online Bookings
- Set up online bookings for your practice
- Manage online booking preferences
- Set appointment location types for online booking
- Request payment for online bookings
- Customise fees and services list for online bookings
- Change order of fees and services list
Reminders
- Set up appointment reminders
- Guide to reminder settings
- Customise your reminder templates
- Send a reminder for an individual appointment
- View send status of reminders
- Cancel a reminder
Telehealth
- Intro to Halaxy Telehealth
- Halaxy Telehealth for video consultations
- Halaxy Telehealth for phone consultations
- Coviu for online consultations
- Use external apps for telehealth
- Send video consultation link to patients
Finances
Funders
- Set up online Medicare, bulk bill and DVA claims processing
- Funders in Halaxy
- Provider Numbers and Identifications
- Guide to Medicare Location ID migration
- Verify your Medicare Location ID
- Payee Provider Numbers
Fees
- Adding Fees to Your Fees List
- Pro Rata Fees (Duration-based Fees)
- Editing and Automatically Updating Fees
- Deleting and Archiving Fees
- Fee Colours
- Pricing Blocks and Variable Pricing
Invoices
- Guide to the Halaxy invoice
- Create an invoice
- Edit an invoice
- Delete an invoice
- Email an invoice
- Customise your invoice letterhead
Patient Management
Patient Details
- Add new patients
- Guide to patient profiles
- Customise your patient profiles
- Guide to patient contacts
- Set patient profile types for your practice
- Manage child patients and dependants
Patient Tools
- Patient Tools and Services
- Patient Portal (Practitioner Side)
- Inviting Patients to the Patient Portal
- Link to an existing patient account
- Assign clinical tools to patients
- Clinical Dashboard
Clinical Records
- Create an electronic prescription (eScript)
- Guide to clinical notes
- Set your default clinical note preferences
- Share your clinical notes
- Print a clinical note
- Customise your clinical note letterhead
Claims, Referrals and Funding
- Set up patient payment settings
- Set up patient claim details
- Add Medicare details for patients
- Verify patient Medicare or DVA card details (OPV and OVV)
- Guide to referrals
- Guide to referral types
Patient Communication
- Manage patient communication preferences
- Send an individual email or SMS to a patient
- View message history for patients
- Guide to campaigns
- Useful campaigns for your practice
- Connect Mailchimp to Halaxy
Intake Forms and Social History
- Set up patient intake forms
- Record a patient's consent or signature
- Preview a patient intake form
- Send patient intake forms
- View a completed patient intake form
- Archive a patient intake form
Reports
General
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)
- BPAY Income Report
- Halaxy Credit Usage Report
- Expenses Report
Funder Reports
Communication Reports
Account and Settings
Account
- Edit your profile
- Upload a profile photo
- Reset or change your password
- Set up two-factor authentication (2FA)
- Update names in Halaxy
- Change your sign-in email address
Your Practice
- Guide to Halaxy credits
- Buy Halaxy credits
- Transfer Halaxy credits
- Set individual Halaxy credit settings for practitioners
- Add a Healthcare Provider Identifier - Organisation (HPI-O) for a practice group or location
- Guide to expenses
Locations
- Set up and manage locations
- Add or change practice hours
- Add rooms or equipment to a location
- Add practitioners to a location
- Remove users from a location
- Delete or archive a location
User Management
- Add a new user
- Update individual user information
- Assign roles and access levels for users
- Guide to security preferences
- Guide to User Action History
- Deactivate a user from your group
Templates and Tools
- Clinical Note Templates
- Clinical Tools, Tests and Assessments
- Creating Your Own Clinical Tools
- Guide to communication templates
- Clinical Questions
- Clinical Questions - Data Sets for Answers
Contacts
- Guide to fax messages in Halaxy
- Manage professional contacts
- Manage organisations
- Email a professional contact or organisation
- Merge duplicate contacts
- Send secure messages with Argus
Integrations
- Medipass and Private Health Insurance Claiming
- LanternPay - NDIS, TAC and WorkSafe Victoria Claims
- Xero Syncing
- Tyro EFTPOS and Private Health Insurance Claims in Halaxy
- icare claiming through Halaxy (WorkCover NSW - SIRA)
- Reckon One Syncing
Payments
- Electronic Payments Processing
- Electronic Payments Processing - Hyperwallet Registration (EU)
- Electronic Payments Processing - Stripe Registration (US, UK, NZ and Canada)
- Electronic Payments Processing Fees (Australia)
- Electronic Payments Processing Fees (EU)
- Adding Your Bank Deposit Details to Receive Payments (Australia)