Finances
Funders
- Funders in Halaxy
- Registering for Online Medicare Rebates Claiming
- Where do I add a Provider Number?
- Payee Provider Numbers
- Medicare Rebates
- Bulk Bill and DVA Rebates
Fees
- Adding Fees to Your Fees List
- Editing and Automatically Updating Fees
- Deleting and Archiving Fees
- Fee Colours
- Pricing Blocks and Variable Pricing
- Sorting and Exporting your Fees List
Invoices
- Including a Secure Payment Link on Invoices
- Invoices List
- Invoice Format
- Package Invoices
- Creating Invoices and Quotes
- Invoice Templates and Clinical Letterheads
Products
Patients
Patient Details
- Patient Profiles
- Patient Profile General Page
- Patient Funding Information
- Message History
- Emergency Contacts
- Adding Files to Patient Profiles
Patient Tools
- Patient Tools and Services
- Patient Portal
- Inviting Patients to the Patient Portal
- Assigning Clinical Tools to Patients
- Linking a Health-Tracking Device to Halaxy
- Clinical Dashboard
Patient List
- Patient List
- Waiting List
- Adding New Patients
- Why can't I see my patients list?
- Custom Numbering for Patients
- Can I import my patient list?
Patient Electronic Health Records
- Patient Electronic Health Records
- Clinical Notes
- Sharing Clinical Notes
- Orders - Prescriptions, Pathology and Imaging Requests
- Sending and Receiving Patient Records Securely
- How do I link a clinical note to an appointment?
Claims and Referrals
- Patient Claim Details
- Adding and Verifying Medicare Details
- Referrals
- Referral Types
- Linking Fees to Referral Types
- Adding a Second Medicare Claimant (e.g. alternating parent claimants)
Intake Forms and Social History
- Patient Intake Form
- Consent Forms and Signatures in the Patient Intake Form
- Previewing the 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
- How do I change the name of my practice group or clinic?
- How do I set different hours for different days?
- How do I delete or archive a location / clinic?
Profile
- Your Profile
- Practitioner Personal Details
- Why isn't my profile photo displaying in the directory?
- How can I change my contact email address without changing my Halaxy email address?
- How do I make my mobile phone number visible on my profile?
- How do I put my electronic signature on documents and invoices?
Online Bookings
- Your Directory Profile
- Online Bookings
- Online Bookings Preferences
- Integrating Online Bookings with your Own Website
- Group Online Bookings
- Disabling booking payments for specific fees
Reports
General
- Reports Lists
- Recurring Reports
- Campaigns and Recalls
- Useful Campaigns for your Practice
- How do I track whether a campaign has been sent, scheduled or cancelled?
- Can I attach intake forms or clinical templates to campaigns?
Referral Reports
Patient Reports
- Patient Reports
- Appointment Reports
- 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?
- Can I automatically send communications to new patients?
Funder Reports
Finance Reports
- Finance Reports
- Expenses
- NDIS Bulk Upload Report
- BPAY Income Report
- Halaxy Credit Usage Report
- Expenses Report
Communication Report
Settings
General
- Settings
- Appointment Settings
- Visual Settings
- Email Sender Preferences
- Time Zones
- How can I change my email address?
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
Payments
- Electronic Payments Processing
- Electronic Payments Processing Fees
- Adding Your Bank Deposit Details to Receive Payments
- BPAY
- Confirming that you have Received Payments
- Customising the Statement Descriptor on Patients' Bank Statements
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 Integration with Halaxy
- Tyro claiming and EFTPOS in Halaxy
- Xero Syncing
- Reckon Syncing
Clinical Templates and Tools
- Clinical Note Templates
- Clinical Tools, Tests and Assessments
- Creating Your Own Clinical Tools
- Adding Tool Questions
- Adding and Using Tool Questions - Example
- Linking clinical templates to Referral Types and fees