Finances
Funders
- Registering for Online Medicare Rebates Claiming
- Medicare Rebates
- Bulk Bill and DVA Rebates
- Automated Bulk Bill, Medicare and DVA Processing
- Batch Processing for Bulk Bill, Medicare and DVA Rebates
- Adding and Managing Funding Bodies and Identifications
Fees
- Fees List
- Adding, Editing and Deleting Fees
- How do I delete / archive a fee?
- How do I adjust/change the fee amount?
- How do I update my fee list?
- I charge different amounts for different services/treatments. How do I set this up so patients/customers can select the right one?
Invoices
- Creating, Viewing, Editing and Deleting Invoices
- Fees, Invoicing, Payments Processing and Billing
- Invoices List
- Invoice Format
- Creating Invoices and Quotes
- Default Invoice Templates
Products
Identifications
Patients
Patient Details
- Adding New Patients
- Completing and Formatting Patient Records
- Adding and Verifying Patient and Claimant Medicare Details
- Elements of a Patient's Health Record
- How do I update a patient’s address?
- How do I create a new clinical note?
Patient Profiles
- Patient Profiles
- Patient Profile General Page
- Your Patients
- Patient Funding Information
- How do I send an SMS to an individual patient?
- How do I delete or merge a patient I created twice?
Patient Tools
- Patient Tools and Services
- How do I invite a patient to the patient portal?
- Does my patient have to have a patient portal for me to share notes with them?
- Where can my patient find a clinical note or file I have shared with them?
- Where is the button to invite patients to the patient portal?
- Can I put a patient alert on files that displays when I make an appointment?
Patient List
Patient Electronic Health Records
- Patient Electronic Health Records
- Clinical Notes
- Clinical Tools, Tests and Assessments
- Sharing Clinical Notes and Assigning Tools
- Sending and Receiving Patient Records Securely
- Orders, Prescriptions, Pathology and Imaging Requests
Social History
Referrals
- Referrals
- Patient Claim Details
- How do I update DVA referrals for the new treatment cycle from 1 October 2019?
- How do I receive a referral online?
- How do I link a referral to an existing clinical note?
- Can I set an appointment limit on third-party referrals?
Personal
Locations
- Locations, Practice Hours and Online Bookings Preferences
- How do I add a new practice location?
- How do I set different hours for different days?
- How do I add a room / facility to my clinic?
- How do I delete or archive a location / clinic?
- How do I delete / archive / remove a practitioner from a location?
Profile
- Your Profile
- Practitioner Personal Details
- How can I change my contact email address without changing my Halaxy email address?
- How do I make my mobile number visible on my profile?
- How do I put my electronic signature on letters, reports, reminders, emails and invoice templates?
- How can I change my profession in Halaxy?
Online Bookings
- Your Directory Profile
- Online Bookings
- Online Bookings Preferences
- Integrating Online Bookings with your Own Website
- Group Online Bookings
- How do I set up my online bookings?
Schedule
Online Consultations
Personal Appointments
Calendar
- Calendar
- Can I sync my Halaxy calendar to my phone/Google/Outlook calendar?
- How do I search for the next available appointment?
- How can I turn off online booking for a particular day or week?
- How do I block out time periods of different hours in the calendar? What about if I go on leave or holiday?
- Why are there different colours within the calendar?
Appointments
- Calendar and Appointments
- Making Patient Appointments
- Appointments List
- Appointment Types
- Appointment Form
- Appointment Confirmation
Settings
Reminders
- Appointment Reminders
- Setting Reminder Preferences
- Customising the Wording of Reminders
- Confirming that Reminders are Being Sent
- Custom Names for One-Way SMS Reminders
- Dedicated Numbers for Two-Way or One-Way SMS Reminders
Payments
- Payments
- Electronic Payments Processing
- Payment Method
- How much are Halaxy credits?
- Is there a discount for purchasing more credits?
- Can I transfer Halaxy credits between practitioners?
Users
- Adding New Users and Access Levels
- Login and Access
- Passwords
- Two-factor authentication (2FA)
- I have forgotten a password.
- Can I set up practitioners in my practice with different levels of access?
Integrations
- Syncing your Calendar (two-way)
- Syncing your Calendar (one-way)
- Xero Syncing
- Reckon Syncing
- Quickbooks Syncing
- Tyro claiming and EFTPOS in Halaxy
General
Clinical Tools
Clinical Templates
Contacts
Communications
- Specialists
- Secure Messaging Services - Argus
- Secure Messaging Services - ReferralNet
- I want to use secure messaging. What do I need to do?
- Where can I see all the messages sent or received through Secure Messaging?
- How do I send patient notes to another practitioner?