Upcoming Feature
This feature is currently in sneak preview. If you’d like early access and to share feedback, please contact us at community@halaxy.com.
The AI Practice Assistant is designed to help you work more efficiently in Halaxy by giving you instant access to key information and actions through a simple chat interface. Instead of manually navigating between different areas of Halaxy, you can ask the assistant direct questions and receive answers within seconds.
The practice assistant opens as a panel alongside your current screen, recognising the current page you are viewing, allowing it to provide relevant help and context-specific information when needed so you can continue working while quickly checking appointments, reviewing availability, identifying overdue invoices, or getting guidance on how to use specific pages.
The Practice Assistant is available within Halaxy at no additional cost, allowing you to start using it straight away.
Using the AI Practice Assistant can help you:
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Reduce time spent searching for information
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Access important data without leaving your current workflow
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Quickly complete common tasks such as reviewing bookings or invoices
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Learn how to use different areas of Halaxy with contextual guidance
This makes it easier to stay organised, respond to patient needs, and manage your practice more effectively throughout the day.
The practice assistant is connected to Halaxy's Help Guide by default. To change this, see Manage AI Practice Assistant access.
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On the top-right of any page, click the
magic wand icon.
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In the chat panel, enter your question or query to begin chatting.
Alternatively, click the question mark button and select from the list of sample questions to ask.
From here, the practice assistant will answer your questions that are relevant to your Halaxy account and adjusts its responses based on your access and the page you're viewing.
Tip
To refine your results, enter additional details to narrow your request, such as a date range, timeframe, or a practitioner's name.
Use the copy icon under any answer to copy it, or the thumbs up/down icons to rate it. Your feedback is reviewed by the Halaxy team to help improve the assistant
Important
By default, the practice assistant is connected to the Halaxy's Help Guide only. To allow it to answer based on your practice data, see Manage AI Practice Assistant access section below.
Use the practice assistant to quickly check your calendar without leaving the page you're on.
|
Task |
Example question |
|---|---|
|
Check appointments |
“List today's appointments”, “What's on this week?”, “Show my afternoon bookings today” |
|
Check availability |
“When am I next free?”, “Do I have a 30-minute gap this week?” |
|
Check specific practitioner's availability |
“When is Dr Alex Lee free next week?”, “Is the physiotherapist available tomorrow?” |
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Find scheduling conflicts |
“Are there any calendar clashes this week?” |
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Compare appointment activity |
“Compare appointments this month to last month” |
The assistant replies with a summary and a link to the relevant calendar view or report, ready to save.
The practice assistant can also check your online booking setup and waiting list.
|
Task |
Example question |
|---|---|
|
Check your online booking setup |
“Can new clients book with me online?”, “Which of my locations accept online bookings?” |
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Check appointment types and services |
“Which appointment types are bookable online?”, “Which of my services are telehealth?” |
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Check your waitlist |
“How many people are on my waitlist?”, “Are there any urgent waitlist entries?” |
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Check online booking requests |
“How many online bookings came in this week?”, “Are there any booking requests that need approval?” |
Ask the practice assistant about invoices, claims and other financial information for your practice.
|
Task |
Example question |
|---|---|
|
Check unpaid or overdue invoices |
“List overdue invoices”, “Which invoices are unpaid?” |
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Check claims |
“Do I have any failed claims?”, “Why did my claim fail?” |
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Check income and expenses |
“What's my income today?”, “What were my expenses this week?” |
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Check GST and BAS |
“What's my GST this month?” |
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Find your top referrers |
“Who are my top referrers this month?” |
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Check your Halaxy credit usage |
“How many credits have I used this month?” |
The assistant replies with a summary, such as a count, total or the reason a claim failed, and a link to the relevant report, ready to save.
Ask the practice assistant about a specific patient, or check what still needs your attention today.
|
Task |
Example question |
|---|---|
|
Check a patient's next appointment |
“When's my next appointment with Lee Blake?” |
|
Check outstanding tasks |
“Do I have any tasks today?” |
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Check missing intake forms |
“Which patients have outstanding intake forms?” |
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Check new patients |
“How many new patients did I see this week?” |
|
Check for reminder or communication problems |
"Have any appointment reminders or emails failed this week?" |
Tip
You don't need to type a patient's name to ask about them. Questions like “who's my next patient?” work without any identifying details, since the assistant looks up records using your existing permissions
Ask the practice assistant about the page you're currently on, or how to complete a task anywhere in Halaxy.
|
Task |
Example question |
|---|---|
|
Get how-to guidance |
“Can I use telehealth?”, “Can patients book online?”, “How do Medicare claims work?” |
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Check account and setup options |
“How do I add users?”, “Can I control user permissions?”, “Does Halaxy have an API?” |
|
Learn about the current page |
“What can I do on this page?”, “Learn more about this page” |
The assistant replies with relevant guidance and a link to the Halaxy Help Guide article it used.
If Halaxy AI Scribe has transcribed a consult, you can ask the practice assistant about what was discussed, such as symptoms, medical history, medications, or follow-up, directly from that consult's transcript.
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From the clinical notes page of a patient, open a transcription.
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In the top-right, click Ask AI About This Note.
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Type your question, or select one of the suggested starter questions:
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"What were the main concerns discussed?"
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"Was any relevant background or history mentioned?"
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"What treatment or next steps were discussed?"
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"What did we agree on for follow-up?"
The assistant answers using only the transcript of the appointment. If the answer isn't in the transcript, it will let you know rather than guess.
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Important
The assistant only has access to the currently open appointment transcript, not other patient records, past notes, or external data. If you move to a different note, it automatically re-checks your access and starts a new conversation for that appointment.
The account owner can control what information and features the AI Practice Assistant can access.
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Click Settings > General.
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Under the AI Settings section, click the
pencil icon next to Practice Assistant.
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In the pop-up, select what access to give to your practice assistant:
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Do not connect to practice data: Select to only allow users to ask questions based on Halaxy's Help Guides.
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Account owners only: Select to allow account owners to ask questions about your practice data. Non-account owners will only receive answers based on Halaxy's Help Guides.
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Account owners and full access: Select to allow account owners and full access users to ask questions about your practice data. All other users will only receive answers based on Halaxy's Help Guides.
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All users: Select to allow all users to ask questions about the practice data. (Note: This setting does not change access levels. The practice assistant only shows information each user already has permission to view.)
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Click Save.
Important
The practice assistant only works within each user’s existing permissions and cannot access or show any data beyond what that user is authorised to see.
The Halaxy Practice Assistant is included at no additional cost, making it easy to start using it as part of your daily workflow.
All users will have access to the practice assistant. Simply click on the magic wand icon on the top-right to start using the practice assistant. You can limit who can ask the practice assistant information about your practice by configuring your AI Settings. See the Manage AI Practice Assistant access section.
The practice assistant mirrors your exact Halaxy access levels. If a user doesn't have permission to view finances or certain records on the main platform, the practice assistant won't show them either. Account owners can also restrict the assistant to Help centre only questions. See the Manage AI Practice Assistant access section.
Results may vary depending on your account's access level. Your account may not have access to the full practice data. Otherwise, it could also depend on how your request is entered. Try including more specific details such as dates, practitioner names, or timeframes to refine your results.
If the assistant can't find a grounded answer in your practice data or the Help Guide, it will say so or ask a clarifying question, rather than guess. This helps make sure the information you receive is accurate.
Yes. The AI never reads your patient files or database. It only analyses the text of your question to understand what you want, while Halaxy’s secure code fetches the data using your existing permissions. Conversations are completely private to your individual login, and patient data is never used to train AI models.
All data provided is live and queried in real-time. However, the AI in the practice assistant is a navigation aid, not the system of record itself. You must always verify financial or clinical details in the linked underlying report before taking action.
Chats are short-lived and automatically clear after 30 minutes of inactivity or when you log out. There is no export feature, but you can copy text directly from the chat panel. While the practice assistant is in beta, Halaxy may also review conversations internally to fix problems and improve answer quality.
Updated