Patients List

Follow

Your Patients List allows you to view all your patients, and then select a patient. To access the Patient List page, click the Patients tab then Patients List. You can search and filter columns to find the information you need, and also change the view to suit your preferences.

Searching

Use the Search function at the top to search for anything, including patient name, location, etc. The list of patients is then limited to show only records that meet your criteria - for example, a list of all patients from a particular location.

Sorting and filtering records

Patients are automatically listed alphabetically. Click in the Given Name or Surname column to search solely in these columns. You can also filter by location – sort locations alphabetically by clicking the column; search for specific locations by clicking in the column and typing the location in the search box.

To search for a specific word in a particular column, click in the column heading and type the word. The list is then filtered to show only patients who meet the criteria. For example:

  • To search for all patients with the given name John, click in the Given Name column and type John. Only patients whose first name is John appear in your list.
  • To see a list of only current patients, click in the Status column and type 'current' to filter your Patient List to search only for current patients.

If your patients list is showing only a few of your patients and not your full patients list, you have entered a search term in the search field and the Patients List is showing only those patients that meet your criteria. Delete the search term and all the patients appear in your Patients List. 

Scrolling through pages

You can scroll through all the pages of your Patient List by clicking through the page numbers at the bottom right of the patient table. Click first to go to the first page of records, and last to go to the last page of records. 

Changing the view

You can change how this page appears in a number of ways, and Halaxy dynamically remembers your view preferences based on the computer you are using. Click Choose Columns to add or remove columns shown. Move columns by clicking on the column and dragging it to where you want the column to be. Click the Results per Page picker to select the maximum number of records you would like to see per page.

Printing and exporting your Patient List

Print your Patient List by clicking the print icon at the top right of the screen. This creates a printer-friendly PDF file of the Patient List; press Ctrl+P to print the list on your printer.

You can export your Patient List to Excel by clicking the Export icon at the top right of the screen, which exports the Patient List to a CSV file that you can view and save in Excel.

Exporting your Patient List to MailChimp

You can export your Halaxy patient list to MailChimp to create newsletters and mail-out campaigns. Log in to your MailChimp account and access the API keys by clicking in the Extras section, which is found under Account. Click the Create a Key button to create an API key and copy the key.

On the settings page of your Halaxy profile, click the Edit icon to the right of MailChimp. Paste the API key, then click the Enabled box and Save. Halaxy exports your patient list which appears in your MailChimp List. This can take several hours if you have a large patient list.

You can check the syncing status of your patient list by running a patient report in Halaxy.

Adding a new patient

You can add a new patient to your list by clicking the Add Patient button at the top right of the page, and adding the new patient.

Frequently Asked Questions

My patient list is limited and only showing only a few patients - how do I fix it?

It sounds like you have a search term in the Search field of your list, or you have applied a column filter - your full list appears when you remove these filters.

How do I get a list of all my patient’s email addresses?

From the Patient tab, select the Patient List page. All your patients are displayed. Export them to Excel and you can use the list as you like.

How do I export my Patient List to MailChimp?

You can sync your Patient List to MailChimp on the Settings page of your Halaxy profile. When you log in to your MailChimp account, you can find the Extras section under Account. You can then access the API keys.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.