Navigate through Halaxy

Your whole practice, one click away.

Halaxy keeps everything you need close at hand, so you spend less time on administration and more time on your patients. The sidebar takes you to every part of your practice, and the search bar finds patients quickly. The top bar keeps your inbox, notifications and chat in view, wherever you are in Halaxy.

The Halaxy interface

The Halaxy interface has three main areas:

The sidebar. The Halaxy logo takes you to the home page, the menu takes you to every page, and the Help & Resources button opens help.
The top bar. The search bar, in-app alerts and your account.
The main area. The content of each page.

The sidebar

The sidebar is your main navigation. Use this table to see what you can do and manage in each section.

Section	What you can do
Patients	View and manage your patients Add new patients View patient profiles, including primary and emergency contacts, care team, funding information and claims and referrals Communicate with patients Manage clinical records for each patient Create orders for prescriptions, pathology and imaging
Schedule	Manage your calendar and appointments Add tasks Add patients to your waiting list
Finances	Manage your Fees List, with tabs for funders, identifications such as provider numbers, referral types, product inventory, package invoices and invoice schedules Manage expenses and invoices
Reports	Run reports on every aspect of your practice, from finances to emails Generate mailing lists for campaigns
Contacts	Manage third-party payers you may need to invoice Manage professional contacts such as referrers Send and share clinical information by secure messaging Send and receive fax messages
Personal	Set up your profile and list it on the Halaxy directory Set up and manage your practice locations and practice hours Set up online bookings Manage the visual settings for your calendar View all your chat messages with your practice group
Settings	Set up and manage appointment reminders, communication templates, clinical templates and tools, patient forms and clinical dashboards Manage payment settings, including Halaxy Auto Payments, credit top-up settings, invoicing preferences and integrations with Xero and QuickBooks, as well as Reckon One Add new users and manage access settings Subscribe to add-on products Set up integrations with external software

Set your sidebar display preference

You can collapse the sidebar to give your pages more room.

Collapse the sidebar

Click the three lines icon beside the Halaxy logo.
Expand a collapsed sidebar

Hover your mouse over the sidebar.
Permanently show the sidebar

Expand the sidebar, then click the three lines icon again.

The search bar

The search bar appears at the top of every page and lets you search for patients, invoices and professional contacts.

GIF: An example of searching for a patient using the Halaxy search bar

In the dropdown, select what you’re searching for.
In the search bar, start typing. Halaxy shows the 15 most relevant results.

Results appear in an overlay with ready-to-go actions, so you can contact a patient, email an invoice or jump to a record.

See: Search on Halaxy

The top bar controls

At the top right of every page, the top bar gives you your inbox, notifications, chat and the group selector.

Inbox

The inbox notifies you when you receive new inbound communications, such as fax messages, secure messages from other practitioners, one-off SMS messages from your patients and patient responses to two-way SMS reminders.
- Filter to display messages from up to 7 days ago.
- To see older messages, click Contacts > Fax Messages or Contacts > Secure Messages on the sidebar.
- To see patient responses to SMS reminders older than 7 days, see: View contact history for patients
You can choose how practitioners in your practice group are alerted to inbound messages. See: Manage notification settings
Notifications

Notifications alert you to updates to your practice and Halaxy system messages, including when:
- A patient makes an online booking.
- A patient completes a patient form.
- Your Halaxy credits are topped up.
- Your add-on product subscription renews or fails.
- A task is due.
To use notifications:
- Click the bell icon to see a summary of your latest notifications.
- If a patient has completed a patient form, click their name on the notification to view the form.
- Click Dismiss to remove a notification from the summary.
- Click See all notifications to view your notification history.
You can choose how and when practitioners in your practice group receive notifications. See: Manage notification settings
Chat

Click the speech bubble icon to see new chat messages from your practice staff.
- To turn chat on or off, see: Send chat messages to your practice group
- To view all chat messages, click Personal > Chat on the sidebar.
Group selector

If you’ve joined more than one practice group, switch between your groups by clicking the map pin icon. Practice groups are separate in Halaxy and don’t share information. When you select your active practice group, you see the calendars, invoices, patients and other information for that group.

By default, Halaxy opens your first practice group when you sign in. See: Set a default practice group

See: Switch between practice groups

Updated 11 November 2026 04:53

Navigate through Halaxy

The Halaxy interface

The sidebar

Set your sidebar display preference

The search bar

The top bar controls

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