Navigate through Halaxy

While healthcare can be complex, the Halaxy interface and workflow are easy to use. You can easily organise your practice and remove your administration, so you can get back up to an hour a day to focus on your patients.

This article explains how to navigate Halaxy and its available tools and features.

The Halaxy interface

The Halaxy interface is composed of these main areas:

The navigation sidebar (fixed)
- Home page via the Halaxy logo
- All page navigation
- Help & Resources button
The topbar (fixed)
- Search bar
- In-app alerts
- User account
The main area (dynamic)
- The content of each page

The navigation sidebar

The Halaxy sidebar, located on the left side of your screen, is your main navigation menu.

Refer to this this table for what you can do and manage in each section.

Section	Description
Patients	View and manage your patients Add new patients View patient profiles, including their primary / emergency contacts, care team,funding information, and claims and referrals Communicate with patients Create and 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, which also includes tabs for your: Funders Identifications (e.g. practitioner provider numbers for different funding bodies) Referral types Product inventory Package invoices Invoice schedules Manage expenses Manage invoices
Reports	Run comprehensive reports on every aspect of your practice, from finances to emails. You can also use reports to generate mailing lists for bulk messaging as campaigns.
Contacts	Manage third-party organisations you may need to invoice Manage professional contacts, such as referrers and other practitioners you may share patients with Send and share clinical information via secure messaging Send and receive fax messages
Personal	Set up your practitioner profile and list it on the Halaxy directory Set up and manage your practice locations and practice hours Enable and set up online bookings Manage visual settings for your Halaxy
Settings	Set up and manage appointment reminders Set up communication templates for your SMS and email messages Set up and manage clinical templates and tools Create patient forms (e.g. intake forms) Set up clinical dashboards to track patient progress Manage payment settings, which includes: Electronic payments Halaxy credit top-up settings Invoicing preferences Integrations with accounting software (Xero / QuickBooks / Reckon One) Add new users to your practice group and manage access settings Manage user accounts in your practice group Subscribe to Halaxy add-on features Set up integrations with external software

Set your sidebar display preference

Minimise the sidebar

To minimise the sidebar, click the three lines icon beside the logo.
Expand a minimised sidebar

To expand a minimised sidebar, hover your mouse over the sidebar.
Permanently show the sidebar

To 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 in Halaxy and allows you to quickly search for patients, invoices, professional contacts, and organisations.

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

How it works:

In the dropdown, select what you’re searching for, then start typing in the search bar. The 15 most relevant results will be displayed.
Search results display in a convenient overlay with ready-to-go actions, allowing you to quickly contact patients, email invoices or jump to a relevant record.

For more information, see our article: Halaxy Search

The topbar controls

At the top right of every page in Halaxy, there is a control panel for these features.

Inbox

The inbox icon notifies you when you receive new inbound communications such as:
- Fax messages
- Secure messages from other practitioners via Argus or ReferralNet
- One-off SMS messages from your patients
- Patient responses to two-way SMS reminders
How to use:
- You can filter to display messages from up to 7 days ago.
- To see messages older than 7 days, click Contacts > Fax Messages or Contacts > Secure Messages in the sidebar.
- To see patient responses to SMS reminders older than 7 days, see Message History.
Note

You can configure how users in your practice group are alerted on inbound messages. For information on this, see our article: Manage notification settings.
Notifications

The bell icon alerts you to updates to your practice and Halaxy system messages, including when:
- A patient makes an online booking
- Your patient has completed a patient form
- Your Halaxy credits have been topped up
- Your add-on subscription has renewed or failed
- You have a task due.
How to use:
- Click the bell icon to see a summary of your latest notifications.
- If a patient has completed a patient form, you can click on the patient’s name on the notification to view the form information.
- Click Dismiss to remove the notification from this summary list.
- Click See all notifications to view your notification history list.
Note

You can configure how and when users in your practice group receive notifications. For a complete guide, see our article: Manage notification settings.
Chat

Click the speech bubble icon to see new chat messages from your practice staff.
- To enable or disable chat, see our guide: Send chat messages to your practice group
- To view all chat messages, click Personal > Chat.
Group selector

If you have joined more than one practice group, you can switch between your groups through the map pin icon.
- Practice groups are considered separate entities in Halaxy and do not share information.
- By selecting your active practice group, you can see the relevant calendars, invoices, patients and other information for each particular group.
- By default, you are automatically on your first practice group when you sign in to Halaxy. You can change your default practice group in your user settings.