The most important screen in Halaxy is your calendar. From your calendar, you can set up appointments, add patients and add fees all in one step, and everything in Halaxy is integrated with your calendar.
You can navigate through your calendar by clicking the controls at the top.
The calendar is also the default homepage when you log in to Halaxy.
You can set Calendar Preferences by clicking the cogwheel icon in the top-right of the calendar screen:
Tip
You can quickly jump to your calendar by clicking the Halaxy logo in the top-left of any screen.
Halaxy's Visual Settings options let you customise the look of Halaxy to suit your preferences. You can adjust the font size, the visual theme and colours, and whether or not the sidebar is expanded by default.
You can access the Visual Settings page by clicking Personal > Visual Settings in the sidebar.
On the left-hand side of your Halaxy screen is the Halaxy sidebar. This can be minimised at any time by clicking the "hamburger" icon at the top of the sidebar. While minimised, you can hover over the menu at any time to expand it.
You can revert the sidebar back to a static position (i.e. it will stay expanded all the time) by clicking the "hamburger" button again.
The different options on the menu along the left-hand side of the page allow you to navigate to all the features that are available with Halaxy:
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Patients: View your patient list, add new patients and view patient profiles, including their funding information, emergency contacts, and claims and referrals.
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Schedule: Manage your calendar and create appointments.
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Finances: Manage your Fees List and invoices. The Fees screen also contains tabs for managing your identifications (such as provider numbers for different funding bodies); your Referral Types;, any products that you may sell; and any package invoices you may wish to set up.
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Reports: Run comprehensive reports on every aspect of your practice, from finances to emails. You can also use reports to generate bulk mailing lists called campaigns.
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Contacts: The address book for your professional colleagues, such as referrers and other practitioners you may share patients with. The Contacts section also contains profiles for third-party organisations you may need to invoice. With these contacts, you can share clinical information via secure messaging.
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Personal: Complete your Halaxy practitioner profile, add your practice to the Halaxy directory, set up the business details of practice locations. Your Locations page is also where you can enable online bookings. The Personal section also contains your visual settings.
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Settings: Configure Halaxy to work for you. Settings encompasses all of the following:
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communication templates for your SMS and email messages
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payment settings, including your bank details for receiving payments , your Halaxy credit top-up settings and integrations with accounting software
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adding new users to your practice group and user access control
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integrations with other software
The Halaxy search bar appears at the top of every page in Halaxy and allows you to quickly search for patients, invoices, professional contacts, and organisations.
Search results are displayed in a convenient overlay, allowing you to quickly contact patients, email invoices or jump to the relevant invoice or contact record to make more detailed changes if required.
Just select what you're searching for in the top-left, then start typing in the search box. The 15 most relevant results will be displayed in a drop-down menu.
For more information, see Halaxy Search.
On the top of every page in Halaxy there will be a control panel with a number of icons on it:
These icons are shortcuts for:
The Inbound Messages icon allows you to access recent inbound communications, including:
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SMS messages from your patients
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patient SMS responses to two-way SMS reminders
You can filter to display messages from up to seven days ago.
To see fax messages or secure messages older than seven days, please access your Fax Messages list or Secure Messages list in the Contacts section of the Halaxy sidebar.
To see responses to SMS reminders older than seven days, please see the following articles on how to review patient responses to SMS reminders and Message History.
Halaxy allows you to configure which users in your group receive notifications about different inbound messages, as well as whether they receive notifications by SMS, email or within the Halaxy control bar. See related article: Manage notifications and inbound messages
The notification icon lets you quickly view updates to your practice and Halaxy system messages. Notifications you may receive include:
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you have received a new online booking
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your patient has completed a patient intake form
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your Halaxy credits have been topped up
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you have a task due
Click the notifications icon to receive a summary of each notification. From the notification, you can also go to the page associated with the notification - in the example below, you can click the patient's name to see the information the patient has entered in the patient intake form, or you can click Dismiss to remove the notification from the list.
You can review all your notifications by clicking See all notifications.
Halaxy also allows you to configure which users in your group receive different notification types, as well as whether they receive notifications by SMS, email or within the Halaxy control bar. See our related article: Manage notifications and inbound messages
The announcements icon lets you see announcements and updates from Halaxy. These announcements are also sent to you via email. Click the announcements icon to view a summary of the announcement with a link to read more. You can click Dismiss to remove announcement from your announcements list.
If you are assigned to more than one practice group, you can access each group through this drop-down menu. Practice groups are considered separate entities in Halaxy and do not share information; by selecting your active practice group here, you can switch between your groups and see the related calendars, invoices and other information in Halaxy.
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