Navigating through Halaxy

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Halaxy is designed to completely remove your administration, so you focus on treating your patients. Once you have set up your profile, you can start using your Halaxy account for your practice. To help you get familiar with Halaxy quickly, here is a guide to help you navigate through Halaxy.

Halaxy is designed so you can run your practice entirely from your calendar. When you log in to your Halaxy account, the default homepage is your calendar, and you can access the calendar at any time by clicking the Halaxy logo in the top-left of the screen.

From your calendar you can set up appointments, add patients and add fees all in one step. In Halaxy, everything is integrated with your calendar.

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Getting familiar with the Halaxy 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" button at the top of the sidebar. While minimised, you can hover over the menu at any time to expand it.

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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:

  • Patients: The Patients section lets you access your patient list. From a patient's profile, you can add contact information, funding information and manage claims and referrals.

  • Schedule: The Schedule section lets you manage your calendar, the heart of your practice. From the calendar, you can add patient appointments and personal appointments; add tasks; and create/add to a waiting list. Halaxy allows you to sync with external calendar providers so your Halaxy calendar can appear on your mobile, tablet or any calendar that uses the standard iCal format. Not only can you display your calendar on your external devices, you also can add personal appointments to your Halaxy calendar from these devices through two-way calendar sync.

  • Finances: From the Finances section, you can create and view expenses, fees, funders and invoices related to your practice. 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.

  • Reports: The Reports section lets you create comprehensive reports on every aspect of your practice, from finances to emails, automatically generated and securely delivered. You can also use reports to generate bulk mailing lists called campaigns.

  • Contacts: The Contacts section is the address book for your professional colleagues, such as referring practitioners and bodies and organisations that share patients with you. With these contacts, you can share clinical information via secure messaging.

  • Personal: The personal tab allows you to enable online bookings and promote your Halaxy directory profile with your practice locations, qualifications and areas of focus.

  • Settings: There Settings section lets you configure Halaxy to work for you. Settings encompasses everything from appointment reminders and communication templates to clinical tools, payments settings, integrations with other software and user access control.

On the top of every page in Halaxy there will be a menu with a number of icons on it:

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These icons are shortcuts for notifications, announcements from Halaxy, searching Halaxy, getting in contact with Halaxy and navigating through your groups and logging out.

Notifications

The notification icon will notify you of any updates to your practice. Notifications you may receive include:

  • you have received a new online booking

  • your patient has completed their intake form

  • patient responses to SMS reminders or messages

  • there is a task due

  • et cetera

Click the notifications icon to receive a summary of each notification. There will also be the option to go to the page that is 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.

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Announcements

The announcements icon will notify you of any 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.

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The Search button allows you to quickly search for patient and invoice details in one click:

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Patient Search

Simply select the Patient radio button and type your patient's first and/or last name to find their profile. You can quickly view the patient's details such as date of birth, address, number of appointments, any fee balance and more.

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You can also access their full profile and last appointment details by clicking on the links that appear on the search result page.

Invoice Search

First, select the Invoice radio button, then type either the invoice number or the patient name that the invoice is related to. This lets you quickly access the invoice details or go to the invoice page via the link:

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If you would like to get in contact with us at any time with a question, query or suggestion, click on the message icon on the top right hand side of the page. Our message pop-up box will appear. Here you can send us an email with your query, and we will get back to you as soon as possible.

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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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