How do I add / import a clinical template to my practice group for use?

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Importing preset templates from Halaxy's library

Halaxy automatically sets up a library of preset templates (including case notes, letters and clinical reports) based on your profession. Depending on your profession, some of these templates may already be linked to fees and Referral Types.

To use a preset template, you must import it into your templates list by following the steps below:

  1. Click Settings > Clinical. This takes you to your templates list.

  2. Click New Template in the top-right of the page. The Clinical Tools and Templates pop-up appears.

  3. Scroll through the list and find the template you wish to import. You can also type into the search bar to search for a template.

    ClinicalToolsTemplates_Modal.png
  4. Click the template you wish to import. A preview will appear in the pop-up. Scroll down and click Save.

RESULT: The template is now saved to your templates list and can be imported into any clinical note. If you are in a group practice, importing templates makes them accessible for the whole practice group, and you can then create practitioner-specific versions of the template. You can now also link Referral Types and fees to the template or link attachments to it.

To use the template, simply create a clinical note and then click Templates in the editor to import it into the clinical note.

ClinicalNotes_TemplateImport.png
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