Your calendar is the heart of your practice in Halaxy. Halaxy is designed so that you can run your entire practice simply by making appointments in your calendar, without needing to leave the calendar screen.
From your calendar, you can:
add appointments by clicking a time on the calendar (which automatically creates an invoice and schedules reminders)
move appointments around your calendar by clicking-and-dragging them
quickly access the linked invoice, clinical notes and reminders
see your practice hours at each of your clinic locations a glance
create personal appointments so that patients cannot book you during those times
delete or cancel appointments
set up tasks for your to-do list
add one-off custom availability to your calendar for a single day
To view your calendar, click Schedule > Calendar on the sidebar. You can also click the Halaxy logo at the top of the sidebar to go to your calendar from any screen.
At the top of your calendar, you will see a control bar where you can customise your calendar view:
click the calendar icon on the left to jump to a specific date;
click Today or This Week to jump to today or this week;
click Day, Week or Month to view the calendar in Day, Week or Month view;
click the left and right arrows to move through your calendar on a daily, weekly or monthly basis;
click the Zoom (magnifying glass) icons to change the duration of your time blocks (the minimum time block is 5 minutes and the maximum is 90 minutes);
click the Waiting List icon to add a patient to your waiting list
A thin blue line across the calendar shows the current time in your timezone.
Your practice opening hours are shown in in the background, colour coded for each location.
Personal appointments are shaded dark grey.
Cancelled and non-attended appointments are shown with the appointment time struck through and the appointment colour slightly dimmed.
Hover over the appointment time label to view the details of the appointment, including the time it was created and last modified:
Click the Cogwheel icon in the top-right of the calendar screen to edit your Calendar Preferences.
If you are in a group practice and have an access level that lets you view others' calendars, you can view multiple practitioners' calendars all together in the Day or Week view of your calendar, which makes appointment and practice scheduling easier and simpler.
To view multiple practitioner's calendars in the one view, click the Practitioner button in the top-right and tick the checkboxes next to the practitioners you wish to view the calendars of (ensure you click the checkbox, not the practitioner's name):
Click a practitioner's name (not the checkbox) to clear all the checkboxes and view only that practitioner's calendar.
You cannot view multiple practitioner's calendars in Month view. Icons on appointments will not be shown in Week view if you have multiple practitioners selected.
You can choose to show or hide appointments at a specific room or location by clicking Location or Multilocation in the top-right. This will filter your calendar so that appointments at a specific room or location (including home visits, online consultations and phone consultations) are displayed or not displayed.
Click the home visit, online consultation and phone consultation icons to display or hide those appointment types.
Tick or untick the checkboxes (not the name of the room or location) to hide or show appointments at that room or location on your calendar.
Click the name of a location (not the checkbox) to automatically tick that location and all rooms at that location. This automatically unticks all other checkboxes.
Click the name of an individual room (not the checkbox) to change to the calendar for that individual room only.
To return to the practitioner calendar, click the Practitioner button in the top-right (shown as a practitioner's name).
Two-way syncing supports iCloud, Google, Outlook, Exchange and Office 365.
The appointment Search icon in the top-right of the calendar screen allows you to search for the next available appointment so you do not need to manually scroll through your calendar.
You can filter by locations, practitioners, date ranges, time of day and appointment duration. The next available appointments are then displayed. Click a time to create an appointment at that time.
You can print your calendar by clicking the Print button at the top-right of the screen. You can print your calendar in day, week and month view, with the printed version of your day and week view calendars reflecting your calendar view preferences.
Halaxy allows you to add rooms and equipment to your practice locations which can be managed on your calendar or assigned to a particular practitioner.
To create an appointment in a particular room, select the room from the Locations drop-down menu (the room will be linked to the practice location) when creating the appointment.
For appointments requiring particular equipment, such as an X-Ray machine or psychometric testing, you will first need to select the Location. You can then select the Equipment drop-down menu.
You can switch between viewing practitioner calendars or room calendars at any time.
To view a room calendar, click Location and click the name (not the checkbox) of the room whose calendar you wish to view:
The calendar screen will switch to the Room calendar for that individual room.
Once you are in Room view, you have the option to view multiple room calendars in the one view (available only in Day view).
To view multiple room calendars in the one view, click the Room button in the top-right and tick the checkboxes next to the rooms you wish to view the calendars of (ensure you click the checkbox, not the room name):
Click a room name (not the checkbox) to clear all the checkboxes and view only that room's calendar.