Patient Appointments


In Halaxy, you can run your entire practice just by making appointments in your calendar. Our training video is a great way to learn the basic workflow of making appointments in Halaxy:

In Halaxy, a patient appointment has three parts:

  • appointment details (such as time and location)

  • patient/s

  • fee/s

Based on the fee, the appointment may also display the patient's claim and referral information.

Invoices, reminders and clinical notes are automatically generated and linked to every appointment, so every aspect of an appointment can be reached with a click of a button from your calendar.

Creating an appointment

To make an appointment, just click a time on the calendar. The appointment information tab will appear on the right. All you have to do is add a patient and a fee. That's it!

The Calendar, with a patient appointment being created in the Appointment Information panel

Editing appointment details

After you have created an appointment, you can click the appointment on the calendar to view the appointment details. Click the Edit (pencil) icon to change the appointment details.

Adding patients to an appointment

To make a new appointment with a patient, click the time of the appointment on your calendar. On the Appointment Information form that appears, start typing a few letters of the patient's name in the Name field and select your patient from the list. If it is a new patient, you can click to add the patient as a new patient.

The Patients and Fees section of the Appointment Information panel.

If you have entered any patient alerts for the patient, an alert icon appears on the right of the patient's name on the form; hover over the alert icon to read the alert.

Group appointments

Making a group appointment is easy - just click Add Another Patient to add more patients to the appointment.

Click the Delete (X) icon next to the patient's name to remove them from the group appointment.

Adding fees to an appointment

To select a fee for the appointment, start typing a few letters of the fee or funding body in the Fees field. Fees already listed in your Fees List appear, in the following order:

  1. Preferred fees: fees listed in your Fees List that have already been used in the patient's previous appointments with the latest fee listed first - the top five used for this patient are shown;

  2. Other fees in your Fees List: other fees listed in your Fees List that have not already been used in the patient's previous appointments;

  3. Importable fees: fees that appear in the Halaxy fee database but not your Fees List (see below); and

  4. Add new fee: click to add another fee to your Fees List that does not appear in Halaxy's fee database (see below).

If the fee is not in your Fees List but is already listed in the Halaxy fee database, it is shown in grey and you can 'import' the fee to your own Fees List. To do so, select it from the list that appears and complete the Add Fee form that appears.

If the fee is not in your Fees List and not listed in the Halaxy fee database, select that you want to add the fee to your Fees List, and complete the fee details to add the fee to your Fees List.

If the type of appointment and fee changes before or during the appointment or before the invoice is paid, you can change the fees on the Appointment Details form at any time.

Additional fees

You can add additional fees to the appointment (e.g. where you want to charge for equipment or other services in addition to the appointment fee) by clicking Add Another Fee in the Patients and Fees section and selecting the additional fee.

Each fee will show up as a new line in the invoice.

Appointment duration

The appointment duration is set by the fee type that you select in the Fees field.

To change the appointment duration manually on an ad-hoc basis, you can edit the appointment duration when creating or editing an appointment.

Appointment location

Halaxy will automatically determine the appointment location based on your practice locations and hours, which are set up in the Locations page.

You can change the appointment location by clicking the Locations drop-down menu in the Appointment Information form.

The Location drop-down menu, with different locations to be selected.

You can choose between:

  • practice locations you have set up

  • any rooms you have set up for a clinic

  • the patient or organisation's address

  • online consultations

  • other address (select this option to to enter a new address)

Home visits and appointments at other locations

For home visits, you can change the appointment location to be at the patient's home easily on the Locations drop down menu. When you selected the patient's name in the Name field, the patient's address listed on their Patient Profile is automatically listed as a location option. For home visits, select the patient's address as the location.

For appointments at organisations, select the organisation's location in the Locations drop down menu and start typing the name of the organisation in the Organisation field. If the organisation is listed in your Organisations List, the address appears and you can click Save to set it as the location. If the organisation is not listed, add the organisation's address and the Organisation is saved to your Organisation List and set as the appointment location. The appointment address and location is shown on your calendar.

You can set an appointment for another address by clicking Other Address from the Locations drop down menu and entering the address in the form that appears. This is best used for one-off appointment locations at which you do not expect other appointments to be held.

Invoices for appointments not at a practice location listed in your practice locations and hours (i.e. invoices for home visits, appointments at an organisation or appointments at other addresses) display the appointment location on the invoice below your practice location and provider number.

Reminders are sent with the appointment location you have selected from the Locations drop down menu.

Adding comments and other details

You can add comments - such as information about lost property or other practical information - to the appointment booking form. Leave comments in the Other Details section, and click the Save button to make the comments accessible on the calendar. Note these comments are not included on reminders sent to patients and are separate to your clinical records.

Making multiple appointments for the one time

You can make multiple appointments at the one time. If you are wanting to add a second, separate appointment to your calendar at the same time as another appointment, click the time of the appointment and complete the appointment information. Both appointments appear on your calendar, with the second appointment next to or overlapping the first appointment. You can add up to 8 appointments at the one time.

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