Guide to the Halaxy patient portal

This article is about the patient portal from the practitioner side. For patient support, please see Intro to Halaxy for Patients.

The patient portal is an online hub linked to your Halaxy account where patients can manage appointments, health records, personal details, funding information and account access. If enabled, updates by patients can even instantly reflect in their patient profile in your Halaxy.

By allowing patients to enter their own data and send payments from the patient portal, you save time and receive payments more efficiently.

The Halaxy patient portal is enabled by default, so all you have to do is invite your patients to set up their account.

Overview

The Patient Portal dashboard as seen by patients

With a patient portal account on Halaxy, patients can:

Configure settings for the patient portal

  1. Click Settings > General.

  2. Under the Patient Portal section, click Edit.

    The Patient Portal section of the General Settings page. The word "Edit" is highlighted.
  3. In the pop-up, configure your preferences. (Note: These settings apply to all practitioners in your practice group.)

    The pop-up to edit patient portal settings, titled "Edit Patient Portal and Sharing Settings".
    • Patient Invitations: Allow practitioners to invite patients to create an account in the patient portal.

    • Patient Updates: Allow patient updates in their portal to also update in their patient profile in your Halaxy.

      • Auto update: Profile updates from patient portals are automatically updated in your Halaxy.

      • Require approval: Profile updates from patient portals are sent as notifications for you to approve or reject before updating in your Halaxy.

      • Disabled: Profile updates from patient portals are not updated in your Halaxy.

    • Note Sharing: Allow sharing of clinical notes with other practitioners in your practice group.

  4. Click Save.

Your patient portal settings are saved. You can start inviting patients to set up their patient portal account.

Updated

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