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.
With a patient portal account on Halaxy, patients can:
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Book and manage their appointments (if your practice has online bookings enabled)
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View and pay their invoices through card payment or Paypal
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Search for practitioners in the Halaxy directory
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Store card payment details securely for practitioners to quickly process payments (including cancellation fees)
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Update their profile for their personal details, emergency contacts and social history information
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Request prescription repeats
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Upload referrals, letters and other files to their clinical records
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View clinical records that are shared with them by practitioners
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Complete clinical tools assigned to them by practitioners
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Manage access to their accounts and other patient accounts (such as family members)
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Track their health over time.
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Click Settings > General.
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Under the Patient Portal section, click Edit.
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In the pop-up, configure your preferences. (Note: These settings apply to all practitioners in your practice group.)
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Patient Invitations: Allow practitioners to invite patients to create an account in the patient portal.
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Patient Updates: Allow patient updates in their portal to also update in their patient profile in your Halaxy.
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Auto update: Profile updates from patient portals are automatically updated in your Halaxy.
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Require approval: Profile updates from patient portals are sent as notifications for you to approve or reject before updating in your Halaxy.
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Disabled: Profile updates from patient portals are not updated in your Halaxy.
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Note Sharing: Allow sharing of clinical notes with other practitioners in your practice group.
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Click Save.
Your patient portal settings are saved. You can start inviting patients to set up their patient portal account.
Updated