Patient List


Your Patient List allows you to view all your patients and their status, as well as navigate to their individual patient profiles.

To access the Patient List page, click Patients > Patient List.

User clicks Condensed Table, removing white space. User clicks Choose Columns to filter the list.

Image: Sorting a list in Halaxy (expand image)

For information on how to sort and export your Patient List, see Sorting and Exporting Lists and Reports in Halaxy.

Adding a new patient

You can add a new patient to your list by clicking Add Patient at the top-right of the page.

Exporting your Patient List to Mailchimp

You can export your Halaxy Patient List to Mailchimp to create newsletters and mail-out campaigns. Please see our main article on Mailchimp for instructions.

You can check the syncing status of your Patient List by running a patient report and setting the report type to Mailchimp in Halaxy.

Frequently Asked Questions

How do I get a list of all my patient’s email addresses?

From the Patient tab, select the Patient List page. All your patients are displayed. Export them to Excel and you can use the list as you like.

I can't find a contact/patient. Can I create a list of contacts?

Contacts will not appear on the patient list, so if you set a patient's status to Contact, they will not appear in your patient list.

You can create a list of contacts assigned to your practice by running a patient report with the report type set to Contact. To do so:

  1. Click Reports > Patient.

  2. Click New Report at the top-right of the page.

  3. In the Report Type field, select Contact.

  4. Click Run.

RESULT: A list of contacts will be created as a report. You can click on any contact to go to their profile and change a contact to a patient if required.

0 out of 0 found this helpful



Article is closed for comments.