Share your clinical notes

When clinically appropriate or necessary, you can share a clinical note with:

  • Another practitioner within your practice group

  • Practitioners outside your practice group

  • The patient.

Halaxy provides a variety of options to securely share your clinical notes anytime.

Note

Clinical note sharing function is enabled by default. You can disable note sharing for practitioners and patients in your practice group. This does not affect your Full Access and Clinical Access users, who have access to all patient clinical records.

Share a clinical note with a practitioner in your practice group

  1. Open the clinical note.

  2. Click the down arrow to open the note options, then select Share.

    Clinical-Notes-Share-01.png
  3. In the pop-up, configure the following:

    Clinical-Notes-Share-02.png
    • Share with: Select Practitioner in your group.

    • Practitioner: Select the practitioner's name.

    • What would you like to share: Select whether you want to grant access to just this individual note or all clinical notes for this patient. (Note: Selecting either of this option does not grant access to your other patients.)

  4. Click Save.

The practitioner can now find the patient on their Patient List and view the shared clinical note. If the entire patient profile was shared, the practitioner can view all clinical notes.

Tip

If you share an entire patient profile with a practitioner, this automatically adds the selected practitioner to the patient’s practitioner relationships.

Note

Practitioners on Full Access and Clinical Access already have access to all patient records, so this share action is not available for these practitioners.

Share clinical notes with a practitioner outside your practice group

If you need to send a clinical note to an external practitioner, you can use secure messaging services such as ReferralNet and Argus, which are both fully integrated in Halaxy. To learn more about these services, see our support articles on ReferralNet and Argus.

You can also send patient records through fax messaging.

Email a clinical note

  1. Open the clinical note.

  2. Click the down arrow to open the note options, then select Email.

    Clinical-Notes-Share-04.png
  3. In the pop-up, complete the email form as needed.

  4. Click Send.

Tip

Does your clinical note have file attachments? You can select which ones you want to send in the email.

Share a clinical note with a patient

When you share a clinical note with a patient, they can view it in their patient portal under their Health Notes. Patients must sign up to the Halaxy patient portal to view shared notes.

  1. Open the clinical note.

  2. Click the down arrow to open the note options, then select Share.

    Clinical-Notes-Share-01.png
  3. In the pop-up, select This patient and confirm the patient's email address. (If the patient is not yet a Halaxy user, enter their email address to invite them to sign up.)

    Clinical-Notes-Share-03.png
  4. Click Save.

View message history for clinical notes

The user clicks "View" next to Message History on a note to view the email history

GIF: Viewing the email history of a clinical note (click to expand image)

Every clinical note stores its own message history, so you always have a record of every instance the clinical note was emailed, to whom, and when.

To view a clinical note message history, follow the steps below.

  1. Open the clinical note.

  2. In the clinical note information section, next to Message History, click View. (This option is only available if the clinical note has already been emailed.)

Turn off note sharing in your practice group

  1. Click Settings > General.

  2. Under the Patient Portal section, click Edit.

    Clinical-Notes-Share-05.png
  3. For Note Sharing, select Disabled.

  4. Click Save.

You have disabled sharing clinical notes in your practice group. Both practitioners and patients can no longer share clinical notes.

Updated

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