When clinically appropriate or necessary, you can share a clinical note with:
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Another practitioner within your practice group
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Practitioners outside your practice group
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The patient.
Halaxy provides a variety of options to securely share your clinical notes anytime.
Note
The note sharing function is enabled by default. You can turn off note sharing between practitioners in your practice group. This does not affect your Full Access and Clinical Access users.
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Open the clinical note.
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Click the down arrow to open the note options, then select Share.
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In the pop-up, configure the following:
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Share with: Select Practitioner in your group.
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Practitioner: Select the practitioner's name.
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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.)
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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.
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.
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Open the clinical note.
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Click the down arrow to open the note options, then select Email.
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In the pop-up, complete the email form as needed.
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Click Send.
Tip
Does your clinical note have file attachments? You can select which ones you want to send in the email.
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.
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.
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