Assign clinical tools to patients

Clinical tools are a great way to capture clinical data from patients to help you monitor and track their health over the course of their treatment.

If you have imported or created clinical tools in your practice, you can assign them to patients to fill out online in their patient portal before their appointment. This allows you to make the most of your session time.


Images: Examples of clinical tools in Halaxy (click images to expand)

Assign a clinical tool

  1. Open the patient profile and click the Clinical Notes tab.

  2. In the top right, click New Clinical Note.

  3. On the note editor toolbar, click Templates.

    On a clinical note, the Templates button is highlighted
  4. In the pop-up, on the left panel, select the clinical tool you want to assign. Click Save to import it.

  5. Next to the Save button, click the down arrow to open the note options, then click Assign.

    The drop-down menu for a clinical note. The Assign option is highlighted.
  6. In the pop-up, click Assign to confirm.

The clinical tool is assigned to the patient in their Halaxy patient portal, ready for them to complete.

When the patient completes and saves the tool, it is updated in their profile's clinical notes and you receive a notification in Halaxy.


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