1. Halaxy Help Guide
  2. Patient Management
  3. Guiding Patients in Halaxy

Assign or send 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 send them to patients to fill out online before their appointment. By completing their questionnaires in advance, you can make the most of your session time.

There are two ways to send clinical tools to patients:

  • If the patient has a patient portal: Assign the clinical tool directly to the patient, which they access and complete through the patient portal.

  • If the patient does not have a patient portal: Create a patient intake form with only the clinical tool as the content, then send the form to the patient for them to access and complete online.

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

Tip

Invite your patients to activate their Halaxy patient portal today! The portal streamlines communication and health records between you and your patient, allowing them to keep track and stay on top of their documents and overall health. See related article: Invite patients to the patient portal

Assign a clinical tool via patient portal

If the patient has activated their patient portal, they can access the assigned tool through the portal.

  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.

    Assign-Tool-05.png

  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.

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

Send the clinical tool via intake form

If the patient does not have a patient portal, you can send the clinical tool using the intake form feature.

  1. Click Settings > General.

  2. Under the section Clinical Settings, next to Patient intake form, click the Icon-Edit.svg pencil icon. (Note: Make sure you are clicking in the Clinical Settings section - not the Patient Portal section.)

    Patient-Intake-Form-Setup-03.png

  3. In the top right, click Add Form. (Recommended: Enter the name of the clinical tool as the intake form template name, so you can easily find it for future use.)

  4. Under Intake Template, untick all checkboxes.

    Assign-Tool-07.png

  5. Under the Manage Templates section, click Add Template and select the clinical tool you want to send. (If the tool is not available in the list, you may need to import it to your practice group first.)

    Patient-Intake-Form-Setup-07.png

  6. Click Save.

  7. Send the intake form to the patient.

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The patient receives a link for them to access and complete the form online.

When the patient submits the form, the completed tool with their answer is stored in their clinical notes.

Updated

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