Creating Your Own Clinical Tools

You can add as many sections of the tool as you need, with each section containing clinical questions. You can re-use the same questions on multiple tools, as well as on customised patient profiles.

To add another section, click Add Another Section. A new section will appear, and you can give the section a heading, description and additional questions as needed.

To add a question, click Add Another Question within the desired section. A field will appear where you can type the question. Type the question and select to either add it as a new question or import it from Halaxy's database:

Tick the Mandatory checkbox to prevent the patient from submitting/saving the tool without answering the question.

If you selected to add the question as a new question, the Add Template Question pop-up appears:

Fill out the details as follows:

When you are done, click Save.

You can create assessment levels for your clinical tools to help you establish and calculate clearly defined data on your patients and track their health and wellbeing over time. You can include as many assessment levels as you need. Below is an example:

To set an assessment level, edit your tool and select any option other than "No Scoring" in the scoring section. Then click Add Assessment Level and set the name of the level (e.g. "mild") and the minimum and maximum score thresholds for that level. You can also optionally choose a colour to colour-code each level.

Repeat for each level (e.g. mild, moderate, severe). If you wish to use the same assessment levels that you used for a previous scale/category, tick the Use Same As checkbox and select the scale you set up earlier:

RESULT: Whenever you use the tool and publish the note, the score and levels are displayed in the colour you selected:

After you have added all of your information, click Save at the bottom of the screen. You can now edit your questions (if required) and add the questions to the scoring.

If you deleted any questions while working on the tool, a cog wheel appears on the top right-hand side of the screen. This gives you the option of restoring the deleted questions.

Close your tool to return to the list of all templates and tools.

Tools imported from Halaxy's global database will appear in the list of Group Templates on the right-hand side of the screen. You can choose to take one of the existing tools and edit it or create a copy and make changes.

You can link an attachment to a clinical template so that it automatically appears in your patient's record whenever you use the template.

To link an attachment to a clinical template:

1. Click Settings > Clinical.

2. In the left-hand column, click the template you wish to link an attachment to.

3. In the Attachments section, Click Add File. The Add File pop-up appears:

   

4. Click Upload File to select a file to upload, or drag a file to the Upload File area to upload it.

5. Complete the fields as follows:

   • Title: The title of the image that will appear in the clinical notes list

   • Comments: Comments will appear when you click the file in the patient's clinical notes.

   • Category:

     • Clinical: select to make the file accessible only to the practitioner of the patient or to users with Clinical or Full Access

     • General/administrative: select to make the file accessible to all users in your practice group, including general and administrative staff

6. Click Save.

RESULT: The attachment is now linked to the template. Whenever you use the template, the attachment will appear under the template in your patient's record (you may need to refresh the page before it appears):

You can detach the file from the template by clicking on the template and clicking Detach under the file.