Patient profiles are your gateway to your patient information, incorporating all the information held about patients. You can navigate to a patient's profile by clicking their name anywhere in Halaxy, whether from your patient list, your calendar or an invoice.
You can access your patient list by clicking Patients > Patient List.
To edit a patient's details, click Edit in the top-right of the General page of their profile.
Patient profiles consist of several "tabs", each containing different information. These are:
General: Shows the patient's name, title, date of birth, gender and pronouns, review date, introduction source, time zone, patient alerts, which of your clinics they attend, and which practitioners at your practice they see. The General page also shows the patient's emergency contacts, their individual reminder settings, their next appointment and their fee balance based on their invoices and deposits with the practice.
Clinical Notes: Shows the patient's clinical history with your practice, including notes for each appointment and assessment tools you have assigned
Clinical Dashboard: A customisable overview of your patient's health over time
Invoices: A list of all the patient's invoices that can be sorted and exported
Appointments: A list of all the patient's appointments that can be sorted and exported
Social History: Shows answers to your social history questionnaire. Will not be visible unless the Social History feature is enabled.
You can make an appointment with a particular patient by clicking Add Appointment from any page of their patient profile. Select the date and time of the potential appointment, and select the practitioner and location from the drop-down menu. Choose the fee in order to set the duration, then click Check Availability.
If the appointment time is available, a green Available message appears; if the appointment time is not available, select a different appointment time. Click Save to save the appointment to the calendar and then add other information to the appointment (such as referrals and claiming information) where required.
If you have the patient portal feature enabled, you can invite a patient to your patient portal by clicking Invite to the portal under their name in the patient profile.