Patient Profiles


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, 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.

    From the General page, you can also send emails, SMS messages and patient intake forms, as well as review your message history with the patient. You can also attach files to the patient's profile.

  • 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

  • Funding: Shows the patient's funding information, such as their credit card details for processing auto payments and claims and referral information

  • 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.

Making a patient appointment from a patient profile

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.

Inviting patients to create a patient portal

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.

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