Clinical Tools, Tests and Assessments


Clinical tools are a special type of clinical note that can contain questions, forms, annotatable images, and data that can be scored or tallied. They are saved in your patient's Clinical Notes tab to form part of the patient's record, just like regular clinical notes.

You can use clinical tools as questionnaires for clinical assessment, food diaries, weight trackers, annotatable body charts and more. These tools can be completed during the appointment by you or your patient, or you can assign a tool for the patient to complete via their patient portal, which will then be saved to their patient record.

A sample clinical tool template, with radio options to select as answers to questions

Image: A clinical tool for the Alcohol Usage Disorders Identification Test (AUDIT) (expand image)

Halaxy includes a broad range of tests and assessments you can import as clinical tools. These are customised to your profession and can include:

  • Mental health: K10, DASS21 and DASS42 assessment questionnaires;

  • Physical therapy and disability: the Orebro Musculoskeletal Pain Questionnaire and the WHODAS 2.0 (WHO Disability Assessment Schedule 2.0);

  • Medication management: including prescriptions, imaging and pathology; and

  • General tools: including the AUDIT alcohol screening tool.

You can also create your own clinical tools.

With clinical tools, you can:

  • import clinical tool templates directly into a patient's clinical notes to form part of their health record

  • link clinical tool templates to fees and referral types so they are automatically created as patient clinical notes whenever you use the fee or referral type

  • assign clinical tools to patients to complete in their patient portal

  • link the question data in clinical tools to trackers that you can track from your patients' Clinical Dashboard

Using clinical templates

To use a template, create a new clinical note and then select the template you want to use. Here's the step-by-step process:

  1. Navigate to a patient's profile and click the Clinical Notes tab.

  2. Click New Clinical Note at the top-right of the page.

  3. In the editor, click Templates:

    On a clinical note, the Templates button is highlighted
  4. Click the clinical template you want to import from the left-hand side list, then click Save.

RESULT: The template is now saved as a clinical note in your patient's record. if the template is an assessment or tool, you or your patient can now fill it out during the appointment, or you can assign the tool for the patient to complete in their patient portal.

To publish the note, click the triangle next to the blue Save button and click Publish (this will populate any dynamic terms in the template):

The button next to the Save button is selected and Publish is highlighted in the drop-down menu

You can also link templates to Referral Types and fees so that they automatically appear in your patient's record whenever you create an appointment using the linked Referral Type or fee. This saves you from having to create a new note and importing the template manually.

Using annotatable body charts

Annotatable body charts are clinical tools saved as images that can be annotated or drawn on.

You can track treatment, patient pain and body assessments on annotatable body charts.

After importing an annotatable body chart into a patient's clinical notes, you can annotate the body chart in two ways:

  • Drawing: Draw on the chart with your mouse (this is the default option); or

  • Text: Follow the steps below:

    1. Click Text.

    2. Drag the text box that appears to the relevant area of the body chart.

    3. Click in the text box.

    4. Type out the annotation you wish to make.

    5. Click Save.

RESULT: Your annotations appear on the body chart.

Linking tools to referrals and fees

You can link a tool to a referral or fee so that the tool automatically appears whenever you make an appointment using the referral or fee.

To link a tool to a referral or fee:

  1. Click Settings > Clinical.

  2. In the left-hand column, click the tool you wish to link to the referral or fee.

  3. In the Referral Types section or the Fees section, click Add New.

  4. Start typing the name of the referral or fee and click it from the drop-down list. If the referral or fee is not listed, you can select to add it to your Referral List or Fee List.

  5. Click Submit.

The linked tool should now be listed in the relevant section.

A Referral Type is shown with icons to Edit and Unlink.

RESULT: Whenever you create an appointment using the linked referral or fee, the tool is automatically imported as a clinical note linked to the appointment in the patient's record:


If the tool is no longer applicable to the referral or fee, you can unlink it by clicking the Unlink button.

Linking attachments to a tool template

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

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