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.


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 tools

To add a clinical tool to your patient's record:

  1. Find the patient in your Patient's List and click their name, then click the Clinical Tools tab.

  2. Click New Clinical Note.

  3. In the editor, click Templates:

  4. Click the clinical tool template you want to import from the left-hand side list, then click Save.

RESULT: The clinical tool should now be imported into the clinical note. You or your patient can now fill out the tool during the appointment, or you can assign the tool for the patient to complete in their patient portal.

Alternatively, you can link the tool to a referral or fee so that it is automatically imported into your patient's clinical notes whenever you make an appointment using that referral or fee.

Annotatable body charts

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.


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

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

To link an attachment to a tool:

  1. Click Settings > Clinical.

  2. In the left-hand column, click the tool 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 tool by clicking on the template and clicking Detach under the file.

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