Patient Social History


The Social History page provides background information about the patient, such as a patient's education and employment, family background and other demographic information that can be helpful in treating the patient.

By default the Social History page includes questions relating to a patient's education, employment, family, demographic and clinical information. However, the page is fully customisable, allowing you to add and remove questions as desired.

Activating the Social History page

The Social History page is disabled by default. You will need to enable this feature before you can start using it.

To enable the Social History page:

  1. Click Settings > General.

  2. In the Patient Portal section, click the Edit (pencil) icon to the right of "Social history form".

    In the Settings General page, the Social History edit icon in the Patient Portal section is highlighted
  3. The Social History Form pop-up appears. Select Enable and click Submit.

RESULT: The Social History tab will now appear in each patient's profile and can be edited from there.


Accessing and completing the Social History page

To access a patient's Social History when you are on their patient profile, click the Social History tab (see image above). When elsewhere in Halaxy, click the Patients tab, go to your Patients List and select the patient's name to take you to their profile. Then click the Social History tab.

You can edit and update a patient's social history information directly on the Social History page. Make sure to click Save at the bottom of the page to save the information to the patient's profile.

Click Edit at the top of the page to reveal your Social History questions:

The Social History tab of a patient profile is selected and the Edit button is highlighted

Once you have provided answers to the questions, scroll down to the bottom of the page and click Save.

Click the Social History tab again to see the information entered.

The Social History tab of a patient profile, showing employment and marital status.

Editing the Social History template

To help you get started with using the Social History page, we have populated the questionnaire with a number of default questions.

You can choose to remove them or to add more questions by editing your Social History template.

This template works in the same way as creating and editing clinical tools. You can add or delete any questions, altering the Social History page to suit your needs.

Go to Settings > General. In the Clinical Settings section, click the Edit (pencil) icon next to Social history form:

This will reveal the template editor page. Here you can add or remove questions, change the order of questions and edit the existing questions.

To add questions to your template, click Add another question and start typing the name of your question into the box.

A button labelled Add Another Question is highlighted

If the question already exists in your Halaxy account, you can select it from the list. If not, you can create a new question by clicking the blue Add as a new template question option at the bottom of the list:

The Question/Title field is shown with option to select a question or add a new one.

Adding questions here will add the questions for any patients whom you have already answered questions for and all new patient. If you choose to delete questions in the clinical tool, however, the questions will not be deleted on the Social History page for those patients who you have already answered them.

Removing and restoring questions

You can removing a question from your Social History template by clicking on the Delete icon next to the question.

A question on the Social History form. The Delete icon is highlighted.

If you like to add the question back to the Social History page, you can click Edit in the Clinical Tool section.

In the Template Editor, the word "Edit" at the title of the Clinical Tool is highlighted

All previously removed questions will be listed here. You can choose to restore each question by selecting the relevant Restore checkbox.

A pop-up titled Archived Questions. There are radio options to restore or archive each question.
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