Message History

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This article relates to message histories with patients. For message histories with organisations, see Organisations.

The message history feature lets you view your entire SMS history with a patient, just like an SMS conversation on a mobile phone. You can also view all outgoing emails sent to the patient via Halaxy, including any attachments. You can switch between email and SMS messages by clicking the Email and SMS tabs at the top.

Your message history shows the most recent messages at the top. Your message history will include messages even if your patient changes phone numbers or has multiple mobile phone numbers.

A sample SMS message history with a patient

Your message history with each patient includes:

Each type is indicated by a label at the top of the message. Messages that relate to appointments will have an appointment icon; you can click this icon to jump straight to the appointment on your calendar.

Outbound messages that failed to send will appear in red and have an alert icon. Successfully sent messages will appear in blue and have a tick icon.

The message history does not include inbound emails, as Halaxy cannot access your inbox.

Note

Users with Read Only Access or "Hide Access to Patient Names" enabled will not be able to access message histories. Links in message histories are not clickable.

Note

When entering a patient's phone number, ensure you include the full number using the international access code (e.g. "+61" for Australia in place of 0) so that SMS messages are properly included in the SMS Message History.

Your message history shows the most recent messages at the top. Your message history will include messages even if your patient changes phone numbers or has multiple mobile phone numbers.

Accessing your message history with a patient

To access your message history with a patient, navigate to the patient's profile and click either the Email (envelope) icon or the Message History (speech bubble) icon in the Contact Details section:

In the Contact Details of a patient profile, the icons for Email and SMS history are highlighted

For information on how to see the message history for an individual clinical note, see Clinical Notes Message History.

Searching your message history

Enter a search term and press Enter into the search field to search the body content of messages for your search term. This will filter your message history to only display messages containing your search term.

The search bar in a patient's Message History

Note

To search, you must press Enter after typing your search term. To delete the search term and view all results, clear the search field and press Enter.

Filtering your message history by date

To filter your message history by date, click the date field and enter in a date range. Only messages within the chosen date range will be shown, inclusive of the start date and end date.

Note

By default, your message history shows the past three months of messages from today's date.

Filtering your message history by message type

To filter by message type, click the "Filter by message type" drop-down menu. Tick the checkboxes for message types you want to see in your message history:

In the Message History, the Filter drop-down menu is selected with different checkboxes shown
  • Notification: Tick to include reminders advising patients that an appointment has been made

  • Reminder: Tick to include pre-appointment reminders

  • Change notification: Tick to include reminders advising patients of changed appointment details

  • Waitlist reminder: Tick to include messages inviting patients to an appointment from the waiting list

  • Patient verification: Tick to include verification messages sent to patients when they make an online booking

  • Campaign: Tick to include messages sent as part of a campaign

  • Custom message: Tick to include one-off communications

Include all contacts checkbox

Tick the "Include all contacts" checkbox to include messages the patient received as another patient's emergency contact.

Message delivery status

The follow table explains the delivery status of each message:

Checking attachments sent with emails

If you sent attachments in an email to a patient, you can view the file names and sizes of the attachments in your Message History.

A patient's email message history. Aan attachment is shown with a Download link.

Attachments are also displayed in the Email History of any invoice, clinical note or intake form. Just hover your cursor over the email status to see a preview of the contents:

The cursor hovers over the status in the email history. The email and attachments are displayed.

Note that attachments can only be viewed in this way after the email has actually been sent.

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