Halaxy Search

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Patient search

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Image: Searching for a patient and quickly accessing the patient's details (expand image)

To search for a patient, select Patient in the drop-down menu at the top-left, then type part of your patient's name in the search bar. Search results will appear in a drop-down menu below the search bar; just click the patient record you want to access. If you use custom patient numbering, you can also search by custom number.

The patient record are displayed in an overlay. You can quickly view the patient's details, number of appointments, fee balance, and claims and referrals. You can also contact the patient by clicking their mobile phone number or email address, as well as book an appointment for the patient.

You can also access their full profile and your email or SMS history with the patient by using the controls to the right of the patient's name.

Invoice search

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To search for an invoice, select Invoice in the drop-down menu at the top-left, then type part of the invoice number or part of the paying patient/organisation's name in the search bar. Search results will appear in a drop-down menu below the search bar; just click the invoice you want to access.

The invoice details are displayed in an overlay, including line by line details. You can jump to the invoice in Halaxy or email the invoice using the controls to the right of the invoice number.

Organisation or professional contact search

To search for an organisation or professional contact, select Organisation or Professional Contact in the drop-down menu at the top-left, then type part the organisation or professional contact's name in the search bar. Search results will appear in a drop-down menu below the search bar; just click the contact record you want to access.

You can access the full contact record by using the controls to the right of the contact's name.

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