Dynamic terms are a time-saving feature in Halaxy that allows you to automatically populate data such as a patient's name, the referring GP or the date and time of an appointment. This allows you to use the same templates for clinical notes (such as letters), appointment reminders, and email and SMS communication templates. You can also use dynamic terms in fax cover sheets.
Dynamic terms automatically convert to actual data when you publish a clinical note or send an email, fax or SMS, including for appointment reminders.
Image: A template for a referral acceptance letter with dynamic terms in square brackets
In Halaxy, dynamic terms are indicated by square brackets. For example, [Patient First Name] automatically converts to the patient's first name (or preferred name if available) when you publish a clinical note.
Tip
If the patient has a preferred name listed on their patient profile, the dynamic terms [Patient First Name] and [Patient Full Name] use the preferred name instead of the first name. To use the first name, you can use the dynamic terms [Patient Legal First Name] and [Patient Full Legal Name].
Image: Adding dynamic terms to a clinical note and publishing to convert the terms (expand image)
To use dynamic terms in a clinical note, email communication template, email reminder or fax cover sheet:
Place your cursor where you would like to use the dynamic term in your template.
Click Dynamic Terms in the control panel above the box containing the contents of your clinical note.
Search for the dynamic term you want using the search bar or scroll bar, then click the term you want.
RESULT: The dynamic term appears where you placed the cursor. When you preview or publish the note or send the email/fax, the term will convert to real data.
Note
If data for a dynamic term related to a referral or appointment does not appear when you preview or publish a note, ensure the clinical note is linked to a referral or appointment. This ensures Halaxy knows which referral or appointment's data should be used.
Image: Adding a dynamic term to an SMS template and previewing the message (expand image)
To use dynamic terms in SMS templates or SMS reminders:
RESULT: The dynamic term appears where you placed the cursor. When you preview or send the SMS, the term will convert to real data.
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