Completing Tools and Forms Your Practitioner Has Assigned

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Sometimes your health professional will assign a clinical tool for you to complete. This is usually a questionnaire or a form for you to fill out in your Halaxy Patient Portal, or it might be a chart for you to annotate. When you complete these forms, your answers will be saved to your health record with the practice.

If you have answered a question multiple times (for example, you might be tracking a measure over different days), you can compare and graph your answers over time so you can track your health visually.

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You can find forms you need to complete in the Health Notes section: click My Health > Notes, then find the note in the list. Alternatively, you can check the My Health Notes section of your Patient Dashboard, which shows you whether or not you have completed a form:

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Fill out the form and click Save. To send the completed form to your practitioner, click the triangle next to the Save button, then click Complete/Submit so your practitioner knows you've finished.

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