Patient Profile Types (Full, Dependant and Contact Only)

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Running a practice means dealing with different types of clients, including people who may not be patients (such as parents, guardians and emergency contacts).

Halaxy has three different profile types for patients and contacts to help you ensure you treat each type differently:

  • Full profiles (the default type) are suitable for most adult patients. They can have clinical information, contact details and funding information. They can also be set as an emergency contact.

  • Dependant profiles are suitable for patients who are children or adult dependants whom it is not appropriate to bill or contact directly. They can only have clinical information; they cannot have contact details or payments information and require an emergency contact to be billed or contacted.

  • Contact Only profiles are suitable for people who are not treated by your practice but whom the practice needs to contact or bill, such as parents or guardians. They can only have contact details and payments information; they cannot have clinical information and cannot be added to appointments. They can only be set as an emergency contact and do not appear in your patient list (see Emergency Contacts for how to create a list of contacts).

Dependant and Contact Only profiles are labelled next to the name:

Dependants and Contact Only profiles are labelled to the right of the name.

Setting a profile to Dependant or Contact Only is useful to:

  • prevent dependants being billed or contacted directly

  • avoid doubling up on correspondence sent to dependant patients as well as their contacts

  • ensure that contacts do not appear in your patient list

  • further separate the clinical and financial aspects of your patient relationships

Enabling or disabling profile types for your practice

You can enable or disable different profile types to suit your practice. For example, a paediatric clinic that only treats children may want to disable "Full" profiles because all their patients are dependants.

To enable or disable different patient profile types:

  1. Click Settings > General.

  2. In the Patient Settings section, click the Edit (pencil) icon next to "Patient Type Preferences".

    Settings_PatientTypePreferences.png
  3. In the Patient Type Preferences pop-up, select which patient types you want to have enabled:

    The Edit Profile Type Preferences pop-up with three radio options: Full only, Dependants and contacts, and All.
    • Full profiles only (default): On any patient/contact profile, you can only select Full. Suitable if you do not wish to use the limited profiles for dependants or contacts.

    • Dependants and contacts only: On any patient/contact profile, you can select between Dependant and Contact. You cannot select Full patients. Suitable for practices that treat only dependants.

    • All profile types: On any patient/contact profile, you can select between Full, Dependant and Contact.

  4. Click Save.

RESULT: For any given patient/contact profile, you can only select the profile types you have enabled. If you disable a type and you have pre-existing patients with that profile type, they will remain of that type until manually changed.

Converting an existing patient's profile type

You can set the profile type for each patient/contact on their profile by clicking Edit on their profile and then using the Profile Type drop-down menu:

PatientProfile_ProfileTypeChange.gif

Note that if you are setting a Full profile to a different profile type, the profile will lose either funding/contact information or clinical information. If you are changing a Full patient to Dependant, you will be asked to transfer the funding/contact information for the patient to one of their contacts:

PatientType_TransferDetails.png

Clicking the "following information" link will present a pop-up showing you exactly what details will be transferred to the contact:

PatientType_TransferDetailsMoreDetails.png

When you click Save to update the profile, the details will be transferred to the contact.

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