Set patient profile types for your practice

Running a practice means dealing with different types of clients, including those who may not be patients (such as parents) or those you cannot bill (such as children). Depending on the kind of practice you have, you can set up your Halaxy to store specific profile types to streamline your worfklow.

Overview

Profile-Types-01.png

Image: Dependant and Contact Only profiles have a label next to the name.

In Halaxy, you can select different profile types with their own functions for your practice:

  1. Full profiles only (default)

    This profile type can store contact details, clinical records, and funding information. Suitable for most adult patients.

  2. Dependant and Contact Only profiles

    • Dependant: This profile type can store clinical records, but not contact details or funding information. Suitable for children, adult dependants, animals, or other patients whom the practice treats but cannot bill or contact directly.

    • Contact Only: This profile type can store contact details and funding information, but not clinical records. These profiles do not appear in your Patient List and cannot be added to appointments. Suitable for parents, guardians, animal owners, or other contacts whom the practice needs to bill or contact, but not treat.

  3. All profile types

By keeping patient profiles distinct, you can also:

  • Prevent dependants being billed or contacted directly

  • Avoid sending duplicate correspondence sent to dependant patients as well as their contacts

  • Ensure that contacts do not appear in your patient list

  • Properly allocate the clinical and financial aspects of your patient relationships.

Set profile types for your practice

You can use specific profile types to suit your practice. For example, a paediatric clinic that only treats children may want to use Dependant and Contact Only profiles because all their patients are dependants.

To set patient profile types, follow the steps below:

  1. Click Settings > General.

  2. Under the Patient Settings section, next to Profile type preferences, click the Icon-Edit.svg edit icon.

    Profile-Types-02.png
  3. In the pop-up, select the patient profile types you want for your practice.

    Profile-Types-03.png
  4. Click Save.

Every new profile you create can only be one of the selected profile types. All existing profiles retain their current type until manually edited.

Tip

Since Contact Only profiles don't appear in your patient list, you can access them through the Dependant's profile.

Change a patient's profile type

If your relationship with a patient or contact has changed, you can edit their profile type. For example, a child dependant may transition into a Full profile once they reach adult age.

To edit a patient or contact profile type, follow the steps below.

  1. Open the patient profile or contact profile.

  2. On the top right, click Edit.

  3. In the form, for Profile Type, select the new profile type.

  4. Click Save.

Note

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 Profile to Dependant, you'll be asked to transfer their funding/contact information to one of their contacts.

Updated

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