If you are experiencing issues with appointments, you can troubleshoot these issues yourself here. If your issue is still not resolved, you can contact Halaxy for help.
Click the question to view the answer.
Create an appointment as usual, but in the Appointment Details section, select the specific room from the Location dropdown and the required equipment in the Equipment dropdown. To do this, you must have rooms and/or equipment added to your location already.
Yes. You can change the appointment time, duration, location, and other details for past appointments. To do this, simply edit the appointment and save your changes. Note that this will also change the details on the appointment invoice.
Edit the appointment and select the correct practitioner from the Practitioner dropdown. Then click Save.
This automatically updates all the relevant fields where the practitioner's name appears, including in clinical notes and invoices.
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From the calendar, open the appointment.
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In the Appointment Details section, click the
X icon and select Non-Attendance.
This cancels the appointment but retains an invoice and allows you to charge the patient for the missed appointment, reducing the impact of no-shows.
Practice hours are set for each individual practitioner under the location. To change your location hours:
Set up repeat appointments but do not add a fee. This creates the series of appointments but does not generate an invoice. If you want to create an invoice for an individual appointment from the series, edit the appointment and when you save your changes, apply the changes only to that appointment.
If you want to have one default location for all appointments for a location, set your Default Appointment Location in your scheduled hours.
If you want to have a specific default location for specific services, set the Default Appointment Location for fees or appointment types.
You will need to delete the invoice first to unlink it from the appointment. Open the invoice and in the top right, click Delete. When the invoice is deleted, you can then delete the appointment.
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Cancel the appointment and select Non-attendance. This allows you to keep the invoice.
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Open the invoice. You can find it in Finances > Invoices, or the patient's invoice list in their profile.
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To charge the patient, you can either:
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Charge for the original appointment fee that was booked, OR
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Create a fee for non-attendance penalty, then add that to the invoice for charging. To only charge the penalty, remove the original appointment fee from the invoice.
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To charge the patient, you can send a payment link via email or SMS. If you have the patient's credit card on their profile, you can process payment right away.
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