1. Halaxy Help Guide
  2. Patient Management
  3. Clinical Records

Import content into a clinical note

Reusing content can be easier and faster than starting from scratch. There are three types of reusable content that you can import into your clinical notes:

Import content from an existing clinical note

Clinical-Note-Import.gif

GIF: Import the contents of an existing note into your new note (click the image to expand)

  1. Open the clinical note.

  2. Click the down arrow to open the note options, then select Import.

  3. In the pop-up, select the clinical note with the contents you want to import. (Click the Icon-Preview.svg preview icon to preview the note.)

  4. To confirm, click Import.

Your current note now has the imported contents. Make sure to save your changes.

Caution

Importing an existing note will completely replace the contents of your current clinical note.

Import a clinical template in your clinical notes

  1. Create or open a clinical note for a patient.

  2. In the template editor, click the Templates button.

    Template-Intro-01.png

  3. In the pop-up, you'll find a list of clinical templates available to you. To preview a template's contents, click the arrow beside its name to toggle open a preview. You can also use the search bar to find a specific template.

    Template-Intro-02.png

  4. To use a template, click the template name.

A clinical note template populates the contents of the template editor.

A clinical tool replaces the clinical note entirely, ready to be completed. For clinical tools with scoring, publish the clinical note to calculate the score.

Note

If you selected a template from Halaxy's library, it is saved to your group templates.

Tip

If you can't find an existing template for your purposes, you can create your own clinical note template or create your own clinical tool.

Import a snippet

Snippets-02.gif

GIF: Inserting a snippet into a clinical note

  1. Open a clinical note (from the patient profile) or a clinical note template (in Settings > Clinical).

  2. Click in the content editor and move the cursor to where you want to insert the snippet.

  3. On the editor toolbar, click Snippets. (Note: This option is not visible if you do not have any snippets yet.)

  4. Select the name of the snippet you want to insert.

The snippet content is inserted into your editor.

See related article: Create snippets

Updated

Was this article helpful?