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

Set your default clinical note preferences

Configure how your clinical notes look whenever you share, email, print or download them.

Customise your clinical note settings

  1. Open any patient profile and click the Clinical Notes tab.

  2. In the top right, click the Icon-Settings.svg cogwheel icon to open the clinical note preferences.

    Clinical-Notes-Preferences-02.png

  3. In the pop-up, set your preferences:

    • Detail: Select which information you want to include in the clinical notes when you print them.

      • Basic: Print note content only

      • Medium: Print note content with appointment details

      • Full: Print note content with appointment details and invoice details

    • Layout: Select your preference on displaying a header or footer in your printed clinical notes.

      • Header and footer on all pages

      • Header and footer on first page only

      • No header and footer

  4. Click Save.

Your preferences now apply when you share, email, print or download your clinical notes.

Tip

Need different settings for just one time? You can set custom preferences for individual clinical notes.

Updated

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