Manage notification settings

Who can do this?

  • Full Access: Can edit group and individual settings

  • All other users: Can only edit own settings

Notifications alert you about activity on Halaxy. In-app notifications appear at the top right of your Halaxy screen while email and SMS send you alerts while you're not logged in. Your notification settings to control the kind of notifications you receive for the records you want to be alerted for, and how you receive them.

By default, notification settings apply to all users in the practice group, but individual users may have their own notification settings.

To view all your notifications, click Settings > Notifications and click the All Notifications tab. This list displays all your notifications from the past 2 months.

Note

SMS notifications cost 1 credit for the first 160 characters. They are recommended for important notifications so you don't miss them.

Tip

In your notification list, hover your cursor over the Status of an archived notification to see when the notification was archived and which user in your group archived it.

Edit the default group notification settings

The Notification and Inbound Message Settings page, Delivery Settings tab
  1. Click Settings > Notifications.

  2. Under your group settings, next to a notification type, click the Icon-Edit.svg pencil icon.

  3. In the pop-up, for Send notifications for, select when users should receive this this notification type:

    • All patients and records with access: Users receive this notification type for all patients and records that they have access to, according to their access level and settings

    • Own patients and records only: Users receive this notification type for updates involving records where they are the direct owner, such as their own appointments and invoices (except when an owner cannot be identified)

    • None: Users do not receive this notification type

    *Refer to the guide to notification types in the section below for details on this setting.

  4. For Where to receive notifications, tick the checkboxes for how users will receive notifications:

    • In-App: Notifications are displayed in the control panel (via theIcon-Bell.svg bell icon and Icon-Bubble.svg speech bubble icon) at the top-right of every screen in Halaxy

    • Email: Notifications are sent to the email address used to log in to Halaxy

    • SMS: Notifications are sent to the users' primary mobile phone number listed on the Locations page. (Note: SMS notifications cost per 160 characters. If an SMS cannot be identified or sent, an email will be set to the email address used to log in to Halaxy instead.)

    • Toast: Notifications appear instantly as alerts in the top-right corner of Halaxy (applies to Patient Arrival notifications only)

  5. Click Save.

The group settings apply to all users in the practice group, except those with their own individual notification settings.

 

Add custom notification settings for individual users

Each user in your practice group may have their own notification settings. These settings override the group notification settings.

  1. Click Settings > Notifications.

  2. In the top right, click Add New Level.

  3. In the pop-up, select a user and click Save. (Users with appropriate access levels may select other users.)

  4. The individual user's settings are created. Click the Icon-Plus.svg plus icon to expand them. Next to each notification type, click the Icon-Edit.svg pencil icon.

    An alert says an individual user's level has been added, and the user now has their own settings
  5. In the pop-up, for Send notifications for*, select when the user should receive this notification type:

    • All patients and records with access: The user receives this notification type for all patients and records that they have access to, according to their access level and settings

    • Own patients and records only: The user receives this notification type for updates involving records where they are the direct owner, such as their own appointments and invoices (except when an owner cannot be identified)

    • None: The user does not receive this notification type

    *Refer to the guide to notification types in the section below for details on this setting.

  6. For Where to receive notifications, tick the checkboxes for how this user will receive notifications:

    • In-App: Notifications are displayed in the control panel at the top-right of every screen in Halaxy

    • Email: Notifications are sent to the user's sign-in email address

    • SMS: Notifications are sent to the user's primary mobile phone number listed on the Locations page. (Note: SMS notifications cost per 160 characters. If an SMS cannot be identified or sent, an email will be set to the email address used to log in to Halaxy instead.)

    • Toast: Notifications appear instantly as alerts in the top-right corner of Halaxy (applies to Patient Arrival notifications only)

  7. Click Save.

This user now uses these individual settings instead of the group default settings. To revert the user back to the group settings, delete their individual settings.

Note

When you create an individual user level, it duplicates the group's current notification settings.

 

Guide to notification types

In Halaxy, you are notified for different kinds of activity. Click the tabs to view the details for each notification type and who is notified for them according to the settings you select.

Note: The tables below list the notification types for features available in your country.

  • External Integrations

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    Your Xero / QuickBooks / Reckon One accounting integration sync has expired

    Depending on the integration sync settings:

    • Individual: Any user with an expired sync

    • Clinic: All users in the location with the expired sync

    • Group: All users in the practice group

    All users in the practice group

    Your Coviu integration sync has expired

    The Coviu appointment practitioner

    All users in the practice group

  • Finances and Payments

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    Halaxy credits

    • Credit balance has been topped up (if auto top up is enabled)

    • A scheduled automation failed due to insufficient credits

    Users with their own individual credit setting

    All users in the practice group

    A BPAY payment was received but could not identify which invoice to link

    All users with access to the patient who made the BPAY payment

    All users with access to the patient who made the BPAY payment

    Medicare

    The invoice practitioner

    All users with access to the invoice and patient

    Payments

    • A patient has authorised payment via SMS

    • A patient rejected payment authorisation via SMS

    • A payment authorisation SMS message failed to send to the patient

    • A payment authorisation SMS message has been resent to the patient

    • A payment SMS authorisation has timed out due to no response from patient

    • A payment chargeback has occurred (i.e. patient has disputed their payment made to you)

    • A patient has successfully paid their invoice via payment link

    The invoice practitioner

    All users with access to the invoice and patient

    A scheduled autopayment has failed

    All users with access to the invoice, appointment and patient

    All users with access to the invoice, appointment and patient

    A pending expense for processing fees has failed

    The practitioner linked to the processing fees expense

    All users with access to the processing fees expense

  • Intake Forms and Patient Portal

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    Patient portal updates

    • A patient has updated their patient profile

    • A patient has added / updated / deleted their card payment details

    All users with access to the patient

    All users with access to the patient

    Patient portal clinical records

    • A patient has shared a clinical note from the patient portal

    • A patient has completed an assigned clinical note / tool on the patient portal

    • A patient has uploaded a file to their clinical notes

    All users with a clinical relationship to the patient*

    All users with a clinical relationship to the patient*

    A patient intake form has been completed and submitted

    The practitioner who sent the intake form

    All users with access to the patient

    A patient's clinical record has finished exporting and can now be downloaded

    The practitioner who requested the export

    All users with access to the patient

    A patient has requested a prescription repeat

    The practitioner selected by the patient

    All users with access to the patient

    *Must have full access to the patient's clinical notes

  • Online Bookings

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    A patient has requested / rescheduled / cancelled an appointment online

    The appointment practitioner

    All users with access to the appointment and patient

    A patient has purchased a package from your online bookings page

    The invoice practitioner

    All users with access to the invoice and patient

    A request has been received to sync appointment deletions from your external calendar to Halaxy

    The practitioner with the two-way calendar integration

    The practitioner with the two-way calendar integration

  • Patient Arrivals

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    A patient has arrived for their appointment

    The appointment practitioner

    All users with access to the appointment and patient

  • Patient SMS

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    A patient has sent an SMS message

    Users with their own dedicated number

    All users with access to the patient

    SMS reminders

    • A patient has responded to a two-way SMS reminder

    • An SMS reminder to a patient failed to send

    The appointment practitioner

    All users with access to the appointment and patient

    An SMS message was received but could not be linked to a patient (possibly due to multiple patients having the same contact number)

    Users with their own dedicated number

    All users with access to the patient

  • Practitioner Communications

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    Fax messaging

    • A fax message has been received

    • A fax message failed to send

    The practitioner who sent the fax

    Depending on the fax sent:

    • If there is a linked patient: All users with access to the patient

    • If there is no linked patient: All users with access to the fax message

    A secure message (Argus / ReferralNet) has been received

    The practitioner who is the recipient of the secure message

    All users with access to secure messages

  • System Messages

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    All notifications relating to add-on subscriptions and integrations

    The user with the add-on subscription or integration

    All users with access to add-on subscriptions and integrations

    Your email failed to deliver or sent to the patient

    The practitioner who sent the email

    All users with access to the patient

    General notifications

    The relevant practitioner

    All users with access

    Data and list exports

    • Your export is complete and ready for download

    • Your export failed

    The practitioner who requested the export

    All users with access

  • Tasks

    Notification Type

    Who is notified?

    Own records only

    Who is notified?

    All patients and records with access

    A task assigned to you is due

    The user assigned to the task

    All users with access to the task

 

Archive notifications and inbound messages

  • Notifications

    1. In the top right, click the Icon-Bell.svg bell icon to view your latest notifications.

    2. Under the notification, click Archive.

      Notifications-Archive-01.png
    3. (Optional) To archive all notifications, click the Icon-Ellipsis-Vert.svg three dots icon and click Archive all.

      Notifications-Archive-02.png
  • Inbound messages

    1. In the top right, click the Icon-Bubble.svg speech bubble icon to view your latest messages.

    2. Under the message, click Archive.

      Notifications-Archive-03.png

Note

Notifications automatically archive after 7 days. Messages automatically archive after 14 days.

 
 

Updated

Was this article helpful?