Who can do this?
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Full Access: Can edit group and individual settings
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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.
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Click Settings > Notifications.
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Under your group settings, next to a notification type, click the
pencil icon.
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In the pop-up, for Send notifications for, select when users should receive this this notification type:
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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
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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)
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None: Users do not receive this notification type
*Refer to the guide to notification types in the section below for details on this setting.
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For Where to receive notifications, tick the checkboxes for how users will receive notifications:
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In-App: Notifications are displayed in the control panel (via the
bell icon and
speech bubble icon) at the top-right of every screen in Halaxy
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Email: Notifications are sent to the email address used to log in to Halaxy
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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.)
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Toast: Notifications appear instantly as alerts in the top-right corner of Halaxy (applies to Patient Arrival notifications only)
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Click Save.
The group settings apply to all users in the practice group, except those with their own individual notification settings.
Each user in your practice group may have their own notification settings. These settings override the group notification settings.
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Click Settings > Notifications.
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In the top right, click Add New Level.
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In the pop-up, select a user and click Save. (Users with appropriate access levels may select other users.)
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The individual user's settings are created. Click the
plus icon to expand them. Next to each notification type, click the
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In the pop-up, for Send notifications for*, select when the user should receive this notification type:
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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
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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)
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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.
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For Where to receive notifications, tick the checkboxes for how this user will receive notifications:
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In-App: Notifications are displayed in the control panel at the top-right of every screen in Halaxy
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Email: Notifications are sent to the user's sign-in email address
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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.)
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Toast: Notifications appear instantly as alerts in the top-right corner of Halaxy (applies to Patient Arrival notifications only)
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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.
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.
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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:
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Individual: Any user with an expired sync
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Clinic: All users in the location with the expired sync
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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
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Finances and Payments
Notification Type
Who is notified?
Own records only
Who is notified?
All patients and records with access
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Credit balance has been topped up (if auto top up is enabled)
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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
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A bulk bill benefit was authorised by patient
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Scheduled rebate processing is successful or has failed
The invoice practitioner
All users with access to the invoice and patient
Payments
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A patient has authorised payment via SMS
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A patient rejected payment authorisation via SMS
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A payment authorisation SMS message failed to send to the patient
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A payment authorisation SMS message has been resent to the patient
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A payment SMS authorisation has timed out due to no response from patient
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A payment chargeback has occurred (i.e. patient has disputed their payment made to you)
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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
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Intake Forms and Patient Portal
Notification Type
Who is notified?
Own records only
Who is notified?
All patients and records with access
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A patient has updated their patient profile
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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
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A patient has shared a clinical note from the patient portal
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A patient has completed an assigned clinical note / tool on the patient portal
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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
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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
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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
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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
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A patient has responded to a two-way SMS reminder
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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
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Practitioner Communications
Notification Type
Who is notified?
Own records only
Who is notified?
All patients and records with access
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A fax message has been received
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A fax message failed to send
The practitioner who sent the fax
Depending on the fax sent:
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If there is a linked patient: All users with access to the patient
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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
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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
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All Medicare claiming issues
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Patient SMS that could not be linked to an appointment
The relevant practitioner
All users with access
Data and list exports
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Your export is complete and ready for download
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Your export failed
The practitioner who requested the export
All users with access
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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
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Notifications
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Inbound messages
Note
Notifications automatically archive after 7 days. Messages automatically archive after 14 days.
Updated