Group Name

The name of your practice.

Base Country

The main country where your practice operates. This is set when you sign up for a Halaxy account and cannot be changed. If you need to change your base country, email our support team.

Default State

The default state of your practice. This pre-populates your address details in your Halaxy documents.

Currency

The main currency used for transactions and invoices.

Time Zone

The main time zone for your practice. If you have multiple locations, you can set different time zones for each one in the Locations page.

Date Format

How dates are displayed in Halaxy, documents and communication.

Time Format

How time is displayed in Halaxy, documents and communication.

Tax Rate

The standard tax rate for your fees and services.

Measurement

The default measurement system used when displaying data.

Enable additional gender-related fields

Enable additional gender fields in patient profiles such as sex assigned at birth, legal sex, and pronouns. To enable any of these gender fields, click the pencil icon. Related article: Manage gender diversity settings

Gender identity terms

Add or remove terms to record patient gender identity in patient profiles. Options that are marked Active can be selected. You can customise the preset list or create your own options. To edit your gender identity terms, click View All.

Pronouns (if enabled)

Add or remove terms by which to refer to patients, practitioners or professional contacts. To edit pronoun options, click View All.

Labels

With labels, you can categorise and organise your patients, organisations and professional contacts to find your records quicker. Related article: Guide to labels

Patient numbering

Select whether you want to use Halaxy’s default patient numbering or if you want to use your own custom patient numbering. This is set to Halaxy’s patient numbering by default when you sign up to Halaxy.

To create your own patient numbering, click Edit. Related article: Set up custom numbering for patients

Terminology

Select what you want to call patients. This will apply to your Halaxy system, patient profiles and invoices. To edit, click the pencil icon. Related article: Change patient terminology

Introduction Sources

The list of source options on how your patients were introduced to your practice, which are selected in patient profiles. Options that are marked Active can be selected. You can customise the preset list or create your own options. To edit your introduction sources list, click View All.

Contact relationships

Manage and customise the relationship types for your patient's emergency contacts. Related article: Guide to patient emergency contacts

Customised patient profiles

Add custom fields or questions to collect data in patient profiles or intake forms. To edit, click the pencil icon.

Profile type preferences

Select the profile types to include in your practice. To edit, click the pencil icon. Related article: Set patient profile types for your practice

Admin note categories / channels

Add or remove categories or channelsfor admin notes in patient profiles. To edit your admin note categories or channels, click View All. Related article: Add an admin note

Claim verification

Select if you want to manually or automatically patient details for their Medicare, DVA and IHI. Related article: Verify patient Medicare or DVA card details (OPV and OVV)

Clinical letterhead templates

The letterhead templates used when printing or emailing documents such as clinical notes, reports, and invoices. You can create multiple templates for the whole group, specific locations or specific practitioners. To edit your clinical letterhead templates, click the pencil icon. Related article: Customise your clinical note letterhead

Template questions

Create templates for questions that you frequently use in clinical tools or patient intake forms. Related article: Guide to clinical questions

Clinical dashboard

Set up a customised dashboard to view and track your patients’ progress. Related article: Set up clinical dashboards

Patient intake forms

Create templates of intake forms you can send to patients to collect information. Related article: Set up patient intake forms

Communication templates

Create reusable and personalised templates for email, SMS, or fax messages. Related article: Guide to communication templates

Clinical tools and templates

Import or create templates for case notes, letters, and diagnostic tools for patient records. With clinical tools, you can set up your own assessments and scoring. Related articles: Templates and Tools

Favourite tools and templates

Mark or group your most frequently used clinical tools and templates for quick and easy access. Related article: Set up favourite clinical templates

Clinical data sets

Create templates of frequently used responses to questions. Related article: Guide to data sets

Social history form

Edit the social history form template that collects patient background information, which includes medical history, family background, socio-economic background and other demographic information. Related article: Guide to patient social history

Clinical note settings

Configure automations for your clinical notes, such as:

Prescription settings

Set your selection preference for Evermed when issuing e-scripts

Protected files

When emailing clinical notes with file attachments, select the amount of time after sending that recipients can access and download files.

Snippets

Create reusable content that you can quickly insert into any text editor for clinical or administrative content in Halaxy. Related article: Create snippets

Automatically mark appointment statuses as attended

Set your preference for marking appointments as Attended:

If you select Automatic, enter how many minutes into an appointment to set the appointment status to Attended.

Group Cancellation Settings

Manage settings for appointment cancellations, such as:

Appointment Types

Create appointment types for group online bookings or to create placeholder appointments. Related article: Guide to appointment types

Tasks

Enable tasks and create task templates. Related articles: Guide to tasks and Create a task template

Fee Category List

The list of categories of fees, which are selected when adding new fees to your Fees List. Options that are marked Active can be selected. You can customise the preset list or create your own options. To edit your fee categories, click View All. Related article: Create and assign fee categories

Patient portal invitations

Enable practitioners to invite patients to sign up to the patient portal. To edit, click Edit in the top right.

Patient updates

Select whether patient updates on their portal automatically apply to the patient’s profile on your Halaxy. To edit, click Edit in the top right.

Note sharing

Enable practitioners and patients in your practice group to share clinical notes in their Halaxy accounts. To edit, click Edit in the top right.

Patient intake form

Enable and set preferences for patient intake forms. To edit, click the pencil icon. Related article: Set up patient intake forms

Surveys

Set preferences for patient surveys. To edit, click the pencil icon. Related article: Create and send surveys

Social history form

Enable a social history form to be completed on patient profiles. To edit, click the pencil icon. Related article: Guide to patient social history