Find any record in seconds, from any page.
The Halaxy search bar sits at the top of every page. Use it to find patients, invoices, professional contacts and organisations, then act on the result from the preview panel.
Tip
To work through a whole list rather than one record, see: Manage your lists and reports.
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One search bar on every page. Pick the record type, then type what you are looking for.
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A preview panel with actions. Contact patients, email invoices or jump to a record without leaving the page.
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In the dropdown, select what you are looking for.
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Type your search in the search bar.
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If the record exists, click it in the results dropdown.
Halaxy shows the result in a panel with ready actions, so you can contact a patient, email an invoice or open the full record.
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In the dropdown, select Patient.
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Type the patient's name, email address or phone number. If you use custom patient numbering, you can also search by custom number. (Only valid phone numbers work for patient search.)
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Click the patient's name in the results.
The panel shows the patient's personal details, number of appointments, fee balance, claims and referrals. From the panel you can:
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Click their mobile number or email address to contact them.
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Click their last or next appointment date to view the appointment.
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Update their claim and referral details.
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Add or update their primary contact.
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Open their patient profile in a new tab.
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Click the down arrow next to View Profile to book an appointment, send a patient form, or view admin notes, message history or tasks.
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In the dropdown, select Invoice.
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Type the invoice number, patient name or organisation name.
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Click the invoice in the results.
The panel shows an invoice summary. From the panel you can:
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Click the patient's name to view their profile.
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Click the
square with arrow icon to open the invoice in a new tab.
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Click the
tasklist icon to create a task for this invoice.
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Click the
printer icon to print the invoice.
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Click the
paper plane icon to email the invoice.
The panel shows a summary. From the panel you can:
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Click the
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Click the
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Click the
speech bubbles icon to view your SMS and email history with them.
Updated