Your practice data, arranged your way, with list layouts that stay how you like them.
Lists show your stored records, such as your patient list, appointment list and invoice list. Customise any list to show the information you need, then export or print it for your records.
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A list view that stays. Your columns, widths and sorting are just as you left them every time you open the list.
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Search, sort and filter on every list. Pinpoint the records you need without leaving the page.
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Export and print. Take any list or report with you as a CSV or PDF, ready to share or file.
Every list has its own search bar above it. Type a search term to filter the list to matching records.
Image: Use the list search bar to find specific record/s (click to expand)
Note
List search is different from the Halaxy search bar at the top of every page.
To sort a list, click a column heading to switch between sorting types:
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up arrow: Ascending, lowest to highest or oldest to newest.
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down arrow: Descending, highest to lowest or newest to oldest.
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No icon: Not sorted.
GIF: Sorting a list column (click image to expand)
Tip
To sort by more than one column, hold Shift on your keyboard and click another column heading.
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Click the
three lines icon on a column heading and select your filter.
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Click Apply. You can filter more than one column.
Image: Filtering a list column (click image to expand)
A funnel icon on a column heading shows that the column is filtered.
To remove the filter from one column, click the three lines icon on that column and click Reset. To remove all filters, click Reset All Filters.
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Rearrange columns: Click a column and drag it to a new position.
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Show or hide columns: On the right, click the Columns panel and tick or untick the checkboxes. You can also drag a column heading away to remove it.
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Column width: Click the Width dropdown and select a setting, or drag the column lines to resize.
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Entries per page: Click the Height dropdown and select how many entries show on each page.
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Pin a column: Drag a column heading to the left edge of the list and hold until a
pushpin icon appears. The column stays in place when you scroll sideways.
On the top right of any list or report, click Export & Print, then select an option:
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Export to CSV: Download the list or report as a CSV spreadsheet file.
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Export to PDF: Download the list or report as a PDF to print or save.
Image: Use the Export & Print button in the top right of any list
Important
Patient lists print or export only the records on the current page. To print or export 500 records at a time, set the list Height to Auto size.
Tip
To copy or export part of a list, drag across the cells you want, then right-click and select copy or export.
Note
You need Export & Print turned on in your access settings to export and print lists, reports and other practice data.
To set your layout preferences, click Export & Print on the top right of any list, then click Page Settings.... Your options are:
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Page Orientation: Select Portrait (vertical) or Landscape (horizontal).
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Text Wrapping: Select Wrap text to fit text inside its column, or Unwrap text to truncate text that is longer than the column.
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Page Size: Select the paper or page size for printing or exporting.
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Font Size: Select the font size of your list data.
Every list in Halaxy works the same way, so what you learn here applies across your practice data.
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Labels: Filter profile lists by label to find the right people.
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Search: Use the Halaxy search bar to jump to a record from any page.
See: Search on Halaxy
Updated