Guide to dynamic terms

One placeholder, the right details, every time.

Dynamic terms personalise or add information to your templates, notes and messages for you. Click publish or send, and each term converts to the right patient, appointment or practice detail.

Dynamic terms can be inserted in:

Dynamic-Terms-01.png
Dynamic-Terms-02.png

Example of dynamic terms in a clinical note converting to relevant data after publishing (click images to zoom)

What Halaxy handles for you

  • The right details for every record. Terms such as the patient's name, practitioner, practice location, appointment date and time, and invoice number convert to real data when you publish or send.

  • Less typing, fewer mistakes. You enter a term once in a template and Halaxy personalises it every time you use it.

  • One tool in many places. Use dynamic terms in clinical notes, appointment reminders, email and SMS communication templates, fax cover sheets, and clinical and invoice letterhead templates.

Tip

To see every term you can use, see the full list of dynamic terms.

Use dynamic terms in notes, templates, email and SMS

The user publishes a clinical note. All the dynamic terms convert to real data.

GIF: Adding dynamic terms to a clinical note and publishing to convert the terms

  1. Place your cursor where you want the term to appear in your template.

  2. In the editor toolbar, click Dynamic Terms.

  3. Search for the term, or scroll to find it, then click it to insert it.

The term appears where you placed your cursor. It converts to real data when you preview or publish the note, or send the email, fax, or SMS.

The user edits an SMS Communication Template and clicks a Dynamic Term to add it.

GIF: Adding a dynamic term to an SMS template and previewing the message

Note

Terms linked to referrals or appointments do not work in communication templates, because Halaxy cannot tell which referral or appointment to link to.

Get more from dynamic terms

Dynamic terms work wherever Halaxy builds a message or document for you.

  • Reminders and templates: Personalise every appointment reminder and communication template with the details that matter to your patients.

  • Letterheads: Add your practice details to clinical and invoice letterheads so they update with each location.

See: List of dynamic terms

Updated

Was this article helpful?