List of dynamic terms

ABN

The practice group's Australian Business Number

Can be edited in Settings > General

Account Name

The name of your practice group

Can be edited in Settings > General

Appointment Date

The date of the appointment

The appointment date is not necessarily the same as the invoice date.

Appointment Duration

The duration of the appointment

Duration is based on the fee by default by can be manually edited in the Appointment Information panel

Appointment Equipment

The name of all equipment used for the appointment

Requires equipment to be selected in the Equipment drop-down menu of the Appointment Information panel. If multiple pieces of equipment are selected, all equipment is listed in order with commas in-between.

Appointment Link

A clickable link the patient can use to view and manage their appointment online

Please see Enable patients to manage appointments for more information

Appointment Location

The clinic where the appointment is being held

Can be editing using the Location drop-down menu in the Appointment Information panel

Appointment Practitioner

The practitioner treating the patient

Based on the practitioner whose calendar is used to create the appointment

Appointment Room

The name of the room used for the appointment

Based on the Name of the room. Requires a room to be selected in the Location drop-down menu for the appointment.

Appointment Time

The clock time of the appointment

Does not include the date. Requires a linked appointment.

BSB / Account Number

The BSB and account number where you receiveHalaxy auto payments

Must be used on an invoice. Based on the practitioner listed on the invoice; if the practitioner uses an individual account for payments, this takes priority over the group account. Can be modified in Settings > Payments.

Contact / Organisation Name

Current Date

Today's date

Email

Expiry Date

Fax Number

Fee Amount (total)

The combined amount of all fees on the linked invoice

Rendered as a combined monetary value

Fee Funder

The funder linked to the fee used on the invoice

All fees are created under a funder. Please see Funders in Halaxy for more information.

Fee Item Number

The fee item number used on the invoice

Can be modified in Finances > Fees and editing the fee. Adding an item number is optional.

Fee Name

The name of the fee used on the invoice

Fee Rebate

The rebate amount of the fee used on the invoice

Can be modified by clicking Finances > Fees and editing the fee

Funder

Funding Organisation

Invoice Due Date

The date an invoice payment is due

Can be entered manually by clicking the Settings (cogwheel) icon on an invoice or automatically set in Settings > Payments.

If a due date is entered, the due date will appear on your invoice. After the due date, the invoice is automatically marked as overdue.

Adding a due date is optional.

Invoice Number

The number of the linked invoice

Requires a linked invoice.

Medicare Card Number

The patient's (or claimant's if applicable) 10-digit Medicare card number

Can be edited as part of the patient's Medicare claim in the Funding tab of their patient profile

Medicare IRN

The patient's (or claimant's if applicable) individual reference number on their Medicare card

Can be edited as part of the patient's Medicare claim in the Funding tab of their patient profile.

Located to the left of a patient's name on their physical Medicare card.

Online Form Link

The clickable link for patients to fill out an intake form

This dynamic term only populates correctly when sending an intake form, not a regular email

Patient Address

The patient's residential address

Based on the address listed in the patient profile

Patient Age

The patient's age in years (e.g. rendered as "40yr")

Requires the patient to have a date of birth listed in their patient profile

Patient DOB

The patient's date of birth

Patient First Name

The patient's preferred first name

If no preferred name is listed, the patient's legal first name is used instead

Patient Full Name

The patient's preferred first name and surname

If no preferred name is listed, the patient's legal first name is used instead

Patient Gender

The patient's listed gender identity

Please see Manage gender diversity settings for more gender-related fields

Patient Legal First Name

The patient's legal first name

Uses the patient's legal first name instead of the preferred name. Used by default on invoices.

Patient Legal Full Name

The patient's legal first name and surname

Uses the patient's legal first name instead of the preferred name. Used by default on invoices.

Patient Surname

The patient's surname

Patient Title

The patient's title, e.g. "Mr", "Ms", "Mx" or "Dr"

Based on the Title field in the patient profile

Payment Link

A secure link to the invoice online where patient's can pay by card

Patient card details are not stored when paying using Payment Link. A great alternative for patients who do not wish to store their card details.

Phone Number

Practice Location

The address of the clinic

Based on the address of the clinic in Personal > Locations

Practice Name

The name of the clinic/location linked to the appointment, invoice or clinical note

Based on the clinic name in Personal > Locations. Can be changed by editing the Practitioner field on any clinical note in the header information.

Practitioner Address

Practitioner Email

Practitioner First Name

Practitioner Surname

Practitioner Title

Provider Number

The practitioner's Medicare provider number

Based on the provider number entered in Finances > Fees > Identifications

Referral Appointment Limit (max)

Requires a referral to be linked to the clinical note, invoice or appointment

Referral Date

The start date of the referral

Requires a referral to be linked to the clinical note, invoice or appointment

Referral Length

Requires a referral to be linked to the clinical note, invoice or appointment

Referral Type

The name of the referral type, if applicable

Requires a referral to be linked to the clinical note, invoice or appointment

Referrer Address

The referring practitioner's business address

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's business address in Contacts > Professionals.

Referrer First Name

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's name in Contacts > Professionals.

Referrer Practice Email

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's email address in Contacts > Professionals.

Referrer Practice Fax

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's primary fax number in Contacts > Professionals.

Referrer Practice Name

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's practice name in Contacts > Professionals.

Referrer Practice Phone

Referrer Surname

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's name in Contacts > Professionals.

Referrer Title

The title before the referring practitioner's name

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's title in Contacts > Professionals.

Video Consult Link

The clickable link for patients to join a video consultation

Requires the appointment Location to be set to Halaxy Telehealth or Online Consultation. Can be set in the Appointment Information panel by clicking the camera icon.