More than bookings: every calendar appointment automatically takes care of reminders, clinical notes, billing, and more.
The Halaxy workflow lets you run your practice from your calendar, and saves you up to an hour a day. After you set up your practice details, you're ready to create your first appointment.
When you create an appointment, Halaxy also:
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Adds the patient. Halaxy adds a new patient to your Patient List, or selects an existing one.
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Adds the fee or service. Halaxy imports the fee from its global fee database, or adds a new fee.
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Creates the clinical note. Halaxy creates a clinical note for the appointment, ready for your case notes.
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Creates the invoice. Halaxy creates the invoice, ready for you to process payment.
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Schedules reminders. If you've turned on reminders, Halaxy schedules them for the appointment.
With one action, you complete the essential workflow of running your practice.
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On the top left, click the Halaxy logo to open the calendar.
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In the calendar, click a timeslot on the date you want to create an appointment.
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In the panel that appears on the right, enter the following details:
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Name: Type the patient's name.
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If the patient is already in your Patient List, their name appears in a dropdown. Click the name to select it.
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If this is a new patient, click Add (patient name) as a new patient. In the pop-up, enter the patient's details, then click Save to add them to your Patient List and select them for the appointment.
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Fees: Type the fee name or item number.
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If the fee is in Halaxy's global fee database, it appears in grey. Click the fee name to import it into your Fees List, configure the fee details (for example, Duration), then click Import Fee.
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If the fee isn't listed, click Add (fee name) as a new fee. In the pop-up, configure the fee details, then click Add Fee to add it to your Fees List and select it for the appointment.
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Click Save.
You've created an appointment. Halaxy adds it to your calendar, and you can click and drag it to another timeslot or day.
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The right location is selected. Halaxy selects the practice location based on the time of the appointment, using the practice hours you set for your practice locations. See: Add or change practice hours
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The patient and fee are ready. Click the patient's name to open their profile.
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The clinical note is ready. Click Notes to add your case notes.
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The invoice is ready. Click Invoice to view the invoice and process payment.
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Reminders are scheduled. If you've turned on reminders, click the
bell icon to manage SMS and email reminders for the appointment.
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Claim and referral details can be added. Click the
pencil icon to add the patient's identification for the funding body, or click Add Referral to enter referral details.
For more on claims and billing, see: Claims & Billing
If you prefer to set up your practice before you accept appointments, add your patients and fees first. Halaxy then imports their details when you schedule an appointment.
Note
If you're migrating from another practice management software, you can import your data into Halaxy. See: Import your practice data to Halaxy
Use these guides to learn the next parts of running your practice.
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Patient Management. Manage patient profiles and their clinical records.
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Reminders. Set up automated reminders to reduce your no-shows.
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Calendar and Appointments. Manage your calendar and appointments.
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Payments. Set up how your patients pay, and how you receive payments.
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Online Bookings. Set up online bookings so patients can book appointments themselves.
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User Management. Add practitioners to your practice group and assign them to practice locations.
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Account and Settings. Set up Halaxy to work the way you want.
See: Intro to calendar
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