Who can do this?
Practices with at least one verified practitioner
Templates speed up and standardise the way you create clinical records for patients. Halaxy offers a library of preset templates for clinical notes and clinical tools that you can import and customise to your practice. All imported templates are available for all practitioners in your practice group.
Depending on your profession, some of these templates may already be linked to fees and referral types.
Tip
Import as you go! Clinical templates and tools can also be quickly imported from your clinical notes.
Note
Depending on your access settings, you may not be able to add or import new templates. Please contact your group administrator if you need access to add or import clinical templates.
To use a preset template or tool, you must first import it from Halaxy's preset library.
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Click Settings > Clinical to open your Templates list.
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On the top right, click New Template.
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In the pop-up, you'll find a list of available clinical templates, including note and tool templates from Halaxy's preset library. You can also do the following:
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Preview the template: Click on the arrow beside the template name.
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Search the template list: Use the search bar to find a specific template.
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Filter the template list: Click the
three lines icon beside the column name and select your filters.
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View template description: Hover your mouse over the
question mark icon.
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To import the template, click the template row.
The template or tool is now added to your group templates list, ready to use in your clinical notes.
Tip
Can't find the template you want? Create your own clinical note template or clinical tool! You can also email our support team to send a template request!
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To preview the template, click the
preview icon.
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To edit the template, click the
pencil icon.
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To create a copy of the template, click the
copy icon, with the option to assign it to a practitioner.
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To delete the template, click the
bin icon.
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Attach a file to the template, which will be linked to the template each time you use it.
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Link a referral type or fee to the template, which automatically uses the template whenever you create an appointment using the referral type or fee.
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