Import a preset clinical note template or clinical tool

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.


Import as you go! Clinical templates and tools can also be quickly imported from your clinical notes.


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.

Import a clinical template or tool from the Halaxy library

To use a preset template or tool, you must first import it from Halaxy's preset library.

  1. Click Settings > Clinical to open your Templates list.

  2. On the top right, click New Template.

  3. 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:

    • Preview the template: Click on the arrow beside the template name.

    • Search the template list: Use the search bar to find a specific template.

    • Filter the template list: Click the Icon-Menu.svg icon beside the column name and select your filters.

    • View template description: Hover your mouse over the Icon-Tooltip.svg tooltip icon.

  4. 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.


Can't find the template you want? Create your own clinical note template or clinical tool!


You must have a verified profile to import clinical templates and tools from Halaxy's preset library.

Additional options

  • To preview the template, click the Icon-Preview.svg preview icon.

  • To edit the template, click the Icon-Edit.svg edit icon.

  • To create a copy of the template, click the Icon-Copy.svg copy icon, with the option to assign it to a practitioner.

  • To delete the template, click the Icon-Bin.svg trash icon.

  • Attach a file to the template, which will be linked to the template each time you use it.

  • 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


Was this article helpful?