Add an admin note

Admin notes allow you to add non-clinical notes to a patient's profile. These allow you to log any contact with patients outside of Halaxy, such as follow-up calls, inquiries or discussions.

Admin-Notes-02.png

For admin notes with sensitive information, you can assign an owner and restrict access.

Create an admin note

  1. Open the patient profile.

  2. Under the Contact Details section, click the Icon-Admin-Notes.svg admin notes icon.

    Screenshot of Contact Details section in a Halaxy patient profile
  3. Click Add Admin Note.

  4. In the pop-up, configure your admin note, which also includes these optional settings:

    • Template: Select an admin note template to import. (You can create an admin note template in the communication templates page.)

    • Owner: Select a user from your practice group to assign this admin note.

    • Access: Select who can view this admin note.

      • All: Any user with access to this patient profile (selected by default)

      • Clinical: Only the Owner and users with full clinical access to this patient

      • Private: Only the Owner

    • Mark as important: Highlight this admin note for users viewing this patient profile. (This is subject to the Access setting you select for this admin note.)

  5. In Notes, enter your admin note.

  6. Click Save.

You have successfully created an admin note.

From the admin notes list, you can:

  • Edit an admin note: Click the Icon-Edit.svg pencil icon.

  • Add task to an admin note: Click the Icon-Tasks.svg tasklist icon.

  • Delete an admin note: Click the Icon-Bin.svg trash icon.

Tip

Can't find the appropriate category or channel for your admin note? Create your own custom categories or channels!

Print or download admin notes

If you need to print or save an individual admin note or the entire admin note history (e.g. for subpoena purposes), follow the steps below.

  1. Open the patient profile.

  2. Under the Contact Details section, click the Icon-Admin-Notes.svg admin notes icon.

    Screenshot of Contact Details section in a Halaxy patient profile
  3. All admin notes for this patient display in a list. From here, you can:

    Admin-Notes-03.png
    • Print or download an individual admin note: In the list, click the Icon-Printer.svg printer icon for the admin note you want to print.

    • Print or download all admin notes: In the top right, click the Icon-Printer.svg printer icon to select the entire admin note history for this patient.

  4. A PDF document opens in a new window. In the top right, click the download icon or printer icon to save or print the document.

Create and edit admin note categories

You can add your own admin note categories and deactivate any categories you are not using. Active categories are available for selection when you create admin notes.

  1. Click Settings > General.

  2. Under the Patient Settings section, next to Admin note categories, click View All.

  3. In the pop-up, tick the Active checkbox for the terms you want to include as available options.

  4. (Optional) On the right column, add your own admin note categories and tick their checkbox to mark them Active.

  5. Click Save.

Create and edit admin note channels

You can add and manage your own admin note channels and deactivate any channels you are not using. Active channels are available for selection when you create admin notes.

  1. Click Settings > General.

  2. Under the Patient Settings section, next to Admin note categories, click View All.

  3. In the pop-up, tick the Active checkbox for the terms you want to include as available options.

  4. (Optional) On the right column, add your own admin note categories and tick their checkbox to mark them Active.

  5. Click Save.

Updated

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