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Care team: Add your patient's care team to their profile so you can easily get in touch with them. Learn more.
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Clinical goals: Enable goals for tracked data on the clinical dashboard. You can set a global goal for all patients, or an individual goal for each patient.
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Sell packages online: Enable packages to be available for online purchase in your directory profile. (Note: Online bookings must be enabled to use this feature.)
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SMS intake form: Manually send patient intake forms via SMS.
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SMS payment link: Manually send secure payment links for invoices via SMS. (Available only for invoices billed to patients.)
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Whole day billing: If you use automatic daily payments processing, there is an added option to process payments for all pre-scheduled appointments between 12:00 AM to 11:59 PM. (For example, if your automatic daily processing time is at 9:00 AM, you'll also process payments for the day's appointments pre-scheduled for past 9:00 AM, up until 11:59 PM. However, if a patient walks in that same day at 2:00 PM, their payment will be processed the following day.)
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Early billing: As part of the whole day billing (previous item), you can also opt to charge payees in advance for their appointments - up to 3 days prior - to reduce no-shows.
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Practitioner address privacy: Added option to hide your complete address in practitioner directory profile preferences.
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Organisation files: Upload file attachments to organisation profiles.
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New access settings: Settings added to user access to enable/disable users in processing electronic payments (Auto Payments and Paypal) and refunds.
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Admin notes: Add non-clinical notes to a patient’s profile to log contact with patients, such as follow-up calls or ad-hoc discussions. Learn more
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Snippets: Create reusable content - such as text, images, links - that you can insert quickly into clinical notes and clinical templates. Learn more
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Events: Create an activity or note for yourself that you can pin to a day in your calendar, without blocking a specific timeslot. Learn more
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Calendar for Administrators: Administrators can now set their own work hours and mark timeslots for duties or personal appointments. Learn more
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Custom drugs: Can’t find a drug on the PBS or Private database? Create it as a custom drug, available for prescribing practitioners in your practice group. Learn more
Invoices
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Invoice issuer: Change invoice issuer to business for default or individual invoices. Learn more
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Multi-practitioner invoices: Combine fees from multiple practitioners when merging invoices.
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Tax label: Set your custom label for tax (e.g. GST) in your invoice template preferences.
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Appointment duration: Display the appointment duration in hours on invoices, available in invoice template preferences.
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Age display: Show the patient’s age next to their date of birth on invoices, available in invoice template preferences.
Calendar & Appointments
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Add to Calendar: Attach an Add to Calendar link for appointment reminders or booking confirmations emails via dynamic term. Learn more
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Online booking label: When you hover over a calendar appointment, the preview indicates if appointment was booked online and includes a timestamp.
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Patient name format: A new option for patient name format - First Name + Last Name - is added to calendar preferences.
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Appointment type level setting: Assign specific locations or practitioners when creating new appointment types.
Patient Profiles
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Patient profile photo: Identify your patients and keep track of them by uploading a profile photo to their patient profile. Learn more
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Multiple patient alerts: Users can add up to 3 alerts for each patient profile. Learn more
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Custom patient types (veterinarians only): Manage animal types for your patient profiles, customised to your veterinary practice. Learn more
Payments
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Pay in 4: The option to Pay in 4 is available for Paypal when requesting payment for online bookings.
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Card capture for full payments: Store a patient’s card to their profile when requiring full payment for online bookings.
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Scheduled payments: Added setting to exclude specific fees for scheduled payments processing.
Online Bookings
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Specialised intake forms: Automatically send different intake forms for specific fees or appointment types to patients after completing an online booking.
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Terms and conditions: Add your own terms and conditions and require patients to agree for online bookings, available in online booking preferences.
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Request date of birth: Add a date of birth field in the online booking form, available in online booking preferences.
Contacts
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Direct communication: Send an email or SMS to professional contacts and organisations from their profile. Learn more
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Message history: View email or SMS communication history with professional contacts and organisations. Learn more
Clinical
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Auto clinical note versioning: Automatically save different versions of clinical notes whenever they are edited. Learn more
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Manual total score for clinical tools: Enable a manual final score for your clinical tool if you are performing calculations externally.
Fees
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Pro-rata rounding: Enable automatic rounding for pro-rata fee calculation. Learn more
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Preset fee updates: If you are using preset fees, don’t forget to import updates for this new financial year for the following preset fees:
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Medicare
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DVA
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NDIS
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WorkCover QLD
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WorkSafe VIC
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TAC
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Open Arms
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BUPA ADF
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Account
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Patient communication: To prevent spam and fraudulent activity, sending SMS and emails to patients are now restricted to verified profiles.
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Google Analytics 4: GA4 property ID tags are now supported for tracking your practitioner and location profiles with Google tags.
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Profile redesign: We’ve launched a fresh redesign for practitioner profiles in the Halaxy directory.
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