1. Halaxy Help Guide
  2. Getting Started
  3. Basic Essentials

Guide to labels

Sort patients, organisations and contacts your way with custom labels, and find the right profiles faster.

Labels group your patients, organisations and professional contacts into the categories that suit your practice. Add your own labels to profiles, then filter any list to see only the people you need.

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What Halaxy handles for you

  • Labels on every profile type. One labelling system covers patients, professional contacts and organisations, keeping every record organised the same way.

  • Filters built into your lists. Pick one or more labels and your list shows only the matching profiles, ready to work through.

  • Labels you control. Your labels change as your practice does: create, deactivate or delete them whenever your needs change.

Add and manage labels

  1. Click Settings > General.

  2. Under Group Settings, next to Labels, click View All.

  3. In the Manage Labels pop-up, do one of the following:

    • Create a label: Click Add Label, enter a label name and select a colour.

    • Deactivate a label: In the label's row, click the Active toggle switch to change it to Inactive. The label stays on existing profiles but can no longer be selected.

    • Delete a label: In the label's row, click the Icon-X-red.svg red X icon, then click Delete in the pop-up.

  4. Click Save.

Create a label once and Halaxy keeps it ready for every patient, professional contact and organisation, so sorting your records your way takes just a few clicks.

Tip

Use a different colour for each label so you can spot them faster.

Caution

If you permanently delete a label, Halaxy also removes it from every profile that uses it.

Add a label to a patient profile

  1. Open the patient's profile.

  2. On the top right, click Edit.

  3. Under Labels & Alerts, in the Labels field, select the labels you want to add. (You can only add existing labels.)

  4. Click Save.

Add a label to a professional contact profile

  1. Click Contacts > Professionals.

  2. Click the contact's name to open their profile.

  3. On the top right, click Edit.

  4. Under Practitioner Details, in the Labels field, select the labels you want to add.

  5. Click Save.

Add a label to an organisation profile

  1. Click Contacts > Organisations.

  2. Click the organisation's name to open its profile.

  3. Next to the organisation's name, click Edit.

  4. Under Organisation Details, in the Labels field, select the labels you want to add.

  5. Click Save.

Search and filter profiles by labels

  1. Open your patient, professional contact or organisation list.

  2. On the Labels column, click the Icon-Menu.svg three lines icon to open the filter settings.

  3. Select the labels you want, then click Apply.

The list shows only the profiles with the labels you selected.

Get more from labels

Labels work with the rest of your lists, so you can narrow down your records in a few clicks.

  • List tools: Combine label filters with sorting and column settings.

  • Every profile type: Use the same labels across patients, professional contacts and organisations.

See: Manage your lists and reports

Updated

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