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  1. Halaxy Help Guide
  2. Patient Management

Patient Management

Get to know your patients with profiles, clinical notes and custom and pre-configured diagnostic tools

Patient Details

  • Add new patients
  • Guide to patient profiles
  • Customise your patient profiles
  • Guide to patient contacts
  • Set patient profile types for your practice
  • Manage child patients and dependants
See all 18 articles

Patient Tools

  • Patient Tools and Services
  • Patient Portal (Practitioner Side)
  • Inviting Patients to the Patient Portal
  • Link to an existing patient account
  • Assign clinical tools to patients
  • Clinical Dashboard
See all 12 articles

Clinical Records

  • Create an electronic prescription (eScript)
  • Guide to clinical notes
  • Set your default clinical note preferences
  • Share your clinical notes
  • Print a clinical note
  • Customise your clinical note letterhead
See all 21 articles

Claims, Referrals and Funding

  • Set up patient payment settings
  • Set up patient claim details
  • Add Medicare details for patients
  • Verify patient Medicare or DVA card details (OPV and OVV)
  • Guide to referrals
  • Guide to referral types
See all 17 articles

Patient Communication

  • Manage patient communication preferences
  • Send an individual email or SMS to a patient
  • View message history for patients
  • Guide to campaigns
  • Useful campaigns for your practice
  • Connect Mailchimp to Halaxy
See all 7 articles

Intake Forms and Social History

  • Set up patient intake forms
  • Record a patient's consent or signature
  • Preview a patient intake form
  • Send patient intake forms
  • View a completed patient intake form
  • Archive a patient intake form
See all 9 articles

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