FAQ: Contacts

If you are encountering issues with this topic, you may be able to troubleshoot these issues yourself first. If your issue is still not resolved, you can contact Halaxy for assistance.

Answers

Where can I view responses from my patients?

Open the patient’s profile and click the Icon-Bubbles.svg speech bubbles icon to open the message history. The message history displays sent and received SMS messages. Only sent emails are displayed as Halaxy cannot access your ordinary email inbox.

Responses to appointment reminders also appear in your Notifications List. To view your notifications, click the Icon-Bell.svg bell icon in the top right.

How do I send an email to a referrer or professional contact?

There are three ways to send messages to referrers/professional contacts in Halaxy:

  • Via a campaign created using a referral report. This is suitable for following up on referrals or for bulk messages to your professional network. When sending the campaign, ensure the Recipients drop-down menu is set to "Specialist". This will send the campaign to professional contacts instead of patients.

  • Directly from their profile. Related article: Email a professional contact or organisation

For other emails that don't need to be tracked in your practice management software, you can use your external email client.

You can review emails sent to professional contacts via Halaxy by running an email communication report or campaign communication report.

How can I share a patient record with a practitioner who doesn't have access to that patient?

There are different ways this can be done:

  • You can change the practitioner's access level to Clinical Access or Full Access.

  • You can share notes within the Clinical Notes page: On the patient's clinical note, click the down arrow (beside the Save button) and select Share. You will be able to share the selected note with the patient or with another practitioner in your practice group.

  • You can add the practitioner to the patient's profile under Practitioner Relationships and selecting the level of access they can have. (See related article: Manage patient profile sharing and privacy

Note: If everyone in your practice who is eligible for sharing the file already has access (including by having Full Access), the option to share the file will be greyed out.

How do I send a bulk email or SMS message to my professional contacts?

Updated

Was this article helpful?