Dynamic terms are a time-saving feature in Halaxy that allows you to automatically personalise information to any template, note, or communication. This feature significantly reduces time spent entering relevant details for every record - just click publish or send and the terms convert to the relevant data.
Examples of dynamic terms include: patient's name, practitioner, practice location, appointment date and time, invoice number, and many more.
Dynamic terms can be inserted in:
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Example of dynamic terms in a clinical note converting to relevant data after publishing (click images to zoom)
Tip
Want to know the available dynamic terms you can use? See our full list of dynamic terms!
Note
If the patient has a preferred name listed on their patient profile, the dynamic terms [Patient First Name] and [Patient Full Name] use the preferred name instead of the first name. To use their legal first name, you can use the dynamic terms [Patient Legal First Name] or [Patient Full Legal Name].
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General use
GIF: Adding dynamic terms to a clinical note and publishing to convert the terms
To use dynamic terms in clinical notes, templates and email communication:
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Place your cursor where you would like to use the dynamic term in your template.
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Click Dynamic Terms in the editor toolbar.
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Search for the dynamic term you want using the search bar or scroll bar, then click the term you want to insert it.
The dynamic term appears where you placed the cursor. The term converts to actual relevant data when you preview or publish the note or send the email/fax.
Note
Dynamic terms related to referrals or appointments are not compatible with communication templates, as they cannot be sure of which referral or appointment to link to.
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SMS
GIF: Adding a dynamic term to an SMS template and previewing the message
To use dynamic terms in SMS templates or SMS reminders:
The dynamic term appears where you placed the cursor. The term converts to the actual relevant data when you preview or send the SMS.
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