Search on Halaxy

The Halaxy search bar appears at the top of every page in Halaxy and allows you to quickly search for patients, invoices, professional contacts, and organisations. Knowing how to use this search bar can save time and increase your efficiency.

Use the search bar in Halaxy

First, select what you are looking for in the dropdown.
Type what you’re looking for in the search bar. If the record exists, click the record you’re looking for in the dropdown that appears.
The results conveniently display in a panel with ready-to-go actions, allowing you to quickly contact patients, email invoices or jump to a relevant record.

Search for specific records

Patient
1. In the dropdown, select Patient.
2. In the search bar, type the patient's name / email address / phone number. If you use custom patient numbering, you can also search by custom number. (Note: Only valid phone numbers can be used for patient search.)
3. If the patient exists, click the patient’s name appearing in the dropdown.
4. The patient’s record displays in the panel where you can quickly view the patient’s personal details, number of appointments, fee balance and claims and referrals. Actions you can take include:
  - Click on the patient’s mobile number or email address to quickly contact them.
  - Click on the last or next appointment dates to view details of those appointments.
  - Update the patient’s claim and referral details.
  - Add or update the patient’s primary contact.
  - View the patient profile in a new tab.
  - Next to View Profile, click the down arrow for additional options:
    
    Book an appointment for this patient
    
    Send a patient form to this patient
    
    View admin notes for this patient
    
    View message history for this patient
    
    View tasks related to this patient.
Invoice
1. In the dropdown, select Invoice.
2. In the search bar, you can search by invoice number, patient name or organisation.
3. If the record/s exist, click the record that appears in the dropdown.
4. The invoice preview displays in the panel where you can quickly view a summary of the invoice. Actions you can take include:
  - Click the patient’s name to view their full profile.
  - Click the square with arrow icon to open the invoice in a new tab.
  - Click the tasklist icon to create a task related to this invoice.
  - Click the printer icon to print this invoice.
  - Click the paper plane icon to email this invoice.
Professional contact or organisation
1. In the dropdown, select Professional Contact or Organisation.
2. In the search bar, type the professional contact’s or organisation name.
3. If the record/s exist, click the record that appears in the dropdown.
4. A preview displays in the panel where you can quickly view a summary of the professional contact or organisation. Actions you can take include:
  - Click the square with arrow icon to open the record in a new tab.
  - Click the tasklist icon to create a task related to this record.
  - Click the speech bubbles icon to view the SMS and email messaging history with this organisation or contact.