Set your default clinical note preferences

Set your clinical note preferences once, and Halaxy applies them every time you share, email, print or download a clinical note. You choose how much detail each note includes and where your header and footer appear, so your notes look consistent without any adjusting each time.

Tip

Preferences control how your clinical notes look. If you write the same content often, create your own clinical note template so you can reuse it in future notes.

Customise your clinical note settings

  1. Open any patient profile and click the Clinical Notes tab.

  2. In the top right, click the Actions menu, then Icon-Settings.svg Preferences to open the clinical note preferences.

    Clinical-Notes-Preferences-02.png
  3. In the pop-up, set your preferences:

    • Detail: Select which information you want to include in the clinical notes when you print them.

      • Basic: Print note content only

      • Medium: Print note content with appointment details

      • Full: Print note content with appointment details and invoice details

    • Layout: Select your preference on displaying a header or footer in your printed clinical notes.

      • Header and footer on all pages

      • Header and footer on first page only

      • No header and footer

  4. Click Save.

Your preferences now apply when you share, email, print or download your clinical notes.

Tip

Need different settings for just one time? You can set custom preferences for individual clinical notes.

Updated

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