Report on Halaxy credits

Halaxy credits can be used for a number of add-on features designed to speed up your administrative processes, leaving you with more time to see patients.

With Halaxy credit reporting, you can track your expenses and monitor how you are using your credits.

Run a Halaxy credit usage report

This report tracks how many credits you have used and for which features they were used.

  1. Click Reports > Finance.

  2. On the top right, click New Report.

  3. For Report Type, select Halaxy Credit Usage.

  4. (Optional) Set any other filters as needed.

  5. Click Run.

The report lists the transaction date, practitioner (if relevant), add-on description and the amount of credits used for each expense. The totals for each add-on type are also listed at the top of the page.

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Run an expense report for Halaxy credits

This report tracks how much your practice spent on purchasing Halaxy credits.

  1. Click Reports > Finance.

  2. On the top right, click New Report.

  3. Configure the following:

    • Report Type: Select Expenses.

    • Category: Select Halaxy credits.

  4. (Optional) Set any other filters as needed.

  5. Click Run.

The report lists the purchase transactions of Halaxy credits within the selected date range.

Reports-Credits-2.png

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