1. Halaxy Help Guide | New Zealand
  2. Patient Management
  3. Patient Communication

Guide to phone calls

Who can do this?

Phone calls in Halaxy make it easy for practices to stay connected with patients, whether for telehealth consultations or everyday administrative communication. With a dedicated phone number, your practice can make calls directly from Halaxy, ensuring calls come from a verified phone number, logged in the right place and linked to the patient records.

Overview

A dedicated phone number is required to make phone calls in Halaxy. With a dedicated phone number, your calls made in Halaxy come from the same number every time you contact your patients, so they can identify you and your practice easily.

Halaxy supports two types of phone calls, each designed for a specific purpose and initiated from different areas of the platform.

  • Clinical calls: These are calls used for phone telehealth consultations with patients. Clinical calls are initiated from the patient's appointment note.

  • Admin calls: These are calls used for all non-clinical communication with patients. Admin calls are initiated from the patient's profile or the calendar appointment.

In addition to the subscription for a dedicated phone number, calling costs 1 credit per minute per patient.

Make a phone call

Note

To make calls, make sure to allow Halaxy access to your device's microphone.

  • Clinical calls

    For telehealth consultations via phone calls, the call must be started from the appointment note.

    1. Open the appointment.

      Important

      Make sure the appointment location is set to Phone Consul.

    2. Click on Notes to navigate to the appointment note.

      Telehealth-Halaxy-Phone-04.png

    3. Next to Location, click on the Icon-Phone.svg phone icon.

      Telehealth-Halaxy-Phone-05.png

    4. Click the phone button to begin the session.

      Phone-Call-01.png

    5. When you're finished, click the Icon-Disconnect.svg red phone icon to end your call.

    Tip

    You can tick Transcribe phone call before beginning your call to transcribe your conversation. By the end of the call, the transcription is saved within the appointment note. See Use AI Scribe for Halaxy Telehealth.

  • Admin calls

    Any other phone calls that are started from the calendar or patient profile are considered admin calls. Use an admin call for any non‑clinical communication with a patient, such as appointment or general practice enquiries.

    1. Open the calendar appointment or the patient profile.

    2. Next to the patient's phone number, click the Icon-Phone.svg phone icon.

      Telehealth-Halaxy-Phone-03.png

    3. Click the phone button to begin the call.

      Phone-Call-01.png

    4. When you're finished, click the Icon-Disconnect.svg red phone icon to end your call.

    Tip

    You can tick Transcribe phone call before beginning your call to transcribe your conversation. By the end of the call, the transcription is saved in the patient's phone call history.

View phone call history logs

Halaxy Telehealth records call history logs for your practice group, either from the contact history or through a more detailed phone report.

  • Contact history

    Telehealth-Halaxy-Phone-06.png

    1. Open the patient profile.

    2. Under the Contact Details section, click the Icon-Bubbles.svg speech bubbles icon to open the message history.

      Message-History-03-NZ.png

    3. In the pop-up, click the Phone Calls tab. A list of all phone calls made to the patient will be listed here, including clinical calls and admin calls.

    Tip

    If you have enabled transcription during your admin calls with this patient, you will be able to find the transcription from here, allowing you to generate an AI summary!

  • Phone report

    A phone communication report, with a list of phone calls displayed.

    Alternatively, a phone report can be created to generate a detailed breakdown of your phone calls.

    Details in phone report include:

    • Practitioner calling (or practitioner the call was made on behalf of)

    • Call recipient

    • Call status

    • Call duration

    • Credit usage of call

    You can access call history logs by running a phone communication report. To do this, follow the steps below.

    1. Click Reports > Communication.

    2. On the top right, click New Report.

    3. For Report Type, select Phone.

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

    5. Click Run.

Updated

Was this article helpful?