Halaxy Basics

Contents:

How to log in to Halaxy
How to use the calendar
Client profile - How to access the client profile
Client profile - General tab
Client profile - Clinical notes tab
Client profile - Funding tab
Client profile - Appointments tab
How to book an appointment
How to book recurring appointments
How to add or change a fee
How to mark an appointment as not attended
How to block out a time slot
How to send a questionnaire (DASS-21, PCL-5, etc.)
How to send a questionnaire reminder
How to notify clients if you are sick or unavailable
How to send a GP letter
How to join a video call

1. How to log in to Halaxy

2. How to use the calendar

3. How to access the client profile

4. Client profile - General tab

5. Client profile - Clinical notes tab

6. Client profile - Funding tab

7. Client profile - Appointments tab

8. How to book an appointment

9. How to book recurring appointments

10. How to add or change a fee

11. How to mark appointments as unattended

12. How to block out a time slot

13. How to send a questionnaire (DASS-21, PCL-5 , etc.)

14. How to send a questionnaire reminder

15. How to notify clients if you are sick or unavailable

16. How to send a GP letter

17. How to join a video call