Halaxy Basics

Contents:

  1. How to log in to Halaxy

  2. How to use the calendar

  3. Client profile - 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 block out a time slot

  12. How to send an email through Halaxy

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

  14. How to send a questionnaire reminder

  15. How to cancel sessions if you are sick or unavailable

  16. How to send a GP letter

  17. How to join a video call

  18. How to conduct a questionnaire during a session

  19. How to discharge a client

  20. How to see a list of your clients

  21. How to create a video call link and send it to the client

  22. How to send an SMS to a client

  23. How to delete an appointment

  24. How to add comments to an appointment

 

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 a fee

 

11. How to block out a time slot

 

12. How to send an email through Halaxy

 

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

 

14. How to send a questionnaire reminder

 

15. How to cancel sessions if you are sick or unavailable

 

16. How to send a GP letter

 

17. How to join a video call

 

18. How to conduct a questionnaire during a session

 

19. How to discharge a client

 

20. How to see a list of your clients

 

21. How to create a video call link and send it to the client

 

22. How to send an SMS to a client

 

23. How to delete an appointment

 

24. How to add comments to an appointment