Creating your own clinical tools

Adding your own clinical tools

Halaxy Classic gives you the flexibility to create your own tools, tests and assessments. A tool can be a form, or a questionnaire where you have the ability to add a series of questions and answers or a body chart. You can include different types of answers including single answer or multiple choice, free text answers and annotatable images.

To create your clinical tool, from your Settings page click the Edit icon to the right of Clinical templates, then click the New template button at the top of the screen. Next click the New tool link on the left-hand side of the screen.

Creating your tool

Adding new questions

You can see a number of fields to complete to create your tool. These fields are described in the table below:

Fields to complete
Field Notes More Details
Template Name Enter an easily identifiable name
Description A summary or more information about the tool
Category Helps when searching for your tools to create or edit
Scoring Can be done for the whole clinical note; per section or create your own custom scoring See below
Section You can divide the form into different sections such as "Introduction", "Section One" etc. You can also choose to delete.
Questions / Fields Add as many questions as required See below

Adding questions

You can add as many questions as you need. Begin typing your question and if it is already included in Halaxy Classic's libray of pre-set questions, you can import that question. The appropriate answer will be populated accordingly. Imported answers can be seen and edited on your Settings page under Template questions. If the question has not already been created, complete the question and select to add it as a new template question. Read more about adding questions here.

You can then choose the type of answer you are looking for, including free text, multiple choice, annotatable drawing, numeric value etc. If choosing an annotatable drawing/image, you can select your own image or chose one from Halaxy Classic's library. Images should be valid formats such as .jpg, .png, .gif or .jpeg.

You can also choose if the question is mandatory by selecting the checkbox. Click Save when you are finished.

Scoring your tool

Custom scoring with assessment

Most questions have a score, which you can choose to include on the clinical tools. You have four options when scoring a clinical tool. You can choose to score the tool:

  1. Per note: if you choose to score the tool as a whole, all scores are totalled into a single result.
  2. Per section: if you score the tool in sections, the scores are totalled for each section.
  3. Custom: this means you score the tool in sections and you can create as many sections as you need. You have the option of adding a score for each section or only the sections that require the score. Click the Add Another Scale button to add a scale. You can then complete the name of the scale, give it a weighting and add the questions to be included (the questions need to be created first).
  4. No scoring: no score is required for the tool.

If you do not want your patients to see the score when they complete the tool, ensure you select the checkbox to Hide template score from client/patients. This will only be visible for you.

Setting assessment levels

You can create assessment levels for your clinical notes, to help you establish and calculate clearly defined data on your patients and track their health and wellbeing over time. You can include as many assessment levels as you need. Below is an example:

An Assessment
Label Range
Normal 0 - 19
Mild 20 - 24
Moderate 25 - 29
Severe 30

Assessment levels can be set:

  1. Per note: you create one assessment level for the clinical tool.
  2. Per section: if you choose per section, you can create a new assessment level, or you can choose to use the same assessment as another section, by clicking the use same as scale checkbox and selecting from the drop-down menu.
  3. Custom: if you choose custom, you can create a new assessment level, or you can choose to use the same assessment as another section, by clicking the use same as scale checkbox and selecting from the drop-down menu.

Editing your tool

After you have added all of your information, click the Save button at the bottom of the screen. You can now edit your questions (if required) and add the questions to the scoring.

If you deleted any questions while working on the tool, a cog wheel appears on the top right-hand side of the screen. This gives you the option of restoring the deleted questions.

Close your tool to return to the list of all templates and tools.

Using preset tools

Tools imported from Halaxy Classic's global database will appear in the list of Group Templates on the right-hand side of the screen. You can choose to take one of the existing tools and edit it or create a copy and make changes.

Adding and unlinking attachments to tools

You can add an attachment to a tool (regardless of whether you imported the tool or created it yourself) by selecting the tool on the page where all the tools and templates are listed and clicking the Add File button. The file is automatically accessible whenever you use the clinical tool .

You can unlink the file from the tool by clicking the Unlink icon, which detaches the file from the tool.

Linking tools to referrals and fees

You can link a tool to a referral or fee so that the tool automatically appears whenever you select the fee or referral. Under Referral Types (or Fees), click the Add New button, and then start typing the name of the referral (or fee). If you have already added the referral or the fee, it appears in the list of possible referral types or fees, along with referrals or fees listed on the Halaxy Classic global database which you can import into your own referral or fee list. If the referral or fee is not listed in your current Referral Types List or Fee List or the global database, you can add it to your Referral List or Fee List. After the referral or fee is added, the tool appears whenever you select the referral or fee.

If the tool is no longer applicable to the referral or fee, you can unlink it by clicking the Unlink button.