Bring your Genie records with you, from patient details to appointments, clinical notes and letters.
Halaxy's data migration service moves your practice information from Genie to Halaxy. All you need to do is export your files from Genie and send them to the Halaxy Data Migrations team.
For a full overview of the data migrations process, see: Migrate your practice to Halaxy
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Next, sign up and set up your practice group, with your practice locations and accounts for your active practitioners.
Genie has two export styles. Choose the whole-database export if you want to bring your billing history, because the per-patient export doesn't include invoices. Genie doesn't record time zones, so all your sites need to be in the same time zone.
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File |
What it adds to Halaxy |
|---|---|
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One .xml file for each patient, such as 12345.xml (per-patient export) |
Patient details, appointments, referrals, claims and clinical notes |
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One .xml file for each Genie table, including patient.xml (whole-database export) |
Everything in the per-patient export, plus billing history: invoices, invoice lines and payments |
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WPDocument_Export, OutgoingLetter_Export and IncomingLetter_Export folders, the PatientBlob folder, and the Images folder if your version has one (whole-database export) |
Letters, scans and images, as patient attachments |
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In Genie, export your data that you want to bring to Halaxy as XML files. Include every folder in a whole-database export.
Note
If you need help exporting your data from Genie, check Genie's knowledge base or contact Genie customer support.
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Keep your files and folders as Genie exports them, without renaming or editing them, then compile them into a single zip file.
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Log into your Halaxy account. On the sidebar, click Settings > General.
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Under the Data Import section, click Import Your Data.
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In the Import Data pop-up, select Halaxy migrates your data, then click Continue.
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In the next window, select or drag your zip file and click Upload file. Alternatively, you can drag your zip file to the file upload box. (Optional) Add a description of the file's contents when it uploads.
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Click Done.
Your files are uploaded and Halaxy is notified of your file upload. Our Data Migrations team will review your requirements and be in touch with you.
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