1. Halaxy Help Guide
  2. Getting Started
  3. Intro to Halaxy

Getting started in Halaxy

Set up your practice in just minutes. Halaxy does the rest.

When you set up your practice, Halaxy automatically sets up your invoices, reminders and appointments from the information you enter. You enter your details once, and the correct information appears everywhere you need it. All you need to do is treat the patient.

What Halaxy handles for you

  • Your details, on every invoice, reminder and appointment. The information you enter when you set up your practice appears on them, so each one shows the correct details.

  • Your details, entered once. The correct information appears everywhere you need it in Halaxy.

  • Your directory page, filled in. Halaxy uses your practitioner profile details to populate your online directory page.

  • Access that fits each team member. Add practitioners and administrators to your practice, then customise each person's access level settings.

  • Settings that follow how you work. Set operating hours per practitioner at each location, and add separate phone numbers for practitioners if needed.

Overview

To set up your practice, all you need to do is:

Task

Where to set

What Halaxy does with it

Set up your practice location and hours (required for profile verification)

Personal > Locations

Fills in your records with your:

  • Business name

  • Registration and tax details

  • Address and contact details

  • Practice hours and calendar colour coding

Set up your practitioner profile (required for profile verification)

Personal > Profile

Fills in your records and your online directory page with your:

  • Name

  • Professional registration (if applicable)

  • Identifications

  • Qualifications and credentials

  • Expertise and description

Add practitioners and administrators to your practice (if applicable to your practice)

Settings > Users

  • Creates Halaxy accounts for the other practitioners and administrators in your practice

  • Lets you customise each person's access level settings

See the full guided instructions for each task below.

Video tutorial

Set up your practice in three steps

Enter your practice and business details once, and Halaxy gets your whole practice up and running, ready to see patients.

  • Step 1: Set up your location and hours

    Halaxy starts you off with a first location, so you only add what is missing: your address, business details and operating hours. You can edit your location details anytime.

    1. On the sidebar, click Personal > Locations, then under your location, click Edit.

      Location-Blank-01-AU.png

    2. In the Update Practice Information pop-up, you can edit your location name and enter all your business details.

      Note

      Under Phone Numbers, you can enter a separate number for every practitioner added to this location, or leave the practitioner unselected to assign the number to the location.

    3. Click Save.

    4. Now, set up your practice hours. Under your name, click Add Another Schedule or the Icon-Edit.svg pencil icon.

      Location-Hours-New-AU-01.png

    5. In the Practice Hours pop-up, enter your practice schedule at this location. Click Add New to create time segments. (Operating hours for locations are set up per practitioner.)

      Practice-Hours-AU.png

    6. Click Save.

    For more detail on setting up your locations and hours, see Set up and manage locations and Add or change practice hours.

    Note

    You need your business details to get your practitioner profile verified.

  • Step 2: Set up your practitioner profile

    Show patients and referrers what you do. Add your contact email, identifications, professional qualifications, areas of expertise and other credentials, and Halaxy publishes them on your practitioner profile in the Halaxy directory (if enabled).

    1. On the sidebar, click Personal > Profile.

    2. In the top right, click Edit.

      Profile-Edit-01.png

    3. Enter your contact and professional details.

    4. Click Save Profile.

    Note

    Your full name, contact email and registration (if your profession has a registration body) are required to get your practitioner profile verified.

  • Step 3: Add practitioners and administrators to your practice (if applicable)

    Your whole team, all in the one place. Add practitioners and administrators, choose what each person can access.

    1. On the sidebar, click Settings > Users.

    2. For your practice group, click the Icon-Add-User.svg add user icon.

      User-Add-01.png

    3. In the pop-up, enter the person's details, select their role type, configure their access settings and assign them to their practice location/s.

    4. Click Save.

    Each person receives an email invitation to join your practice group. After they set up their account, they can start creating appointments.

Get more from your practice setup

Your practice is set up and ready for appointments. These articles help you get the most from Halaxy next.

  • Starter essentials in Halaxy (recommended): A comprehensive checklist of essential features to set up and use in your practice.

  • Basic workflow for beginners (recommended): Learn the Halaxy workflow thatoptimises the efficiency of any healthcare practice, from scheduling appointments and adding patients to creating fees and invoicing, all in one process.

  • Get your profile verified: Complete the requirements to verify your practitioner profile. After your profile is verified, you can turn on online bookings, process payments, send SMS and purchase Halaxy credits for add-ons.

  • Set up two-factor authentication (2FA): Add an extra layer of security to your account.

  • Guide to Halaxy Auto Payments: Process credit card payments from invoices, deposited straight into your account. You can also schedule automated payments.

  • Register for claims processing: After you register, you can submit Medicare claims in a few clicks from any invoice that contains Medicare fees.

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