Halaxy automates everything for you so you can focus on treating patients. You unlock this power by setting up your practice - and it only takes 5 minutes!
Based on the information you enter, your invoices, reminders and appointments have been automatically set up for you, and are ready to go. This means you only enter your details once, and the correct information automatically appears everywhere you need it.
Note
If you are looking to migrate to Halaxy from another practice management software, get in touch with our data migrations team to transfer your practice data seamlessly.
To set up your practice, all you need to do is:
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Tasks |
Where to set |
What this does |
|---|---|---|
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Set up your practice location and hours* |
Personal > Locations |
Automatically populates your Halaxy records using these details:
|
|
Set up your practitioner profile* |
Personal > Profile |
Automatically populates your Halaxy records and online directory page using these details:
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Add users to your practice (not required for solo practices) |
Settings > Users |
|
*Required for profile verification
See full guided instructions on these steps below.
You must first configure your practice and business details before you can start taking appointments. Select the tabs below to see how to do these steps.
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Step 1: Set up your location and hours
When you set up your location, you also set up your address, business details and operating hours. When you create your Halaxy account, your first location automatically defaults to your full name when you sign up. You can edit your location details anytime.
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On the sidebar, click Personal > Locations.
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First, set up your address and business details. Under your location, click Edit.
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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 separate numbers for every practitioner added to this location. If you don't select a practitioner, the number will be assigned to the location.)
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Click Save.
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Now, set up your practice hours. Under your name, click Add Another Schedule or the
pencil icon.
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In the Practice Hours pop-up, configure your practice schedule at this location. Click Add New to create time segments. (Operating hours for locations are configured per practitioner.)
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Click Save.
For more detailed information on setting up your location/s and hours, see our articles: Set up and manage locations and Add or change practice hours
Note
Your business details are required for getting your practitioner profile verified.
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Step 2: Set up your practitioner profile
Add your contact email, identifications, professional qualifications, areas of expertise and other credentials. The details you enter here appear on your practitioner profile in the Halaxy directory (if enabled).
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On the sidebar, click Personal > Profile.
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In the top right, click Edit.
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Enter your contact and professional details.
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Click Save Profile.
Note
Your full name, contact email and registration (if your profession has a registration body) are required for getting your practitioner profile verified.
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Step 3: Add users to your practice (if applicable)
If your practice has multiple practitioners or administrators, you can easily add them to your Halaxy practice group then assign them to locations.
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On the sidebar, click Settings > Users.
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For your practice group, click the
add user icon.
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In the pop-up, enter the user's details, select their role type, configure their access settings and assign them to their practice location/s.
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Click Save.
The user receives an email invitation to join your practice group. After setting up their account, they can start creating appointments.
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You’ve finally set up your practice and you’re now ready to get appointments up and running – well done! We recommend these articles to help you get started.
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Starter essentials in Halaxy (recommended): A comprehensive checklist of essential features to set up and use to get your practice up and running.
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Basic workflow for beginners (recommended): Quickly learn how to use the Halaxy workflow to optimise the efficiency of any healthcare practice. You can cover scheduling appointments, adding patients, creating fees and invoicing – all in one simple process.
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Get your profile verified: Have you completed all the requirements to verify your practitioner profile? Once verified, you can enable online bookings, process payments, send SMS, and purchase Halaxy credits for add-ons.
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Set up two-factor authentication (2FA): Add an extra layer of security to your account by activating 2FA.
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Set up payments: By setting up electronic payments, you can process credit card payments from invoices to be deposited straight into your account. You can even schedule automated payments!
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Register for Medicare online claims processing: When you've registered, Medicare claims can be submitted in just a few clicks from any invoice containing Medicare fees.
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