Getting started in Halaxy

The first step to unlocking the power of Halaxy is to set up your practice.

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 will automatically appear everywhere you need it.

To set up your practice, follow these steps:

  • Set up your practice group

  • Set up your practice location and hours

  • Set up your practitioner profile

  • Add users to your practice (not required for solo practices)

See full guided instructions on these steps below.

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.

Video tutorial

Set up your practice: step by step

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.

Your next step

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.

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

  • Get your profile verified (recommended): 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.

  • 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.

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

  • 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!

  • 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.

Updated

Was this article helpful?