Setting up your locations is the first step to getting the most out of Halaxy. Based on your practice hours at each location, Halaxy automatically determines the location where an appointment is taking place and chooses the right invoice and reminder templates for you, so you can focus on treating patients.
Is your practice new to Halaxy? Your business details - such as your address, website and ABN - are required for getting your practitioner profile verified.
You can view your locations and practice hours by clicking Personal > Locations. When you sign up to Halaxy, you'll already be provided with your first location.
Each location is listed as a separate tab that can be expanded or collapsed. Within each location, all the practitioners who have been added to that location are also shown, along with their practice hours.
In this Locations page, you can:
Enter business details for each location, such as address, website, ABN, contact details.
Customise an invoice letterhead template for each location, which can have its own logo, business details and contact information.
Add rooms and equipment to each location.
List and customise your profile under your location's listing in the Halaxy directory.
Set up online bookings for your practice.
On the sidebar, click Personal > Locations.
On the top right, click Add Location. (Your first location is already provided when you sign up. Click Edit beside the location name to continue setting it up.)
In the pop-up, enter the business details of your practice location. Note the following:
ABN: If you have multiple practitioners at your location, they can use the group’s ABN but you can also enter their own individual ABN.
Open Hours Colour: This sets the background colour in your calendar during your operating hours. It's recommended to use light-shaded colours for this.
Practitioners: Select the practitioners from your practice group who will be practising at this location. (This field is available when you add a new location, but not when you're editing an existing location.)
Phone Numbers: If you have multiple practitioners at your location, you can add their individual contact numbers. To add a phone number for the whole practice location, do not select a practitioner.
Your first location is now set up and ready for you to add practice hours.
To assign additional practitioners to this location, click Add Practitioner.
If you practice at multiple locations, you need to provide your identification at each location – but you can do this in one go! Click Finances > Fees, then select the Identifications tab. In the top right, click Edit. Add your identification or provider number for the relevant funder under each location column. Click Save when finished.
When your profile is verified, your locations can be added to Halaxy's online directory. You can add a description and logo to your location to give patients and professional contacts additional information on your practice.
Select the tabs to learn how to add each.