Set up your practice details and preferences, and they apply all across your practice.
Your locations hold your practice details, practice hours and the practitioners who work there. 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.
Note
Is your practice new to Halaxy? Your business details are required for getting your practitioner profile verified.
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The right location for every appointment. Halaxy sets it for you, based on the practice hours you've set at each location.
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The right templates, automatically. Your patients see the correct details every time, because Halaxy picks the invoice and reminder templates that match that location.
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Details for each location. Each location keeps its own business details, logo and invoice letterhead template, giving every invoice the right branding.
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Practitioners and practice hours. Your calendar shows who is available and where, based on the practitioners and practice hours you add to each location.
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Rooms and equipment. Rooms and equipment sit under each location, ready to book into appointments.
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Online directory. Patients can find your locations in the Halaxy online directory after your profile is verified.
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Medicare and online bookings. Request a Medicare Location ID for e-scripts or claims, and set up online bookings that patients can use any time.
To view your locations and practice hours, click Personal > Locations. When you sign up to Halaxy, you already have your first location.
Example of managing multiple locations in a practice
Each location is listed as a separate tab that you can expand or collapse. Within each location, Halaxy also shows all the practitioners added to that location, along with their practice hours.
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On the sidebar, click Personal > Locations.
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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.)
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In the pop-up, enter the business details of your practice location. Note the following:
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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.
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Open Hours Colour: This sets the background colour in your calendar during your operating hours. We recommend light-shaded colours for this.
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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.)
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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.
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Click Save.
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.
Tip
If you work at multiple locations, you can add your identification for all of them in one go. Click Finances > Fees, select the Identifications tab, then click Edit and add your provider number for each funder under each location column. Click Save when you finish.
When your profile is verified, your locations can be added to Halaxy's online directory. You can add a description to your location to give patients and professional contacts additional information on your practice.
A logo helps patients and professional contacts identify your practice. You can upload a different logo for each location.
Every location connects to the rest of Halaxy, so the details you add here work for you in other places.
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Practice hours: Halaxy uses them to choose the location, letterhead template and reminders for each appointment.
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Practitioners: Add them to a location so they can set their hours and schedule appointments.
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Online bookings: Set them up so patients can book appointments with your practitioners at each location.
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Medicare Location ID: Request one to issue e-scripts or process Medicare, DVA or bulk bill claims.
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Rooms and equipment: Manage their scheduling and reservations.
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