After adding practitioners to your practice group, you must assign them to their respective location/s so they can begin setting their hours and scheduling appointments. Practitioners can also use the location’s information for any reports they want to run.
Need more privacy between locations? You can restrict practitioner access to only the locations they are assigned to and are active in. Simply edit their access level and tick the Clinic Restriction checkbox.
Before proceeding, make sure the practitioner already has a Halaxy account and has been added to your practice group. If these are complete, follow the steps below.
You can follow this same procedure for adding Administrator users (i.e. non-practitioner staff members, such as receptionists, administrators, or managers) to a location.
When a practitioner is added to a location, their business registration number (such as ABN) in use defaults to the location’s registration number. If you prefer to use your own registration number for your invoices or clinical notes, follow the steps below.
Practitioners can set a different registration number at each practice location.