Put every practitioner where they work, ready to set their hours and take bookings from day one.
After you add practitioners to your practice group, assign them to each location where they work. They can then set their practice hours and schedule appointments, and run reports with that location's information.
Make sure the practitioner has a Halaxy account and is added to your practice group.
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Hours and appointments at the right location. After you assign them, a practitioner sets their hours and takes bookings right where they work.
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Location details in reports. Every report a practitioner runs can draw on that location's information, so the numbers match where they work.
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Individual registration numbers. Invoices and clinical notes can carry each practitioner's own ABN, even when they work across several locations.
Note
Follow the same steps to add administrators, such as receptionists or managers, to a location.
Tip
To keep locations private from each other, edit a practitioner's access level and tick Clinic Restriction. This allows them to see only the locations they are assigned to and active in.
When you add a practitioner to a location, their ABN defaults to the location's ABN. If you prefer to use your own number on invoices or clinical notes, you can change it.
If a practitioner works at several locations, they can set a different registration number at each one, so every invoice shows the right number for the location where the appointment took place.
With practitioners assigned, you can build each location's schedule: their hours first, then their appointments.
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Practice hours: Set hours for each practitioner at each location.
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Appointments: Schedule appointments for practitioners at their locations.
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