Notice
This article outlines the Halaxy migration service, where our team handles the data transfer for you. If you prefer to migrate your data manually yourself and free of charge, see Import your practice data to Halaxy.
If you're looking to migrate your practice records to Halaxy from another practice management software, we can provide migration services for you.
The time and cost of migration depend on the volume and complexity of the data you want to migrate. For an overview of how migrations work, Halaxy follows the process outlined in the table below.
Tip
Practices that avail of paid migration services also receive 500 free credits* to use on some of Halaxy's best features, such as SMS reminders, online claiming, telehealth, fax, and more.
*This free credits offer applies to practices migrating from a non-Halaxy platform to Halaxy and is ongoing until further notice
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Step |
Action |
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1 |
Practice provides information and requirements for data migration. |
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2 |
Halaxy reviews the data and requirements and provides a time and cost estimate for the migration. |
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3 |
Practice confirms the quote to proceed with migration.
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4 |
Halaxy provides the migration timetable and charges the Practice full payment prior to commencing. If necessary, there may be a kickoff call or email. |
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5 |
Halaxy notifies Practice when migration is complete. If a paid service was availed, Practice is provided 500 free credits*. |
Want to begin migrating your practice to Halaxy? Complete the data migrations request form to get started!
After completing the data migration request form, you must also provide your practice data files, which you can upload in your Halaxy account. (If you haven't yet, sign up for an account - it's free!)
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Export your data files from your old practice management software. (If applicable, export the data in .ZIP file format. For assistance, contact the software’s service team.)
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Log in to Halaxy. On the sidebar, click Settings > General.
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Under the Data Import section, click Import Your Data.
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In the Import Data pop-up, click the link in the yellow box to upload your data files.
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In the File Uploads page, click browse files and select the data files you want to import. Alternatively, you can drag and drop your files into the box.
Tip
While individual spreadsheets are accepted, we highly recommend compiling all files into a single .zip file before uploading. This ensures your data remains organised and accelerates the review process.
If you choose to upload your files in individual spreadsheets, we recommend adding a description of the file's contents in the file name.
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Click Save.
Your files are uploaded and Halaxy is notified of your file upload. Our Data Migrations team will review your requirements and be in touch with you.
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