1. Halaxy Help Guide
  2. Getting Started
  3. Intro to Halaxy

Migrate your practice to Halaxy

Switch from any practice management software and bring your entire practice with you.

Halaxy's data migration service moves your practice information from your current practice management software to Halaxy. That includes your patient records, appointments, invoices, clinical notes and anything else you need to bring over.

Export your files and upload them, and the Halaxy Data Migrations team does the rest. The time and cost depend on the volume and complexity of the information you migrate.

Note

This article covers the Halaxy migration service, where our team transfers your whole practice for you. If you prefer, you can import your patients yourself, free of charge. See: Import your practice data to Halaxy

Tip

Practices that use the paid migration service also receive 500 free credits* to put towards 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.

How the migration works

Step

Action

1

You tell us about your practice and what you want to migrate.

2

Halaxy reviews your information and sends you a time and cost estimate.

3

You approve the quote.

  • Reply to Halaxy to approve the quote.

  • Add your credit card details in Halaxy to pay for the service.

  • Add an account in Halaxy for each practitioner, so Halaxy can link their records. Enter each practitioner's first name, last name and email address exactly as they appear in your current software.

4

Halaxy sends you the migration timetable and charges the full payment before the migration starts. If needed, we arrange a kickoff call or email.

5

Halaxy tells you when the migration is complete. If you used the paid service, your practice receives 500 free credits*.

Want to begin migrating your practice to Halaxy? Complete the data migrations request form to get started.

Prepare your files

Each software exports its files differently. Choose your current software to see which files to export and how to prepare them:

We can migrate data from any practice management software. If your software isn't listed, use the steps in the next section.

Upload your data files for migration

After you complete the data migrations request form, upload your practice data files in your Halaxy account. If you haven't yet, sign up for an account. It's free of charge.

  1. Complete the data migrations request form

  2. Export your data files from your current practice management software, in .zip format if it offers that option.

    Note

    If you need help exporting your data, check your software's knowledge base or contact its customer support.

  3. Log into your Halaxy account. On the sidebar, click Settings > General.

  4. Under the Data Import section, click Import Your Data.

    Data-Import-01.png

  5. In the Import Data pop-up, select Halaxy migrates your data, then click Continue.

    Data-Import-06.png

  6. In the next window, select or drag your zip file and click Upload file. Alternatively, you can drag your zip file to the file upload box. (Optional) Add a description of the file's contents when it uploads.

    Tip

    Compile all files into a single zip file so your information stays organised and the review is faster.

  7. Click Done.

Your files are uploaded and Halaxy is notified of your file upload. Our Data Migrations team reviews your requirements and gets in touch with you.

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