Overwhelmed with setting up your practice on Halaxy?
Halaxy Setup Course
Forget the stress, get your practice management set up quickly and correctly from the start with our step-by-step online course.
Does setting up your Halaxy feel like navigating a maze without a map?
Are you concerned about making mistakes that could impact your practice?
The initial setup is crucial, and getting it wrong can lead to ongoing administrative headaches.
OUR HALAXY SETUP COURSE IS HERE TO CHANGE THAT.
Our Halaxy Setup Course is expertly designed for healthcare professionals, practice managers and virtual assistants. This comprehensive course, crafted by Katrina, a seasoned practitioner and practice owner, guides you through every aspect of setting up and optimising Halaxy. From initial account configuration and patient management to financial tools and advanced features like e-prescriptions and online bookings, you'll learn how to streamline operations and enhance patient care.
The course structure is tailored for busy professionals, with weekly module releases that allow for gradual, thorough learning without overwhelming your schedule. Whether you're establishing a new practice or seeking to move an existing one to Halaxy, this course provides the skills and insights necessary to manage your practice more effectively.
- Effortlessly Manage Your Practice: Master Halaxy's extensive features, from appointment scheduling to billing, ensuring your practice runs like a well-oiled machine.
- Enhance Patient Satisfaction: With streamlined processes and faster response times, your patients experience better service, increasing their loyalty and satisfaction.
- Reclaim Your Time: Reduce the hours spent on administrative tasks, allowing you to focus more on patient care and less on paperwork.
- Get your Halaxy setup in just a few hours
- Know how to make changes to your business details or fees within Halaxy when your needs change
- Save valuable time each day, freeing up you and your team to focus more on patient care and less on backend tasks.
Foundation for Success: Crafting Your Practice's Identity and Infrastructure
Module One sets the stage for how your practice will operate, from defining daily processes like bookings and patient communications to integrating with Halaxy. It’s about getting clear on how you want your practice to operate. We'll collect essential business details and gather your branding assets or create them if you don’t already have things like logo, brand colours, letterheads or email signature. No need to fear - no graphic design skills needed; we’ll show you how!
- Define daily operational workflows, such as booking systems and patient communications, tailored to your practice’s needs.
- Gather essential business information required for setting up and optimising Halaxy, including details about practitioners and fee structures.
- Create or enhance your branding materials, such as logos and colour schemes, ensuring they reflect the professionalism of your practice.
Operational Excellence: Setting Up for Success
Module Two dives deep into the practical steps of setting up your Halaxy account to match your practice’s operational needs. In this module, you'll establish the groundwork for your digital practice environment, ensuring all settings align with your business identity and operational goals. We'll guide you through:
- Configuring core settings such as business name, location, timezone, and practitioners, along with customising email communications and invoice templates to maintain a consistent brand presence.
- Streamlining user management by adding staff and practitioners, setting up their schedules, and defining your practice’s terminology, ensuring everyone is coordinated and the practice runs smoothly.
- Activating and optimising online bookings and location details to enhance patient access and satisfaction, making appointment management effortless and professional.
Financial Framework: Streamlining Fees and Payments
Module Three is designed to fine-tune the financial operations of your practice, ensuring that fee management and payment processes are both efficient and tailored to your practice's specific needs. This module will provide you with the tools to handle various funding sources and streamline payment methods for seamless financial transactions. We'll guide you through:
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Configuring Fee Settings: Learn how to add custom fees, import fees from Medicare or other organisations, and customise fee details. This includes setting how fees display in the calendar and during online bookings, ensuring clarity and consistency for your staff and clients.
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Enhancing Payment Options: Set up and customise your practice's payment options to maximise convenience and efficiency. This includes configuring deposit methods, fee allocations, and credit management through purchasing credits and auto top-up systems. Enable BPay for broader payment reach and connect your accounting software to keep financial records integrated and up-to-date.
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Streamlining Financial Interactions: Implement custom automations for financial communications, including emails for paid invoices, payment and rebate processing, and alerts for unpaid invoices. Add bank account details and credit card options to facilitate easy payment processing.
Communication Blueprint: Enhancing Patient Engagement
Module Four empowers you to refine the way your practice communicates with patients and manages internal documentation. This module will guide you in customising templates and reminders to ensure consistency and professionalism in every interaction. Here's what we'll cover:
- Tailoring Reminder Systems: Customise email and SMS reminder templates to suit your practice’s tone and style. Adjust invoice email templates and set reminder preferences to improve patient compliance and satisfaction.
- Optimising Clinical Documentation: Learn how to create or import clinical templates to streamline patient records. Establish a favourites template group for quick access to frequently used documents, enhancing efficiency during consultations.
- Enhancing Communication Templates: Develop bespoke communication templates for emails and SMS messages that reflect your practice's brand and communication strategy, ensuring that every message sent is clear, professional, and informative.
Digital Dynamics: Optimising Patient Intake and Forms
Module Five concentrates on enhancing the patient intake process through custom digital forms, maximising efficiency and ensuring data accuracy from the first point of contact. This module will teach you how to personalise and optimise forms to fit your practice's needs and patient experience. We'll explore:
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Form Customisation and Security: Learn to customise online booking and intake form settings, including adjusting form expiry and enabling two-factor authentication for added security.
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Building Comprehensive Intake Forms: Dive into customising Halaxy sections of the intake form, creating terms and conditions or consent sections, and adding these to your forms to ensure all necessary information is communicated and agreed upon before the appointment.
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Enhancing Form Communications: Develop and customise the intake form communication emails and link labels, ensuring clarity and professionalism in every patient interaction. This includes creating custom questions to gather specific information that is vital to your practice.
Advanced Integration: Expanding Functionalities and Connectivity
Module Six is designed to elevate your practice's capabilities by integrating advanced features and systems that streamline operations and extend your service reach. This module will provide you with the tools and knowledge to implement sophisticated functionalities that enhance efficiency and patient service. We'll cover:
- Enhancing Communication Tools: Set up custom SMS/Phone numbers and custom SMS names to personalise and optimise patient communication, ensuring your practice maintains a consistent and professional presence.
- Streamlining Clinical Operations: Implement Auto Clinical Note Versioning and E-scripts to enhance clinical documentation and prescription management, ensuring accuracy and compliance while saving time.
- Integrating External Systems: Connect your Halaxy with essential services like HICAPS/Tyro for seamless payment processing, and integrate with your calendar system to synchronise appointments and availability, improving overall workflow efficiency.
As a key part of your course benefits, you are invited to our monthly live Q&A Zoom calls. These sessions offer a unique opportunity to ask any questions that arise as you implement your Halaxy setup. It’s also a chance to get advise personalised to your needs and to ensure you’re fully leveraging all aspects of the platform. Details for the calls will be communicated via email to enrolled participants, keeping you well-informed and connected.
As a valuable bonus for enrolling in the Halaxy Setup Course, you will be part of our exclusive community which allows you to connect with fellow healthcare professionals, share experiences, and receive direct support. It’s a perfect place to seek advice, participate in discussions, and access additional resources, all within a supportive and motivating environment.
I am that confident that if you follow the step-by-step process we cover in the course that you will be extremely satisfied with your Halaxy setup and the knowledge and skills you've gained but if you decide that this wasn't the right course for you then we have a 30-day money back guarantee.
Katrina is a fantastic facilitator and teacher, who is very approachable and confident in her skills which is evident when she shares her knowledge.
Brittiney K.
