Adding a new practitioner to your Halaxy practice group is an essential step for clinics and healthcare businesses in Australia that want to expand their team or manage multiple practitioners within one system. Halaxy makes this process straightforward, allowing you to assign practitioners to specific locations, set their schedules, and manage access permissions efficiently. This blog post will walk you through the steps to add a practitioner to your Halaxy account, ensuring they can start booking appointments and managing their clinical workflow smoothly.
Step 1: Ensure the Practitioner Has a Halaxy Account
Before adding a practitioner to your practice group, confirm that they already have an active Halaxy account. If they don’t, they will need to sign up and complete their profile first. This includes entering professional credentials and verifying their profile to meet Halaxy’s authenticity standards.
Step 2: Add the Practitioner to Your Practice Group
- Login to your Halaxy account.
- Navigate to Settings > Users on the sidebar.
- Click the Add User icon to invite a new practitioner.
- Enter the practitioner’s details, such as name, email, and role (practitioner).
- Assign appropriate access levels and permissions based on their role in your practice.
- Send the invitation- the practitioner will receive an email to join your practice group.
Step 3: Assign the Practitioner to a Location
After the practitioner accepts the invitation and joins your practice group, you need to assign them to the relevant location(s) where they will be working:
- Go to Personal > Locations in your Halaxy dashboard.
- Find the location where you want to add the practitioner.
- Click Add Practitioner for that location.
- In the pop-up window, select the practitioner from your practice group.
- Click Save to confirm.
Assigning practitioners to locations allows them to set their working hours, manage appointments, and use location-specific business details such as the ABN for invoicing.
Step 4: Configure Practitioner Settings (Optional)
- Restrict Location Access: If you want to limit a practitioner’s access to only certain locations, you can enable the Clinic Restriction checkbox in their access settings.
- Set Registration Numbers: Practitioners can use different business registration numbers (e.g., ABN) for each location if needed, which will appear on invoices and clinical notes.
- Set Online Booking Preferences: Once added, practitioners can customize their profile visibility and online booking settings for each location.
Step 5: Verify Practitioner Profile
To unlock full Halaxy features such as online bookings, Medicare claims, and payment processing, ensure the practitioner’s profile is verified. This involves completing professional registration details and practice information.
Tips for a Smooth Setup
- Make sure all practitioner details are accurate and up to date to avoid delays in verification.
- Communicate with your team about their access levels and responsibilities within Halaxy.
- Use Halaxy’s Help Guide or support team if you encounter any issues during the setup.
Summary
Adding a practitioner to Halaxy in Australia involves inviting them to your practice group, assigning them to one or more locations, and configuring their access and profile settings. This process ensures your team can efficiently manage appointments, billing, and patient records within a unified platform. With Halaxy’s user-friendly interface and comprehensive support, expanding your practice group is a seamless experience.