If you are encountering issues with this topic, you may be able to troubleshoot these issues yourself first. If your issue is still not resolved, you can contact Halaxy for assistance.
Click the question to view the answer.
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How do I set phone or Halaxy Telehealth to be the default location type for appointments?
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How do I add a receptionist or administrator to my location?
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I work at different practices. Should I set up a new location or a new account?
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I work with multiple separate businesses from one location. How should I set this up?
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How can I create separate and personalised invoice templates for different locations?
When you select a default practice location, its information is used for appointments, reminders and invoices that are scheduled outside of your specified practice hours at all your locations.
If you tick this checkbox for another location, the previous location is automatically deselected as the default practice.
When you schedule appointments for a location, Halaxy defaults for the appointment to take place at the physical location. If you mainly use telehealth for your practice, you can set this as the default, so you don’t have to keep manually changing it every time you schedule appointments.
I received the error message “does not have an active clinic, please assign one and try again”. What should I do?
This means the user has been added to your practice group but has not yet been assigned to a location. You can add administrator users to locations the same as practitioners.
Related article: Add and manage practitioners at a location
First, add them as a user to your practice group in Settings > Users. When they have set up their Halaxy account, you can assign them to a location in Personal > Locations and clicking Add Practitioner.
Click Personal > Locations. Next to your location name, click Edit. Update your Practice Name, then click Save.
If you would like to use Halaxy in different practices without sharing information between them, create a new account for each practice using a different email address. Each practice won’t be aware of the other one, and there is no sharing of information (such as calendar and patient information) between the different accounts.
If you would like to share information between your practices, you can add a new location instead of using a new account. The new location is still considered part of the same practice group and shares many of the same settings, although you can add location-specific invoice letterhead templates and separate bank deposit details for receiving payments.
When adding practitioners to the new location, you should check that their access level is appropriate for your practice.
Note: A single account can be part of multiple practice groups, with separate data for each group. You can set up a new practice group and switch between practice groups.
This will depend on certain factors such as how you want your businesses to interact and which information you want to share or keep private.
You have the option to either:
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set up a new practice group, or
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add users from the other business to your group, assign them to a new location separate from yours, then restrict their access via Clinic Restriction.
Note: There are some details that are shared across the group, including reminders, templates and payment settings.
See our article: Customise your invoice letterhead
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