Review of your current Halaxy file, covering the following:
 

• Clinic hours and practitioner appointment schedules

• Location Settings 

• Letterheads and email signatures

• Fee structures and Medicare rebates

• Communication templates

• Intake forms and consent agreements

• GP letter templates

• Reminder automation settings

• Two-way SMS reminder functionality
   

Following the review, we will provide a report outlining our findings and recommendations to help streamline your administrative processes.

Should you decide to proceed with implementing the proposed changes, the work will be charged at a rate of $60 per hour.
 

Our process starts with an initial invoice for a 6-hour block, payable in advance. We will carefully track our time and keep you updated throughout the process to ensure transparency and that we are aligned with your requirements. Any additional time required will be discussed with you beforehand and invoiced only with your approval.

• Create Clinic Profile

• Setup location 

• Create Practitioner Profile 

• Ensure Practitioner Verification with Halaxy (if appropriate)

• Create Fees and billing codes 

• Enter Funder Details 

• Recreate letterhead for letters, reports and invoices (within Halaxy’s capability)

• Setup Client Reminder Preferences

• Create/Amend Communication templates (including GP letters and reminder emails)

• Create Online client intake forms 

• Create Clinical Notes/Templates 

• ​​Setup automatic top up of Halaxy credits (if applicable)

• Two-way SMS reminders

• Recreate letterhead within Halaxy

• Create email signatures

• Entering MHCP details into client files

• Chase unpaid invoices

• Troubleshoot and rectify Halaxy errors

• Request CC details from clients

• Appointment Reminder setup

• Intake Form and Template Creation

• Campaign creation

• Adding new locations or staff members (users)

• Assist with setting up online bookings

• Archiving unused fees

• Updating the status of clients

• Assistance with making changes to Wix websites
   

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Any other general admin tasks you would like our assistance with,

we are  more than happy to discuss.