Halaxy & Zanda Account Setup

Is your PMS slowing you down instead of streamlining your workflow? Are you unsure if you're using all its features to their full potential?

You're not alone. We’ve helped 300+ therapists transform their admin processes, making their software work for them—not against them.

Our Halaxy and Zanda experts will:
✔ Review your current setup (or create a seamless new one from scratch).
✔ Customise your system to match your clinic’s needs and services.
✔ Optimise automations and features specifically for psychology practices.
✔ Provide a live training session so you and your team can confidently use the system.

The result? Less admin, more time for clients, and a smoother-running practice.

Let’s get your PMS working perfectly for you. Book your setup today!

Struggling with a Clunky Practice Management System? We’ll Fix That – Fast.

  • The setup typically includes:

    • Creating users, locations, open hours

    • Adding fees and services with relevant item billing codes

    • Setup Funders relevant to your business and appropriate referral types

    • Create automations for payments, receipts, rebates and reminders

    • Develop letter templates that populate patient and referrer details

    • Create online intake and consent forms

    • Develop must-have communication templates for psychology clinics

    • Setup Medicare online claiming

    • Reviewing and setting up payment method best for your practice

    • Integrate with various telehealth options

    • Setting up of online bookings

    • Live Video Training: Once the setup is complete, we will meet with you online for a 40 minute training session to go over all the features.

    • 7 Days Free Support: After the setup is complete, our team is available for any changes or amendments for 7 days. Try out the new setup and see if you need changes.

    • Customised Practice Manual: We will also provide you with a personalised step by step instruction manual which you (or your staff) can refer to in the future.

  • 1. Book in your setup

    2. Complete the setup questionnaire

    3. Book in your follow up video online training

    Please allow us 2 weeks to complete the setup. We will need all the information in the setup questionnaire to be able to complete the work in full. A delay in receiving information from you means a delay in us being able to finish your setup!

    This is a complete service. We do not provide post-setup support via phone or email! If you have further questions, or wish to go over any aspect again, please book another training session.

  • Private Practice Admin Consultation

    If you are NEW to private practice or are wanting to implement NEW PROCEDURES and need help setting up the admin side - please book a pre-setup consultation.

    In this 1 hour consultation, we will help you develop your:

    • Admin procedures so your business runs smoothly

    • Multiple specific consent forms (not just one blanket consent)

    • Intake questionnaires

    • Ideal Fee structure (counselling, groups, assessment etc)

    • Medicare provider number and locations

    • Secure messaging system for GP correspondence.

    • ... and more!

Halaxy or Zanda Setup

Get Your Patient Management Software Right.

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