Practice Management
System Setup

Using your system like a fancy calendar? You’re missing out.

Most clinicians use just a fraction of what Halaxy or Zanda can do, often just scheduling, notes, and invoices. But these systems can do so much more to streamline your admin, support compliance, and save you time.

If you’ve been making do with the basics, I’ll help you unlock the full potential of your system from the start.

No spending hours watching how-to videos, no patchy DIY, just practical, well-planned setup from someone who’s done it many times before.

What we offer

Whether you're brand new to private practice or have been muddling through your system for a while, I’ll help you set up (or clean up) your practice management software so it works for you, not the other way around. From item codes to intake forms, we'll build a streamlined system that supports your clinic, saves you time, and simplifies compliance.

You’ll also get a personalised training video and a step-by-step guide, so you know exactly how to use everything moving forward.

Why it works

When your practice management system is set up right from the start, everything from notes to invoicing flows better. I’ve set up dozens of solo practices just like yours, so I know what actually gets used and what ends up being ignored. We focus on making the system work for you, so you can stop toggling between tabs and start feeling in control.

You’ll end up with a clean, functional system tailored to your practice without the overwhelm.

Your Setup Options

The Fresh Start

Best for those new-ish practices.

No existing setup? No problem. We’ll build your practice management system from the ground up with processes tailored to how you work.

Includes:

• Input fees and services with relevant billing codes

• Add funders and referral types

• Automate payments, invoices, rebates, and reminders

• Calendar setup (locations, availability, appointment times)

• Custom invoice header

• User accounts for all practitioners

• Letter templates that auto-populate referrer/client info

• Online intake and consent forms

• Communication templates

• Medicare rebate processing

• Telehealth integration

• Online bookings

• 1-hr training session via video chat

Investment: $650

*Price excludes monthly subscription fee for Zanda and Halaxy credits required for some automations.

The Fine-Tune

Perfect for established practices.

Already using Halaxy or Zanda but know it could be working harder? We’ll review and refine your existing setup to optimise workflows and unlock features you may be missing.

Includes:

• Review billing codes and services

• Automation setup for payments, rebates, reminders

• Invoice header and letter template customisation

• Confirm online forms are working properly

• Setup/refine communication templates

• Telehealth integration

• Online booking setup or review

Investment: $450

Both options include a link to a series of short videos of your system, showing how to use each feature that has been updated, as well as a step-by-step user guide for you to refer to in the future.

How it works

Step 3: Training & Handover

You’ll get a 45-min training session (Fresh Start only), plus access to your video library and user guide.

Step 4: Launch with Confidence

Enjoy a system that actually works the way you want it to and saves you time every day.

Step 2: We Get to Work

Once your form is submitted, we’ll build or refine your system. Turnaround is within 2 weeks.

Step 1: Book & Brief

Once you book your setup, you’ll receive a quick form to gather the info we need.

Ready to make your system work harder for you?

Let’s take the admin load off your shoulders!