A lot has changed in the world since the outbreak of the coronavirus started a couple of months ago, and you may be wondering how these changes have affected your practice's health.

Halaxy makes it easy for you to keep track of all aspects of your practice, from finance to patients, appointments, referrals, and communications. Everything is securely stored in Halaxy, so all you need to do is run a report.

Keep reading to learn how to use reports to track and manage your practice.

Running finance and practice reports in Halaxy

Halaxy has all the features you need to run your practice, from appointments and patient records through to even the most complex third-party billing. And to best look after your patient’s health, Halaxy comes with practice and finance reports to help you track your practice’s health too.


Finance Reports

With Halaxy’s finance reports, you have complete oversight over every aspect of your business. You can do your profit and loss, track your income by category, track your expenses and find a list of all your unpaid invoices, all within a few seconds.

With advanced filtering and the ability to set different access levels to prevent contractors from accessing your reports, as well as the ability to sync with accounting packages like Xero, QuickBooks and Reckon, you have the ability to capture exactly the data you need to make decisions in your business.

Best of all? It’s entirely automatic and links directly with your Halaxy appointments and invoices, so you don’t need to do anything.

Practice reports

With so much data at your fingertips, why stop at just your finances? Halaxy’s practice and patient reports let you track the demographics of your patients, run an appointment report to see which patients are due for a recall, track your case load and turn any report into a mailing list for an SMS or email campaign.

You can even run an NDIS bulk upload report that you can upload directly to PRODA.

Reports Tab

If you haven’t tried the Reports feature, click the Reports tab on the Halaxy sidebar and run start running the reports you need.