Feeling lost trying to set up patient forms in Halaxy?
Halaxy Patient Forms Made Simple
Create clear, organised and efficient patient forms without the stress. Save time, reduce admin and set up your forms the right way with a simple step by step course.
Are you drowning in paperwork and constantly chasing missing information?
Is your shredder ready to retire and your scanner doing more work than anyone on your team?
Do new patients arrive late, then spend another ten minutes in the waiting room filling out forms while your schedule slips behind?
Are your current forms creating more admin instead of reducing it?
When your patient forms are messy or unclear, everything feels harder. Appointments run late, admin piles up and your workflow never feels smooth.
Halaxy Patient Forms Made Simple is here to change that.
Halaxy Patient Forms Made Simple is designed for healthcare professionals, practice managers and virtual assistants who want patient forms that are clear, organised and efficient. Instead of feeling overwhelmed or unsure about what to include, this course gives you a simple and confident way to build forms that genuinely support your workflow.
Created by Katrina, a sonographer and practice owner who works in Halaxy every day, this course shows you exactly how to structure and set up every type of patient form. You will learn how to create smooth intake forms, clear consent forms, practical clinical questionnaires and helpful patient update forms that reduce admin and improve the patient experience.
The course is built with busy clinicians in mind. Lessons are short, easy to follow and focused on saving you time. Whether you are refreshing your existing forms or building your online form system from scratch, you will learn how to create forms that work for your practice rather than slow it down.
What’s Inside the Halaxy Patient Forms Made Easy Course
Halaxy Patient Forms Made Easy gives you a simple, step by step way to build patient forms that are clear, organised and easy for both your team and your patients. The lessons are short, practical and designed to help you move quickly without overwhelm.
Here is what you will learn inside the course:
âś” How to create different types of online forms inside Halaxy, including intake forms, consent forms, questionnaires and patient updates
âś” What to include in each form, what to leave out and how to keep everything clear and patient friendly
âś” When a form should be automated and when it should be sent manually to protect the quality of your workflow
âś” How to map your fields correctly so information flows into the right sections of the patient file
âś” How to organise your forms and link them into your workflows so your admin team saves time and patients arrive prepared
âś” How to write professional and patient friendly form content, with examples for different clinical contexts
âś” How to use ChatGPT to create form content quickly and reduce the time you spend drafting questions
âś” Real clinic examples you can copy, adapt and customise for your own practice
âś” How to create your first form in less than an hour and the rest in just a few minutes
This mini course is built so you can make fast progress and get your patient forms functioning smoothly without spending weeks figuring everything out alone.
To make sure you feel supported as you setup your patient forms, your enrolment includes two live Q& A calls. You will have dedicated time to ask questions, get clarity and receive guidance as you work through the course.
Live Q&A Call 1: 18 December 2025
A check in to help you get started with confidence and make early progress.
Live Q&A Call 2: 8 January 2026
A second session to review your forms, troubleshoot any challenges and finish your setup smoothly.
This bonus gives you personalised support and helps you move through the course quickly, without getting stuck or spending hours trying to figure things out on your own.
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- Full training on how to create, structure and set up different types of Halaxy patient form
- Clear guidance on when to automate and when to send forms manually
- Step by step lessons on mapping fields and building smooth workflows
- Templates, examples and form content prompts to save you hours
- Lifetime access to the course and all future updates
- A live Q&A call on 18 December and another on 8 January to answer all of your questions and get you unstuck!
Please note:
This is a special Black Friday pre-sale. You can secure your spot and the bonus Q&A calls now, and the full course will be released inside your course library on 11 December. You will receive an email as soon as the lessons are ready for you.
I am that confident that if you follow the step-by-step process we cover in the course that you will be extremely satisfied with your Halaxy patient forms and the knowledge and skills you've gained but if you decide that this wasn't the right course for you then we have a 30-day money back guarantee.
Katrina is a fantastic facilitator and teacher, who is very approachable and confident in her skills which is evident when she shares her knowledge.
Brittiney K.
