1st May 2026 @ 11:59pm (AEST)
00
DAYS
00
HOURS
00
MINS
00
SECS
Still struggling to get your Halaxy patient forms set up and actually working?
Halaxy Patient Forms Made Simple Workshop
Get your intake form built, fixed, or expanded in one hands-on session — live with Katrina, via Zoom, in just three hours.
Friday 22nd May 2026 · 10:00am to 1:00pm AEST · Live via Zoom · Maximum 5 spots
📅 Date: Friday 22nd May 2026
🕙 Time: 10:00am to 1:00pm AEST
💻 Format: Live virtual workshop via Zoom
⏱ Duration: 3 hours
👥 Group size: Maximum 5 participants
🎓 Host: Katrina Robertson, KLR Medical
📍 Location: Online via Zoom (link sent on registration)
COUNT ME IN!Are you still trying to figure out where to even start with your intake form? Have you built one but it's not sending properly, not mapping to the right fields, or just not doing what it's supposed to? Has someone set up your forms for you, but now you want to expand them and you're not sure how? Do you keep putting it off because every time you sit down to sort it, something else gets in the way?
When your intake forms aren't working, every new patient appointment creates more admin instead of less. You're chasing information, entering data manually, and watching time you don't have disappear.
The Halaxy Patient Forms Made Simple Workshop is here to change that.
The Halaxy Patient Forms Made Simple Workshop is a live, hands-on Zoom session designed for healthcare professionals, practice managers and virtual assistants who want to get their patient forms sorted once and for all. Whether you're starting from scratch, troubleshooting something that isn't working, or ready to build beyond your intake form, this is three hours dedicated to getting it done.
Created and hosted by Katrina, a sonographer and practice owner who works in Halaxy every single day, this workshop takes you through the process in real time. You'll plan what goes in your form, watch a live demo, then build it yourself with Katrina right there to help if you get stuck. If you need to share your screen to troubleshoot something confidential, you can jump into a private breakout room so no one else in the group can see your patient information.
Spots are capped at five people. That's intentional. Small groups mean you actually get help, not just access.
- You haven't set up your intake form yet and want to get it done
- You've built a form but it's not sending, not mapping, or not working as expected
- Someone else set up your forms and you want to take over or expand them
- You want to build beyond your intake form — consent forms, questionnaires, patient updates
- You've been putting it off and you're ready to just get it finished
- You want dedicated time to get it done with someone there to help
- You want answers straight away, not waiting and wondering
- Your forms are set up, working perfectly, and you have everything you need. You're all good!
- You'd prefer to work at your own pace. The self-paced Halaxy Patient Forms Made Simple course is a better fit.
- You'd rather have someone build your forms for you. Our done-for-you service might suit you better. Get in touch and we can help.
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:
✔ How to create different types of online forms inside Halaxy, including intake forms, consent forms, questionnaires and patient updates
✔ What to include in each form, what to leave out and how to keep everything clear and patient friendly
✔ When a form should be automated and when it should be sent manually to protect the quality of your workflow
✔ How to map your fields correctly so information flows into the right sections of the patient file
✔ How to organise your forms and link them into your workflows so your admin team saves time and patients arrive prepared
✔ How to write professional and patient friendly form content, with examples for different clinical contexts
✔ How to use ChatGPT to create form content quickly and reduce the time you spend drafting questions
✔ Real clinic examples you can copy, adapt and customise for your own practice
✔ 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.
Part 1: Plan your form We start by working out exactly what your intake form needs to include and why. Katrina walks you through how to decide what to ask, what to leave out, and how to keep it clear for patients. You'll plan your own form as you go.
Part 2: Build it together Katrina demos how to create the intake form inside Halaxy, step by step. You follow along and build yours at the same time. If you get stuck, she's right there.
Part 3: Finish and troubleshoot Time to complete your form with support. If something isn't working the way you expect — sending, mapping, automating — this is the time to get it sorted. Need to share your screen privately? Jump into a breakout room and Katrina will work through it with you one on one.
By the end of the session, your intake form will be built, tested, and ready to use.
1st May 2026 @ 11:59pm (AEST)
00
DAYS
00
HOURS
00
MINS
00
SECS
- Three hours live on Zoom with Katrina. Not a recording, not a replay, actually her.
- Real-time guidance, troubleshooting, and answers to your specific questions
- Private breakout rooms available if you need screen-share support with confidential patient data
- Maximum five participants so you actually get proper help, not just a seat in a crowd
- 12 months access to the Halaxy Patient Forms Made Simple self-paced course to revisit whenever you need it
- Access to a community group to ask questions after the event
Ready to join us on Friday 22nd May?
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.
