Your personalised Halaxy audit and setup plan

Halaxy Roadmap

Know exactly what to set up in Halaxy, and when.

Whether you've used Halaxy for years or you're about to start, you get a plan built around your practice, and a video showing you how to do every step.

Halaxy can do a lot. Knowing what you actually need is the hard part.

You're brilliant at what you do. You didn't train to be a systems person.

So you piece Halaxy together from videos and trial and error, or you put it off because you don't know where to begin. Either way, there's that nagging feeling. Is it set up properly? What have I missed? Am I about to break something?

The Halaxy Roadmap takes the guesswork out. You get a plan built around your practice, and a video showing you how to do every step.

Who it's for

Two ways to start. One clear plan.

Same price and same format either way. Pick the one that sounds like you.

Already using Halaxy

A health check for your existing setup

I go through your Halaxy account and write up a full report on what's set up well, what isn't working and what to prioritise. Great if you set it up yourself and aren't sure it's right, something keeps tripping you up, or you want to get more out of it.

  • What's working, so you know what to leave alone
  • What's not working, and how to fix it
  • What to improve now, and what can wait
  • Ideas for the future as your practice grows

New, or about to start

A plan for what to set up, and when

You tell me about your practice, your business structure and how you want your workflow to run, and I work out exactly what you need. Great if you're opening a practice, moving to Halaxy, or have barely started and don't know what matters yet. Already made a start? I'll review what you've got too.

  • What you need to set up now
  • What you can skip for now
  • What will make life easier down the track
  • The order to do it all in, so nothing gets missed

What's included

A plan, and the how-to for every step

Your personalised written report

Your plan, laid out clearly and in order of priority. You'll know what to do first, what can wait and what you can ignore.

A how-to video for every recommendation

Each item in your report links straight to a video showing you exactly how to do it. No searching around for the right tutorial.

3 months in my video library

Work through your report at your own pace, and watch extra how-tos that didn't come up in your report, like claiming a Medicare rebate or booking an appointment.

A monthly 'what's changed' email

For your first 3 months, a personalised email flagging Halaxy updates and changes that matter for your setup, so nothing sneaks up on you.

A practitioner using Halaxy on a laptop

What it looks like

Your report, with a video for every step

Each recommendation in your report links straight to a video showing you how to do it. For example:

  • Add your practitioners and set up their schedules.
    Video: how to set up practitioner schedules
  • Add your signature to your profile.
    Video: how to add your signature in Halaxy
  • Add your provider numbers in the fee section.
    Video: how to add provider numbers and set up Medicare bulk billing
  • Set up your Medicare location ID, integrations and scripts.
    Video: how to set each one up
  • Update your reminders.
    Video: how to edit your reminders
  • Create your patient intake forms, or send them manually.
    Video: how to build and send your forms

These are just examples. Your report is built around your practice, so yours will look different.

No video for it yet? I'll record one.

Where my existing videos already cover a task, I link to them. Where they don't, I record a new video for your report.

How it works

Three simple steps

1

Tell me about your practice

Send your enquiry below. I'll come back to you with the details, your turnaround time and what I need from you.

2

I put your report together

If you're already on Halaxy, I go through your account. If you're starting out, I work from your business details. Either way, you get a personalised plan.

3

Work through it with the videos

You get your report and 3 months of video library access, with a how-to video linked to every recommendation.

Investment

Simple, one-time pricing

One price, whether you're reviewing an existing setup or planning a new one.

Halaxy Roadmap

$997 AUD, one-time, GST included

Existing account review or new setup plan

  • Your personalised written report
  • A how-to video linked to every recommendation
  • 3 months of access to my video library
  • A personalised monthly 'what's changed' email for 3 months
Get your Halaxy Roadmap

After your first 3 months (optional)

Want to keep the library going? Common reasons are you're still working through your report, you're training new staff, or your practice has changed, like a new location, a new service or growth.

Video library

$97 per month, GST included

Optional ongoing access

  • Continued access to the full video library

Library + monthly email

$147 per month, GST included

Optional ongoing access

  • Continued access to the full video library
  • Your personalised monthly 'what's changed for you' email

I take on a limited number of Halaxy Roadmap clients each month, so spots can fill up. If you'd like one, get your enquiry in early. All prices are in AUD and include GST.

Katrina Robertson, founder of KLR Medical

Your Halaxy guide

Hi, I'm Katrina.

I'm a sonographer and radiographer, and I've run my own regional ultrasound practice since 2017. When I moved my clinic onto Halaxy, I built and refined every system from scratch, in a busy, working practice.

That's why everything in your Roadmap has been tested in a real clinic, not a textbook. And I'll always tell you what Halaxy can and can't do.

Kind words

What others say about working with me

“Katrina is a fantastic facilitator and teacher”

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.

“Katrina has been a total god send to me and my business”

Katrina has been a total god send to me and my business. I like Halaxy because it is an “all-in-one” shop. However, it can be super tricky to navigate and to set-up so everything runs smoothly. Katrina has been able to show me how to do everything and has been amazing at setting up multiple clinics for me with several doctors at each. I can't speak more highly of Katrina and fully endorse her services.

Dr James Stewart

Questions

You might be wondering

Do I need to already be using Halaxy?

Not at all. If you already have a Halaxy account, I review it and tell you what's working and what to change. If you're brand new, or have barely started, I work out what you need to set up, what you can skip and what can wait.

Is this a course?

No. It's a personalised plan for your practice. The videos are there so you can action each recommendation, and you also get access to my wider video library while you're a member.

I'm not techy. Will I cope?

That's exactly who this is for. Your report is practical and clear, and every recommendation links to a video that walks you through it.

How long will my Roadmap take?

It depends on my workload at the time and how many other Roadmap clients I'm working with. When you send your enquiry, I'll let you know the turnaround for your Roadmap.

What if there isn't a video for something in my report?

I record one. Where my existing videos already cover a task, I link to those. Where they don't, I record a new video for that item, and it joins the library.

What happens after the first 3 months?

Your report is yours to keep. If you'd like to keep using the video library, ongoing access is $97 a month, or $147 a month if you'd also like the personalised monthly email. It's totally optional, and all prices include GST.

Will you set everything up for me?

The Roadmap is the plan, plus the how-to for every step. You or your team do the setting up. If you'd rather have it done for you, have a look at the Premium Halaxy Setup on our Halaxy services page.

Ready for your Halaxy Roadmap?

Pop your details in below and let me know whether you're already using Halaxy or just starting out. I take on a limited number of Roadmap clients each month, so get your enquiry in early.

I'll reply by email with the next steps.