• Plan Your Setup – Get clear on your workflows and choose the features that support your business best.
  
• Follow the Step-by-Step Process – From settings to forms, bookings, payments, reminders, and more — all laid out in simple, logical steps.
  
• Use the Done-For-You Resources – Access the most common Medicare item numbers, email templates, and ready-made message scripts to save time and reduce errors.
  

This guide is your roadmap to an stress-free Halaxy setup, cleaner systems, and a more efficient practice — so you can spend less time on admin and more time doing the work that matters most.