Bring your Coreplus records with you, from patient details to appointments, invoices and notes.
Halaxy's data migration service moves your practice information from Coreplus to Halaxy. All you need to do is export your files from Coreplus and send them to the Halaxy Data Migrations team.
For a full overview of the data migrations process, see: Migrate your practice to Halaxy
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Next, sign up and set up your practice group, with your practice locations and accounts for your active practitioners.
Coreplus exports tab-separated .txt files in subfolders, with a date in each file name. The client details file is required. All other files are optional, so export the ones you want to bring across.
|
File |
What it adds to Halaxy |
|---|---|
|
details/clientDetails_*.txt |
Patient details, including Medicare, DVA, NDIS and health fund details |
|
family/familyDetails_*.txt |
Patient contacts |
|
details/Referrals_*.txt |
Specialists and referrals |
|
serviceTypes/serviceTypes_*.txt |
Appointment types |
|
appointments/appointments_*.txt |
Appointments |
|
invoices/invoices_*.txt, invoices/invoice_billing_items_*.txt and invoices/payments_*.txt |
Billing history: invoices, invoice lines and payments |
|
caseNotes and draftNotes folders |
Clinical notes |
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In Coreplus, export your data that you want to bring to Halaxy as tab-separated .txt files.
Note
If you need help exporting your data from Coreplus, check Coreplus's knowledge base or contact Coreplus customer support.
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Keep your files and folders as Coreplus exports them, without renaming or editing them, then compile them into a single zip file.
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Log into your Halaxy account. On the sidebar, click Settings > General.
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Under the Data Import section, click Import Your Data.
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In the Import Data pop-up, select Halaxy migrates your data, then click Continue.
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In the next window, select or drag your zip file and click Upload file. Alternatively, you can drag your zip file to the file upload box. (Optional) Add a description of the file's contents when it uploads.
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Click Done.
Your files are uploaded and Halaxy is notified of your file upload. Our Data Migrations team will review your requirements and be in touch with you.
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