Bring your Zanda records with you, from patient details to appointments and billing history.
Halaxy's data migration service moves your practice information from Zanda (formerly Power Diary) to Halaxy. All you need to do is export your files from Zanda 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.
Each file you export adds an area of your practice information to Halaxy.
|
File |
What it adds to Halaxy |
|---|---|
|
Clients.csv |
Patient details, including addresses and phone numbers |
|
Client Contacts.csv |
Emergency contacts and next of kin |
|
Client Insurance.csv |
Insurance and claims |
|
Referrers.csv |
Outside specialists |
|
Referrals.csv |
Referrals |
|
Third Parties.csv |
Organizations |
|
Client Appointments.csv |
Appointments |
|
Invoices.csv, Invoice Items.csv, Invoice Payments.csv and Payments.csv |
Billing history: invoices, invoice lines and payments |
|
Client Notes.csv |
Clinical notes linked to appointments |
|
Client Forms.csv |
Completed intake and assessment forms |
|
Client Communications.csv |
Letters |
|
Files folder |
Patient documents, as patient attachments |
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In Zanda, export your data that you want to bring to Halaxy as CSV files.
Note
If you need help exporting your data from Zanda, check Zanda's knowledge base or contact Zanda customer support.
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Keep your files as Zanda 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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