Halaxy has good reports. The trouble is that they answer one question at a time, and a practice owner usually wants five answers on one screen: how busy each clinician is, what was billed, what was actually paid, where the gaps are and how this month compares with last.
That is where a Power BI dashboard helps. We have been connecting Halaxy to Xero, MYOB, QuickBooks and Power BI for Australian clinics for more than five years, and this is how we approach a dashboard that owners actually open, rather than one that looks good in the handover meeting and is never used again.
Start with the decisions, not the data
Before building anything, list the decisions the dashboard should support. In most practices they are:
- Do we need another clinician, or more hours from existing ones?
- Which services, funding types or locations are profitable?
- Where is money billed but not yet received?
- Are cancellations and no-shows getting worse?
- Is each clinician’s caseload sustainable?
Each decision becomes one page or one visual. Anything that does not support a decision is left out.
The five metrics most clinics need
| Metric | Why it matters |
|---|---|
| Utilisation per clinician | Booked hours as a share of available hours shows capacity and burnout risk |
| Revenue per clinician hour, by funding type | Shows whether private, Medicare, NDIS, DVA and WorkCover work each pay their way |
| Billed vs received | Highlights unpaid invoices and claiming problems early |
| Cancellation and no-show rate | Lost capacity you can often recover with reminders or policies |
| New vs returning patients | Shows whether marketing and referrals are working |
How the data gets from Halaxy to Power BI
A reliable setup has three parts:
- Extraction. Data comes out of Halaxy on a schedule, through available APIs or report exports, depending on what each data set supports.
- A small data store. The data lands in a database you own (for example, Azure SQL), where it is cleaned and joined with data from your accounting and payroll systems.
- Power BI. The dashboard reads from that store and refreshes automatically, usually daily.
Skipping the middle step and pointing Power BI straight at exported spreadsheets works for a month, then breaks the first time a column changes or someone saves over the file.
Want one dashboard for the whole practice?
We connect Halaxy, Xero or MYOB and payroll into a Power BI dashboard that refreshes itself. Your data stays in accounts you own.
Design rules for a dashboard people use
- One page per audience. Owners, practice managers and clinicians want different views.
- Trends over snapshots. Show the last 12 weeks, not just this week.
- Plain labels. “Unpaid more than 30 days” beats “AR > 30”.
- Targets on the chart. A utilisation line means little without the target line next to it.
- Privacy by default. Most views do not need patient names. Show totals, and restrict any drill-down to the people who need it.
Combining Halaxy with accounting and payroll
The real value comes when Halaxy data is joined with costs. Wages from payroll and expenses from Xero or MYOB turn “revenue per clinician” into “margin per clinician”. With HPSS Award rates rising from 1 October 2026 and some NDIS price limits falling, that margin view matters more than ever. Our guide to NDIS 2026-27 claiming codes explains why consistent billing items also make reporting far more accurate.
What it costs
A single-clinic Halaxy to Power BI dashboard is a contained project, usually a few weeks from scoping to handover. Multi-location practices, multiple data sources and custom calculations take longer. Ongoing costs are mainly Power BI licences and a small cloud database. We give a fixed-scope quote after a short discovery.
FAQ
Does Halaxy connect to Power BI directly?
Halaxy’s documented integrations focus on accounting and payments. Getting data into Power BI usually needs an extraction step that we build and maintain.
How often does the dashboard update?
Typically once a day overnight. More frequent refreshes are possible if a decision needs it.
Can clinicians see their own numbers?
Yes. Power BI row-level security lets each clinician see only their own data.
Sources
See your practice on one screen
Book a 30-minute call with an engineer. Bring the questions you wish your reports could answer.