Kalix allows you to send faxes to both clients and contacts. Faxes can include documents, chart notes, client summaries, doctor's letters, attachments and more. Kalix also supports receiving faxes from clients and other healthcare professional directly with within your Kalix account.
  

The cost to send and receive e-faxes is three cents (3.00c) per page. You are required to purchase prepaid credit before e-faxes can be sent. Click here to view more information about pricing.
  

Kalix also supports purchasing of a dedicated fax number (Optional).
  

  

Step 1) Enabling & Setting-up Messaging

Before sending and receiving faxes, Kalix's Messaging feature, must be enabled under the Messaging Setting section of the Messaging tab.

  

  

Step 2) Setting-up Contacts or Client's Details Page

If sending the fax to a healthcare professional or referring provider, they first need to first be setup in Kalix as a contact. For step by step instructions about creating a new contact.
  

  • Make sure the client or contact has their fax number saved.
  • Numbers must contain your state area code
  • The telephone number Type field must be set to Fax. 

  

  

  • Kalix allows you to save unlimited contact phone numbers on the client's Details page. Click on the Add Telephone Number button to add a new number.

  

 

Step 3) Associating Contacts with a Client (Optional)

Kalix allows you to associate a client's contacts e.g. their referring provider or healthcare team members with their file. This will make sending faxes to contacts much easier. There are two different methods of association.
  

Via Referrals (Preferred) 

Contacts can be associated with a particular client, through a referral.

  

  

Via the Contacts Table

Or via the Contacts table on the client's Cover Page.
  

  


Step 4) Creating Your Message

The next step is to create the message. This can be done via the Messaging section of the contact's file (Ad hoc Messaging) or via Kalix's document feature.
  

Option 1 - Ad Hoc Messaging (For Brief Faxes)

Kalix's ad hoc messaging functionality allows you to contact clients and contacts securely, at any time. Kalix has the option of messaging a contact using a choice of four different contact methods including Fax.
  

To send an Ad Hoc message, navigate to the Messages section of the contact's or client's file. Choose the messaging method. Type your message within the text field and click Send. Kalix will send the message.
  

  

Option 2 -  Sharing Client Documents 

Kalix's document feature can also be used to communicate with other healthcare professionals. Fax chart notes, doctor's letter, client summaries, any other document created in Kalix.
  

1) First step step is to open the client's file that you are communicating about. 

2) Either click on an existing document to share.
  

  

3) Alternatively, create the document as you would a regular document, click here for details on how to do this.
  

 
4) When the document is completed, select the checkbox - Share with others (if not already ticked) on the top of the document.
  

5) Click Save.
  

  

6) The page will refresh. You will notice the appearance of two buttons.
  

  

7) Click Send Document. The Send Message pop up window will appear.
  

8) In the Send Message pop up, select either the Contact or Client radio button.
  

 If sending to a contact, place your cursor into the - Find an existing contact to link field to make your selection. Kalix will display the contacts associated with client via their cover page and/or the contact associated directly with the document via with the linked referral.
  

Alternatively, use keyword to search your entire contact list.
  

    

9) Now select fax as the method are using to send the document.
  

  

10) You can edit the fax cover sheet (if needed).
    

 
Note: the bracketed text e.g. [RECIPIENTFAX] are merge fields. Kalix will auto-complete this information as the fax is sent.
  

11) When you are happy, click - Send.
    

  

12) Kalix will display the sending status of the message.
  

13) Click save to close this window. The document is now sent.
  

Option 3 - Faxing Attachments

Kalix currently supports faxing attachments via the documents feature.
  

There is a template as part of the template library you can use.
  

  

1) First step step is to open the client's file that you are communicating about.
  

 
2) Now create the document as you would normally. Select the template you copied from the template library. 

 
3) In the document, click on the Add File/Images and upload your attachment/s.
  

  

4) Click Save.
 

  

5) The page will refresh. You will notice the appearance of two buttons.
  

6) Click Send Document. The Send Message pop up window will appear.
  

7) In the Send Message pop up, select either the Contact or Client radio button.
  

 If sending to a contact, place your cursor into the - Find an existing contact to link field to make your selection. Kalix will display the contacts associated with client via their cover page and/or the contact associated directly with the document via with the linked referral.
  

Alternatively, use keyword to search your entire contact list.
  

  

8) Now select fax as the method are using to send the document.
  

  

9) You can edit the fax cover sheet (if needed).
  

 
Note: the bracketed text e.g. [RECIPIENTFAX] are merge fields. Kalix will auto-complete this information as the fax is sent.
  

11) When you are happy, click - Send.
  

  

10) Kalix will display the sending status of the message.
  

11) Click save to close this window. The document is now sent. 

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