New Billing & Overdue Pages 

The biggest change was the release of new the Billing and Overdue pages.

Improved Filters

Along with a redesign, you are now able to filter your billing lists by clinician, insurance company, appointment location, and payment status. 

To use the filter, please follow the instructions below:

  1. Select the time period you wish to view 

  2. Decide whether you wish to include closed bill

  3. Click on the filter icon

  4. Select the filters you wish to use

  5. The selected filters will appear

  6. Use the filters to choose the desired options

Other Improvements

This release also contained a few fixes including the ability to print the appointment calendar and improvements to client searching, as well as the text editor in documents and templates. 

Upcoming Updates

The next update will include the redesign of the actual bill creation and payment pages. We are aiming for a late April/early May release. 

We are also working towards supporting the functionality to allow account directors to hide Kalix's billing functionality from specified staff members. This new feature will be most probably became available at the same time as online payments. 

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