Account Set-up for Billing
An outline of setting up your Kalix account for insurance billing.
Updated over a week ago

When first starting off using Kalix, you must set up your Kalix account. Once everything is set-up, you will not need to modify these settings again. 

Below is an overview of the account set-up progress.

1. Set-up your Practice Details

First set up your practice details. You need to make sure you set-up the following:

  • Clinician: (individuals who provide the billed services). Enter these details via the My Details page. 

  • Billing details: set-up your practice details used for billing purposes e.g. NPI, tax ID. Input these into Mailing and Billing Details section of the Account Settings page. 

  • Location of service details: (the locations that billed services are conducted). Enter locations details under the Location section of the Account Settings page.


2. Set-up Online Payments

Kalix's payments functionality allows you to link your Stripe or Square account to accept payments online and in-person. Invoices and superbills generated in Kalix can be easy shared with clients to pay online, alternatively, charge credit cards while clients are attending their office visit. Used alongside Kalix's payments functionality, you can also offer clients the capacity to pay shared bills online as well as in person. 

To set-up, navigate to the Integrations section of the Accounts Settings page. Select Connect against your chosen online payment solution.


3. Set-up Your Billing Items

The next step is that you set up your billing items. Bill Items can include (but aren't limited to) procedures (using CPT and HCPC codes or your own), your products (e.g. books, supplements), packages and gift certificates.


4. Set-up Your Appointment Types (Optional)

You may wish to set up your appointment types and link them to their applicable billing items. By completing this task, you will make the generation of appointment-specific bills, very quick, Kalix will automatically add the bill item to bills for you.


4. Set-up Your Bill Templates (Optional)

Kalix allows you to creating your own bill templates. Designing you own bill templates allows you decide on what information you would like to include on bills, superbills and receipts. You can also upload your logo.


5. Set-up Messaging (Optional)

If you are looking to sharing bills with clients via email (and accept online payments), Messaging must be enabled as part of your Kalix account.


6. Set-up Billing & Late Payment Reminders (Optional)

Billing Reminders and Late Payment Notices are sent to remind clients to pay for unpaid invoices/bills. These automated messages are sent based on the bill's due date. If you have enabled online payments, clients can also make payments online from these messages. 

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