Kalix streamlines your in-house billing process, making it incredibly easy to create and track client invoices, payments, superbills, and insurance billing.

When you first start 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 progress of the account set-up.

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

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

Kalix's payments functionality lets you link your Stripe or Square account to accept payments online and in person.

You can also choose which payment methods you wish to support, including credit cards, Afterpay, Direct Debit, and Apple Pay.

Clients can save their payment details for future use via:

Users (e.g., providers, admin staff) can save client credit cards from:

Credit card payments can be made:

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

Kalix directly integrates with five different clearinghouses: Assertus, Availity, Claim MD, Office Ally & TriZetto via Secure FTP (or SFTP) for batch claim processing. By using Kalix's clearinghouse integrations, you can submit claims to your chosen clearinghouses from within Kalix with a click of a button.

You can receive back claim status updates, remittance advice, payment information, adjustments, and patient responsibility amounts without ever leaving Kalix.

Kalix insurance billing offers a unique feature that allows you to submit different bills within the same batch to various clearinghouses simultaneously.

Kalix's insurance billing allows you to choose the most suitable clearinghouse for each claim. It can save you money by submitting claims to insurers via participating clearinghouses only.

Office Ally is free to use if more than 50% of your monthly claims are from "Participating insurers."

Availity offers its Essentials plan, which is completely free to use. Availity Essentials supports many of the largest health insurers, including Anthem and BCBS plans.

To view each clearinghouse's participating insurer, navigate to the Integrations section of Account Settings in Kalix and use the Clearinghouse Lookup.

Use the search field to find each insurer you bill by name (usually, including your state in the search terms gives a more exact match). Kalix will list the supporting clearinghouses and their participating status.

3. Click the Connect associated with each clearinghouse. A pop-up window will appear.

4. Complete all of the fields in the pop-up window.

5. Click Connect.

We highly recommend setting up your Insurer Page in Kalix if you choose to utilize two clearinghouses at the same time.

To navigate to your Insurer page, hover your cursor over Billing on the top header, followed by Insurers.

Your Insurer page (even if you have never visited it before) will contain a list of all the insurers you have billed.

If you haven't created any insurance bills yet, click on the Plus button to add a new option. Search for and select each insurer you plan to bill for. Kalix should list each clearinghouse's participating status.

If you are already using Kalix's insurance billing for all insurers you bill, click on each insurer's row to edit. Their details will open up in a new window.

Delete insurers that are entered incorrectly or not used. To do this, click on an entry to edit. Then select the Delete button at the bottom left of the pop-up window.

Turn on to limit the selection of insurance companies to only what is listed on this page.

The next step is to 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.

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

Kalix allows you to create your own bill templates. Designing your own bill templates allows you to decide on what information you would like to include on bills, superbills, and receipts.

If you want to share bills with clients via email (and accept online payments), Messaging must be enabled as part of your Kalix account.
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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. Clients can also make payments online from these messages if you have enabled online payments.