An essential task when setting up your Kalix account is to set up your details as an individual user. Kalix will automatically use these details for scheduling, billing, documents, and messages.
My Details page is located under your practice name on the top menu bar. Each individual user in your account has control over their own My Details page.
Contents of this article
User Access (Password Reset & Two-Factor Authentication)
This section contains the ID numbers and contact details for the individual user. These are not your practice details, you will set up your practice or organization details via the Account Settings page.
To set up and edit, click on the pencil icon at the bottom right of this section. The Edit General Details pop-up window will appear. The following fields are supported:
Name and Title
Your name was set up when you first registered for Kalix. These details can be edited at any time.
Your qualifications or credentials. Entering your credentials is optional, but they can be used by Kalix's billing functionality (superbills and CMS 1500 field 31), the online scheduler, and added to documents.
Kalix will use the entered email as your contact email. Your contact email can be added to documents and bills/invoices. System notifications are also sent to this email e.g. new appointment, new message, document submission notifications.
Note: Modifying this email address will not change your Kalix login in email. For security purposes, we ask you to contact Kalix support to change your login email.
Kalix supports the entry of unlimited contact phone numbers. Contact phone numbers can be included on bills/invoices as well as in documents and automated messages. Add additional telephone numbers by clicking on the Add button (shown above). Use the type field to select number type e.g. cell phone, home, work, after hours, fax.
Individual NPI (or Provider Number)
Input your individual (or Type 1) National Provider Identifier (NPI) number in this field for insurance billing purposes (superbills and CMS 1500 field 24J). If you wish to label your NPI, add a name in the field called Name.
Note: This field is for your individual NPI which identifies you as the individual provider for your billed services. It is not for your group (or Type 2) NPI. Your group NPI will be entered later under the billing details section of the Account Settings page.
Individual Tax ID (Optional)
You have the ability to save your federal tax identification number e.g. your Social Security number for invoices and superbills. Entering this number is optional and is not used for insurance billing purposes.
Note: Your practice's tax ID number will be entered later under the billing details section of the Account Settings page.
Other ID Number
Enter any non-NPI ID numbers you use as an individual provider (CMS 1500 field 24J). Non-NPI ID numbers are assigned by a specific payer or a third party, as a unique identifier e.g. State License Number, or Taxonomy Number.
If completed, the Other ID Qualifier field must also be selected in the neighboring field. Other ID Qualifier identifies the type of other ID number entered in the preceding field.
If you would like to upload an image against your profile and use it as part of the online scheduler, click on the pencil icon as shown above. Select the image you would like to upload.
Crop your image using the cropping tool. Select and drag the cropping tool to adjust your selection so it captures the portion of the image you wish to keep.
Under the provider description section, you can write a short description of yourself (e.g. background information, your work history, specialty areas, courses completed).
This description is displayed along with your name and credentials, as part of the online scheduler. Clients will be able to read this description when scheduling an online appointment.
Click on the button below to learn more about the online scheduler.
User Access controls your access to Kalix. Here you can reset your login password, as well as set up Two-Factor Authentication.
To change your login password, click on the Modify button next to Change Password.
The Change Password window will appear (shown below). Enter your current password, followed by your new password.
Note: For security purposes and HIPAA compliance, make sure you choose a strong password.
Two-Factor Authentication is an extra layer of security for your Kalix account. It uses a trusted device (your phone or tablet) to verify your identity when logging into Kalix. This prevents anyone but you from using your login, even if they know your password.
Kalix gives you the option of setting and using two-factor authentication each time you log into the program.
Please Note: Account directors can make it mandatory for all users to log in to Kalix using Two-Factor Authentication via Account Settings.
Notification Settings are on the second page under My Details. Use Notifications to control how often you receive system notification emails from Kalix.