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Adding a Doctor's Details to a Document or Letter
Adding a Doctor's Details to a Document or Letter

How to Add a doctors details to documents in Kalix

Updated over a week ago

Kalix can automatically add your client's doctor's (or referring provider's) details to documents e.g. doctor's letters via Referrals.

Contents of this article:

Creating a Referral

To create a referral with diagnosis codes included, the referring provider must be created as a Contact first.

To link a referral in Kalix

  1. Open the client's file, and via their Cover Page, under the Referrals/Diagnosis subsection, click on the New button as shown below.

2. Go to the section titled Referring Provider. To add your referral source e.g. the referring practitioner, start by clicking on the link icon.

3. Then write their name in the 'Link Contact' field. A list should be generated containing contacts with similar names, just click on the applicable name to select it.

4. Complete the rest of the referral details and click save.

For more information about creating a referral in Kalix click here (U.S.A) or here (rest of the world). 

Linking a Referral to an Appointment

A referral can be linked to an appointment on the New/Edit Appointment screen and the Appointment Details page. If there is a current active referral for a specific client, Kalix will automatically link this referral to the client's appointment as you first create it (via the New Appointment).

Linking a Referral to a Document/Doctor's Letter

To link the Doctor to the note or letter:

  1. Go to the client's profile and scroll down to the Documents section.

  2. Click on New to create a new document.

  3. Click on the template named Doctor's Note.

  4. Kalix will automatically add the linked referral and diagnosis.

  5. Enter the date of the appointment if you use the Calendar feature in Kalix.

  6. Click Save

Kalix will then automatically link the referral to the document.

Alternatively, if you are not creating a document for a specific appointment or do not use Kalix's Appointments feature, you can leave the appointment date empty.

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