Creating clients in Kalix
Clients or patients are the people you will provide service for.
How to Create a Client
There are two methods for creating clients in Kalix:
Quick client add
Kalix allows you to enter a new client directly from Appointments. Create a new appointment in Kalix, by either clicking and dragging on the applicable appointment slot (on the calendar) or by clicking Appointments, New. and then Appointment.
On the New Appointment screen, under the section titled Clients (shown below), click the New Client button.
The client details fields will appear, enter your client's details and click save. And done!
Note: you are unable to enter all of the client's details via this method. To enter additional client details including address and insurance, navigate to the client's file and edit their details.
Creating clients using the client tab
You can also create clients using the client tab. Click on the Clients tab on the top menu, then the subtab New and then Client.
The client details page is shown below.
Enter the client's demographic and contact details into their client details page and click Save.
For US users, go to the client's page then click on Clients Details and add insurance information here.
Australian users: you can enter the client's Medicare number, Private health fund details and concession details (e.g. DVA, workcover, CTP, pension card)
Picture below for Australian users only.
After adding the client's details in their file, it is recommended to create a Referral/Diagnosis to include the diagnosis codes and link the referring providers to the client.
This will make billing a lot easier as it will prepopulate most of the information needed for billing.
To Learn More about Referral/Diagnosis click the button below.