The Appointment Details page, is a summary of all the information against a specific appointment. It contains the following:

  • A summary of the appointment details
  • The Time Tracker (to record the actual duration of appointments)
  • The Appointment status
  • The appointment's referral
  • The appointment's documentation created via Kalix's Doc feature
  • The appointment's bills or invoices
  • A link to create an invoice/bill for the appointment
  • A link to create appointment specific documentation

Accessing the Appointment Details Page

The Appointment Details page can be accessed from the appointment calendar or through the Appointment subsection of the client's Cover Page.

Via the Appointment Calendar

  1. On the appointment calendar, click on the applicable appointment block.
  2. The Edit Appointment screen will appear. Click on the button View Details button (shown below) and the Appointment Details screen will open.

Via the Client's Cover Page

Alternatively, you can directly access the Appointment Details page via the client's Cover Page. 

  1. Open the client's file. You can locate them via your list of clients i.e. click on the Clients tab in the top menu, followed by the subtab Clients.To view a particular client's file, click on their name in the table.
  2. The first page in the client's file is the Cover Page. Under the Appointment section (as shown below). You can click on the Appointment's row to view it's Appointment Details Page.

Appointment (Encounter) Details Page

An example of the Appointment Details page is shown below. This document will now go over all it's different elements.

A Summary of the Appointment Details

On the top of the page is a summary of the appointment details. 

The Time Tracker

The Time Tracker (or timer) is located on the top of the page. The purpose of the Time Tracker is to measure the actual duration of appointments. For more details about the Time tracker, please click here

The Client

If there are multiple clients participating in the appointment e.g. it is a group appointment or a family appointment, their names will be listed as different sections on the Appointment Details page. To move between the different clients, click on their names (as shown below).

The Appointment Status

Kalix allows you to set a status against a particular appointment: confirmed, attended canceled, rescheduled and no show. On the Appointment Details page, you can view, assign and modify the appointment status. For information about the appointment status, click here. 

The Appointment's Referral

Kalix allows you to link a referral to the appointment. By linking a referral to an appointment, Kalix can keep track of the number of appointments associated with a referral via the referral tracking functionality. Kalix will also auto add information from the referral e.g. diagnosis, referring physician, to bills/invoices associated with the appointment. For more information about referrals, click here (USA only) or here (other countries).

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) click here for details.

If there is no referral associated with an appointment, you can link one up at any time, via the Appointment Details page. To link a referral, you must first have a referral created for the specific client, for details click here (USA only) or here (other countries).

To link a referral click into the referral field as shown below. 

Select the correct referral and you are done! 

The Appointment's Documentation

You can create appointment specific docs via the Appointment Details page. Under the Documents subsection (shown below), Kalix displays all appointment linked docs e.g. chart notes, intake forms, food records, questionnaires.

To view and edit a document, click on its row. To open it as a PDF or Word document, click on the applicable icon at the end of the row. 

Creating a New Appointment Specific Document

You can create appointment specific docs from the Appointment Details page. Click on the New Doc link as shown above.

The Appointment's Bills/Invoices

You can create appointment specific bills/invoices via the Appointment Details page. Under the Billing/Invoice subsection (shown below), Kalix displays all appointment linked bills/invoices.

To view and edit a bill/invoice, click on its row. 

Creating a New Appointment Specific Bill/Invoice

You can create appointment specific bills/invoices from the Appointment Details page. Click on the New Bill/Invoice link as shown above.

Note: to allow Kalix to auto-generate appointment specific bills or invoices, it is recommended that you have linked the related invoice/bill item, to the specific appointment type, click here for details (USA only) or here (other countries). 

Did this answer your question?