Kalix allows you to upload and save files against your account. All major file types are accepted (e.g., Word documents, PDFs, images). Uploaded files are stored in a HIPAA-compliant environment, and we offer unlimited data storage, so there is no limit to the number or size of files you upload.
There are three options when uploading a file:
Upload and save it directly against a client's record
Upload and save it generally against your account
Upload and save against a specific document or template.
Contents of this article:
Shared Uploads
Kalix allows you to upload and save files against your account (not associated with a particular client). General files can include (but not limited to) client handouts, marketing material, assessment forms, questionnaires, and anything you need to run your practice successfully. Uploaded documents can also be shared with other members of your organization.
Location
To access general document uploads, click on Documents in the top header and then select the Shared Uploads subtab.
Uploading Files
1) To upload files, drag and drop any file onto the page.
Alternatively, click on the Upload Files link, and the Open file window will appear. Now select your chosen documents (hold Control/Command) to select multiple items) and press Open.
2) Uploaded files will be listed in the pop-up window.
3) You can enter a category under which to save these files. The file name and date can be edited, and a description can be added.
4) If you want to upload additional files, click the Add More button below.
5) Once you are done, click Scan for viruses and Save.
Editing Uploaded Files
Click on the document to edit an uploaded file, e.g., add/modify its name, description, or date.
To delete, click on the Delete button on the left bottom corner.
Uploading Files Against Client Records
Kalix also allows you to upload and save files directly against clients' records. Files can include (but are not limited to) scanned documents, image files, and completed forms.
Location
1) To upload a file against a client's record, navigate to the particular client's record (Hover your cursor on Clients on the top header, then select the subtab Clients, now select your particular client's record).
2) The document upload is located on the Client Cover Page (first page of the client's record), under the subsection Documents (second section, right after Appointments).
Uploading Files
1) Click on the Upload File link as shown below. Alternatively, drag and drop any file onto the page.
2) Now select your chosen documents (hold Control/Command) to select multiple items) and press Open.
3) Uploaded files will be listed in the pop-up window.
4) You can enter a category under which to save these files. You can edit the file name and date and add a description.
5) To upload additional files, click the Add More button, as shown below.
6) Once you are done, click Scan for viruses and Save.
Uploads Against Documents & Templates
To upload documents against the templates:
Go to Documents Template.
Click on the Attachments element and drag it to where you want to add the document or attachment in your template.
Click on Add files/images.
Uploaded files can be shared with other clinicians or clients (and other third parties) via online forms.
Share Uploaded Files via Telehealth
Kalix allows you to share documents during a Telehealth session.
The client will have to access and download the document before ending the session, as it will disappear when the Telehealth session ends.
Steps:
During your Telehealth Session, you can click on the three dots.
Then click on share files.
Choose the location of the document you wish to share. You may share from the shared uploads, your computer, or the client uploads.
4. Select the file you wish to share. The file shared will appear in the chat box.the client should be instructed to download and save before the Telehealth session ends.
