Kalix allows you to create multiple accounts for the same login. You can choose to create a new account for each of your practice locations or workplaces. Easily move between accounts using the Switch tab.
When deciding the type of account setup, consider whether a separate or merged account structure best fits your organizational needs. Separate accounts allow for distinct branding and individual settings, while merged accounts centralize data for shared access and streamlined management.
Creating a New Account
1 ) Select settings (your practice's name) on the top header and then select New Account.
2 ) Enter a name for your account into the Account Name field.
3) Choose whether you would like this new account to be a 'child' of the current one. A child account shares the same doc templates, custom terms, billing items, billing templates, and appointment types as the parent account (your current account).
Additionally, child accounts enable centralized billing management, simplify internal workflows, and support the sharing of key resources such as templates and appointment types.
Note: the parent account pays the child account's Kalix subscription cost.
Additionally, for single account structures, Kalix supports billing for multiple NPIs, which can simplify administration for collaborative organizations.
If you would like the new account to be independent of the current account, make sure Child Account is not selected.
3 ) Select whether you would like to copy users to your new account from your current account.
You should opt for independent accounts if your organization has distinct entities with unique requirements or separate operational processes.
Switching Between Accounts
To switch between accounts, select Settings, your practice's name on the top header, and then Switch. Click on the name of the account you wish to open.
Please remember that practices using separate accounts maintain distinct custom settings and branding while merged accounts facilitate centralized access and shared resources.