Kalix allows to you add merge fields to autofill information from your appointments, clients' details page, referrals and contacts details.
  

Merge fields can be added to lots of places in Kalix including:

  

Adding Merge Fields

To add merge fields to your Doc Layout, Custom Terms, Blank Fields or email template of Client Access Forms, follow the steps below:

Type or cut and paste the merge field exactly as it is shown below. You must include two square brackets around the merge field [[ ]]
  

  

Supported Merge Fields

Below is a list of supported merge fields and how they must appear in documents and templates:

  

Account Related

[[Org.Name]] = Organization or practice name
  

Document Related

Using the below merge fields, Kalix will input the following information about the document being created.

[[Document.Name]] = document name
[[Document.Category]] = document category
[[Document.Date]] = date document was created

    

User Related

Using the below merge fields, Kalix will input information specific to the user creating the document.

[[Clinician.Name]] = name of the clinician (user)
[[Clinician.Email]] = the clinician's (user's) email
[[Clinician.ContactEmail]] = Clinician's (user's) primary email
[[Clinician.Phone]] = Clinician's (user's) phone number
[[Clinician.Qualifications]] = Clinician's (user's) credentials or qualifications 

  

Client Related

Using the below merge fields, Kalix will input client specific information. Note: for the merge fields to work, the client must be linked to document.
  

 
[[Client.ID]] = the client's ID number
[[Client.Title]] = the client's title
[[Client.FullName]] = the client's full name in the format of lastname, firstname
[[Client.FirstName]] = the client's first name
[[Client.MiddleName]] = the client's middle name
[[Client.MiddleNameInitial]] = the client's middle initial
[[Client.LastName]] = the client's last name
[[Client.Email]] = the client's email address
[[Client.Phone]] = the client's primary phone number (first enter phone number)
[[Client.DOB]] = the client's date of birth
[[Client.Age]] = the client's age
[[Client.Gender]] = the client's gender
[[Client.MedicareNumber]] = the client's medicare number (Australia only)
[[Client.SSN]] = the client's social security number (U.S.A only)
[[Client.PrimaryInsurance.Name]] = the name of the client's primary insurance company
[[Client.SecondaryInsurance.Name]] =  the name of the client's secondary insurance company
[[Client.PrimaryInsurance.ID]] = the membership ID number for the client's primary insurance company
[[Client.SecondaryInsurance.ID]]  = the membership ID number for the client's secondary insurance company
[[Client.PrimaryInsurance.Group]] = the policy or group number for the client's primary insurance company
[[Client.SecondaryInsurance.Group]] = the policy or group number for the client's primary insurance company
[[Client.Copay]] = client's co-payment amount
[[Client.HealthFund]] = the client's private health fund number (Australia, Canada and UK)
[[Client.PostalAddress]] = the client's mailing address written on a single line e.g. 8363 Sunset Blvd, Level 11, West Hollywood, CA, 90069
[[Client.PostalAddress.Street1]] = line 1 of the client's mailing address e.g. 8363 Sunset Blvd
[[Client.PostalAddress.Street2]] = line 2 of the client's mailing address e.g. Level 11
[[Client.PostalAddress.Street3]] = line 3 of the client's mailing address
[[Client.PostalAddress.City]] = city or suburb of client's mailing address
[[Client.PostalAddress.Zip]] = zip code or postcode in client's mailing address
[[Client.PostalAddress.State]] = state in client's postal address
[[Client.BillingAddress]] = the client's billing address written on a single line e.g. 8363 Sunset Blvd, Level 11, West Hollywood, CA, 90069
[[Client.BillingAddress.Street1]] = line 1 of the client's billing address e.g. 8363 Sunset Blvd
[[Client.BillingAddress.Street2]] = line 2 of the client's billing address e.g. Level 11 [[Client.BillingAddress.Street3]] = line 3 of the client's billing address
[[Client.BillingAddress.City]] = city or suburb in client's billing address
[[Client.BillingAddress.Zip]] = zip code or postcode in client's billing address
[[Client.BillingAddress.State]] = state in client's billing address
[[Client.ResidentialAddress]] = the client's residential address written on a single line e.g. 8363 Sunset Blvd, Level 11, West Hollywood, CA, 90069
[[Client.ResidentialAddress.Street1]] = line 1 of the client's residential address e.g. 8363 Sunset Blvd
[[Client.ResidentialAddress.Street2]] = line 2 of the client's residential address e.g. Level 11
[[Client.ResidentialAddress.Street3]] = line 3 of the client's residential address
[[Client.ResidentialAddress.City]] = city or suburb in client's residential address
[[Client.ResidentialAddress.Zip]] = zip code or postcode in client's residential address
[[Client.ResidentialAddress.State]] = state in client's residential address
[[Client.Nutritionix.Link]] = unique registration link for the client to setup their Nutritionix Track Pro account

  

Appointment Related

Using the below merge fields, Kalix will input the following information about the appointment that is linked to the document.
  

 
[[Appointment.ClinicianNames]] - name of the clinician/s conducting the appointments
[[Appointment.StartDate]] = the appointment's start time
[[Appointment.StartTime]] = the appointment's start time
[[Appointment.EndDate]] = the appointment's end date
[[Appointment.EndTime]] = the appointment's end time
[[Appointment.Location]] = location name for location associated with appointment
[[Appointment.ActualStartTime]] = the recorded appointment start time*
[[Appointment.ActualEndTime]] = the recorded appointment start time*
[[Appointment.ActualDurationMins]] the recorded appointment duration*

*Recorded via Kalix's time tracker functionality.

Next Appointment 

 [[NextAppointment.ClinicianNames]] - name of the clinician/s conducting the next appointment
[[NextAppointment.StartDate]] = the next appointment's start time
[[NextAppointment.StartTime]] = the next appointment's start time
[[NextAppointment.EndDate]] = the next appointment's end date
[[NextAppointment.EndTime]] = the next appointment's end time
[[NextAppointment.Location]] = location name for location associated with the next appointment

Referral Related

Using the below merge fields, Kalix will input the following information about the appointment's referral.
  

The referral must be linked to the document directly (as shown)
  

  

Or indirectly - the referral is linked to the appointment, and the appointment is linked to the document.  
  

  

[[Referral.Code1]] = ICD-10 code for the first diagnosis (for US users only)
[[Referral.Code2]] = ICD-10 for the second diagnosis (for US users only)
[[Referral.Code3]] = ICD-10 code for the third diagnosis (for US users only)
[[Referral.Code4]] = ICD-10 code for the fourth diagnosis (for US users only)
[[Referral.Desc1]] = the first referral reason or the description of the ICD-10 code (US users)
[[Referral.Desc2]] = the second referral reason or the description of the ICD-10 code (US users)
[[Referral.Desc3]] = the third referral reason or the description of the ICD-10 code (US users)
[[Referral.Desc4]] = the fourth referral reason or the description of the ICD-10 code (US users)

  

Contact Related (Referral Source/Referring Physician)

Using the below merge fields, Kalix will input the following information about the referral source (contact) for the appointment's referral. For this merge field to work, the referral source must be linked the client's referral.
  

   
The related document must then be linked to the referral either directly.
  

 
Or indirectly - the referral is linked to the appointment,
  

 
And the appointment is linked to the document.  
  

 
[[Contact.Title]] = the contact's title
[[Contact.FullName]] = the contact's full name
[[Contact.FirstName]] = the contact's first name
[[Contact.LastName]] = the contacts's last name
[[Contact.Qualification]] = the contact's qualifications
[[Contact.Phone]] = the contact's primary (first entered) phone number
[[Contact.Email]] = the contact's email address
[[Contact.OrgName]] - The name of the contact's organization name
[[Contact.PostalAddress]] = the contract's address written on a single line e.g. 98363 Sunset Blvd, Level 11, West Hollywood, CA, 90069
[[Contact.PostalAddress.Street1]] = line 1 of the contact's mailing address e.g. 8363 Sunset Blvd
[[Contact.PostalAddress.Street2]] = line 2 of the contact's mailing address e.g. Level 11
[[Contact.PostalAddress.Street3]] = line 3 of the contact's postal address
[[Contact.PostalAddress.City]] = city or suburb of contact's postal address
[[Contact.PostalAddress.Zip]] = zip code or postcode in contact's postal address
[[Contact.PostalAddress.State]] = state in contact's mailing address

  

Message Merge Fields

Supported for the message associated with documents and templates only. They cannot be used in the document/template body.

[ORGFAX] - the fax number you are sending from (for faxes only).
[RECIPIENTTITLE] - the title e.g. Mr, Mrs, Dr of the message's/document's receiver.
[RECIPIENTFIRSTNAME] - the first name of receiver of the message/document.
[RECIPIENTLASTNAME] - the surname of receiver of the message/document.
[RECIPIENTFAX] - the receiver's fax number (for faxes only).
[NUTRITIONIXLINK] - the link allowing clients to register for their Nutritionix account (only if Nutritionix is enabled in your Kalix account). Learn More
[LINK] - the link to access the shared document/online form (not supported for fax).
  

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