With the help of Kalix's reporting features, you can easily generate and analyze various reports that provide a detailed overview of your practice's operations and performance.

The reporting features of Kalix are designed to offer flexibility and ease of use. You can create reports for appointments, clients, contacts, referrals/diagnoses, and billing (including insurance billing) with just a few clicks.

The reports can be easily accessed, filtered according to your specific needs, and exported in CSV format for further analysis.

Whether you are new to Kalix or looking to maximize your use of its features, this guide will provide the information you need to leverage Kalix's reporting functionality to its fullest potential. So, get ready to dive into each type of report and learn how to utilize them effectively within your practice.
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We know that tracking customer attendance, cancellations, and no-show rates is a huge part of managing and understanding your appointment business. That's why we offer an Appointment Reporting feature designed to give you access to powerful insights and keep track of your total workload.

To access the Appointment Reports, select Appointments on the menu bar.

The calendar will show up. On the header, you will see two additional tabs. Click on Reports.

The Reports Section displays an overview of the stats for how your appointments have performed over a selected time.

It also lists all the appointments within this time period.

Filters

You can use the filters to select what you wish to see in your report. You can filter by Appointment Types, Clients, Clinicians, Locations, Billing Status, Appointment Statuses & much more.

Click on the button below for additional details.

Client reporting helps you keep track of your client base, offering insight into their demographics, activity, and more. Knowing this information can allow you to make more informed decisions about your business to serve your clients better and reach your goals.

Client reporting gives you insights into your client base. It can detail client demographics, active/inactive clients, new clients, and more.

To access the client report:

You can filter the data by the birthday, assigned clinician, active status, insurer, referral source (linked contact), last appointment date range and more. Kalix will list the number of clients that meet the selected criteria at the top of the page.

Exports

Data from all filtered clients can be exported in CSV format for further analysis (using the Export button). Information includes date of birth, zip code, city, state, sex, gender and more.

Contact reporting allows you to manage all your contacts effectively.

To access the contact report, folllow the steps below:

When viewing the Contact Report, you can filter results by contact type (i.e., parent/guardian, physician, therapist, diabetes educator, nurse practitioner).

Kalix also allows you to search for contacts by name, organization, email, and phone number.

Data from all filtered contacts can be exported in CSV format for further analysis (using the Export button). Information includes organization, qualifications and profession.

Referral/diagnoses reporting provides information about source of client referrals, referral dates and diagnosis codes associated with your clients.

To access referrals & diagnosis reports:

When viewing the Referral & Diagnoses list, you can filter results by contact type (i.e., parent/guardian, physician, therapist, diabetes educator, nurse practitioner).

Kalix also allows you to search for contacts by name, organization, email, and phone number.

Data from all filtered contacts can be exported in CSV format for further analysis (using the Export button). Information includes organization, qualifications and profession.

Kalix has powerful reporting features that enable you to view and track billing (invoices, superbills & insurance claims) and payment information for select time frames, locations, clinicians and payers.

You can access billing reports to view information about the amount billed for, payments received and outstanding amount owed. Easily export this information to CSV (Excel) files for further analysis or upload into your accounting software.

Kalix's reporting features offer a straightforward way to analyze billing and payment data over any period of time. You can quickly view the total amount billed, payments received and outstanding balances at specific locations, by individual clinicians and from particular payers.
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For detailed instructions on Billing Reporting, please click on the button below: