Kalix EMR and Practice Management Software

An outline of setting up your Kalix account for billing.

Account Set-up for Billing

How to set-up your client's file in Kalix for effective billing.

Setting up Client Details for Billing

How to create your own customized bill templates.

Bill Templates

Create your own bill items to add to bills (Invoices, Superbills & CMS 1500 forms). Bill Items can include procedures, products & packages.

Bill Items (US only)

How to link your Stripe or Square Account to Kalix

Setting-up Payments

Billing Reminders and Late Payment Notices are automated messages sent to remind and request the payment of unpaid invoices.

Setting-up Billing & Late Payment Reminders

You can now create recurring billing plans using Memberships in Kalix—customize frequency, amounts, and link to appointments if needed.

Memberships

Setting-up

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