Documents, Templates & Online Forms | Kalix EMR Help Center

Creating New Documents

Creating a New Document

Kalix's documentation feature allows you to create chart notes, intake forms, food records, menu plans, summaries, doctors letters & more.

Written by Claire
Updated over a week ago

Basic Docs

How to create a basic client document.

Written by Claire
Updated over a week ago

Online Forms & Electronic Paperwork

Overview of Online Forms & Electronic Paperwork

Share online forms, electronic agreements, letters, client summary and other documents via Kalix's documents and messaging feature.

Written by Claire
Updated over a week ago

Online Form & Document Template Set-up

Before you start sending online forms and documents, you must set up your doc templates. This article will describe how to do this.

Written by Claire
Updated over a week ago

Sending Online Forms, Electronic Paperwork & Document to Clients & Contacts (with Video).

How to securely share online documents with clients and contacts via Kalix's documents and messaging feature.

Written by Claire
Updated over a week ago

Online Form and Document Access

How clients or contacts are able to access and complete shared documents, electronic paperwork and online forms.

Written by Claire
Updated over a week ago

Troubleshooting

Templates vs. Documents

Explains the difference between templates and documents.

Written by Claire
Updated over a week ago

Recovering and Saving Docs

Describes the many safety measures in place to prevent the lose changes to documents and templates.

Written by Claire
Updated over a week ago

Template Set-up & Editing

Kalix's Template Library & Template Customization (with video)

How to add templates to your account and perform basic customization.

Written by Claire
Updated over a week ago

Adding Terms to Documents & Templates (with video)

How to add new terms to Documents and Doc Templates.

Written by Claire
Updated over a week ago

Advanced Options Doc Templates

Editing Doc Templates: How to enable Copy From Last Time, lock terms, hide terms, make terms compulsory and more.

Written by Claire
Updated over a week ago

Document Layout

How to edit the style of your exported documents & templates via Doc Layouts. Kalix supports exporting documents & templates to Word or PDF.

Written by Claire
Updated over a week ago

Adding Logos & Images to Doc Templates & Email Reminders

How to add your logo or other images to documents, templates and automated reminders.

Written by Claire
Updated over a week ago

Doc Template Types

NCPT (ADIME) Doc Templates

How to create your own ADIME Doc Templates using Kalix's blank NCPT Template.

Written by Claire
Updated over a week ago

Custom Templates

How to create new doc templates using custom templates.

Written by Claire
Updated over a week ago

Basic Doc Templates

How to set up a Basic Doc Templates.

Written by Claire
Updated over a week ago

Miscellaneous

Setting-up Your Account for E-faxing

How to set-up your account to support e-faxing. Send and receive faxes directly within your Kalix account.

Written by Claire
Updated over a week ago

Sharing Uploaded Files with Clients and Contacts (with video)

How to share and receive files and attachments with clients via email.

Written by Claire
Updated over a week ago

Sending Documents to Referring Providers & Other Contacts

Send documents including chart notes and doctors letters to referring providers and other healthcare providers security via Kalix.

Written by Claire
Updated over a week ago

Uploads

How to upload files against your account, specific clients and documents and templates.

Written by Claire
Updated over a week ago

Document Merge Fields

Merge fields can be added to your Doc Layout, Custom Terms, Blank Text Fields, Basic Templates & Docs & the Email Template for Online Forms.

Written by Claire
Updated over a week ago

Auto Calculated Fields

Kalix's documents contain auto-calculated fields, which calculate BMI, IBW, %IBW, energy and macronutrient requirements.

Written by Claire
Updated over a week ago

Client Tracking

Kalix's documents and templates allow you to tracks clients’ improvements, from the initial contact through reviews and reassessment.

Written by Claire
Updated over a week ago

Term Types

NCPT Terms - (Dietitians Only)

All about Kalix's NCPT Terms.

Written by Claire
Updated over a week ago

Editing Custom Terms

How to edit and customized a Custom Term.

Written by Claire
Updated over a week ago

Signature Panels

How to add signature panels to documents, doc templates and online forms.

Written by Claire
Updated over a week ago

Free Text Fields

How to add free text fields to documents and templates. These can be used to create headings, use for free text entry and more.

Written by Claire
Updated over a week ago

The Upload Term - Adding Files Against Documents, Templates and Online Forms

How to add the Upload term to Docs & Templates as well as using it to share and receive files from clients.

Written by Claire
Updated over a week ago

Creating Custom Terms

Explains how you would create your own custom term.

Written by Claire
Updated over a week ago