Kalix EMR Help Center
Go to Kalix EMR and Practice Management Software
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Go to Kalix EMR and Practice Management Software
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Documents, Templates & Online Forms
Documents, Templates & Online Forms
Everything you need to know about charting, doctors letters, online forms and more.
29 articles
Compartir / Recibir Documentos Con Clientes y Contactos Por Correo Electrónico o Mensaje de Texto

Creating New Documents


Creating a New Document
Basic Docs

Online Forms & Electronic Paperwork


Setting-up Your Account For Online Forms & Electronic Paperwork
Online Form & Electronic Agreement Template Set-up
Multi-Share Documents
Sharing Documents Via Appointment Messages
Sending Single Documents to Clients & Contacts (From Within Documents)
Online Form and Document Access

Troubleshooting


Templates vs. Documents

Template Set-up & Editing


Kalix's Template Library & Basic Template Customization
Adding Elements to Documents & Templates
Advanced Options Doc Templates
Document Layout

Doc Template Types


Template Builder

Faxing


Setting-up Your Account for Faxing
Sending Faxes

Miscellaneous


Sharing/Receiving Uploaded Files with Clients & Contacts via Email (Email Attachments)
Uploading Files
Document Auto-Text Fields

Element Types


Client Details Element (Client Sync Fields)
Growth Charts Element
Text Blocks
Auto Calculated Elements
The Credit Card Element
Creating Custom Elements
Editing Custom Elements
Signature Panels
The Attachment Element
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