Documents, Templates & Online Forms | Kalix EMR Help Center

Creating New Documents

Creating a New Document

Kalix's documents feature allows you to create chart notes, intake forms, electronic agreements client 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

Setting-up Your Account For Online Forms & Electronic Paperwork

How to set-up your Kalix account to share online forms, electronic agreements and other documents.

Written by Claire
Updated over a week ago

Online Form & Electronic Agreement Template Set-up

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

Written by Claire
Updated over a week ago

Multi-Share Documents

How to securely share multiple online forms, electronic agreements, and other documents together as part of the same message.

Written by Claire
Updated over a week ago

Sharing Documents Via Appointment Messages

Automatically share with clients - online forms, electronic agreements, and other documents as part of their appointment messages.

Written by Claire
Updated over a week ago

Sending Single Documents to Clients & Contacts (From Within Documents)

How to securely share single online forms, electronic agreements, and other documents with clients and contacts.

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

Template Set-up & Editing

Kalix's Template Library & Basic Template Customization

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

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

Faxing

Setting-up Your Account for Faxing

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

Written by Claire
Updated over a week ago

Sending Faxes

How to send faxes from Kalix.

Written by Claire
Updated over a week ago

Miscellaneous

Sharing Uploaded Files with Clients & Contacts via Email (Email Attachments)

How to share and receive files and attachments with clients & contacts via email or text message.

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

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

Element Types

Client Details Element (Client Sync Fields)

Allows client information entered into online forms and documents to automatically flow over to the clients' details page of their file.

Written by Claire
Updated over a week ago

Growth Charts Element

Kalix's document & template feature has inbuilt growth charts. They automatically graph weight-for-age, length/height-for-age & BMI-for-age.

Written by Claire
Updated over a week ago

Text Blocks

Use to add text descriptions, auto text, section headings and images.

Written by Claire
Updated over a week ago

Auto Calculated Elements

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

Written by Claire
Updated over a week ago

Creating Custom Elements

Explains how you would create your own custom elements.

Written by Claire
Updated over a week ago

Editing Custom Elements

How to edit and customized a Custom Elements

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

The Attachment Element

Use to upload and share attachments or collect files/images from clients via online documents.

Written by Claire
Updated over a week ago