Documents, Templates & Online Forms | Kalix EMR Help Center

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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

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

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

Auto Calculated Elements

The Credit Card Element

Creating Custom Elements

Editing Custom Elements

Signature Panels

The Attachment Element