Kalix EMR and Practice Management Software

Cómo compartir y recibir documentos y archivos adjuntos con clientes y contactos por correo electrónico o mensaje de texto.

Compartir / Recibir Documentos Con Clientes y Contactos Por Correo Electrónico o Mensaje de Texto

Everything you need to know about charting, doctors letters, online forms and more.

Documents, Templates & Online Forms

Kalix's documents feature allows you to create chart notes, intake forms, electronic agreements client summaries, doctors letters & more.

Creating a New Document

Basic Docs

Creating New Documents

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

Setting-up Your Account For Online Forms & Electronic Paperwork

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

Online Form & Electronic Agreement Template Set-up

The Video Element (Documents & Templates)

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

Multi-Share Documents & Attachments

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

Sharing Documents Via Appointment Messages

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

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

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

Online Form and Document Access

Online Forms & Electronic Paperwork

Explains the difference between templates and documents.

Templates vs. Documents

Troubleshooting

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

Kalix's Template Library & Basic Template Customization

How to add elements to Documents and Doc Templates.

Adding Elements to Documents & Templates

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

Advanced Options Doc Templates

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

Document Layout

Template Set-up & Editing

How to create new document templates using Kalix's Template Builder.

Template Builder

Doc Template Types

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

Setting-up Your Account for Faxing

Sending Faxes

Faxing

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

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

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

Uploading Files

Auto-Text fields can be added to Doc Layout, Custom Elements, Text Blocks, Basic Templates & Docs & Email Templates for Online Forms.

Document Auto-Text Fields

Quickly insert pre-saved phrases, recommendations, responses, images, tables, or even entire templates into your documents and messages.

Quick Snippets (Smart Phases)

Miscellaneous

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

Client Details Element (Client Sync Fields)

Kalix's documents have growth charts that auto graph weight-for-age, head circumference, height-for-age, weight-for-length & BMI-for-age.

Growth Charts Element

Use to add free text, Quick Snippets, auto text fields, headings and images to documents and templates.

Text Blocks

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

Auto Calculated Elements

Use to upload the client's credit card information.

The Credit Card Element

Explains how you would create your own custom elements.

Creating Custom Elements

How to edit and customized a Custom Elements

Editing Custom Elements

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

Signature Panels

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

The Attachment Element

Element Types

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