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

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

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

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