Clients, Contacts & Referrals

How to set up and edit clients, contacts and referrals.

9 articles in this collection
Written by Claire

Clients

Clients -Overview

Clients (or patients) are the people that you provide services or medical treatment to. This is an overview of the client section in Kalix.

Written by Claire
Updated over a week ago

New Clients

This article shows the steps to create new clients in Kalix.

Written by Claire
Updated over a week ago

Setting-up Clients for Billing

How to set-up your client's file in Kalix for effective billing

Written by Claire
Updated over a week ago

Client Details Page (US only)

An Overview of the Client Details (Demographic) Page

Written by Claire
Updated over a week ago

Deleting a Client (Patient)

How to archive clients.

Written by Claire
Updated over a week ago

Contacts

Contacts - Overview

An overview of the Contacts feature in Kalix.

Written by Claire
Updated over a week ago

Referrals

Referrals & Diagnosis (the US only)

This article goes into details regarding the Referrals & Diagnosis Features of Kalix.

Written by Claire
Updated over a week ago

Referrals- (Australian & non-US users)

This article goes into detail of how to utilize the Referrals feature.

Written by Claire
Updated over a week ago

Appointment Tracking

Written by Claire
Updated over a week ago