Kalix EMR and Practice Management Software

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

Clients, Contacts & Referrals

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

Clients -Overview

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

New Clients

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

Setting up Clients for Billing

An Overview of the Client Details (Demographic) Page

Client Details Page (US only)

Deleting a Client (Patient)

Archiving Clients

Clients

An overview of the Contacts feature in Kalix.

Contacts - Overview

Contacts

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

Referrals  & Diagnosis (the US only)

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

Referrals- (Australian & non-US users)

Appointment Tracking

Referrals

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