Clients, Contacts & Referrals
How to set up and edit clients, contacts and referrals.
8 articles in this collection
Written by Claire
Written by Claire
Clients
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
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
Updated over a week ago
Deleting a Client (Patient)
How to archive clients.
Written by Claire
Updated over a week ago
Updated over a week ago