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.

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

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

An Overview of the Client Details (Demographic) Page

An overview of the Contacts feature in Kalix.

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

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

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