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Clients, Contacts & Referrals

Clients, Contacts & Referrals

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

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8 articles in this collection
Written by Claire
Clients

Setting-up Clients for Billing

How to set-up your client's file in Kalix for effective billing
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Written by Claire
Updated over a week ago

Client Details Page (US only)

An Overview of the Client Details (Demographic) Page
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Written by Claire
Updated over a week ago

Deleting a Client (Patient)

How to archive clients.
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Written by Claire
Updated over a week ago
Contacts

Contacts - Overview

An overview of the Contacts feature in Kalix.
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Written by Claire
Updated over a week ago

Contacts (Australian & non-US users)

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Written by Claire
Updated over a week ago
Referrals

Referrals (US only)

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Written by Claire
Updated over a week ago

Referrals- (Australian & non-US users)

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Written by Claire
Updated over a week ago

Referral Tracking

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Written by Claire
Updated over a week ago
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