Kalix EMR and Practice Management Software

Appointments, availability, online scheduling and more.

Appointments & Online Scheduling

An overview of creating appointments in Kalix.

Creating Appointments

A tour of the functionalities Kalix's Appointment feature.

Appointment Tour

How to set up and edit your appointment types, including assigning set durations and associating them with specific billing items.

Appointment Types

This article explains how to use the appointment reporting feature.

Appointment Reporting

How to set up your practice's availability for online scheduling.

Location & Clinician Availability

Appointments Tour

Kalix supports group appointment bookings.

Group Appointments

How to set-up your Kalix account so that you can accept online appointments via your practice's website.

Setting Up Your Online Scheduler

How to approve tentative appointments created by your clients using Kalix's online scheduling widget embedded into your practice's website.

Approving Tentative Appointments

A detailed overview of the Online Scheduling Settings page.

Online Scheduling Settings

How to embed the Kalix's online scheduling widget onto your practice's website.

Embedding Your Online Scheduling Widget

Online Scheduling

Track clients' attendance using the appointment status - confirmed, attended, canceled, late cancel, rescheduled, and no show

Appointment Status

Recording Actual Duration (Time Tracker)

Appointment Management

Plan, manage and assign admin tasks. Tasks can be linked to clients, contacts, appointments, documents, referrals, and bills.

Tasks

Sync your Kalix calendar with Google Calendar to view your appointments and personal events all in one place.

Google Calendar Integration

How to sync your Kalix calendar with other online calendars, including Mac and Outlook calendars using iCalendar Sync (one-way sync only).

iCalendar Syncing

Miscellaneous

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