Kalix EMR and Practice Management Software

An overview of Kalix's messaging feature.

Messaging Overview

Kalix's messaging feature supports 4 different communication methods; efax, email, SMS (text messaging) and text-to-voice (voice messaging).

Messaging Methods

﻿Send and receive HIPAA compliant fax, SMS, text-to-voice and email messages to your clients and contacts.

Messaging Pricing

E-Fax, Appointment reminders, appointment notices, billing reminders and late payment reminders, sending online forms & electronic paperwork, communication with other healthcare providers and ad hoc messaging.

Messaging & Reminders

How to enable Kalix's messaging feature (appointment and billing reminders), online forms, communication with contacts & manual messaging).

Enabling & Setting-up Messaging

How to purchase prepaid messaging credit for efax, SMS & Text-to-voice messaging.

Purchasing Prepaid Messaging Credit

Purchase or port your own unique phone numbers to send and receive faxes, SMS, and/or text-to-voice.

Setting-up Dedicated Numbers

Kalix automatically assigns a new client or contact with your default messaging method. You are able to change this to another method.

Assigning a Messaging Method Against the Client's or Contacts Details Page

Setting up Messaging & Reminders

Clients and contacts in Kalix can reply to messages send via Kalix's messaging feature. You are notified when a new message is received.

Client & Contact Responses

Enable Opt-in Only Messaging for better security for both your practice and your clients. Opt-in makes it easier to keep HIPAA Compliant.

Opting-in to Messaging

Opt-in

How to set up and use Appointment Reminders.

Appointment Reminders

Send a confirmation message when a new appointment is scheduled, or an appointment booked via your online scheduling widget is confirmed.

Appointment Notices

Send SMS appointment reminders and direct your clients to reply. Their responses can automatically confirm or cancel the appointment.

SMS (Text Message) Reminder Responses & Appointment Confirmation

Send text-to-voice appointment reminders . Their responses can automatically confirm or cancel the appointment.

Text-to-voice Appointment Reminder Responses  & Appointment Confirmation

Appointment Reminders & Appointment Notices (Appointment Confirmation)

Billing reminders are sent to notify clients about unpaid bills. Late payment notices are sent to request payment of overdue bills.

Billing & Late Payment Reminders

How to securely share online documents with clients and contacts via Kalix's documents and messaging feature.

Sending Online Forms, Electronic Paperwork & Documents to Clients & Contacts

Sending Online Forms, Electronic Paperwork & Documents

Send documents, chart notes, doctors letter's, attachments & more via e-fax. Receive faxes directly within your Kalix account.

Faxing

E-Fax

Changes to sending SMS to local numbers in the US

SMS (Text Messages) and Local Numbers (US)

How to modify the frequency you receive New Message & Messaging Error Notification emails and edit the recipient email address.

Notifications (New Message & Error Notification)

Send faxes, messages, documents (e.g. chart notes, doctors letters and files) to referring providers and other healthcare providers.

Communication With Other Healthcare Professionals

Miscellaneous

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