Messaging & Reminders | Kalix EMR Help Center

Messaging Overview

An overview of Kalix's messaging feature.

Written by Claire
Updated over a week ago

Messaging Methods

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

Written by Claire
Updated over a week ago

Messaging Pricing

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

Written by Claire
Updated over a week ago

Setting up Messaging & Reminders

Enabling & Setting-up Messaging

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

Written by Claire
Updated over a week ago

Purchasing Prepaid Messaging Credit

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

Written by Claire
Updated over a week ago

Setting-up Dedicated Numbers

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

Written by Claire
Updated over a week ago

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

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

Written by Claire
Updated over a week ago

Client & Contact Responses

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

Written by Claire
Updated over a week ago

Opt-in

Opting-in to Messaging

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

Written by Claire
Updated over a week ago

Appointment Reminders & Appointment Notices (Appointment Confirmation)

Appointment Reminders

How to set up and use Appointment Reminders.

Written by Claire
Updated over a week ago

Appointment Notices

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

Written by Claire
Updated over a week ago

SMS (Text Message) Reminder Responses & Appointment Confirmation

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

Written by Claire
Updated over a week ago

Text-to-voice Appointment Reminder Responses & Appointment Confirmation

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

Written by Claire
Updated over a week ago

Billing & Late Payment Reminders

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

Written by Claire
Updated over a week ago

Sending Online Forms, Electronic Paperwork & Documents

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

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

Written by Claire
Updated over a week ago

Ad Hoc Messaging

Kalix's ad hoc messaging functionality allows you to send and receive message from clients and contacts securely, at any time.

Written by Claire
Updated over a week ago

E-Fax

Faxing

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

Written by Claire
Updated over a week ago

Miscellaneous

SMS (Text Messages) and Local Numbers (US)

Changes to sending SMS to local numbers in the US

Written by Felix Jorkowski
Updated over a week ago

Notifications (New Message & Error Notification)

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

Written by Claire
Updated over a week ago

Communication With Other Healthcare Professionals

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

Written by Claire
Updated over a week ago