Kalix EMR and Practice Management Software

All about billing, invoicing, superbills, insurance claims and payments.

Billing/Invoicing & Payments

An outline of setting up your Kalix account for billing.

Account Set-up for Billing

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

Setting up Client Details for Billing

How to create your own customized bill templates.

Bill Templates

Create your own bill items to add to bills (Invoices, Superbills & CMS 1500 forms). Bill Items can include procedures, products & packages.

Bill Items (US only)

How to link your Stripe or Square Account to Kalix

Setting-up Payments

Billing Reminders and Late Payment Notices are automated messages sent to remind and request the payment of unpaid invoices.

Setting-up Billing & Late Payment Reminders

You can now create recurring billing plans using Memberships in Kalix—customize frequency, amounts, and link to appointments if needed.

Memberships

Setting-up

Collect and charge credit cards through online scheduling, online documents (forms), and billing.

Payments Overview

This is a consolidated record of all payments including insurance payments (ERA), credit card payments and manually recorded payments.

Payments Page

How to securely share invoices, bills and receipts via email, text message, text-to-voice, and fax and collect payments online.

Sharing Invoices & Accepting Payments Online

Charge new or already saved credit cards directly from within your Kalix Account.

Charging Credit Cards

Payments

An outline of the entire insurance billing process - from account set-up for insurance billing, to claim submission & payment posting.

Insurance Billing - Workflow Overview (US only)

Set up Kalix's Managed Clearinghouse for $15/month to submit insurance claims seamlessly. Step-by-step guide for easy setup & billing.

Kalix's Managed Clearinghouse

How to create and edit insurance Bills (CMS 1500 Forms).

The Insurance Bill Page

Kalix creates batch files containing multiple insurance claims which can be submitted together.

Creating Batches (US only)

How to submit insurance claims via Kalix.

Submitting Insurance Claims

How to record payments for CMS 1500 Forms (Insurance Claims)

Payments for CMS 1500 Forms (US only)

How to keep track of and bill for co-payment receipts.

Co-Payments (US only)

How to edit and resubmit rejected CMS-1500 Forms

Correcting & Resubmitting Insurance Bills (CMS-1500 Forms)

Creating CMS-1500 forms for secondary insurance and adding these to batches.

Adding Secondary Insurance Claims to Batches

Manual Entry of Remittance Information

Insurance Billing (CMS 1500 Forms)

How to set-up your Kalix account to create superbills and invoices and the billing process.

Workflow Overview - Superbills and Invoices/Receipts (US only)

How to create create superbills, invoices & receipts

Superbills, Invoices & Receipts Details Page

Superbills and Invoices/Receipts (U.S.A only)

How to create & set-up an Availity Essentials account & connect it to Kalix for integrated insurance claim processing & remittance.

Setting up Availity For Insurance Billing

Claim MD Clearinghouse Integration Setup

How to get set-up with Office Ally for insurance billing

Setting Up Office Ally For Insurance Billing

Kalix creates insurance claims (837P) for Availity Clearinghouse. Upload to the Availity Essentials portal & submit to thousands of insurers

Submitting Insurance Claims via Availity Clearinghouse

How to setup and submit insurance using the third-party clearinghouse (not the Kalix Clearinghouse)

Third Party Clearinghouses

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