Billing/Invoicing & Payments | Kalix EMR Help Center

Setting-up

Account Set-up for Billing

An outline of setting up your Kalix account for billing.

Written by Claire
Updated over a week ago

Setting-up Client Details for Billing

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

Written by Claire
Updated over a week ago

Bill Templates

How to create your own customized bill templates.

Written by Claire
Updated over a week ago

Bill Items (US only)

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

Written by Claire
Updated over a week ago

Setting-up Payments

How to link your Stripe or Square Account to Kalix

Written by Claire
Updated over a week ago

Setting-up Billing & Late Payment Reminders

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

Written by Claire
Updated over a week ago

Payments

Credit Card Payments Overview

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

Written by Mariel Morales
Updated over a week ago

Sharing Invoices & Accepting Payments Online

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

Written by Claire
Updated over a week ago

Charging Credit Cards

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

Written by Claire
Updated over a week ago

Insurance Billing (CMS 1500 Forms)

Insurance Billing - Workflow Overview (US only)

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

Written by Claire
Updated over a week ago

The Insurance Bill Page

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

Written by Claire
Updated over a week ago

Co-Payments (US only)

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

Written by Claire
Updated over a week ago

Creating Batches (US only)

Kalix creates batch files containing multiple insurance claims. Batches can be uploaded to the Clearinghouse Office Ally for submission.

Written by Claire
Updated over a week ago

CMS 1500 Upload to Office Ally (US only)

CMS 1500 forms produced in Kalix can be easily uploaded to Office Ally™ Clearinghouse.

Written by Claire
Updated over a week ago

Payments for CMS 1500 Forms (US only)

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

Written by Claire
Updated over a week ago

Correcting & Resubmitting Insurance Bills (CMS-1500 Forms)

How to edit and resubmit rejected CMS-1500 Forms

Written by Claire
Updated over a week ago

Adding Secondary Insurance Claims to Batches

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

Written by Claire
Updated over a week ago

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

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

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

Written by Claire
Updated over a week ago

Superbills, Invoices & Receipts Details Page

How to create create superbills, invoices & receipts

Written by Claire
Updated over a week ago

Miscellaneous

Billing & Payment Reporting & Exports

View the amount billed for, received and outstanding within a selected time period, location, for a particular clinician and/or payer.

Written by Claire
Updated over a week ago