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Billing/Invoicing & Payments
Billing/Invoicing & Payments
All about billing, invoicing, superbills, insurance claims and payments.
22 articles in this collection
Written by
Claire
and
Mariel Morales
Setting-up
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
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
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
Recreating Batches
Kalix supports the ability to re-create insurance bill (CMS 1500 form) batches to re-submit corrected claims to Office Ally.
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
Integrated Medical Billing Services
If you are looking for an integrated service that will do insurance billing for you, take a look at Nutrition Practice Management.
Written by
Claire
Updated over a week ago
Superbills and Invoices/Receipts (U.S.A only)
Superbills and Invoices/Receipts - Workflow Overview (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
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