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 this week

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

Integrated In-person Payments

Kalix allows you to collect credit card payments in-person via our integrated payment solution.

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