Kalix EMR and Practice Management Software

Entering Your Practice's Details (Account Settings)

Set-up your contact details and settings as an individual user.

My Details Page

If you are a director of your account, Kalix also allows you to edit other user's My Details page.

Edit Other User's My Details Page (Directors Only)

How to add other users to your account and assign different access levels and permissions.

Inviting Users To Your Account

Kalix lets you group appointments, users and practice locations for easy organization.

Appointment, User & Location Groups

Create multiple Kalix accounts. Set-up separate accounts for each location or workplace. Easily move between accounts using the Switch tab.

How to Create Multiple Accounts

How do user roles impact permissions to manage memberships and batching insurance claims in Kalix?

How to add new users to your account and create multiple Kalix accounts sharing the same log-in.

Account Settings

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Create your workspace and invite the people you work with.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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