Kalix EMR and Practice Management Software

How to add templates to your account and perform basic customization.

Kalix's Template Library & Basic Template Customization

How to add elements to Documents and Doc Templates.

Adding Elements to Documents & Templates

Editing Doc Templates: How to enable Copy From Last Time, lock terms, hide terms, make terms compulsory and more.

Advanced Options Doc Templates

How to edit the style of your exported documents & templates via Doc Layouts. Kalix supports exporting documents & templates to Word or PDF.

Document Layout

Template Set-up & Editing

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