Kalix EMR and Practice Management Software

How to share and receive files and attachments with clients & contacts via email or text message.

Sharing/Receiving Uploaded Files with Clients & Contacts via Email (Email Attachments)

How to upload files against your account, specific clients and documents and templates.

Uploading Files

Auto-Text fields can be added to Doc Layout, Custom Elements, Text Blocks, Basic Templates & Docs & Email Templates for Online Forms.

Document Auto-Text Fields

Quickly insert pre-saved phrases, recommendations, responses, images, tables, or even entire templates into your documents and messages.

Quick Snippets (Smart Phases)

Miscellaneous

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