Kalix EMR and Practice Management Software

An outline of the entire insurance billing process - from account set-up for insurance billing, to claim submission & payment posting.

Insurance Billing - Workflow Overview (US only)

Set up Kalix's Managed Clearinghouse for $15/month to submit insurance claims seamlessly. Step-by-step guide for easy setup & billing.

Kalix's Managed Clearinghouse

How to create and edit insurance Bills (CMS 1500 Forms).

The Insurance Bill Page

Kalix creates batch files containing multiple insurance claims which can be submitted together.

Creating Batches (US only)

How to submit insurance claims via Kalix.

Submitting Insurance Claims

How to record payments for CMS 1500 Forms (Insurance Claims)

Payments for CMS 1500 Forms (US only)

How to keep track of and bill for co-payment receipts.

Co-Payments (US only)

How to edit and resubmit rejected CMS-1500 Forms

Correcting & Resubmitting Insurance Bills (CMS-1500 Forms)

Creating CMS-1500 forms for secondary insurance and adding these to batches.

Adding Secondary Insurance Claims to Batches

Manual Entry of Remittance Information

Insurance Billing (CMS 1500 Forms)

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