# Kalix EMR Help Center

> Welcome to Kalix's Support Center!

## English

### First Steps

- [Signing In](https://help.kalixhealth.com/en/articles/74317-signing-in.md): Signing into Kalix using an email/password or use a single sign on approach with Google, Facebook or Windows Live.
- [System Requirements](https://help.kalixhealth.com/en/articles/74320-system-requirements.md): Kalix is supported on PCs, Macs, tablets and smart phones using a modern internet browser.
- [Signing Up for a Free 1 Month Trial](https://help.kalixhealth.com/en/articles/74309-signing-up-for-a-free-1-month-trial.md): Creating a 1 month free Kalix trial account only takes a few seconds with no credit card required.
- [Kalix Subscriptions & Payments](https://help.kalixhealth.com/en/articles/74542-kalix-subscriptions-payments.md): Subscribing to Kalix is quick and easy. Subscribe online using our PCI-DSS compliant payment gateway.
- [Importing Data into Kalix](https://help.kalixhealth.com/en/articles/74319-importing-data-into-kalix.md): We offer free data import into Kalix from another system
- [Entering Your Practice's Details \(US only\)](https://help.kalixhealth.com/en/articles/74308-entering-your-practice-s-details-us-only.md): Setting up your My Details Page & Account Details
- [Account Set-up for Billing](https://help.kalixhealth.com/en/articles/2361545-account-set-up-for-billing.md): An outline of setting up your Kalix account for insurance billing.
- [Setting-up the Appointment Calendar](https://help.kalixhealth.com/en/articles/1650930-setting-up-the-appointment-calendar.md): How to Set-up your Kalix Appointment Calendar
- [Enabling & Setting-up Messaging](https://help.kalixhealth.com/en/articles/1651019-enabling-setting-up-messaging.md): How to enable Kalix's messaging feature \(appointment and billing reminders, online forms, sharing bills, faxing and ad hoc messaging\).
- [Kalix's Template Library & Basic Template Customization](https://help.kalixhealth.com/en/articles/1650993-kalix-s-template-library-basic-template-customization.md): How to add templates to your account and perform basic customization.
- [Setting up Your Kalix Account For Virtual Appointments \(Telehealth\)](https://help.kalixhealth.com/en/articles/1651006-setting-up-your-kalix-account-for-virtual-appointments-telehealth.md): How to set-up your Kalix account to run virtual \(telehealth\) meetings

### Frequently Asked Questions

- [Kalix Support](https://help.kalixhealth.com/en/articles/1951127-kalix-support.md): At Kalix we offer support via our support site, email, support widget and scheduled online training sessions.
- [Reset Password](https://help.kalixhealth.com/en/articles/1607932-reset-password.md): How to reset a forgotten password.
- [Payment & Subscription FAQ](https://help.kalixhealth.com/en/articles/1421153-payment-subscription-faq.md): Still have questions? The information below will help. You can also contact support@kalixhealth.com.
- [Client Privacy Policy](https://help.kalixhealth.com/en/articles/5034464-client-privacy-policy.md)
- [Auto-filling Documents with Previously Entered Information.](https://help.kalixhealth.com/en/articles/74304-auto-filling-documents-with-previously-entered-information.md): How to set up documents and templates to auto-fill with information previously entered.
- [Adding a Doctor's Details to a Document or Letter](https://help.kalixhealth.com/en/articles/74300-adding-a-doctor-s-details-to-a-document-or-letter.md): How to Add a doctors details to documents in Kalix
- [Charting Requirements for Insurance Billing in Kalix](https://help.kalixhealth.com/en/articles/11322477-charting-requirements-for-insurance-billing-in-kalix.md): Charting for insurance billing in Kalix: what to include, how to use SOAP/ADIME, CPT codes, ICD-10 links, and insurer documentation tips.
- [How can clients securely share documents with providers using Kalix?](https://help.kalixhealth.com/en/articles/13861649-how-can-clients-securely-share-documents-with-providers-using-kalix.md)
- [System Requirements](https://help.kalixhealth.com/en/articles/1727278-system-requirements.md): Kalix is supported on PCs, Macs, tablets and smartphones using a modern internet browser.
- [Supported Browsers](https://help.kalixhealth.com/en/articles/1727227-supported-browsers.md): Kalix is compatible with Chrome, Safari, Firefox and Microsoft Edge browsers. Kalix is not supported on any version of Internet Explorer.
- [Kalix Emails Going to SPAM](https://help.kalixhealth.com/en/articles/5034434-kalix-emails-going-to-spam.md)
- [Appointment Reminders Fail to Send](https://help.kalixhealth.com/en/articles/74339-appointment-reminders-fail-to-send.md): Troubleshooting if your appointment reminders fail to go out.
- [Sending Messages to Multiple Emails \(CC Others\)](https://help.kalixhealth.com/en/articles/8236312-sending-messages-to-multiple-emails-cc-others.md): Include other recipients in automated messages, shared documents, invoices/recipients & manual messages.
- [Automatically Adding ICD-10 Diagnoses to Bills \(Superbills & Insurance Claims\)](https://help.kalixhealth.com/en/articles/74295-automatically-adding-icd-10-diagnoses-to-bills-superbills-insurance-claims.md): How to set up your client file to auto add ICD-10 Diagnosis Coded to Bills.
- [Billing & Payment Reporting & Exports](https://help.kalixhealth.com/en/articles/74927-billing-payment-reporting-exports.md): View the amount billed for, received and outstanding within a selected time period, location, for a particular clinician and/or payer.
- [Where do I set up service rates in Kalix?](https://help.kalixhealth.com/en/articles/13917697-where-do-i-set-up-service-rates-in-kalix.md)
- [How can I start submitting insurance claims after completing payer enrollment?](https://help.kalixhealth.com/en/articles/13917718-how-can-i-start-submitting-insurance-claims-after-completing-payer-enrollment.md)
- [How can I bulk close all processed bills in Kalix?](https://help.kalixhealth.com/en/articles/13918132-how-can-i-bulk-close-all-processed-bills-in-kalix.md)
- [Adding Kalix App to your iPhone & iPad](https://help.kalixhealth.com/en/articles/74318-adding-kalix-app-to-your-iphone-ipad.md): How to add Kalix to the home screen of your iPad or iPhone.
- [Adding the Kalix App to Your Android Phone or Tablet](https://help.kalixhealth.com/en/articles/74323-adding-the-kalix-app-to-your-android-phone-or-tablet.md): How to add Kalix to your Android Phone or Tablet
- [Uploading Photos To Kalix From Your Phone or Tablet](https://help.kalixhealth.com/en/articles/74326-uploading-photos-to-kalix-from-your-phone-or-tablet.md): How to easily upload photos from your phone or Tablet directly to Kalix.
- [Customized Nutrition Newsletter Campaigns and Kalix](https://help.kalixhealth.com/en/articles/74316-customized-nutrition-newsletter-campaigns-and-kalix.md): How to effectively use Customized Nutrition Newsletters and Mail Chimp, alongside Kalix.
- [Kalix & Mailchimp](https://help.kalixhealth.com/en/articles/74303-kalix-mailchimp.md): How to effectively use Kalix alongside Mailchimp
- [Choosing a HIPAA Compliant Email Provider](https://help.kalixhealth.com/en/articles/74343-choosing-a-hipaa-compliant-email-provider.md): Our tips for choosing a HIPAA Compliant Email Provider
- [Instructions for Placing Medicaid Provider ID in Kalix](https://help.kalixhealth.com/en/articles/10751974-instructions-for-placing-medicaid-provider-id-in-kalix.md)
- [How can I manage multiple Kalix accounts & cancel incorrect subscriptions](https://help.kalixhealth.com/en/articles/13251935-how-can-i-manage-multiple-kalix-accounts-cancel-incorrect-subscriptions.md)
- [How do DNS errors affect access to Kalix telehealth sessions, and how can they be resolved?](https://help.kalixhealth.com/en/articles/14845493-how-do-dns-errors-affect-access-to-kalix-telehealth-sessions-and-how-can-they-be-resolved.md)

### Account Settings

- [Entering Your Practice's Details \(Account Settings\)](https://help.kalixhealth.com/en/articles/2296561-entering-your-practice-s-details-account-settings.md): Setting up the Account Settings Page
- [My Details Page](https://help.kalixhealth.com/en/articles/4162669-my-details-page.md): Set-up your contact details and settings as an individual user.
- [Edit Other User's My Details Page \(Directors Only\)](https://help.kalixhealth.com/en/articles/4162683-edit-other-user-s-my-details-page-directors-only.md): If you are a director of your account, Kalix also allows you to edit other user's My Details page.
- [Inviting Users To Your Account](https://help.kalixhealth.com/en/articles/74478-inviting-users-to-your-account.md): How to add other users to your account and assign different access levels and permissions.
- [Appointment, User & Location Groups](https://help.kalixhealth.com/en/articles/8730546-appointment-user-location-groups.md): Kalix lets you group appointments, users and practice locations for easy organization.
- [How to Create Multiple Accounts](https://help.kalixhealth.com/en/articles/74479-how-to-create-multiple-accounts.md): Create multiple Kalix accounts. Set-up separate accounts for each location or workplace. Easily move between accounts using the Switch tab.
- [How do user roles impact permissions to manage memberships and batching insurance claims in Kalix?](https://help.kalixhealth.com/en/articles/13251941-how-do-user-roles-impact-permissions-to-manage-memberships-and-batching-insurance-claims-in-kalix.md)

### Virtual Appointments \(Telehealth\)

- [Overview of Virtual Appointments \(Telehealth\)](https://help.kalixhealth.com/en/articles/1069597-overview-of-virtual-appointments-telehealth.md): An all-in-one solution for video, audio, screen sharing, file sharing and chat, all you need to run a virtual practice.
- [Group Telehealth Appointments](https://help.kalixhealth.com/en/articles/6390029-group-telehealth-appointments.md)
- [Creating and Running a Virtual Appointment \(Telehealth\)](https://help.kalixhealth.com/en/articles/1069624-creating-and-running-a-virtual-appointment-telehealth.md): How to create and run a virtual \(telehealth\) appointment in Kalix.
- [Joining & Participating in Telehealth Meetings \(For Clients\)](https://help.kalixhealth.com/en/articles/3402882-joining-participating-in-telehealth-meetings-for-clients.md): How to use Kalix's telehealth solution \(for clients\)
- [Allowing Microphone & Video Access After Blocking \(Telehealth\)](https://help.kalixhealth.com/en/articles/4820120-allowing-microphone-video-access-after-blocking-telehealth.md): How to unblock Kalix from accessing your video or audio during a telehealth session \(Chrome, Edge, Firefox, Safari, iPad/iPhone & Android\).
- [Allowing Camera, Microphone & Screen Share on Mac \(Chrome Browser\)](https://help.kalixhealth.com/en/articles/4797689-allowing-camera-microphone-screen-share-on-mac-chrome-browser.md): Kalix's Telehealth - Enabling Camera, Microphone & Screensharing with macOS \(Chrome browser\)

### Rupa Health Integration

- [Kalix - Rupa Health Integration Overview \(USA Only\)](https://help.kalixhealth.com/en/articles/7170956-kalix-rupa-health-integration-overview-usa-only.md): An overview of Rupa Health and the services they offer.
- [Setting up Kalix- Rupa Health Integration](https://help.kalixhealth.com/en/articles/7181557-setting-up-kalix-rupa-health-integration.md): The Kalix-Rupa Health integration allows you to order, track and receive client test results directly from within their profile in Kalix.
- [Ordering, Track, Receive & Share Lab Test Results \(US Only\)](https://help.kalixhealth.com/en/articles/7219501-ordering-track-receive-share-lab-test-results-us-only.md): How to use the Rupa Health Integration to order, track, receive & share client test results directly from within their profile in Kalix.
- [Rupa Health is now available in NY, NJ, and RI!](https://help.kalixhealth.com/en/articles/8281958-rupa-health-is-now-available-in-ny-nj-and-ri.md): Rupa Health has expanded its testing services for patients based in New York, New Jersey, and Rhode Island!

### Cronometer Integration

- [Kalix - Cronometer Pro Integration - Overview](https://help.kalixhealth.com/en/articles/5446254-kalix-cronometer-pro-integration-overview.md): An overview of Cronometer Pro and features offered.
- [Cronometer Pro - Account Set-up](https://help.kalixhealth.com/en/articles/5446451-cronometer-pro-account-set-up.md): How to set-up and connect Cronometer with Kalix.
- [Inviting Clients to Cronometer](https://help.kalixhealth.com/en/articles/5569287-inviting-clients-to-cronometer.md): How to invite your Clients to Cronometer
- [Viewing Client Cronometer Records](https://help.kalixhealth.com/en/articles/5569281-viewing-client-cronometer-records.md): How to view an individual client's Cronometer Record
- [Setting-up Your Free Cronometer Account with Kalix \(For Clients\)](https://help.kalixhealth.com/en/articles/5446506-setting-up-your-free-cronometer-account-with-kalix-for-clients.md): How to set-up and use Cronometer \(for clients\)

### Fullscript Integration

- [Fullscript Integration with Kalix](https://help.kalixhealth.com/en/articles/7993087-fullscript-integration-with-kalix.md): Kalix integrates with Fullscript, allowing you to make recommendations for supplements directly from the client's records.

### Billing/Invoicing & Payments

- [Account Set-up for Billing](https://help.kalixhealth.com/en/articles/2896314-account-set-up-for-billing.md): An outline of setting up your Kalix account for billing.
- [Setting up Client Details for Billing](https://help.kalixhealth.com/en/articles/2896388-setting-up-client-details-for-billing.md): How to set-up your client's file in Kalix for effective billing.
- [Bill Templates](https://help.kalixhealth.com/en/articles/74465-bill-templates.md): How to create your own customized bill templates.
- [Bill Items \(US only\)](https://help.kalixhealth.com/en/articles/74469-bill-items-us-only.md): Create your own bill items to add to bills \(Invoices, Superbills & CMS 1500 forms\). Bill Items can include procedures, products & packages.
- [Setting-up Payments](https://help.kalixhealth.com/en/articles/2486301-setting-up-payments.md): How to link your Stripe or Square Account to Kalix
- [Setting-up Billing & Late Payment Reminders](https://help.kalixhealth.com/en/articles/2486868-setting-up-billing-late-payment-reminders.md): Billing Reminders and Late Payment Notices are automated messages sent to remind and request the payment of unpaid invoices.
- [Memberships](https://help.kalixhealth.com/en/articles/11530655-memberships.md): You can now create recurring billing plans using Memberships in Kalix—customize frequency, amounts, and link to appointments if needed.
- [Payments Overview](https://help.kalixhealth.com/en/articles/6070317-payments-overview.md): Collect and charge credit cards through online scheduling, online documents \(forms\), and billing.
- [Payments Page](https://help.kalixhealth.com/en/articles/8704088-payments-page.md): This is a consolidated record of all payments including insurance payments \(ERA\), credit card payments and manually recorded payments.
- [Sharing Invoices & Accepting Payments Online](https://help.kalixhealth.com/en/articles/2488754-sharing-invoices-accepting-payments-online.md): How to securely share invoices, bills and receipts via email, text message, text-to-voice, and fax and collect payments online.
- [Charging Credit Cards](https://help.kalixhealth.com/en/articles/2845134-charging-credit-cards.md): Charge new or already saved credit cards directly from within your Kalix Account.
- [Insurance Billing - Workflow Overview \(US only\)](https://help.kalixhealth.com/en/articles/74449-insurance-billing-workflow-overview-us-only.md): An outline of the entire insurance billing process - from account set-up for insurance billing, to claim submission & payment posting.
- [Kalix's Managed Clearinghouse](https://help.kalixhealth.com/en/articles/10575358-kalix-s-managed-clearinghouse.md): Set up Kalix's Managed Clearinghouse for $15/month to submit insurance claims seamlessly. Step-by-step guide for easy setup & billing.
- [The Insurance Bill Page](https://help.kalixhealth.com/en/articles/2373204-the-insurance-bill-page.md): How to create and edit insurance Bills \(CMS 1500 Forms\).
- [Creating Batches \(US only\)](https://help.kalixhealth.com/en/articles/74918-creating-batches-us-only.md): Kalix creates batch files containing multiple insurance claims which can be submitted together.
- [Submitting Insurance Claims](https://help.kalixhealth.com/en/articles/74861-submitting-insurance-claims.md): How to submit insurance claims via Kalix.
- [Payments for CMS 1500 Forms \(US only\)](https://help.kalixhealth.com/en/articles/74921-payments-for-cms-1500-forms-us-only.md): How to record payments for CMS 1500 Forms \(Insurance Claims\)
- [Co-Payments \(US only\)](https://help.kalixhealth.com/en/articles/74914-co-payments-us-only.md): How to keep track of and bill for co-payment receipts.
- [Correcting & Resubmitting Insurance Bills \(CMS-1500 Forms\)](https://help.kalixhealth.com/en/articles/1591280-correcting-resubmitting-insurance-bills-cms-1500-forms.md): How to edit and resubmit rejected CMS-1500 Forms
- [Adding Secondary Insurance Claims to Batches](https://help.kalixhealth.com/en/articles/74931-adding-secondary-insurance-claims-to-batches.md): Creating CMS-1500 forms for secondary insurance and adding these to batches.
- [Manual Entry of Remittance Information](https://help.kalixhealth.com/en/articles/7278436-manual-entry-of-remittance-information.md)
- [Workflow Overview - Superbills and Invoices/Receipts \(US only\)](https://help.kalixhealth.com/en/articles/74445-workflow-overview-superbills-and-invoices-receipts-us-only.md): How to set-up your Kalix account to create superbills and invoices and the billing process.
- [Superbills, Invoices & Receipts Details Page](https://help.kalixhealth.com/en/articles/570072-superbills-invoices-receipts-details-page.md): How to create create superbills, invoices & receipts
- [Setting up Availity For Insurance Billing](https://help.kalixhealth.com/en/articles/8984275-setting-up-availity-for-insurance-billing.md): How to create & set-up an Availity Essentials account & connect it to Kalix for integrated insurance claim processing & remittance.
- [Claim MD Clearinghouse Integration Setup](https://help.kalixhealth.com/en/articles/9081455-claim-md-clearinghouse-integration-setup.md)
- [Setting Up Office Ally For Insurance Billing](https://help.kalixhealth.com/en/articles/6706996-setting-up-office-ally-for-insurance-billing.md): How to get set-up with Office Ally for insurance billing
- [Submitting Insurance Claims via Availity Clearinghouse](https://help.kalixhealth.com/en/articles/8258453-submitting-insurance-claims-via-availity-clearinghouse.md): Kalix creates insurance claims \(837P\) for Availity Clearinghouse. Upload to the Availity Essentials portal & submit to thousands of insurers

### Appointments & Online Scheduling

- [Creating Appointments](https://help.kalixhealth.com/en/articles/74895-creating-appointments.md): An overview of creating appointments in Kalix.
- [Appointment Tour](https://help.kalixhealth.com/en/articles/74362-appointment-tour.md): A tour of the functionalities Kalix's Appointment feature.
- [Appointment Types](https://help.kalixhealth.com/en/articles/74365-appointment-types.md): How to set up and edit your appointment types, including assigning set durations and associating them with specific billing items.
- [Appointment Reporting](https://help.kalixhealth.com/en/articles/6142800-appointment-reporting.md): This article explains how to use the appointment reporting feature.
- [Location & Clinician Availability](https://help.kalixhealth.com/en/articles/74372-location-clinician-availability.md): How to set up your practice's availability for online scheduling.
- [Group Appointments](https://help.kalixhealth.com/en/articles/6384057-group-appointments.md): Kalix supports group appointment bookings.
- [Setting Up Your Online Scheduler](https://help.kalixhealth.com/en/articles/74363-setting-up-your-online-scheduler.md): How to set-up your Kalix account so that you can accept online appointments via your practice's website.
- [Approving Tentative Appointments](https://help.kalixhealth.com/en/articles/74900-approving-tentative-appointments.md): How to approve tentative appointments created by your clients using Kalix's online scheduling widget embedded into your practice's website.
- [Online Scheduling Settings](https://help.kalixhealth.com/en/articles/74879-online-scheduling-settings.md): A detailed overview of the Online Scheduling Settings page.
- [Embedding Your Online Scheduling Widget](https://help.kalixhealth.com/en/articles/74881-embedding-your-online-scheduling-widget.md): How to embed the Kalix's online scheduling widget onto your practice's website.
- [Appointment Status](https://help.kalixhealth.com/en/articles/74905-appointment-status.md): Track clients' attendance using the appointment status - confirmed, attended, canceled, late cancel, rescheduled, and no show
- [Recording Actual Duration \(Time Tracker\)](https://help.kalixhealth.com/en/articles/74912-recording-actual-duration-time-tracker.md)
- [Tasks](https://help.kalixhealth.com/en/articles/6145997-tasks.md): Plan, manage and assign admin tasks. Tasks can be linked to clients, contacts, appointments, documents, referrals, and bills.
- [Google Calendar Integration](https://help.kalixhealth.com/en/articles/6243138-google-calendar-integration.md): Sync your Kalix calendar with Google Calendar to view your appointments and personal events all in one place.
- [iCalendar Syncing](https://help.kalixhealth.com/en/articles/74848-icalendar-syncing.md): How to sync your Kalix calendar with other online calendars, including Mac and Outlook calendars using iCalendar Sync \(one-way sync only\).

### Documents, Templates & Online Forms

- [Compartir / Recibir Documentos Con Clientes y Contactos Por Correo Electrónico o Mensaje de Texto](https://help.kalixhealth.com/en/articles/6415131-compartir-recibir-documentos-con-clientes-y-contactos-por-correo-electronico-o-mensaje-de-texto.md): Cómo compartir y recibir documentos y archivos adjuntos con clientes y contactos por correo electrónico o mensaje de texto.
- [Creating a New Document](https://help.kalixhealth.com/en/articles/606186-creating-a-new-document.md): Kalix's documents feature allows you to create chart notes, intake forms, electronic agreements client summaries, doctors letters & more.
- [Basic Docs](https://help.kalixhealth.com/en/articles/74501-basic-docs.md): How to create a basic client document.
- [Setting-up Your Account For Online Forms & Electronic Paperwork](https://help.kalixhealth.com/en/articles/74624-setting-up-your-account-for-online-forms-electronic-paperwork.md): How to set-up your Kalix account to share online forms, electronic agreements and other documents.
- [Online Form & Electronic Agreement Template Set-up](https://help.kalixhealth.com/en/articles/506012-online-form-electronic-agreement-template-set-up.md): Before sending online forms and documents, you should set up your document templates. This article will describe how to do this.
- [The Video Element \(Documents & Templates\)](https://help.kalixhealth.com/en/articles/9446252-the-video-element-documents-templates.md)
- [Multi-Share Documents & Attachments](https://help.kalixhealth.com/en/articles/4349702-multi-share-documents-attachments.md): How to securely share multiple online forms, electronic agreements, handouts and other documents together as part of the same message.
- [Sharing Documents Via Appointment Messages](https://help.kalixhealth.com/en/articles/4355607-sharing-documents-via-appointment-messages.md): Automatically share with clients - online forms, electronic agreements, and other documents as part of their appointment messages.
- [Sending Single Documents to Clients & Contacts \(From Within Documents\)](https://help.kalixhealth.com/en/articles/506057-sending-single-documents-to-clients-contacts-from-within-documents.md): How to securely share single online forms, electronic agreements, and other documents with clients and contacts.
- [Online Form and Document Access](https://help.kalixhealth.com/en/articles/509881-online-form-and-document-access.md): How clients or contacts are able to access and complete shared documents, electronic paperwork and online forms.
- [Templates vs. Documents](https://help.kalixhealth.com/en/articles/74455-templates-vs-documents.md): Explains the difference between templates and documents.
- [Kalix's Template Library & Basic Template Customization](https://help.kalixhealth.com/en/articles/74305-kalix-s-template-library-basic-template-customization.md): How to add templates to your account and perform basic customization.
- [Adding Elements to Documents & Templates](https://help.kalixhealth.com/en/articles/74476-adding-elements-to-documents-templates.md): How to add elements to Documents and Doc Templates.
- [Advanced Options Doc Templates](https://help.kalixhealth.com/en/articles/74635-advanced-options-doc-templates.md): Editing Doc Templates: How to enable Copy From Last Time, lock terms, hide terms, make terms compulsory and more.
- [Document Layout](https://help.kalixhealth.com/en/articles/74591-document-layout.md): How to edit the style of your exported documents & templates via Doc Layouts. Kalix supports exporting documents & templates to Word or PDF.
- [Template Builder](https://help.kalixhealth.com/en/articles/74486-template-builder.md): How to create new document templates using Kalix's Template Builder.
- [Setting-up Your Account for Faxing](https://help.kalixhealth.com/en/articles/1211653-setting-up-your-account-for-faxing.md): How to set-up your account to support Faxing. Send and receive faxes directly within your Kalix account.
- [Sending Faxes](https://help.kalixhealth.com/en/articles/4037786-sending-faxes.md): How to send faxes from Kalix.
- [Sharing/Receiving Uploaded Files with Clients & Contacts via Email \(Email Attachments\)](https://help.kalixhealth.com/en/articles/1005836-sharing-receiving-uploaded-files-with-clients-contacts-via-email-email-attachments.md): How to share and receive files and attachments with clients & contacts via email or text message.
- [Uploading Files](https://help.kalixhealth.com/en/articles/74456-uploading-files.md): How to upload files against your account, specific clients and documents and templates.
- [Document Auto-Text Fields](https://help.kalixhealth.com/en/articles/74652-document-auto-text-fields.md): Auto-Text fields can be added to Doc Layout, Custom Elements, Text Blocks, Basic Templates & Docs & Email Templates for Online Forms.
- [Quick Snippets \(Smart Phases\)](https://help.kalixhealth.com/en/articles/9955290-quick-snippets-smart-phases.md): Quickly insert pre-saved phrases, recommendations, responses, images, tables, or even entire templates into your documents and messages.
- [Client Details Element \(Client Sync Fields\)](https://help.kalixhealth.com/en/articles/4720098-client-details-element-client-sync-fields.md): Allows client information entered into online forms and documents to automatically flow over to the clients' details page of their file.
- [Growth Charts Element](https://help.kalixhealth.com/en/articles/4147531-growth-charts-element.md): Kalix's documents have growth charts that auto graph weight-for-age, head circumference, height-for-age, weight-for-length & BMI-for-age.
- [Text Blocks](https://help.kalixhealth.com/en/articles/74658-text-blocks.md): Use to add free text, Quick Snippets, auto text fields, headings and images to documents and templates.
- [Auto Calculated Elements](https://help.kalixhealth.com/en/articles/74643-auto-calculated-elements.md): Kalix's documents contain auto-calculated elements, which calculate BMI, IBW, %IBW, gestational age, energy, and macronutrient requirements.
- [The Credit Card Element](https://help.kalixhealth.com/en/articles/6216745-the-credit-card-element.md): Use to upload the client's credit card information.
- [Creating Custom Elements](https://help.kalixhealth.com/en/articles/74676-creating-custom-elements.md): Explains how you would create your own custom elements.
- [Editing Custom Elements](https://help.kalixhealth.com/en/articles/74699-editing-custom-elements.md): How to edit and customized a Custom Elements
- [Signature Panels](https://help.kalixhealth.com/en/articles/111489-signature-panels.md): How to add signature panels to documents, doc templates and online forms.
- [The Attachment Element](https://help.kalixhealth.com/en/articles/74693-the-attachment-element.md): Use to upload and share attachments or collect files/images from clients via online documents.

### Clients, Contacts & Referrals

- [Clients -Overview](https://help.kalixhealth.com/en/articles/74423-clients-overview.md): Clients \(or patients\) are the people that you provide services or medical treatment to. This is an overview of the client section in Kalix.
- [New Clients](https://help.kalixhealth.com/en/articles/74307-new-clients.md): This article shows the steps to create new clients in Kalix.
- [Setting up Clients for Billing](https://help.kalixhealth.com/en/articles/2375203-setting-up-clients-for-billing.md): How to set-up your client's file in Kalix for effective billing
- [Client Details Page \(US only\)](https://help.kalixhealth.com/en/articles/74429-client-details-page-us-only.md): An Overview of the Client Details \(Demographic\) Page
- [Deleting a Client \(Patient\)](https://help.kalixhealth.com/en/articles/74433-deleting-a-client-patient.md): How to archive clients.
- [Archiving Clients](https://help.kalixhealth.com/en/articles/3007183-archiving-clients.md): How to archive client files in Kalix.
- [Contacts - Overview](https://help.kalixhealth.com/en/articles/74460-contacts-overview.md): An overview of the Contacts feature in Kalix.
- [Referrals & Diagnosis \(the US only\)](https://help.kalixhealth.com/en/articles/74435-referrals-diagnosis-the-us-only.md): This article goes into details regarding the Referrals & Diagnosis Features of Kalix.
- [Referrals- \(Australian & non-US users\)](https://help.kalixhealth.com/en/articles/74467-referrals-australian-non-us-users.md): This article goes into detail of how to utilize the Referrals feature.
- [Appointment Tracking](https://help.kalixhealth.com/en/articles/74648-appointment-tracking.md)

### RupuGen - Client Satisfaction Surveys & Mass Marketing

- [Kalix RepuGen Integration](https://help.kalixhealth.com/en/articles/9013145-kalix-repugen-integration.md): Kalix-RepuGen integration provides a HIPAA-compliant solution for broadcast messaging, acquiring & sharing client positive reviews & more.

### Messaging & Reminders

- [Messaging Overview](https://help.kalixhealth.com/en/articles/1077362-messaging-overview.md): An overview of Kalix's messaging feature.
- [Messaging Methods](https://help.kalixhealth.com/en/articles/415389-messaging-methods.md): Kalix's messaging feature supports 4 different communication methods; efax, email, SMS \(text messaging\) and text-to-voice \(voice messaging\).
- [Messaging Pricing](https://help.kalixhealth.com/en/articles/1232829-messaging-pricing.md): Send and receive HIPAA compliant fax, SMS, text-to-voice and email messages to your clients and contacts.
- [Enabling & Setting-up Messaging](https://help.kalixhealth.com/en/articles/74377-enabling-setting-up-messaging.md): How to enable Kalix's messaging feature \(appointment and billing reminders\), online forms, communication with contacts & manual messaging\).
- [Purchasing Prepaid Messaging Credit](https://help.kalixhealth.com/en/articles/74420-purchasing-prepaid-messaging-credit.md): How to purchase prepaid messaging credit for efax, SMS & Text-to-voice messaging.
- [Setting-up Dedicated Numbers](https://help.kalixhealth.com/en/articles/1663558-setting-up-dedicated-numbers.md): Purchase or port your own unique phone numbers to send and receive faxes, SMS, and/or text-to-voice.
- [Assigning a Messaging Method Against the Client's or Contacts Details Page](https://help.kalixhealth.com/en/articles/506060-assigning-a-messaging-method-against-the-client-s-or-contacts-details-page.md): Kalix automatically assigns a new client or contact with your default messaging method. You are able to change this to another method.
- [Client & Contact Responses](https://help.kalixhealth.com/en/articles/1077663-client-contact-responses.md): Clients and contacts in Kalix can reply to messages send via Kalix's messaging feature. You are notified when a new message is received.
- [Opting-in to Messaging](https://help.kalixhealth.com/en/articles/420132-opting-in-to-messaging.md): Enable Opt-in Only Messaging for better security for both your practice and your clients. Opt-in makes it easier to keep HIPAA Compliant.
- [Appointment Reminders](https://help.kalixhealth.com/en/articles/74409-appointment-reminders.md): How to set up and use Appointment Reminders.
- [Appointment Notices](https://help.kalixhealth.com/en/articles/74381-appointment-notices.md): Send a confirmation message when a new appointment is scheduled, or an appointment booked via your online scheduling widget is confirmed.
- [SMS \(Text Message\) Reminder Responses & Appointment Confirmation](https://help.kalixhealth.com/en/articles/74910-sms-text-message-reminder-responses-appointment-confirmation.md): Send SMS appointment reminders and direct your clients to reply. Their responses can automatically confirm or cancel the appointment.
- [Text-to-voice Appointment Reminder Responses & Appointment Confirmation](https://help.kalixhealth.com/en/articles/415746-text-to-voice-appointment-reminder-responses-appointment-confirmation.md): Send text-to-voice appointment reminders . Their responses can automatically confirm or cancel the appointment.
- [Billing & Late Payment Reminders](https://help.kalixhealth.com/en/articles/74414-billing-late-payment-reminders.md): Billing reminders are sent to notify clients about unpaid bills. Late payment notices are sent to request payment of overdue bills.
- [Sending Online Forms, Electronic Paperwork & Documents to Clients & Contacts](https://help.kalixhealth.com/en/articles/509908-sending-online-forms-electronic-paperwork-documents-to-clients-contacts.md): How to securely share online documents with clients and contacts via Kalix's documents and messaging feature.
- [Faxing](https://help.kalixhealth.com/en/articles/1211679-faxing.md): Send documents, chart notes, doctors letter's, attachments & more via e-fax. Receive faxes directly within your Kalix account.
- [SMS \(Text Messages\) and Local Numbers \(US\)](https://help.kalixhealth.com/en/articles/5565807-sms-text-messages-and-local-numbers-us.md): Changes to sending SMS to local numbers in the US
- [Notifications \(New Message & Error Notification\)](https://help.kalixhealth.com/en/articles/450981-notifications-new-message-error-notification.md): How to modify the frequency you receive New Message & Messaging Error Notification emails and edit the recipient email address.
- [Communication With Other Healthcare Professionals](https://help.kalixhealth.com/en/articles/415380-communication-with-other-healthcare-professionals.md): Send faxes, messages, documents \(e.g. chart notes, doctors letters and files\) to referring providers and other healthcare providers.

### Further Reading

- [Browser Support](https://help.kalixhealth.com/en/articles/74487-browser-support.md): Kalix is compatible with Chrome, Safari, Firefox and Microsoft Edge browsers. Kalix is not supported on any version of Internet Explorer.
- [Importing Data into Quickbooks](https://help.kalixhealth.com/en/articles/74489-importing-data-into-quickbooks.md)
- [Kalix's Referral Program](https://help.kalixhealth.com/en/articles/74480-kalix-s-referral-program.md): Kalix's referral program allows you to use Kalix for free! Receive credit by recommending others to Kalix and never pay for Kalix again.
- [Backing Up](https://help.kalixhealth.com/en/articles/74569-backing-up.md): How to backup the data from Kalix

### For Clients 

- [Kalix Workflow for Clients](https://help.kalixhealth.com/en/articles/6076893-kalix-workflow-for-clients.md): This article will go over the steps that your clients will follow to interact with the clinicians via Kalix.

### Reporting 

- [Reports available in Kalix](https://help.kalixhealth.com/en/articles/8466988-reports-available-in-kalix.md): Kalix has several reporting features that can assist you in managing your practice and getting business insights.

### Client Portal

- [Kalix Client App - \(For Clients\)](https://help.kalixhealth.com/en/articles/13625521-kalix-client-app-for-clients.md): Kalix Client App: Manage appointments, access and complete forms & documents, view and pay invoices.
- [Privacy Policy for the Kalix Client Portal App \(For Clients\)](https://help.kalixhealth.com/en/articles/14155042-privacy-policy-for-the-kalix-client-portal-app-for-clients.md)
- [Client Portal](https://help.kalixhealth.com/en/articles/14172124-client-portal.md): Learn how to enable Kalix’s Client Portal, manage portal access for individual clients, configure booking, document, billing, and invite settings, and send portal invitations by email, link, or aut...

## Español

### Telemedicina

- [Cómo Crear y Conducir Una Cita Virtual \(Telemedicina\)](https://help.kalixhealth.com/es/articles/1069624-como-crear-y-conducir-una-cita-virtual-telemedicina.md): Cómo crear y ejecutar una cita virtual \(telemedicina\) en Kalix.
- [Cómo Entrar y participar en las citas de telemedicina o citas virtuales. \(Para Clientes\)](https://help.kalixhealth.com/es/articles/3402882-como-entrar-y-participar-en-las-citas-de-telemedicina-o-citas-virtuales-para-clientes.md)
- [Permitir acceso al Micrófono y Video después de bloquearlo. \(Telemedicina\)](https://help.kalixhealth.com/es/articles/4820120-permitir-acceso-al-microfono-y-video-despues-de-bloquearlo-telemedicina.md): Cómo desbloquear Kalix para que no acceda a su video o audio durante una sesión de telemedicina.

### Facturación y Cobros

- [Configure su Kalix para Facturar](https://help.kalixhealth.com/es/articles/2896314-configure-su-kalix-para-facturar.md): Un esquema de configuración de su cuenta Kalix para la facturación.
- [Configuración De Pagos](https://help.kalixhealth.com/es/articles/2486301-configuracion-de-pagos.md): Cómo vincular su cuenta de Stripe o Square a Kalix
- [Los Seguros Médicos de Puerto Rico pueden ser facturados con Kalix.](https://help.kalixhealth.com/es/articles/8393777-los-seguros-medicos-de-puerto-rico-pueden-ser-facturados-con-kalix.md): Facturación de seguros a muchas de las principales aseguradoras puertorriqueñas a través de nuestra integración directa con Office Ally.

### Citas y Calendario via Web

- [Tipos De Citas](https://help.kalixhealth.com/es/articles/74365-tipos-de-citas.md): Cómo configurar y editar sus tipos de citas; incluyendo asignar la duración y la asociación de elementos de facturación específicos.
- [Ubicación y Disponibilidad Del Proveedor](https://help.kalixhealth.com/es/articles/74372-ubicacion-y-disponibilidad-del-proveedor.md): Cómo configurar la disponibilidad de su consultorio para la el calendario en línea.
- [Configurar Su Programador En Línea](https://help.kalixhealth.com/es/articles/74363-configurar-su-programador-en-linea.md): Cómo configurar su cuenta de Kalix para que pueda aceptar citas en línea a través del sitio web de su consultorio.

### Documentos, Plantillas y Formularios via Web

- [Crear Documentos Nuevos](https://help.kalixhealth.com/es/articles/606186-crear-documentos-nuevos.md): La función de documentos de Kalix le permite crear notas , formularios de admisión, cartas de médicos y más.
- [Compartir / Recibir Documentos Con Clientes y Contactos Por Correo Electrónico o Mensaje de Texto](https://help.kalixhealth.com/es/articles/1005836-compartir-recibir-documentos-con-clientes-y-contactos-por-correo-electronico-o-mensaje-de-texto.md): Compartir / Recibir Documentos Con Clientes y Contactos Por Correo Electrónico o Mensaje de Texto

### Clientes, Contactos & Referidos

- [Configuración de Clientes para Facturación](https://help.kalixhealth.com/es/articles/2375203-configuracion-de-clientes-para-facturacion.md): Cómo configurar el record de tu cliente en Kalix para una facturación efectiva
- [Contactos- Descripción General](https://help.kalixhealth.com/es/articles/74460-contactos-descripcion-general.md): Una descripción general de la función Contactos en Kalix.

### Mensajes y Recordatorios

- [Recordatorios de Citas](https://help.kalixhealth.com/es/articles/74409-recordatorios-de-citas.md): Cómo configurar y usar recordatorios de citas.

### Artículos de Ayuda

- [Flujo de Trabajo para Dietistas](https://help.kalixhealth.com/es/articles/6558746-flujo-de-trabajo-para-dietistas.md): Kalix le permite hacer su flujo de trabajo de varias maneras, este es un ejemplo.