Knowledge Base

  1. Frequently Asked Questions 

    1. I am unable to link a client to my document/template or my document is not appearing against my client's file
    2. Automatically Adding ICD-10 Diagnoses to Bills (Superbills & Insurance Claims)
    3. Adding a Doctor's Details to a Document or Letter
    4. Kalix & Mail Chimp
    5. How to I auto fill documents & templates with previously entered information?
  2. First Steps 

    1. Entering Your Practice's Details (US only)
    2. Signing Up
    3. Signing In
    4. Importing Data into Kalix
    5. System Requirements
  3. News & Updates 

    1. Changes to Kalix following January 22 Update
    2. Changes & Improvements January 22 2017
    3. New Up-date - Kalix's Messaging Feature.
    4. New Updates: Improved Online Forms, Appointment Confirmations, Updated Email Templates & More
    5. Kalix's Online Scheduler Widget is Here!
  4. Security and Privacy  

    1. Password Security
    2. HIPAA and HITECH
    3. Messaging, Automated Reminders, and HIPAA Compliance (US only)
    4. Australian Privacy & Health Information Laws
    5. Kalix & Canadian Data & Privacy Law
  5. Appointments 

    1. Appointments Overview
    2. Appointment Calendar
    3. Setting Up Your Online Scheduling
    4. Appointment Types
    5. Location & Clinician Availability
  6. Messaging & Reminders 

    1. Messaging Methods
    2. Setting up Messaging & Reminders
    3. Appointment Notices
    4. Appointment Reminders
    5. Billing & Late Payment Reminders
  7. Clients, Contacts & Referrals 

    1. New Clients (with video)
    2. Clients -Overview
    3. Client Details Page (US only)
    4. Deleting a Client (Patient)
    5. Referrals (US only)
  8. Documents & Templates 

    1. Recovering and Saving Docs
    2. Overview of Documents and Templates (with video)
    3. Templates vs. Documents
    4. Document Uploads
    5. Kalix's Template Library & Template Customization (with video)
  9. Billing/Invoicing & Payments 

    1. Overview of Insurance Billing - CMS 1500 Forms Billing (US only)
    2. Overview of Billing - Superbills and Invoices/Receipts (US only)
    3. Bill Templates (US only)
    4. Invoice Items (Australia and non-US users)
    5. Bill Items (US only)
  10. Physician Quality Reporting System (PQRS) 

    1. Signing-up for Kalix's PQRS Registry (USA only)
    2. PQRS Registry - Record Measures for Previously Encounters
  11. Organization 

    1. Inviting Users To Your Account
    2. Multiple Organizations (Accounts)
  12. Further Reading 

    1. Kalix's Referral Program
    2. Browser Support
    3. Importing Data into Quickbooks
  13. All articles 

    1. Inviting Users To Your Account
    2. New Clients (with video)
    3. Appointments Overview
    4. Entering Your Practice's Details (US only)
    5. Recovering and Saving Docs

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