Features

Offering you a simpler way to practice by unifying client care, documentation and practice management, Kalix saves time and enhances client experience.

Works on PC, Mac, tablet & mobile devices

  • Responsive web design Responsive web design means Kalix works seamlessly on your devices.
  • No downloads required No downloads required and no software or apps to install, all you need is an internet connection.
  • Access anywhere Access anywhere, log into your Kalix account from any location on any computer or device.
  • Runs on modern browsers Runs on all modern browsers. Operates beautifully in Chrome, Safari, Firefox and Internet Explorer 10.

Advanced, HIPAA-compliant security

  • HIPAA compliant HIPAA compliant, Kalix meets all government privacy and security requirements.
  • Maximum security Stored in maximum-security data centres across multiple locations to minimise downtime.
  • Encryption Data Encryption in motion and at rest, to prevent security breaches from occurring.
  • BAA Business Associate Agreements, formalises as our promise to protect your information.
Appointments on iPhone
Appointments on iPad

Flexible calendars & scheduling

  • Quick drag Quick drag bookings, schedule appointments on-the-go to save time and deliver fast service.
  • Follow up Follow up function easily calculates follow up appointment dates.
  • MyWeek MyWeek view, design your own weekly calendar to suit your work schedule.
  • Colour indicators Colour indicators show appointment type and status at a glance.
  • Group bookings Group booking options allow multiple clients or clinicians to be added into a single appointment.
  • Time Tracker TimeTracker assesses appointment durations and clinician efficiency.
  • Share calendars Share calendars with colleagues, align plans and stay connected.

Simplified billing & payments

  • Instant superbill Instant superbill & CMS 1500 form creation using auto-input and auto-complete data entry and coding.
  • Billing templates Billing templates save time and can be tailored to your preferences.
  • Future appointments Future appointments automatically adds your clients’ upcoming visits to their bill for instant reference.
  • Quick search bills Quick search bills by client name, issue date, due date, amount owing and payment status.
  • Downloadable bills Downloadable bills can be printed or sent via email.
  • Due date calculator Due date calculator displays the correct payment date based on your terms.
  • Easy track payments Easy track payments, choose your own payment methods, assign payment status and send reminders of overdue bills.
Client cover page on mobile
Client information screenshot

Easy search client database

  • Quick find client database Quick find client database searches for clients by name, ID, DOB, location and recent appointments.
  • Client overview header Client overview header shows name, DOB, auto-calculated age, medical membership numbers and other key information.
  • Contact management Contact management keeps track of referral sources and important contacts.
  • Waiting List Waiting List assists in the management and prioritisation of clients and referrals.

Configurable templates

  • Report templates Reports, forms and letters, anything you need, create and style your own templates.
  • Client notes Word processed client notes, can be written in Kalix directly and saved and edited later, printed or even exported to Word.
  • Report layouts Personalised report layouts allows you to design reports the way you want them by adding logos and formatting.
  • ADIME friendly ADIME-friendly format options to create standardised documentation (Nutrition Professionals only).
Sms appointments screenshot
Reminders laptop screenshot

Electronic Documentation Management

  • CloudDock CloudDock neatly stores of all your documents, images and any other files for a paperless practice.
  • Drag and drop Drag and drop files to upload to client documents quickly.
  • Easy access Easy access to client files at any location, at anytime securely.
  • Backing up Backing up makes a copy of all data and documents saved in your Kalix account for added insurance.
  • Client cover page Client cover page beautifully orders and summarises clients' appointment, referral and billing history.
  • Multiple accounts Multiple user accounts allows collaboration with colleagues and the co-authoring of reports.

Intelligent appointment & invoice reminders

  • Automated appointment reminders Automated appointment reminders prevents client no-shows, saving you time and money.
  • Invoice payment reminders Invoice payment reminders, sends reminders based on invoice due date, allowing you to get paid on time.
  • SMS reminders SMS reminders are competitively priced. Client details are automatically added for personalised messages.
  • Email reminders Email reminders are free to send and clients can reply to you directly.
  • Text-to-voice Text-to-voice reminders turns text into voice messages. Send to landlines and mobile phones for superior confirmation rates.
  • Client responses Client responses to confirm or cancel bookings, with appointment status automatically updated on your calendar.