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Appointment & Task Management

Flexible calendars & task management Kalix keeps you organized in all areas of your practice.

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Streamline your Practice

We don’t just keep you on track; we always keep you a step ahead. All you need to do is create appointments via our intuitive calendar. Kalix automatically sends out online forms, agreements, and reminders. The clients’ information copies over to their profile, chart notes, and bills. So, you can focus on what you do best: client care.

  • Schedule appointments with just a couple clicks of the mouse
  • Create non-client-related appointments & block off personal time
  • Make new client files directly from your calendar without switching pages
  • Accept appointments 24/7 with your customizable scheduling widget
  • Run seamless virtual appointments through Kalix’s integrated telehealth
  • Share your calendar with your colleagues for better coordination

Designed For Ease

Eliminate No-Shows

Send appointment reminders to eliminate no-shows & save hours of admin time. Allow clients to confirm, reschedule or cancel their appointments and eliminate email & phone tag.

Stay On Top of Your Schedule

Schedule, modify or cancel appointments on the go with our mobile-friendly calendar. Sync your Kalix calendar with your other online calendars & keep everything organized in one place.

Customizable, Scalable Calendar

Appointment management that scales from the needs of the smallest to the largest practice. Manage unlimited locations, clinicians, and schedules from one or multiple calendars.

Attendance Reporting

Use Kalix’s reporting tools to gain business insights and keep track of your total workload, attendance, cancellations & no-show rates & much more.

Adjustable Calendar Views

Personalize your calendar view, and make it as simple or as complex as you like. This is excellent news for anyone running a busy healthcare practice.

  • Choose between month, week, or day calendar view
  • Select the calendar’s displayed time range
  • Decide between a 5-day workweek or a 7-day calendar
  • Customize the calendar’s scale (5, 10, 15 or 20, 30, or 60 mins)
  • Group calendar into separate panels by location & clinician

Full of Features

  • Business Reporting

    Use Kalix's reporting tools to gain business insights and keep track of your total workload, attendance, cancellations & no-show rates & much more.

  • Group Appointment Bookings

    Schedule more than one client into the same appointment - particularly useful for classes and webinars as well as couple and family appointments.

  • Automate Everything

    Automatically share your online forms and agreements on appointment creation. Kalix pulls over the client details, insurance, health and nutrition information.

  • Effectless Appointment Reminders

    Notify & remind clients of upcoming appointments with fully customizable reminders. Send using email, SMS & computer-generated voice messages.

  • Privacy Mode

    Hide your clients' names from the calendar, perfect if you have your computer in a position where others can see it.

  • Customizable Appointment Types

    Create your own color-coded appointment types. Choose their names, and associate them with specific providers, locations, bill items & online forms.

  • Personalized Settings Per Provider

    Select which services or appointments each provider offers, their locations, availability, and when they take their breaks and days off

  • Appointment Status

    You can give your clients the power to confirm or cancel their own appointments. You will be notified of any changes.

  • Time Tracking

    See how long you actually spend with clients by measuring the duration of appointments. Accurately record billable units for insurance claims.

  • Track Completed Documents & Bills

    Kalix can keep track of the completed client forms, chart notes, doctors' letters, and bills associated with appointments.

  • Recurring Appointments

    With a click on a button, schedule appointments that repeat as regularly as you choose, for however many reoccurrences you need.

  • Appointment Calendar Sync

    Sync your Kalix calendar with Google, Mac, and Outlook calendars as well as any other calendars that use the iCalendar format.

Task Management

Kalix keeps you organized in all areas of your practice. Plan, manage and assign admin tasks via your to-do list. Tasks can be linked to clients, contacts, appointments, documents, referrals and bills.

  • Set due dates and check statuses with a glance
  • Collaborate with other team members
  • Receive reminders of overdue tasks
  • Snooze tasks for later, on those extra busy days
  • Be notified of upcoming client birthdays

Explore Our Other Features

Kalix everything your practice needs in the one place, taking care of practice management so you can focus on what really matters—client care.

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    Client Management

    Access client files from any internet-connected computer or device, whether in the office, at home, or on the go.

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    Online Scheduling

    Kalix’s online scheduling allows you to accept bookings 24/7 without the need for admin staff. All bookings sync with your Kalix calendar, client profiles, billing, and messaging.

  • Telehealth & Webinars

    Kalix's HIPAA compliant virtual meeting & webinar solution allows you to easily connect online with individual clients, families, and groups.

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    Billing & Payments

    Kalix will streamline your in-house billing process, making the creation & tracking of client invoices, payments, superbills, and insurance billing incredibly easy.

Free One
Month Trial

Whether you’re a solo or group practice, Kalix offers the right practice management solution and pricing plan that works best for your organization. With no commitments, no contracts, and free-to-cancel anytime, we help you scale your business at a cost that meets your needs.

Try it Now & See the Difference