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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Stay On Top With Kalix

We understand that work does not end when you leave the office. Log in to Kalix from any location using your Mac, PC, tablet, or even mobile devices! No app installations are required. Kalix operates smoothly on all modern browsers, so all you need is an internet connection!

Enjoy the benefits of electronic medical records, meaning you can more easily and quickly share information with office staff and clients while cutting down on cumbersome paperwork and office clutter.

  • Improve care with greater access to client information
  • Save time with smarter client management workflows
  • Security store and organize all your client documents & files
  • Feel confident knowing all client PHI is safe & secure
  • Automatically back up all saved client data in your account

EMR Made Simple

Effortless Organization

Organizing information can be time-consuming. Store completed client intake paperwork, insurance cards, chart notes, and more. Your electronic files are easy to access and manage anywhere.

A HIPAA Compliant Practice

Our fully encrypted database, and automatic back-ups ensure that your client records are always safe. You don’t have to worry about maintaining servers or securing paper files.

Find the Right Client Record, Right Away

With Kalix, you can instantly search your client database by name, number, location, and recent appointment. No sifting through piles of paper any longer.

Access Anywhere

Access client files from any internet-connected computer or device, whether in the office, at home, or on the go. Log in securely on a Mac or PC as well as tablets and phones!

Full of Features

  • Client Overview

    View pertinent client information instantly including key demographics, contact details, insurance, outstanding payments & more.

  • Assigned Clients

    Assign clients to a specific clinician & hide them from others. Prevent certain users from viewing or editing your client information altogether.

  • Client Alerts

    Create client alerts to highlight important issues. At-a glance information will be displayed at the top of every client's profile & against their appointments.

  • Referral List

    Keep track of who is referring clients to you & why. All ICD-10 diagnosis codes are built-in for ease of use. Monitor the number of appointments & appointment hours.

  • Waiting List

    Manage and prioritize clients’ requiring appointments via Kalix’s waiting list functionality. Keep track of how long they are waiting for. Put referrals on hold for future follow-up.

  • Share Documents & Files

    Securely share notes with other healthcare providers. Receive referrals directly into a client’s profile through Kalix’s HIPAA compliant faxing functionality.

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.

  • Appointment & Task Management

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

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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