Electronic agreements & online client forms. Save time by automating your intake process.
Start My Free Trial
Automate your client intake process with Kalix’s online client forms & agreements. Kalix will automatically share your electronic paperwork when appointments are created, ensuring that all the necessary forms are completed & signed prior to clients’ initial appointments.
By using online forms, you can collect all the health, nutrition, demographic & insurance information you need from your clients ahead of time. Kalix automatically copies entered information to the client files & your chart notes. Automating your client intake process will improve your practice’s efficiency & reduce the chance of human error.
Kalix has over 200 ready-made forms & agreements in both English & Spanish. These include intake forms, practice policies, cancellation policies, HIPAA Notices, credit card authorization forms, ABN, authorization to release medical records & much more.
The information clients input into their intake forms automatically transfers over to their client profiles & your chart notes. This not only saves time but prevents errors & redundant data entry.
Streamline your practice by allowing clients to sign agreements online in a HIPAA-compliant environment. This not only saves time but also ensures that all documents are properly completed & legally binding.
Design & style your own online agreements & forms. An array of field types are supported, including free text, checkboxes, single select & multiple select boxes, & number, date, & time fields.
Kalix makes it easy for clients to complete your intake paperwork from the comfort of their homes, using any computer or device. Ensuring that all the necessary forms are completed & signed before seeing them.
Automate your client onboarding process. Kalix will automatically send your forms & agreements when client appointments are created.
Clients securely submit their completed electronic paperwork in a HIPAA-compliant environment. Forms automatically save to clients' files.
200 ready-made templates are available in Kalix's Template library to add to your account & customize to meet your practice's specific needs.
Make any question or field compulsory for completion before your clients can submit a form or agreement. This way, you can be sure you're getting all the information you need.
Share videos as part of online documents or program materials. Videos can be a great way to engage clients & add an extra layer of information to your programs.
Securely receive attachments from clients, including lab results, medication lists, previous medical records & anything else pertinent to their care.
Get real-time updates on client form submission status & notifications when a client finishes filling out one of the forms you've created for them.
Clients' can view & purchase Fullscript supplement recommendations directly from their action plan shared via Kalix.
Securely collect client credit card details through online forms save them to file for future use. Easily charge saved cards at any time.
Kalix everything your practice needs in the one place, taking care of practice management so you can focus on what really matters—client care.
Access client files from any internet-connected computer or device, whether in the office, at home, or on the go.
Flexible calendars & task management Kalix keeps you organized in all areas of your practice.
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.
Kalix's HIPAA compliant virtual meeting & webinar solution allows you to easily connect online with individual clients, families, and groups.
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.
