Online Forms & Agreements

Electronic agreements & online client forms. Save time by automating your intake process.

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Automate Your Intake Process

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 100 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.

  • Forms & agreements are shared & completed in a HIPAA-compliant environment
  • Kalix’s online forms & agreements can be completed on any computer or device
  • Forms can be easily customized to fit the specific needs of your practice
  • All templates are designed by qualified healthcare professionals

Go Paperless

Eliminate Redundant Data Entry

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.

Electronic Signatures

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.

Build Your Own Forms

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.

Smart Phone & Tablet Friendly

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.

Full of Features

  • Automatic Form Sharing

    Automate your client onboarding process. Kalix will automatically send your forms & agreements when client appointments are created.

  • HIPAA Compliant

    Clients securely submit their completed electronic paperwork in a HIPAA-compliant environment. Forms automatically save to clients' files.

  • Ready Made Forms & Agreements

    Over 100 ready-made templates are available in Kalix's Template library to add to your account & customize to meet your practice's specific needs.

  • Make Required

    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.

  • Video Sharing (Coming Soon)

    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.

  • Share & Receive Attachments

    Securely receive attachments from clients, including lab results, medication lists, previous medical records & anything else pertinent to their care.

  • Submission Notifications

    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.

  • Share Fullscript Recommendations

    Clients' can view & purchase Fullscript supplement recommendations directly from their action plan shared via Kalix.

  • Credit Card Details

    Securely collect client credit card details through online forms save them to file for future use. Easily charge saved cards at any time.

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.

  • Appointment & Task Management

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

  • person looking at a computer displaying a calendar

    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.

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