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Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Change Log
Change Log
See what's new and stay up to date on Product updates, fixes, and features.
v.insights.6.5
We've improved our mail statement logic to exclude failed digital statements from last x unpaid statements
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.4
We’ve added a way to filter for specific patient’s names in the upcoming patient statements preview
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.3
[Beta-users only] We support the generation and downloading of Third party contract invoices
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.2
We’ve made a couple updates to our Revenue Analysis —> Front Desk Collections - Weekly Graph
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.1
We’ve added additional columns to the Patient Collections - Detailed Collections report
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.0
We’re now maintaining both rendering provider and billing provider columns within our Claim Details Reports
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.9
We’ve added percentages for each bar within Claims Waterfall to create more user-friendly data visualization
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.8
We’ve added “Amount Per Charge” and “Amount Charged” columns to Payment Plans
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.7
We’ve added clearer descriptions of the workflow name and message when sending the Intake paperwork within the Appointments Page
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.6
We’ve added drag functionality to forms within Patient Workflows
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.5
We can now more granularly suggest charges based on the Plan Sponsor
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.4
We’ve added all service type codes to select from when manually running Eligibility
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.3
We’ve added a message to inform our users to “Write Off” or “Push to PR” for self-pay within Claim Details
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.2
We’ve added the Patient ID from external EHR’s to the EOB Summary section within the Remittance Details View
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.Insights.5.1
[Beta-users only] We now show additional information for Unmatched checks within the Remittances Page to match cases more efficiently
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.0
[Beta-users only] We’ve added “non-Athelas” amounts to our Remittances Page
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.9
You can now group your Aging AR report by the EHR insurance name
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.8
We have the ability to report on Transaction Level A/R
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.7
We’ve added a CSV option to our Aging A/R Report
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.6
For our Institutional billing facilities, we've added the ability to view the revenue codes on our Claim Details report
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.5
We've made a couple updates to our Claims Waterfall View
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.4
We’ve added a quick disclaimer in the My Reports page
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.3
We now autofill today’s date as the Date of Service when running live eligibility checks
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.2
[Beta users] We’ve rolled out CPT-based Suggested Charges
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.1
We’ve added a “Service Type” dropdown when running live eligibility checks
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.5
We've improved our mail statement logic to exclude failed digital statements from last x unpaid statements
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.4
We’ve added a way to filter for specific patient’s names in the upcoming patient statements preview
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.3
[Beta-users only] We support the generation and downloading of Third party contract invoices
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.2
We’ve made a couple updates to our Revenue Analysis —> Front Desk Collections - Weekly Graph
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.1
We’ve added additional columns to the Patient Collections - Detailed Collections report
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.0
We’re now maintaining both rendering provider and billing provider columns within our Claim Details Reports
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.9
We’ve added percentages for each bar within Claims Waterfall to create more user-friendly data visualization
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.8
We’ve added “Amount Per Charge” and “Amount Charged” columns to Payment Plans
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.7
We’ve added clearer descriptions of the workflow name and message when sending the Intake paperwork within the Appointments Page
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.6
We’ve added drag functionality to forms within Patient Workflows
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.5
We can now more granularly suggest charges based on the Plan Sponsor
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.4
We’ve added all service type codes to select from when manually running Eligibility
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.3
We’ve added a message to inform our users to “Write Off” or “Push to PR” for self-pay within Claim Details
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.2
We’ve added the Patient ID from external EHR’s to the EOB Summary section within the Remittance Details View
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.Insights.5.1
[Beta-users only] We now show additional information for Unmatched checks within the Remittances Page to match cases more efficiently
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.0
[Beta-users only] We’ve added “non-Athelas” amounts to our Remittances Page
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.9
You can now group your Aging AR report by the EHR insurance name
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.8
We have the ability to report on Transaction Level A/R
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.7
We’ve added a CSV option to our Aging A/R Report
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.6
For our Institutional billing facilities, we've added the ability to view the revenue codes on our Claim Details report
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.5
We've made a couple updates to our Claims Waterfall View
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.4
We’ve added a quick disclaimer in the My Reports page
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.3
We now autofill today’s date as the Date of Service when running live eligibility checks
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.2
[Beta users] We’ve rolled out CPT-based Suggested Charges
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.1
We’ve added a “Service Type” dropdown when running live eligibility checks
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.5
We've improved our mail statement logic to exclude failed digital statements from last x unpaid statements
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.4
We’ve added a way to filter for specific patient’s names in the upcoming patient statements preview
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.3
[Beta-users only] We support the generation and downloading of Third party contract invoices
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.2
We’ve made a couple updates to our Revenue Analysis —> Front Desk Collections - Weekly Graph
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.1
We’ve added additional columns to the Patient Collections - Detailed Collections report
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.6.0
We’re now maintaining both rendering provider and billing provider columns within our Claim Details Reports
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.9
We’ve added percentages for each bar within Claims Waterfall to create more user-friendly data visualization
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.8
We’ve added “Amount Per Charge” and “Amount Charged” columns to Payment Plans
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.7
We’ve added clearer descriptions of the workflow name and message when sending the Intake paperwork within the Appointments Page
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.6
We’ve added drag functionality to forms within Patient Workflows
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.5
We can now more granularly suggest charges based on the Plan Sponsor
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.4
We’ve added all service type codes to select from when manually running Eligibility
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.3
We’ve added a message to inform our users to “Write Off” or “Push to PR” for self-pay within Claim Details
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.2
We’ve added the Patient ID from external EHR’s to the EOB Summary section within the Remittance Details View
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.Insights.5.1
[Beta-users only] We now show additional information for Unmatched checks within the Remittances Page to match cases more efficiently
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.5.0
[Beta-users only] We’ve added “non-Athelas” amounts to our Remittances Page
Dec 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.9
You can now group your Aging AR report by the EHR insurance name
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.8
We have the ability to report on Transaction Level A/R
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.7
We’ve added a CSV option to our Aging A/R Report
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.6
For our Institutional billing facilities, we've added the ability to view the revenue codes on our Claim Details report
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.5
We've made a couple updates to our Claims Waterfall View
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.4
We’ve added a quick disclaimer in the My Reports page
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.3
We now autofill today’s date as the Date of Service when running live eligibility checks
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.2
[Beta users] We’ve rolled out CPT-based Suggested Charges
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.4.1
We’ve added a “Service Type” dropdown when running live eligibility checks
Nov 2, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
