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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.3.7
You can now adjust your Collections Report to view by different Provider sources
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.6
We’ve added additional filter options, Checked In and Confirmed, to the Appointments tab
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.5
We’ve updated the Insurance Information view within Encounter Details
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.4
[Beta-users only] We’ve released our Check Deposit Manager to our first beta users
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.3
Kiosk is production ready
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.2
We've revamped our Smartpay EOD Emails
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.1
[Beta-users only] RCM Athelas Assistant is live!
Sep 23, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.0
[Beta-users only] We now give users the option to render cms forms on 'Review and Submit'
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.9
Patient Portal Improvements
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.8
We’ve added the Facility Name to our Processed Transactions Report
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.7
Patient intake forms now render reliably with fewer edge-case failures
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.6
For our FQHC sites, we have added a Sliding Fee Category
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.5
You can now bulk edit secondary insurance
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.4
[Beta-users only] Kiosk Improvements
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.3
We’ve made UI improvements to the posting tool
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.2
We've added a banner at the top of the page announcing our rollout plan for our new Posting Tool!
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.1
[Beta-users only] We’ve redesigned our patient statements to clarify confusion for our sites
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.0
We've achieved 50% faster modal load times for our payment flows
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.9
Performance Improvements: Revenue Analysis Page
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.8
We have enabled simultaneous sending of payment links via text and email in Insights
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.7
You can now download multiple statements at once
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.6
If the patient has a guarantor, we can add the guarantor as the default in the "Pay As" section
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.5
We now allow the ability to add ICD10 codes to an Encounter via a Service line
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.4
We can now surface the primary care provider within your patient’s appointments
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.3
You can now set up automatic logout for users who leave their computers unattended
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.7
You can now adjust your Collections Report to view by different Provider sources
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.6
We’ve added additional filter options, Checked In and Confirmed, to the Appointments tab
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.5
We’ve updated the Insurance Information view within Encounter Details
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.4
[Beta-users only] We’ve released our Check Deposit Manager to our first beta users
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.3
Kiosk is production ready
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.2
We've revamped our Smartpay EOD Emails
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.1
[Beta-users only] RCM Athelas Assistant is live!
Sep 23, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.0
[Beta-users only] We now give users the option to render cms forms on 'Review and Submit'
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.9
Patient Portal Improvements
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.8
We’ve added the Facility Name to our Processed Transactions Report
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.7
Patient intake forms now render reliably with fewer edge-case failures
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.6
For our FQHC sites, we have added a Sliding Fee Category
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.5
You can now bulk edit secondary insurance
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.4
[Beta-users only] Kiosk Improvements
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.3
We’ve made UI improvements to the posting tool
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.2
We've added a banner at the top of the page announcing our rollout plan for our new Posting Tool!
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.1
[Beta-users only] We’ve redesigned our patient statements to clarify confusion for our sites
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.0
We've achieved 50% faster modal load times for our payment flows
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.9
Performance Improvements: Revenue Analysis Page
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.8
We have enabled simultaneous sending of payment links via text and email in Insights
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.7
You can now download multiple statements at once
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.6
If the patient has a guarantor, we can add the guarantor as the default in the "Pay As" section
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.5
We now allow the ability to add ICD10 codes to an Encounter via a Service line
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.4
We can now surface the primary care provider within your patient’s appointments
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.3
You can now set up automatic logout for users who leave their computers unattended
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.7
You can now adjust your Collections Report to view by different Provider sources
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.6
We’ve added additional filter options, Checked In and Confirmed, to the Appointments tab
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.5
We’ve updated the Insurance Information view within Encounter Details
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.4
[Beta-users only] We’ve released our Check Deposit Manager to our first beta users
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.3
Kiosk is production ready
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.2
We've revamped our Smartpay EOD Emails
Oct 3, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.1
[Beta-users only] RCM Athelas Assistant is live!
Sep 23, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.3.0
[Beta-users only] We now give users the option to render cms forms on 'Review and Submit'
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.9
Patient Portal Improvements
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.8
We’ve added the Facility Name to our Processed Transactions Report
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.7
Patient intake forms now render reliably with fewer edge-case failures
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.6
For our FQHC sites, we have added a Sliding Fee Category
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.5
You can now bulk edit secondary insurance
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.4
[Beta-users only] Kiosk Improvements
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.3
We’ve made UI improvements to the posting tool
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.2
We've added a banner at the top of the page announcing our rollout plan for our new Posting Tool!
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.1
[Beta-users only] We’ve redesigned our patient statements to clarify confusion for our sites
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.2.0
We've achieved 50% faster modal load times for our payment flows
Sep 22, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.9
Performance Improvements: Revenue Analysis Page
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.8
We have enabled simultaneous sending of payment links via text and email in Insights
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.7
You can now download multiple statements at once
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.6
If the patient has a guarantor, we can add the guarantor as the default in the "Pay As" section
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.5
We now allow the ability to add ICD10 codes to an Encounter via a Service line
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.4
We can now surface the primary care provider within your patient’s appointments
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
v.insights.1.3
You can now set up automatic logout for users who leave their computers unattended
Sep 5, 2025
Updates:
- Added public share links for projects (read-only)
- New setting under “Project Visibility”
- Improved PDF export styling for shared views
