Search all docs
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
Last updated:
Aug 8, 2025
Adding Prior Auth and Alerting
Appointments
Front Office Workflows
How to Add Prior Authorization
If a patient enters the clinic with a new prior authorization, you can easily add that information on their appointment details. Click on Add next to Prior Auth (Primary). A new window will appear showing all of the patient’s prior authorization numbers.

From here, click on +Create on the top right corner and fill out the prior authorization details. After saving the information, you’ll return back to the window. The prior authorization that will tie into the appointment is the one checked off.

You are also able to add prior authorization numbers within the patient profile in the demographics tab.

Prior Authorization and Visit Count Alerting
Air has built in alerting surrounding prior auths, annual visits and Medicare threshold limits. When effective dates near their expiration date, or visits are running low- you will receive an orange alert. If the appointment is past the effective date, or no longer has any visits remaining you will receive a red alert.
Annual visits, along with prior authorization effective dates and visits can also be edited within this section directly.
When each section is expanded, detailed explanations of the alerts will appear for more context. The pencil icons will allow you to edit or update any of the information directly in this section.

Adding an annual visit limit for a new service type will be done here by clicking to the same pencil icon. You’ll be able to select the service type and even include a custom plan year start date- meaning you’ll start the year from a unique date instead of January 1st of that year.

Table of Contents
Search all docs
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
Search all docs
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
Last updated:
Aug 8, 2025
Adding Prior Auth and Alerting
Appointments
Front Office Workflows
How to Add Prior Authorization
If a patient enters the clinic with a new prior authorization, you can easily add that information on their appointment details. Click on Add next to Prior Auth (Primary). A new window will appear showing all of the patient’s prior authorization numbers.

From here, click on +Create on the top right corner and fill out the prior authorization details. After saving the information, you’ll return back to the window. The prior authorization that will tie into the appointment is the one checked off.

You are also able to add prior authorization numbers within the patient profile in the demographics tab.

Prior Authorization and Visit Count Alerting
Air has built in alerting surrounding prior auths, annual visits and Medicare threshold limits. When effective dates near their expiration date, or visits are running low- you will receive an orange alert. If the appointment is past the effective date, or no longer has any visits remaining you will receive a red alert.
Annual visits, along with prior authorization effective dates and visits can also be edited within this section directly.
When each section is expanded, detailed explanations of the alerts will appear for more context. The pencil icons will allow you to edit or update any of the information directly in this section.

Adding an annual visit limit for a new service type will be done here by clicking to the same pencil icon. You’ll be able to select the service type and even include a custom plan year start date- meaning you’ll start the year from a unique date instead of January 1st of that year.

Last updated:
Aug 8, 2025
Adding Prior Auth and Alerting
Appointments
Front Office Workflows
How to Add Prior Authorization
If a patient enters the clinic with a new prior authorization, you can easily add that information on their appointment details. Click on Add next to Prior Auth (Primary). A new window will appear showing all of the patient’s prior authorization numbers.

From here, click on +Create on the top right corner and fill out the prior authorization details. After saving the information, you’ll return back to the window. The prior authorization that will tie into the appointment is the one checked off.

You are also able to add prior authorization numbers within the patient profile in the demographics tab.

Prior Authorization and Visit Count Alerting
Air has built in alerting surrounding prior auths, annual visits and Medicare threshold limits. When effective dates near their expiration date, or visits are running low- you will receive an orange alert. If the appointment is past the effective date, or no longer has any visits remaining you will receive a red alert.
Annual visits, along with prior authorization effective dates and visits can also be edited within this section directly.
When each section is expanded, detailed explanations of the alerts will appear for more context. The pencil icons will allow you to edit or update any of the information directly in this section.

Adding an annual visit limit for a new service type will be done here by clicking to the same pencil icon. You’ll be able to select the service type and even include a custom plan year start date- meaning you’ll start the year from a unique date instead of January 1st of that year.
