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 20, 2025
Download EDI's in Bulk
Utilities
Front Office Workflows
What is EDI?
As stated by the Centers for Medicare and Medicaid Services…
💡 Electronic Data Interchange (EDI) is the automated transfer of data in a specific format following specific data content rules between a health care provider and Medicare, or between Medicare and another health care plan.
In some cases, that transfer may take place with the assistance of a clearinghouse or billing service that represents a provider of health care or another payer.
EDI transactions are transferred via computer either to or from Medicare. Through use of EDI, both Medicare and health care providers can process transactions faster and at a lower cost.
Essentially, EDI is remittance information from the payer. It is also known as an 835 file.
Why Do I Need EDI Files?
Generally, billing staff will use EDI files to post payments into their system for any remittances received by Athelas.
Athelas automatically posts these to our claims in Insights.
Here’s How to Download EDI Files
Navigate to the Remittances page. When you’re ready, click Download EDIs.
You can use the considerable array of filters to pinpoint the time frame, check number, insurance name, or any other factors you would like. Be sure to click Apply!

After filtering, you can hover your cursor over the Download EDIs button to see a tooltip reporting the number of EDIs matching your filters.

💡 The toggles at the bottom of this Remittance Viewer allow you to include or exclude Non-Athelas Claims as well as those Unposted to EHR. You can also choose to hide Non-Clearinghouse Remittances, like any that may come directly from the payer (EOBs, for example) or manual entries.
You’ll receive an email with a zip file containing your EDIs.

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 20, 2025
Download EDI's in Bulk
Utilities
Front Office Workflows
What is EDI?
As stated by the Centers for Medicare and Medicaid Services…
💡 Electronic Data Interchange (EDI) is the automated transfer of data in a specific format following specific data content rules between a health care provider and Medicare, or between Medicare and another health care plan.
In some cases, that transfer may take place with the assistance of a clearinghouse or billing service that represents a provider of health care or another payer.
EDI transactions are transferred via computer either to or from Medicare. Through use of EDI, both Medicare and health care providers can process transactions faster and at a lower cost.
Essentially, EDI is remittance information from the payer. It is also known as an 835 file.
Why Do I Need EDI Files?
Generally, billing staff will use EDI files to post payments into their system for any remittances received by Athelas.
Athelas automatically posts these to our claims in Insights.
Here’s How to Download EDI Files
Navigate to the Remittances page. When you’re ready, click Download EDIs.
You can use the considerable array of filters to pinpoint the time frame, check number, insurance name, or any other factors you would like. Be sure to click Apply!

After filtering, you can hover your cursor over the Download EDIs button to see a tooltip reporting the number of EDIs matching your filters.

💡 The toggles at the bottom of this Remittance Viewer allow you to include or exclude Non-Athelas Claims as well as those Unposted to EHR. You can also choose to hide Non-Clearinghouse Remittances, like any that may come directly from the payer (EOBs, for example) or manual entries.
You’ll receive an email with a zip file containing your EDIs.

Last updated:
Aug 20, 2025
Download EDI's in Bulk
Utilities
Front Office Workflows
What is EDI?
As stated by the Centers for Medicare and Medicaid Services…
💡 Electronic Data Interchange (EDI) is the automated transfer of data in a specific format following specific data content rules between a health care provider and Medicare, or between Medicare and another health care plan.
In some cases, that transfer may take place with the assistance of a clearinghouse or billing service that represents a provider of health care or another payer.
EDI transactions are transferred via computer either to or from Medicare. Through use of EDI, both Medicare and health care providers can process transactions faster and at a lower cost.
Essentially, EDI is remittance information from the payer. It is also known as an 835 file.
Why Do I Need EDI Files?
Generally, billing staff will use EDI files to post payments into their system for any remittances received by Athelas.
Athelas automatically posts these to our claims in Insights.
Here’s How to Download EDI Files
Navigate to the Remittances page. When you’re ready, click Download EDIs.
You can use the considerable array of filters to pinpoint the time frame, check number, insurance name, or any other factors you would like. Be sure to click Apply!

After filtering, you can hover your cursor over the Download EDIs button to see a tooltip reporting the number of EDIs matching your filters.

💡 The toggles at the bottom of this Remittance Viewer allow you to include or exclude Non-Athelas Claims as well as those Unposted to EHR. You can also choose to hide Non-Clearinghouse Remittances, like any that may come directly from the payer (EOBs, for example) or manual entries.
You’ll receive an email with a zip file containing your EDIs.
