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 5, 2025
Encounter Timeline for Claims
Claim Details
Front Office Workflows
At a Glance
The Encounter Timeline tracks all events related to a claim, organized chronologically. This overview will cover the functionality and events visible in each claim’s Encounter Timeline.
The Encounter Timeline applies to claims, rather than patients. Therefore, events like self-pay patient encounters will not appear here.
Core Feature Walkthrough
From the Claim Details page, choose a claim. That claim’s encounter details will pop up, and then you can click the ‘Timeline’ tab to view the complete life cycle of that claim to date.

Events Found in the Encounter Timeline
The Encounter Timeline is organized into events, represented by cards, and filled in with relevant information.
The timeline will generally begin with the claim submission creation. Athelas will then import the corresponding encounter, and finally that claim submission will be sent to our clearinghouse for review.
There, it will either be rejected to fix known errors or sent along to the payer.
There are several more possible events that the Encounter Timeline will capture. The ideal final result is payment in full by either payer or patient, at which point the Timeline will end.
Below are some example cards you may find on the Encounter Timeline, with notes calling out important points and further action you can take, when applicable.
Claim Submission Created

Encounter Imported

Claim Submission Sent

Procedure Remittance (ERA or EOB), approved or denied

Procedure Remittances will indicate whether their information originates from an ERA or an EOB. You can also click on the ‘Adjustments’ dropdown for a detailed explanation and amount for an adjustment.
Approved remittances will appear in green, while those that have been denied will appear in red.

Claim Voided

In rare cases, if Athelas finds a claim with an error that requires special attention, we will void the claim entirely. We will then create and send a new one.
Encounter Timeline Errors
Claim Pre-check Failed

Some form of validation failed upon pre-check. Athelas will correct these.
Claim Submission Error

Some form of validation failed upon submission. Athelas will correct these. Click the ‘Error Message’ dropdown to read details about a claim submission error.
Claim Rejected

Click the ‘Error Message’ dropdown to read details about a claim rejection. In this example, we can see that an invalid character in the claim threw a wrench in the works.
Features Supported:
View encounter timeline that shows when submission(s) were sent, payments were received, payments were posted
View changes made to the encounter over time
Features In Development:
More clear view of the encounter timeline with better visibility into who made the changes
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 5, 2025
Encounter Timeline for Claims
Claim Details
Front Office Workflows
At a Glance
The Encounter Timeline tracks all events related to a claim, organized chronologically. This overview will cover the functionality and events visible in each claim’s Encounter Timeline.
The Encounter Timeline applies to claims, rather than patients. Therefore, events like self-pay patient encounters will not appear here.
Core Feature Walkthrough
From the Claim Details page, choose a claim. That claim’s encounter details will pop up, and then you can click the ‘Timeline’ tab to view the complete life cycle of that claim to date.

Events Found in the Encounter Timeline
The Encounter Timeline is organized into events, represented by cards, and filled in with relevant information.
The timeline will generally begin with the claim submission creation. Athelas will then import the corresponding encounter, and finally that claim submission will be sent to our clearinghouse for review.
There, it will either be rejected to fix known errors or sent along to the payer.
There are several more possible events that the Encounter Timeline will capture. The ideal final result is payment in full by either payer or patient, at which point the Timeline will end.
Below are some example cards you may find on the Encounter Timeline, with notes calling out important points and further action you can take, when applicable.
Claim Submission Created

Encounter Imported

Claim Submission Sent

Procedure Remittance (ERA or EOB), approved or denied

Procedure Remittances will indicate whether their information originates from an ERA or an EOB. You can also click on the ‘Adjustments’ dropdown for a detailed explanation and amount for an adjustment.
Approved remittances will appear in green, while those that have been denied will appear in red.

Claim Voided

In rare cases, if Athelas finds a claim with an error that requires special attention, we will void the claim entirely. We will then create and send a new one.
Encounter Timeline Errors
Claim Pre-check Failed

Some form of validation failed upon pre-check. Athelas will correct these.
Claim Submission Error

Some form of validation failed upon submission. Athelas will correct these. Click the ‘Error Message’ dropdown to read details about a claim submission error.
Claim Rejected

Click the ‘Error Message’ dropdown to read details about a claim rejection. In this example, we can see that an invalid character in the claim threw a wrench in the works.
Features Supported:
View encounter timeline that shows when submission(s) were sent, payments were received, payments were posted
View changes made to the encounter over time
Features In Development:
More clear view of the encounter timeline with better visibility into who made the changes
Last updated:
Aug 5, 2025
Encounter Timeline for Claims
Claim Details
Front Office Workflows
At a Glance
The Encounter Timeline tracks all events related to a claim, organized chronologically. This overview will cover the functionality and events visible in each claim’s Encounter Timeline.
The Encounter Timeline applies to claims, rather than patients. Therefore, events like self-pay patient encounters will not appear here.
Core Feature Walkthrough
From the Claim Details page, choose a claim. That claim’s encounter details will pop up, and then you can click the ‘Timeline’ tab to view the complete life cycle of that claim to date.

Events Found in the Encounter Timeline
The Encounter Timeline is organized into events, represented by cards, and filled in with relevant information.
The timeline will generally begin with the claim submission creation. Athelas will then import the corresponding encounter, and finally that claim submission will be sent to our clearinghouse for review.
There, it will either be rejected to fix known errors or sent along to the payer.
There are several more possible events that the Encounter Timeline will capture. The ideal final result is payment in full by either payer or patient, at which point the Timeline will end.
Below are some example cards you may find on the Encounter Timeline, with notes calling out important points and further action you can take, when applicable.
Claim Submission Created

Encounter Imported

Claim Submission Sent

Procedure Remittance (ERA or EOB), approved or denied

Procedure Remittances will indicate whether their information originates from an ERA or an EOB. You can also click on the ‘Adjustments’ dropdown for a detailed explanation and amount for an adjustment.
Approved remittances will appear in green, while those that have been denied will appear in red.

Claim Voided

In rare cases, if Athelas finds a claim with an error that requires special attention, we will void the claim entirely. We will then create and send a new one.
Encounter Timeline Errors
Claim Pre-check Failed

Some form of validation failed upon pre-check. Athelas will correct these.
Claim Submission Error

Some form of validation failed upon submission. Athelas will correct these. Click the ‘Error Message’ dropdown to read details about a claim submission error.
Claim Rejected

Click the ‘Error Message’ dropdown to read details about a claim rejection. In this example, we can see that an invalid character in the claim threw a wrench in the works.
Features Supported:
View encounter timeline that shows when submission(s) were sent, payments were received, payments were posted
View changes made to the encounter over time
Features In Development:
More clear view of the encounter timeline with better visibility into who made the changes