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
Getting Started with Athelas Assistant
Athelas Assistant
Provider Workflows
Athelas Assistant is a powerful tool to provide users with the familiar ChatGPT-like help along with powerful agentic tools. For v1, we have implemented a few key features, such as answering medical questions, syncing with the current chart note, and pulling up patient or appointment data.
Usage
Pro tip: Use dictation or voice mode in the Assistant input box!
To start:
Click the blue button in the bottom-right corner of the screen to show the AI Widget

Click “Athelas AI” to open the Athelas AI widget, and then click on the “Assistant” tab. You’ll see a chat history page with no current chats, click on the “Start New Chat” button to start chatting

You can also create a chat linked to the scribe from the completed scribe view - to ask questions with the full transcript and note as context

You’ll see some quick start suggestions, but also ask it directly what it can do!
You can always go back to your chat history to view older chats and create new chats
Start fresh by clicking the dropdown in the chat page to create a new chat

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
Getting Started with Athelas Assistant
Athelas Assistant
Provider Workflows
Athelas Assistant is a powerful tool to provide users with the familiar ChatGPT-like help along with powerful agentic tools. For v1, we have implemented a few key features, such as answering medical questions, syncing with the current chart note, and pulling up patient or appointment data.
Usage
Pro tip: Use dictation or voice mode in the Assistant input box!
To start:
Click the blue button in the bottom-right corner of the screen to show the AI Widget

Click “Athelas AI” to open the Athelas AI widget, and then click on the “Assistant” tab. You’ll see a chat history page with no current chats, click on the “Start New Chat” button to start chatting

You can also create a chat linked to the scribe from the completed scribe view - to ask questions with the full transcript and note as context

You’ll see some quick start suggestions, but also ask it directly what it can do!
You can always go back to your chat history to view older chats and create new chats
Start fresh by clicking the dropdown in the chat page to create a new chat

Last updated:
Aug 8, 2025
Getting Started with Athelas Assistant
Athelas Assistant
Provider Workflows
Athelas Assistant is a powerful tool to provide users with the familiar ChatGPT-like help along with powerful agentic tools. For v1, we have implemented a few key features, such as answering medical questions, syncing with the current chart note, and pulling up patient or appointment data.
Usage
Pro tip: Use dictation or voice mode in the Assistant input box!
To start:
Click the blue button in the bottom-right corner of the screen to show the AI Widget

Click “Athelas AI” to open the Athelas AI widget, and then click on the “Assistant” tab. You’ll see a chat history page with no current chats, click on the “Start New Chat” button to start chatting

You can also create a chat linked to the scribe from the completed scribe view - to ask questions with the full transcript and note as context

You’ll see some quick start suggestions, but also ask it directly what it can do!
You can always go back to your chat history to view older chats and create new chats
Start fresh by clicking the dropdown in the chat page to create a new chat
