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Front Office Workflows

Last updated:

Aug 8, 2025

Getting Started with Your Practice

My Practice

Owners & Administrators

Within the Preferences section you have ability to customize and accurately configure several components within Air, namely:

  • Calendar

  • Appointment Types

  • Chart Note

  • Measurements

  • Medications

  • Provider

  • Insurance

  • AI Preferences

Set up your practice’s preferences through each setting under the Preferences tab:

General

  • Select options of showing modifiers, justifications, alerts, allow manual calculations, allowing editing by providers

    • Specifically for "Dismiss Progress note Alerts", this will allow users to dismiss any alerts related to Medicare or Workers Compensation on the Chart Note

Calendar

  • Configure your calendar here with duration of each time block in the calendar and start and end time based on Site or facility

Waitlist

  • Allow patients to join a waitlist or directly schedule

Portal Configs

  • Defines how far in advance patients can schedule appointments

Chart Note

  • Set up restrictions to chart note signing based on certain criteria such as Visit Limits or if template validations fail

Appointment Types

  • Create different appointment types, duration, and coloring on your calendar

Measurements

  • Create measurements

Medications

  • Nominate providers to allow them to prescribe uncontrolled substances

Provider

  • Set up provider credentials and schedules

  • Intelligent provider credential tracking with scheduling safeguards to prevent out-of-network bookings and automated note-signing logic to ensure required cosigners are added

Insurance

  • Add Insurance covered

AI

  • Set up dot phrases when AI scribe is documenting within the chart note

ICD10

  • Select the ICD10 groups you would like to use for your practice

Text Snippets

  • Text snippets serve as reusable templates or pre-written text blocks that providers can quickly insert into their documentation.

Rooms

  • Create dedicated spaces for different types of patient encounters or clinical activitiesHelp separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)

    • Create dedicated spaces for different types of patient encounters or clinical activities

    • Help separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)



Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Getting Started with Your Practice

My Practice

Owners & Administrators

Within the Preferences section you have ability to customize and accurately configure several components within Air, namely:

  • Calendar

  • Appointment Types

  • Chart Note

  • Measurements

  • Medications

  • Provider

  • Insurance

  • AI Preferences

Set up your practice’s preferences through each setting under the Preferences tab:

General

  • Select options of showing modifiers, justifications, alerts, allow manual calculations, allowing editing by providers

    • Specifically for "Dismiss Progress note Alerts", this will allow users to dismiss any alerts related to Medicare or Workers Compensation on the Chart Note

Calendar

  • Configure your calendar here with duration of each time block in the calendar and start and end time based on Site or facility

Waitlist

  • Allow patients to join a waitlist or directly schedule

Portal Configs

  • Defines how far in advance patients can schedule appointments

Chart Note

  • Set up restrictions to chart note signing based on certain criteria such as Visit Limits or if template validations fail

Appointment Types

  • Create different appointment types, duration, and coloring on your calendar

Measurements

  • Create measurements

Medications

  • Nominate providers to allow them to prescribe uncontrolled substances

Provider

  • Set up provider credentials and schedules

  • Intelligent provider credential tracking with scheduling safeguards to prevent out-of-network bookings and automated note-signing logic to ensure required cosigners are added

Insurance

  • Add Insurance covered

AI

  • Set up dot phrases when AI scribe is documenting within the chart note

ICD10

  • Select the ICD10 groups you would like to use for your practice

Text Snippets

  • Text snippets serve as reusable templates or pre-written text blocks that providers can quickly insert into their documentation.

Rooms

  • Create dedicated spaces for different types of patient encounters or clinical activitiesHelp separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)

    • Create dedicated spaces for different types of patient encounters or clinical activities

    • Help separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)



Last updated:

Aug 8, 2025

Getting Started with Your Practice

My Practice

Owners & Administrators

Within the Preferences section you have ability to customize and accurately configure several components within Air, namely:

  • Calendar

  • Appointment Types

  • Chart Note

  • Measurements

  • Medications

  • Provider

  • Insurance

  • AI Preferences

Set up your practice’s preferences through each setting under the Preferences tab:

General

  • Select options of showing modifiers, justifications, alerts, allow manual calculations, allowing editing by providers

    • Specifically for "Dismiss Progress note Alerts", this will allow users to dismiss any alerts related to Medicare or Workers Compensation on the Chart Note

Calendar

  • Configure your calendar here with duration of each time block in the calendar and start and end time based on Site or facility

Waitlist

  • Allow patients to join a waitlist or directly schedule

Portal Configs

  • Defines how far in advance patients can schedule appointments

Chart Note

  • Set up restrictions to chart note signing based on certain criteria such as Visit Limits or if template validations fail

Appointment Types

  • Create different appointment types, duration, and coloring on your calendar

Measurements

  • Create measurements

Medications

  • Nominate providers to allow them to prescribe uncontrolled substances

Provider

  • Set up provider credentials and schedules

  • Intelligent provider credential tracking with scheduling safeguards to prevent out-of-network bookings and automated note-signing logic to ensure required cosigners are added

Insurance

  • Add Insurance covered

AI

  • Set up dot phrases when AI scribe is documenting within the chart note

ICD10

  • Select the ICD10 groups you would like to use for your practice

Text Snippets

  • Text snippets serve as reusable templates or pre-written text blocks that providers can quickly insert into their documentation.

Rooms

  • Create dedicated spaces for different types of patient encounters or clinical activitiesHelp separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)

    • Create dedicated spaces for different types of patient encounters or clinical activities

    • Help separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)