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 4, 2025
How to Cancel PR
Patient Responsibility
Front Office Workflows
What PR is Cancelable?
Cancelling patient responsibility removes it entirely, as if it never existed. For this reason, some types of PR can be cancelled and others cannot.
Cancelable PR: Any type of patient responsibility that was created by your team, or that did not originate from a remittance, can be cancelled. For example:
Self-Pay PR Created when your team collects self-pay payments.
Custom Charges Any custom PR types that your team has created in Insights.
Placeholder PR When you collect up-front copay, coinsurance, or deductible, Athelas creates placeholder PR which will be replaced once a Remittance comes in.
These can be cancelled, but will be replaced once a remittance arrives.
Non-Cancelable PR: Once we get a remittance, the PR derived from that remittance can no longer be cancelled. However you can still update that PR in 2 ways:
Write Off PR: You have the option to reduce the amount of PR due. This is distinct from cancellation in that you are saying that the PR is still due, but your team has accepted that some/all of it will never be paid (vs. it should have never existed in the first place).
Upload a New Remittance: If the claim’s remittance information is incorrect or out of date leading to incorrect PR, you can upload a new EOB/Remittance. Once the new remit data is imported, the claim’s PR will automatically update overnight based on the newly imported data.
Here’s How to Do It
Navigate to the patient’s profile.
Under the Charges tab, find the row you want to cancel and click ‘View Details’.
Click the ‘Cancel PR’ button.
This will open the cancel patient responsibility window. Select any or all parts of the PR you wish to cancel. Then click the ‘Confirm’ button ****to finalize your cancellation.
Cancellation Complete!
You will now be returned to the Charges sub-tab, and the PR you cancelled should no longer appear in the list of charges. Nice work!
Troubleshooting
Help! It still won’t let me cancel PR!
If the PR you’re trying to cancel has a *disabled ‘*Cancel PR’ button but you know it should be cancelable, hover your mouse over the button to get a tooltip that will explain what the issue is.
Most often the PR has already been paid, and the payment will need to be refunded before the PR can be cancelled. See guide on How to refund a payment.
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 4, 2025
How to Cancel PR
Patient Responsibility
Front Office Workflows
What PR is Cancelable?
Cancelling patient responsibility removes it entirely, as if it never existed. For this reason, some types of PR can be cancelled and others cannot.
Cancelable PR: Any type of patient responsibility that was created by your team, or that did not originate from a remittance, can be cancelled. For example:
Self-Pay PR Created when your team collects self-pay payments.
Custom Charges Any custom PR types that your team has created in Insights.
Placeholder PR When you collect up-front copay, coinsurance, or deductible, Athelas creates placeholder PR which will be replaced once a Remittance comes in.
These can be cancelled, but will be replaced once a remittance arrives.
Non-Cancelable PR: Once we get a remittance, the PR derived from that remittance can no longer be cancelled. However you can still update that PR in 2 ways:
Write Off PR: You have the option to reduce the amount of PR due. This is distinct from cancellation in that you are saying that the PR is still due, but your team has accepted that some/all of it will never be paid (vs. it should have never existed in the first place).
Upload a New Remittance: If the claim’s remittance information is incorrect or out of date leading to incorrect PR, you can upload a new EOB/Remittance. Once the new remit data is imported, the claim’s PR will automatically update overnight based on the newly imported data.
Here’s How to Do It
Navigate to the patient’s profile.
Under the Charges tab, find the row you want to cancel and click ‘View Details’.
Click the ‘Cancel PR’ button.
This will open the cancel patient responsibility window. Select any or all parts of the PR you wish to cancel. Then click the ‘Confirm’ button ****to finalize your cancellation.
Cancellation Complete!
You will now be returned to the Charges sub-tab, and the PR you cancelled should no longer appear in the list of charges. Nice work!
Troubleshooting
Help! It still won’t let me cancel PR!
If the PR you’re trying to cancel has a *disabled ‘*Cancel PR’ button but you know it should be cancelable, hover your mouse over the button to get a tooltip that will explain what the issue is.
Most often the PR has already been paid, and the payment will need to be refunded before the PR can be cancelled. See guide on How to refund a payment.
Last updated:
Aug 4, 2025
How to Cancel PR
Patient Responsibility
Front Office Workflows
What PR is Cancelable?
Cancelling patient responsibility removes it entirely, as if it never existed. For this reason, some types of PR can be cancelled and others cannot.
Cancelable PR: Any type of patient responsibility that was created by your team, or that did not originate from a remittance, can be cancelled. For example:
Self-Pay PR Created when your team collects self-pay payments.
Custom Charges Any custom PR types that your team has created in Insights.
Placeholder PR When you collect up-front copay, coinsurance, or deductible, Athelas creates placeholder PR which will be replaced once a Remittance comes in.
These can be cancelled, but will be replaced once a remittance arrives.
Non-Cancelable PR: Once we get a remittance, the PR derived from that remittance can no longer be cancelled. However you can still update that PR in 2 ways:
Write Off PR: You have the option to reduce the amount of PR due. This is distinct from cancellation in that you are saying that the PR is still due, but your team has accepted that some/all of it will never be paid (vs. it should have never existed in the first place).
Upload a New Remittance: If the claim’s remittance information is incorrect or out of date leading to incorrect PR, you can upload a new EOB/Remittance. Once the new remit data is imported, the claim’s PR will automatically update overnight based on the newly imported data.
Here’s How to Do It
Navigate to the patient’s profile.
Under the Charges tab, find the row you want to cancel and click ‘View Details’.
Click the ‘Cancel PR’ button.
This will open the cancel patient responsibility window. Select any or all parts of the PR you wish to cancel. Then click the ‘Confirm’ button ****to finalize your cancellation.
Cancellation Complete!
You will now be returned to the Charges sub-tab, and the PR you cancelled should no longer appear in the list of charges. Nice work!
Troubleshooting
Help! It still won’t let me cancel PR!
If the PR you’re trying to cancel has a *disabled ‘*Cancel PR’ button but you know it should be cancelable, hover your mouse over the button to get a tooltip that will explain what the issue is.
Most often the PR has already been paid, and the payment will need to be refunded before the PR can be cancelled. See guide on How to refund a payment.