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 10, 2025
How to Set up AI Compliance
AI Scribe and Tooling
Provider Workflows
Compliance checkmarks are a feature within Air that can be configured for any template within the EHR. They are used to track specific details that should be captured within the chart note. If the detail is not captured, the compliance checkmark will be a grey color. If it is the icon will turn green. You have the ability to either type in this information or utilize scribe.

How to Add Compliance Check Marks
Compliance check marks are created during the custom template creation process. For "Paragraph Answer" type template components, you're able to add the Question Trait, Prompt, and which notes types the compliance check mark will be applied to


Check Mark Prompting Quick Tips
Compliance checks confirm whether required details are in your clinical note. Write each prompt so it can be answered Yes (True) or No (False).
Tips
Be specific: Name the exact info to look for.
Good: "Does the note list blood pressure and heart rate?"
Poor: "Did you record vitals?"
Use clinical language: Match your documentation style.
Good: "Is a follow-up plan documented in the Plan section?"
One item per prompt: Split multiple checks into separate prompts.
Keep it yes/no: Avoid open-ended questions.
Examples
"Is the patient’s chief complaint documented?"
"Are range-of-motion measurements included?"
"Is a diagnosis listed in the Assessment section?"
"Are follow-up instructions included?"
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 10, 2025
How to Set up AI Compliance
AI Scribe and Tooling
Provider Workflows
Compliance checkmarks are a feature within Air that can be configured for any template within the EHR. They are used to track specific details that should be captured within the chart note. If the detail is not captured, the compliance checkmark will be a grey color. If it is the icon will turn green. You have the ability to either type in this information or utilize scribe.

How to Add Compliance Check Marks
Compliance check marks are created during the custom template creation process. For "Paragraph Answer" type template components, you're able to add the Question Trait, Prompt, and which notes types the compliance check mark will be applied to


Check Mark Prompting Quick Tips
Compliance checks confirm whether required details are in your clinical note. Write each prompt so it can be answered Yes (True) or No (False).
Tips
Be specific: Name the exact info to look for.
Good: "Does the note list blood pressure and heart rate?"
Poor: "Did you record vitals?"
Use clinical language: Match your documentation style.
Good: "Is a follow-up plan documented in the Plan section?"
One item per prompt: Split multiple checks into separate prompts.
Keep it yes/no: Avoid open-ended questions.
Examples
"Is the patient’s chief complaint documented?"
"Are range-of-motion measurements included?"
"Is a diagnosis listed in the Assessment section?"
"Are follow-up instructions included?"
Last updated:
Aug 10, 2025
How to Set up AI Compliance
AI Scribe and Tooling
Provider Workflows
Compliance checkmarks are a feature within Air that can be configured for any template within the EHR. They are used to track specific details that should be captured within the chart note. If the detail is not captured, the compliance checkmark will be a grey color. If it is the icon will turn green. You have the ability to either type in this information or utilize scribe.

How to Add Compliance Check Marks
Compliance check marks are created during the custom template creation process. For "Paragraph Answer" type template components, you're able to add the Question Trait, Prompt, and which notes types the compliance check mark will be applied to


Check Mark Prompting Quick Tips
Compliance checks confirm whether required details are in your clinical note. Write each prompt so it can be answered Yes (True) or No (False).
Tips
Be specific: Name the exact info to look for.
Good: "Does the note list blood pressure and heart rate?"
Poor: "Did you record vitals?"
Use clinical language: Match your documentation style.
Good: "Is a follow-up plan documented in the Plan section?"
One item per prompt: Split multiple checks into separate prompts.
Keep it yes/no: Avoid open-ended questions.
Examples
"Is the patient’s chief complaint documented?"
"Are range-of-motion measurements included?"
"Is a diagnosis listed in the Assessment section?"
"Are follow-up instructions included?"