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:
Oct 31, 2025
Getting Started With Your RCM Assistant
Athelas Assistant
Billing Workflows
Front Office Workflows
Owners & Administrators
What is Athelas AI?
An intelligent RCM assistant designed to streamline your daily billing and administrative workflows.
Now available to everyone on insights.athelas.com, Athelas AI helps your team navigate operations with speed, precision, and ease.
Athelas AI is embedded throughout your Insights dashboard, accessible anytime from the top-right corner.
It’s ready to assist wherever you are — with entry points across multiple Insights pages.
How to Get Started
Access — Open Athelas AI in the top-right corner of Insights.
Check Features — Ask “What can you do?” to view current functions.
Analyze — Ask questions about claims, balances, and more to get instant insights.
Take Action — The assistant can both provide information and execute tasks.
Get Support — Create support tickets directly through the assistant when needed.
Share Messages — Share, copy, or download responses instantly.
Give Feedback — Use the thumbs up/down to help us improve responses.
User Guidelines
Always confirm actions when prompted — Athelas AI never performs financial actions without explicit approval.
Refresh your page after updates to see recent changes.
Ask clear, specific questions, and follow up naturally.
Include dates or date ranges when relevant.
Use action verbs: “Show,” “Explain,” “Update,” “Process.”
Professional use only: Athelas AI is built for RCM operations — not general inquiries.
Pro Tips for Maximum Efficiency
Be Specific
Good: “Show me patient John Smith’s appointments for October 2024.”
Avoid: “Show me some appointments.”
Use Exact Information
“Find patient [name], DOB 03/15/1985.”
“Refund $75.50 for date of service 11/09/2025.”
Combine Related Tasks
“Find patient Sarah Wilson and show me her balance breakdown and recent appointments.”
“Get encounter [ID] details and show me submission options.”
Ask for Explanations
“Why is encounter [ID] currently denied?”
“Explain the charge breakdown for this patient.”
“What’s the next step for this claim?”
Common Workflow Examples
Daily Balance Review
“Show all patients with balances over $200.”
“For patient [name], show complete charge breakdown.”
“What payment options are available for this balance?”
Claim Follow-Up
“Find all encounters from last week with pending claims.”
“Show details for encounter [ID] including submission status.”
“Why did patient [ID] start getting denied this month?”
Patient Account Resolution
“Patient [name] called about their bill — show their account details.”
“Analyze all charges and payments for recent visits.”
“Write off $50 balance due to financial hardship.”
Insurance Verification
“Find patient [name] and show insurance information.”
“Update primary insurance to [new name].”
“Resubmit recent claims with updated insurance.”
Questions or Issues
If you have questions or encounter issues:
Ask Athelas AI directly for help
Create a support ticket through the assistant
Contact your billing team leads
Athelas AI is built to make every day faster, smarter, and simpler —
enhancing your revenue cycle efficiency and patient experience.
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:
Oct 31, 2025
Getting Started With Your RCM Assistant
Athelas Assistant
Billing Workflows
Front Office Workflows
Owners & Administrators
What is Athelas AI?
An intelligent RCM assistant designed to streamline your daily billing and administrative workflows.
Now available to everyone on insights.athelas.com, Athelas AI helps your team navigate operations with speed, precision, and ease.
Athelas AI is embedded throughout your Insights dashboard, accessible anytime from the top-right corner.
It’s ready to assist wherever you are — with entry points across multiple Insights pages.
How to Get Started
Access — Open Athelas AI in the top-right corner of Insights.
Check Features — Ask “What can you do?” to view current functions.
Analyze — Ask questions about claims, balances, and more to get instant insights.
Take Action — The assistant can both provide information and execute tasks.
Get Support — Create support tickets directly through the assistant when needed.
Share Messages — Share, copy, or download responses instantly.
Give Feedback — Use the thumbs up/down to help us improve responses.
User Guidelines
Always confirm actions when prompted — Athelas AI never performs financial actions without explicit approval.
Refresh your page after updates to see recent changes.
Ask clear, specific questions, and follow up naturally.
Include dates or date ranges when relevant.
Use action verbs: “Show,” “Explain,” “Update,” “Process.”
Professional use only: Athelas AI is built for RCM operations — not general inquiries.
Pro Tips for Maximum Efficiency
Be Specific
Good: “Show me patient John Smith’s appointments for October 2024.”
Avoid: “Show me some appointments.”
Use Exact Information
“Find patient [name], DOB 03/15/1985.”
“Refund $75.50 for date of service 11/09/2025.”
Combine Related Tasks
“Find patient Sarah Wilson and show me her balance breakdown and recent appointments.”
“Get encounter [ID] details and show me submission options.”
Ask for Explanations
“Why is encounter [ID] currently denied?”
“Explain the charge breakdown for this patient.”
“What’s the next step for this claim?”
Common Workflow Examples
Daily Balance Review
“Show all patients with balances over $200.”
“For patient [name], show complete charge breakdown.”
“What payment options are available for this balance?”
Claim Follow-Up
“Find all encounters from last week with pending claims.”
“Show details for encounter [ID] including submission status.”
“Why did patient [ID] start getting denied this month?”
Patient Account Resolution
“Patient [name] called about their bill — show their account details.”
“Analyze all charges and payments for recent visits.”
“Write off $50 balance due to financial hardship.”
Insurance Verification
“Find patient [name] and show insurance information.”
“Update primary insurance to [new name].”
“Resubmit recent claims with updated insurance.”
Questions or Issues
If you have questions or encounter issues:
Ask Athelas AI directly for help
Create a support ticket through the assistant
Contact your billing team leads
Athelas AI is built to make every day faster, smarter, and simpler —
enhancing your revenue cycle efficiency and patient experience.
Last updated:
Oct 31, 2025
Getting Started With Your RCM Assistant
Athelas Assistant
Billing Workflows
Front Office Workflows
Owners & Administrators
What is Athelas AI?
An intelligent RCM assistant designed to streamline your daily billing and administrative workflows.
Now available to everyone on insights.athelas.com, Athelas AI helps your team navigate operations with speed, precision, and ease.
Athelas AI is embedded throughout your Insights dashboard, accessible anytime from the top-right corner.
It’s ready to assist wherever you are — with entry points across multiple Insights pages.
How to Get Started
Access — Open Athelas AI in the top-right corner of Insights.
Check Features — Ask “What can you do?” to view current functions.
Analyze — Ask questions about claims, balances, and more to get instant insights.
Take Action — The assistant can both provide information and execute tasks.
Get Support — Create support tickets directly through the assistant when needed.
Share Messages — Share, copy, or download responses instantly.
Give Feedback — Use the thumbs up/down to help us improve responses.
User Guidelines
Always confirm actions when prompted — Athelas AI never performs financial actions without explicit approval.
Refresh your page after updates to see recent changes.
Ask clear, specific questions, and follow up naturally.
Include dates or date ranges when relevant.
Use action verbs: “Show,” “Explain,” “Update,” “Process.”
Professional use only: Athelas AI is built for RCM operations — not general inquiries.
Pro Tips for Maximum Efficiency
Be Specific
Good: “Show me patient John Smith’s appointments for October 2024.”
Avoid: “Show me some appointments.”
Use Exact Information
“Find patient [name], DOB 03/15/1985.”
“Refund $75.50 for date of service 11/09/2025.”
Combine Related Tasks
“Find patient Sarah Wilson and show me her balance breakdown and recent appointments.”
“Get encounter [ID] details and show me submission options.”
Ask for Explanations
“Why is encounter [ID] currently denied?”
“Explain the charge breakdown for this patient.”
“What’s the next step for this claim?”
Common Workflow Examples
Daily Balance Review
“Show all patients with balances over $200.”
“For patient [name], show complete charge breakdown.”
“What payment options are available for this balance?”
Claim Follow-Up
“Find all encounters from last week with pending claims.”
“Show details for encounter [ID] including submission status.”
“Why did patient [ID] start getting denied this month?”
Patient Account Resolution
“Patient [name] called about their bill — show their account details.”
“Analyze all charges and payments for recent visits.”
“Write off $50 balance due to financial hardship.”
Insurance Verification
“Find patient [name] and show insurance information.”
“Update primary insurance to [new name].”
“Resubmit recent claims with updated insurance.”
Questions or Issues
If you have questions or encounter issues:
Ask Athelas AI directly for help
Create a support ticket through the assistant
Contact your billing team leads
Athelas AI is built to make every day faster, smarter, and simpler —
enhancing your revenue cycle efficiency and patient experience.