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
Measuring Performance
Reporting
Owners & Administrators
Sites are able to check specific important KPIs that pull from Air on the Performance Analysis tab. This tab shows high level data on clinical outcomes and practice health.
With filters for dates, facilities and providers:

With Card level filters:

Based on various performance metrics, you can calculate Bonuses for your staff
Configuration
To get started with the Payroll Bonus Report, click Configure
once in the My Reports tab

Set the parameters for each category for consideration in awarding bonuses:
Visit Type
Encounter or Appointment
Visit Weight
All Equally Weighted or Custom
Entity Level
Provider or Facility
Qualifying Days
Which days will count towards a bonus
Benchmark Type
Set a benchmark number of visits per day to measure expected versus actual productivity.
Apply Same Benchmark for All Entities, or Set Unique Benchmark per Entity.
Bonus Type
This will determine how bonuses are calculated. For example, Bonus/Visit means that bonuses will be based on the number of visits over the benchmark.
Click the Bonus Type info button for more details.

Once you’ve configured everything as you like, click Complete
.
Then, click the download icon, select a date range, and click Download
.

Now, you can open the downloaded CSV file and view or manipulate the data.

Features In Development
Additional metrics: average frequency of visit, initial evaluation volume, patient responsibility collections to charges ratio, average length of stay, checked-in to scheduled appointment ratio (patient buy-in), scheduling potential, average charge per encounter
Additional metrics: active patients with 0/1/2/3 appointments within each week
Features Not Supported
NPS
Custom report builder
MIPS (Merit-based Incentive Payment System) Reporting (ETA by EOY, for ‘26 MIPS tracking)
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
Measuring Performance
Reporting
Owners & Administrators
Sites are able to check specific important KPIs that pull from Air on the Performance Analysis tab. This tab shows high level data on clinical outcomes and practice health.
With filters for dates, facilities and providers:

With Card level filters:

Based on various performance metrics, you can calculate Bonuses for your staff
Configuration
To get started with the Payroll Bonus Report, click Configure
once in the My Reports tab

Set the parameters for each category for consideration in awarding bonuses:
Visit Type
Encounter or Appointment
Visit Weight
All Equally Weighted or Custom
Entity Level
Provider or Facility
Qualifying Days
Which days will count towards a bonus
Benchmark Type
Set a benchmark number of visits per day to measure expected versus actual productivity.
Apply Same Benchmark for All Entities, or Set Unique Benchmark per Entity.
Bonus Type
This will determine how bonuses are calculated. For example, Bonus/Visit means that bonuses will be based on the number of visits over the benchmark.
Click the Bonus Type info button for more details.

Once you’ve configured everything as you like, click Complete
.
Then, click the download icon, select a date range, and click Download
.

Now, you can open the downloaded CSV file and view or manipulate the data.

Features In Development
Additional metrics: average frequency of visit, initial evaluation volume, patient responsibility collections to charges ratio, average length of stay, checked-in to scheduled appointment ratio (patient buy-in), scheduling potential, average charge per encounter
Additional metrics: active patients with 0/1/2/3 appointments within each week
Features Not Supported
NPS
Custom report builder
MIPS (Merit-based Incentive Payment System) Reporting (ETA by EOY, for ‘26 MIPS tracking)
Last updated:
Aug 8, 2025
Measuring Performance
Reporting
Owners & Administrators
Sites are able to check specific important KPIs that pull from Air on the Performance Analysis tab. This tab shows high level data on clinical outcomes and practice health.
With filters for dates, facilities and providers:

With Card level filters:

Based on various performance metrics, you can calculate Bonuses for your staff
Configuration
To get started with the Payroll Bonus Report, click Configure
once in the My Reports tab

Set the parameters for each category for consideration in awarding bonuses:
Visit Type
Encounter or Appointment
Visit Weight
All Equally Weighted or Custom
Entity Level
Provider or Facility
Qualifying Days
Which days will count towards a bonus
Benchmark Type
Set a benchmark number of visits per day to measure expected versus actual productivity.
Apply Same Benchmark for All Entities, or Set Unique Benchmark per Entity.
Bonus Type
This will determine how bonuses are calculated. For example, Bonus/Visit means that bonuses will be based on the number of visits over the benchmark.
Click the Bonus Type info button for more details.

Once you’ve configured everything as you like, click Complete
.
Then, click the download icon, select a date range, and click Download
.

Now, you can open the downloaded CSV file and view or manipulate the data.

Features In Development
Additional metrics: average frequency of visit, initial evaluation volume, patient responsibility collections to charges ratio, average length of stay, checked-in to scheduled appointment ratio (patient buy-in), scheduling potential, average charge per encounter
Additional metrics: active patients with 0/1/2/3 appointments within each week
Features Not Supported
NPS
Custom report builder
MIPS (Merit-based Incentive Payment System) Reporting (ETA by EOY, for ‘26 MIPS tracking)