At a Glance

The PR Settings page is chock-full of customizable features, all aimed at maximizing PR collection for your practice.

Work with your Account Manager to ensure these are initially set up to meet the needs of your organization, and feel free to adjust as you continue to work with Insights.

Accessing PR Settings

There are many ways to access PR Settings in Insights. For this walkthrough, we’ll use the Patient View tab on the Patient Responsibility page itself.

Click the ‘Actions’ menu and then choose ‘PR Settings.’

Tabs on the PR Settings Page

General

• Card Fees

  Set the default percentage you would like to charge patients using credit cards here.

  You can toggle to ‘Use exact Stripe fee,’ which is 2.9% + $0.30 per transaction.

  You can also toggle on/off whether you would like to ‘Auto-Save patient credit cards’ when they pay.

  

  Related guides available below.

  • 💳 How to Save (or Not Save) Credit Cards for Future Payments

Reader Label

Relabel any Athelas card readers registered to your account here.

Receipt + Patient Statement Settings (Facility-Specific)

Change how receipts and statements from individual facilities appear to patients in this section.

This is also where you can add and update a logo for a specific facility within your organization. These logos will appear on receipts and statements from those facilities.

Related guides available here.

• 🧾 Patient Statements

• 🖨️ How to Print a Patient Statement

• 🧾 How to Download, Print, or Send a Receipt

Text Message Customization

Customize the way your texts appear to patients.

To create custom texts, choose ‘Customize’ and type out your message.

To add dynamic elements (such as Patient Name, Current Balance, or Most Recent Facility), check the appropriate box and click ‘Add.’ The appropriate information will dynamically fill in the text.

Remember to click ‘Save’ when you’re done.

The only dynamic information you must include in a custom text message is the Link to Pay.

Related guides available below.

• 📵 How to Turn Off Patient Text Messages

• 📲 How to Request Payment by Text Message

• 📡 How to Spread PR Statement Emails and/or Text Messages Over Time

• 💻 📱 Patient Statements Journey via Email or Text, As Seen By Patients

Patient Statement Settings

The Patient Statement Settings section here, in the General tab of PR Settings, allow you to modify basic information that appears on patient statements.

To adjust settings on patient statements in greater detail, visit the Patient Statements page itself and view this guide.

You can also customize your statement message at the bottom of this section. Here is an example template of what custom statements will look like to patients.

High Balance Setting

Set the amount at which Insights labels balances as ‘high.’ They will appear in red in Insights.

You can also turn on or off the Follow Up action items listed below:

• Insurance Alert

  • Alert front desk if patient’s last claim was denied due to invalid or expired insurance information.

• Credit Card Alert

  • Alert front desk if last charge for patient’s payment plan and/or subscription has failed. Ask patient to update credit card info.

• Contact Info Alert

  • Alert front desk if unable to deliver statements to patient due to invalid contact info.

Skip Collection

Add, edit, and delete acceptable reasons that staff can choose from when they skip collections here.

Custom Payment Types

Add, update, or deactivate custom payment types here.

Click the + button to create a custom payment line.

Click the pencil icon next to a payment line to edit, or change its Active/Inactive status.

Partial Payments, Payment Modal Settings, and Welcome Message

Adjust these three things in their corresponding sections. You can allow or disallow patients to make partial payments via text, for example.

Note that you can turn the post-payment Welcome Message on or off from several places in Insights. Updating this option in one location will update it everywhere.

Pre Visit

This section allows you to set up defaults for the information you’d like to see and share prior to each appointment.

• Set which pre-visit payment suggestions you’d like to see, including deductible and coinsurance. The copay suggestion is required.

• Set pre-visit suggested payments mode. In other words, choose how you would like Athelas to translate eligibility results into pre-visit payment recommendations: show only the highest PR amount, or show all relevant PR amounts.

• Set up default charges by facility for copay, coinsurance, deductible, and self-pay.

• In the pre-visit payment suggestions section, you can choose whether to ignore, add, or only show tier 2 and 3 benefits.

• Set any default STCs you would like to apply to appointments in the Service Type Codes section.

• Choose whether to send a welcome message by default after the patient pays in this section. Note that this function is available in several places across Insights, and updating this setting in one location will update it in all other locations.

Credits

Here, you can set the number of days to elapse before patient credits are automatically released for general use.

Credits resulting from patient overpayment are held in reserve by default, in case the claim is resubmitted in the future. Please specify the number of days you would like to wait after a claim is Approved before any associated credits are released to cover outstanding balances.

Related guides on credits are available below.

• 🪙 How to Edit Credits on a Patient’s Account

• 🪙 All About Credits

Out of Network Insurances

This is where you can map any out of network insurances so that Athelas can run eligibility and provide PR suggestions for patients with these insurances.

Suggested PR Rules

See this guide for instructions on setting suggested PR Rules:

🎟️ How to Create Suggested PR Rules

Blocked PR Rules

See this guide for details on this tab.

Self-Pay Fee Schedule

See this guide for full details.