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:
Jul 30, 2025
Self-pay Fee Schedule
Front Office Payments
Billing Workflows
At a Glance
Adding or updating your Self-Pay Fee items will allow Insights to automatically generate Patient Responsibility (PR) charges for self-pay patients, based on your organization’s established rates for specific CPT codes.
A self-pay fee schedule will free up considerable time for your administrative staff, as they will no longer need to manually look up CPT codes and rates.
What you can do on your own Add or edit items in your schedule line by line.
What you can do with help from an account manager Upload a fee schedule with multiple items. We can review and upload it for you. This is to ensure nothing gets broken in transition.
You can select whether you want post-visit PR generated for self-pay patients, based on your fee schedule. You can also choose the earliest date of service to which the fee schedule would apply, as well as a maximum self-pay charge per encounter.

How to Do It
From the Patient Responsibility page, click the ‘Actions’ menu and choose PR Settings.

Click on the Self-Pay Fee Schedule tab. You may have to scroll the list of tabs to the right in order to see this tab.
From here, you can either use the Search function to find a CPT if you already have items in your fee schedule. For this walkthrough, start by clicking Add Single Fee
.

Fill in the CPT Code, any modifiers, and the amount to charge in USD cents.
CPT modifiers (also referred to as Level I modifiers) are used to supplement the information or adjust care descriptions to provide extra details concerning a procedure or service provided by a physician. Code modifiers help further describe a procedure code without changing its definition. They are typically formatted as two characters, separated from other modifiers by a comma (For example: AB, CD)

Click Confirm.
Now you can view your new item in the fee schedule.

Click the pencil icon to modify the charge amount of the item, and the trash can to delete the item entirely.
❗ You will only be able to edit the charge amount of each item. If you would like to edit either the CPT code or modifiers, simply delete the item and add a new one.
Duplicate CPTs Codes and Modifiers.
If you input an exact duplicate CPT code and modifier combination but with a different charge amount, the original will simply be updated.
If, however, you have a single CPT code, but different modifiers requiring different prices, the system will create a new line item.

Download Your Practice’s Self-Pay Fee Schedule
In PR Settings, under the Self-Pay Fee Schedule tab, you can click Download Fee Schedule
below the listed items in the fee schedule to get a CSV file. The data in this file can be viewed and manipulated in Excel or similar program.

Further Assistance
We’re here to help! Please get in touch with support@getathelas.com if you’d like some hands-on assistance.
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:
Jul 30, 2025
Self-pay Fee Schedule
Front Office Payments
Billing Workflows
At a Glance
Adding or updating your Self-Pay Fee items will allow Insights to automatically generate Patient Responsibility (PR) charges for self-pay patients, based on your organization’s established rates for specific CPT codes.
A self-pay fee schedule will free up considerable time for your administrative staff, as they will no longer need to manually look up CPT codes and rates.
What you can do on your own Add or edit items in your schedule line by line.
What you can do with help from an account manager Upload a fee schedule with multiple items. We can review and upload it for you. This is to ensure nothing gets broken in transition.
You can select whether you want post-visit PR generated for self-pay patients, based on your fee schedule. You can also choose the earliest date of service to which the fee schedule would apply, as well as a maximum self-pay charge per encounter.

How to Do It
From the Patient Responsibility page, click the ‘Actions’ menu and choose PR Settings.

Click on the Self-Pay Fee Schedule tab. You may have to scroll the list of tabs to the right in order to see this tab.
From here, you can either use the Search function to find a CPT if you already have items in your fee schedule. For this walkthrough, start by clicking Add Single Fee
.

Fill in the CPT Code, any modifiers, and the amount to charge in USD cents.
CPT modifiers (also referred to as Level I modifiers) are used to supplement the information or adjust care descriptions to provide extra details concerning a procedure or service provided by a physician. Code modifiers help further describe a procedure code without changing its definition. They are typically formatted as two characters, separated from other modifiers by a comma (For example: AB, CD)

Click Confirm.
Now you can view your new item in the fee schedule.

Click the pencil icon to modify the charge amount of the item, and the trash can to delete the item entirely.
❗ You will only be able to edit the charge amount of each item. If you would like to edit either the CPT code or modifiers, simply delete the item and add a new one.
Duplicate CPTs Codes and Modifiers.
If you input an exact duplicate CPT code and modifier combination but with a different charge amount, the original will simply be updated.
If, however, you have a single CPT code, but different modifiers requiring different prices, the system will create a new line item.

Download Your Practice’s Self-Pay Fee Schedule
In PR Settings, under the Self-Pay Fee Schedule tab, you can click Download Fee Schedule
below the listed items in the fee schedule to get a CSV file. The data in this file can be viewed and manipulated in Excel or similar program.

Further Assistance
We’re here to help! Please get in touch with support@getathelas.com if you’d like some hands-on assistance.
Last updated:
Jul 30, 2025
Self-pay Fee Schedule
Front Office Payments
Billing Workflows
At a Glance
Adding or updating your Self-Pay Fee items will allow Insights to automatically generate Patient Responsibility (PR) charges for self-pay patients, based on your organization’s established rates for specific CPT codes.
A self-pay fee schedule will free up considerable time for your administrative staff, as they will no longer need to manually look up CPT codes and rates.
What you can do on your own Add or edit items in your schedule line by line.
What you can do with help from an account manager Upload a fee schedule with multiple items. We can review and upload it for you. This is to ensure nothing gets broken in transition.
You can select whether you want post-visit PR generated for self-pay patients, based on your fee schedule. You can also choose the earliest date of service to which the fee schedule would apply, as well as a maximum self-pay charge per encounter.

How to Do It
From the Patient Responsibility page, click the ‘Actions’ menu and choose PR Settings.

Click on the Self-Pay Fee Schedule tab. You may have to scroll the list of tabs to the right in order to see this tab.
From here, you can either use the Search function to find a CPT if you already have items in your fee schedule. For this walkthrough, start by clicking Add Single Fee
.

Fill in the CPT Code, any modifiers, and the amount to charge in USD cents.
CPT modifiers (also referred to as Level I modifiers) are used to supplement the information or adjust care descriptions to provide extra details concerning a procedure or service provided by a physician. Code modifiers help further describe a procedure code without changing its definition. They are typically formatted as two characters, separated from other modifiers by a comma (For example: AB, CD)

Click Confirm.
Now you can view your new item in the fee schedule.

Click the pencil icon to modify the charge amount of the item, and the trash can to delete the item entirely.
❗ You will only be able to edit the charge amount of each item. If you would like to edit either the CPT code or modifiers, simply delete the item and add a new one.
Duplicate CPTs Codes and Modifiers.
If you input an exact duplicate CPT code and modifier combination but with a different charge amount, the original will simply be updated.
If, however, you have a single CPT code, but different modifiers requiring different prices, the system will create a new line item.

Download Your Practice’s Self-Pay Fee Schedule
In PR Settings, under the Self-Pay Fee Schedule tab, you can click Download Fee Schedule
below the listed items in the fee schedule to get a CSV file. The data in this file can be viewed and manipulated in Excel or similar program.

Further Assistance
We’re here to help! Please get in touch with support@getathelas.com if you’d like some hands-on assistance.