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
The Billing Rules Engine
General Billing
Billing Workflows
At a Glance
The Billing Rules Engine page lists all active and inactive billing rules implemented by a collaborative effort between your organization, an Athelas account manager, and our engineers.
The two types of rules found here are categorized as Global or Site. More on that later in this guide.
To make changes to rules, contact your account manager.
The Billing Rules Process
Early in the Athelas onboarding process for your organization, an account manager collaborated with your organization’s administrators to incorporate all existing billing rules, updates to those rules, and any new rules requested into Insights.
These rules, along with any added manually since then, comprise the list visible on the Billing Rules Engine page.

You can filter this list to show only Active, Inactive, or All.

Types of Rules
Global Rules
Global rules are standardized, stock rules available to all organizations using Athelas Insights. These rules tackle the most common claim adjustments to minimize rejections and denials and maximize collections for your practice.
Site Rules
These rules are specific to your site.

The explanatory notes on these are editable. Click the ‘Edit’ button below the explanation to make changes.

Code for Site Rules
Scroll to the right in the Site Rules tab and you can see the trigger for each rule, the actions subsequently applied, and who created the rule.
This is the first place to check if a site rule is failing in some way.
View Active Rules on a Claim
To see which rules were applied to an individual claim, visit the Claim Details page. Click into a claim, then switch the the ‘Submissions’ tab. Choose a submission to expand and click ‘x rules applied.’
View dry run results of billing rules engine on Encounter Details
Features In Development
Be able to view diff or pre and post billing rules on the claim payload
Features Not Supported
Allow sites to update billing rules
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
The Billing Rules Engine
General Billing
Billing Workflows
At a Glance
The Billing Rules Engine page lists all active and inactive billing rules implemented by a collaborative effort between your organization, an Athelas account manager, and our engineers.
The two types of rules found here are categorized as Global or Site. More on that later in this guide.
To make changes to rules, contact your account manager.
The Billing Rules Process
Early in the Athelas onboarding process for your organization, an account manager collaborated with your organization’s administrators to incorporate all existing billing rules, updates to those rules, and any new rules requested into Insights.
These rules, along with any added manually since then, comprise the list visible on the Billing Rules Engine page.

You can filter this list to show only Active, Inactive, or All.

Types of Rules
Global Rules
Global rules are standardized, stock rules available to all organizations using Athelas Insights. These rules tackle the most common claim adjustments to minimize rejections and denials and maximize collections for your practice.
Site Rules
These rules are specific to your site.

The explanatory notes on these are editable. Click the ‘Edit’ button below the explanation to make changes.

Code for Site Rules
Scroll to the right in the Site Rules tab and you can see the trigger for each rule, the actions subsequently applied, and who created the rule.
This is the first place to check if a site rule is failing in some way.
View Active Rules on a Claim
To see which rules were applied to an individual claim, visit the Claim Details page. Click into a claim, then switch the the ‘Submissions’ tab. Choose a submission to expand and click ‘x rules applied.’
View dry run results of billing rules engine on Encounter Details
Features In Development
Be able to view diff or pre and post billing rules on the claim payload
Features Not Supported
Allow sites to update billing rules
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
The Billing Rules Engine
General Billing
Billing Workflows
At a Glance
The Billing Rules Engine page lists all active and inactive billing rules implemented by a collaborative effort between your organization, an Athelas account manager, and our engineers.
The two types of rules found here are categorized as Global or Site. More on that later in this guide.
To make changes to rules, contact your account manager.
The Billing Rules Process
Early in the Athelas onboarding process for your organization, an account manager collaborated with your organization’s administrators to incorporate all existing billing rules, updates to those rules, and any new rules requested into Insights.
These rules, along with any added manually since then, comprise the list visible on the Billing Rules Engine page.

You can filter this list to show only Active, Inactive, or All.

Types of Rules
Global Rules
Global rules are standardized, stock rules available to all organizations using Athelas Insights. These rules tackle the most common claim adjustments to minimize rejections and denials and maximize collections for your practice.
Site Rules
These rules are specific to your site.

The explanatory notes on these are editable. Click the ‘Edit’ button below the explanation to make changes.

Code for Site Rules
Scroll to the right in the Site Rules tab and you can see the trigger for each rule, the actions subsequently applied, and who created the rule.
This is the first place to check if a site rule is failing in some way.
View Active Rules on a Claim
To see which rules were applied to an individual claim, visit the Claim Details page. Click into a claim, then switch the the ‘Submissions’ tab. Choose a submission to expand and click ‘x rules applied.’
View dry run results of billing rules engine on Encounter Details
Features In Development
Be able to view diff or pre and post billing rules on the claim payload
Features Not Supported
Allow sites to update billing rules
Further Assistance
We’re here to help! Please get in touch with support@getathelas.com if you’d like some hands-on assistance.