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 21, 2025
Understanding Submission Errors
Action Items
Front Office Workflows
At a Glance
The Submission Errors page in Insights shows claims that did not submit successfully, within tabs delineating whether Athelas or your practice is responsible for reviewing and fixing them. It also allows you to dig into the details of each individual claim.

Tabs on the Submission Errors Page
More Info Required
This is the tab where you’ll spend most of your time. These claims require information that only your practice can provide in order to resubmit.
In this example, we can see that the ‘Precheck Failed’ on a collection of claims. When we click into it for more details, we can see in the error message that the payer needs a referral or prior authorization to process claims.
More Info Required: Select Submission Errors by Stage
In the ‘More Info Required’ view, use the following tabs to find claims in a particular stage in the correction/resubmission process:
Not Started
These are submission errors on which action has not yet been taken.
Updated in EHR
These are claims where your staff has indicated that corrections have been made in the EHR. Once Athelas pulls in the corrections, these claims will automatically be resubmitted and disappear from this dashboard.
Blocked
Claims enter this status when a member of your team indicates that they need assistance from Athelas to resolve the claim. If you’re stuck and need help, mark the claim as Blocked.
Athelas Responsibility
These are claims where the Athelas Denials Team is actively investigating the claim and attempting to resubmit or appeal it. You’re always welcome to review these claims, but know that our team has them queued for action.
Not Workable
These are claims that have been deemed unworkable by the Athelas team, but have not yet been reviewed by your team to be officially written off.
There are two kinds of unworkable claims in this list.
Unavoidable
Claims that land here generally ran into some technical issue. These are commonly duplicate claims and claims that have already been submitted by an external source.
Regrettable
These are claims for which action could have been taken by either Athelas or your organization, but was not. For example, if a payer requires supporting documentation within a time frame and no documentation was sent in that time frame, the claim will land here.
Written Off
These claims have been marked by your team as irretrievable loss and require no further action.
Tracking Your Progress
As you work submission errors, you’ll most often take one of three actions:
Update in EHR
Because Athelas treats your EHR as the source of truth, all you need to do to trigger a resubmission is to update the claim in your EHR. We’ll automatically import the corrected data overnight to resubmit the claim.
This will be your most common way of working submission errors!
Once you’ve made a correction in your EHR, mark the submission error as “Updated in EHR”
Mark as Blocked
If you’re stuck and cannot determine the solution for a submission error with missing info, you can mark that claim as Blocked to request assistance from Athelas.
Write Off
Inevitably, some submission errors simply cannot be fixed. For these, you can mark the claim as ‘Written Off,’ indicating that you will not pursue further action on the claim.
To mark submission errors into these statuses, you have two options:
Select multiple claims and use the ‘Actions’ menu here, or…

Click into an individual claim and use the ‘Actions’ menu there.

Either way, the claim will move into the designated status to be followed up on as appropriate.
Correct & Resubmit
You also have the option to correct a claim directly from Athelas. In the case of simple corrections this is often the fastest path.
However, if there’s a persistent issue like a patient with ineligible insurance, you’ll need to make sure to make the correction in your EHR as well.
Here’s how to correct and resubmit a submission error
Click the ‘View Claim’ link on the right side of a claim row in the submission errors dashboard.
In the claim details view, click the ‘Actions’ menu and choose ‘Modify and Resubmit.’
Make any corrections needed, then click the “Save & Resubmit Claim” button
Done!
Features Supported:
View submission errors broken down by reason, category, and owner
View submission errors grouped my month and reason
Download submission errors csv
Bulk resubmit
Write off claim
Update encounter in Insights
Mark submission error with tag indicating its status and owner
Features In Development:
Dry run the billing rules in the AIR chart note
In Conclusion
Using the Submission Errors page will help your prioritize your most actionable submission errors, giving you the best shot at reclaiming lost revenue for your practice.
As always, if you have any questions about this feature, don’t hesitate to reach out to your dedicated Athelas representative.
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 21, 2025
Understanding Submission Errors
Action Items
Front Office Workflows
At a Glance
The Submission Errors page in Insights shows claims that did not submit successfully, within tabs delineating whether Athelas or your practice is responsible for reviewing and fixing them. It also allows you to dig into the details of each individual claim.

Tabs on the Submission Errors Page
More Info Required
This is the tab where you’ll spend most of your time. These claims require information that only your practice can provide in order to resubmit.
In this example, we can see that the ‘Precheck Failed’ on a collection of claims. When we click into it for more details, we can see in the error message that the payer needs a referral or prior authorization to process claims.
More Info Required: Select Submission Errors by Stage
In the ‘More Info Required’ view, use the following tabs to find claims in a particular stage in the correction/resubmission process:
Not Started
These are submission errors on which action has not yet been taken.
Updated in EHR
These are claims where your staff has indicated that corrections have been made in the EHR. Once Athelas pulls in the corrections, these claims will automatically be resubmitted and disappear from this dashboard.
Blocked
Claims enter this status when a member of your team indicates that they need assistance from Athelas to resolve the claim. If you’re stuck and need help, mark the claim as Blocked.
Athelas Responsibility
These are claims where the Athelas Denials Team is actively investigating the claim and attempting to resubmit or appeal it. You’re always welcome to review these claims, but know that our team has them queued for action.
Not Workable
These are claims that have been deemed unworkable by the Athelas team, but have not yet been reviewed by your team to be officially written off.
There are two kinds of unworkable claims in this list.
Unavoidable
Claims that land here generally ran into some technical issue. These are commonly duplicate claims and claims that have already been submitted by an external source.
Regrettable
These are claims for which action could have been taken by either Athelas or your organization, but was not. For example, if a payer requires supporting documentation within a time frame and no documentation was sent in that time frame, the claim will land here.
Written Off
These claims have been marked by your team as irretrievable loss and require no further action.
Tracking Your Progress
As you work submission errors, you’ll most often take one of three actions:
Update in EHR
Because Athelas treats your EHR as the source of truth, all you need to do to trigger a resubmission is to update the claim in your EHR. We’ll automatically import the corrected data overnight to resubmit the claim.
This will be your most common way of working submission errors!
Once you’ve made a correction in your EHR, mark the submission error as “Updated in EHR”
Mark as Blocked
If you’re stuck and cannot determine the solution for a submission error with missing info, you can mark that claim as Blocked to request assistance from Athelas.
Write Off
Inevitably, some submission errors simply cannot be fixed. For these, you can mark the claim as ‘Written Off,’ indicating that you will not pursue further action on the claim.
To mark submission errors into these statuses, you have two options:
Select multiple claims and use the ‘Actions’ menu here, or…

Click into an individual claim and use the ‘Actions’ menu there.

Either way, the claim will move into the designated status to be followed up on as appropriate.
Correct & Resubmit
You also have the option to correct a claim directly from Athelas. In the case of simple corrections this is often the fastest path.
However, if there’s a persistent issue like a patient with ineligible insurance, you’ll need to make sure to make the correction in your EHR as well.
Here’s how to correct and resubmit a submission error
Click the ‘View Claim’ link on the right side of a claim row in the submission errors dashboard.
In the claim details view, click the ‘Actions’ menu and choose ‘Modify and Resubmit.’
Make any corrections needed, then click the “Save & Resubmit Claim” button
Done!
Features Supported:
View submission errors broken down by reason, category, and owner
View submission errors grouped my month and reason
Download submission errors csv
Bulk resubmit
Write off claim
Update encounter in Insights
Mark submission error with tag indicating its status and owner
Features In Development:
Dry run the billing rules in the AIR chart note
In Conclusion
Using the Submission Errors page will help your prioritize your most actionable submission errors, giving you the best shot at reclaiming lost revenue for your practice.
As always, if you have any questions about this feature, don’t hesitate to reach out to your dedicated Athelas representative.
Last updated:
Aug 21, 2025
Understanding Submission Errors
Action Items
Front Office Workflows
At a Glance
The Submission Errors page in Insights shows claims that did not submit successfully, within tabs delineating whether Athelas or your practice is responsible for reviewing and fixing them. It also allows you to dig into the details of each individual claim.

Tabs on the Submission Errors Page
More Info Required
This is the tab where you’ll spend most of your time. These claims require information that only your practice can provide in order to resubmit.
In this example, we can see that the ‘Precheck Failed’ on a collection of claims. When we click into it for more details, we can see in the error message that the payer needs a referral or prior authorization to process claims.
More Info Required: Select Submission Errors by Stage
In the ‘More Info Required’ view, use the following tabs to find claims in a particular stage in the correction/resubmission process:
Not Started
These are submission errors on which action has not yet been taken.
Updated in EHR
These are claims where your staff has indicated that corrections have been made in the EHR. Once Athelas pulls in the corrections, these claims will automatically be resubmitted and disappear from this dashboard.
Blocked
Claims enter this status when a member of your team indicates that they need assistance from Athelas to resolve the claim. If you’re stuck and need help, mark the claim as Blocked.
Athelas Responsibility
These are claims where the Athelas Denials Team is actively investigating the claim and attempting to resubmit or appeal it. You’re always welcome to review these claims, but know that our team has them queued for action.
Not Workable
These are claims that have been deemed unworkable by the Athelas team, but have not yet been reviewed by your team to be officially written off.
There are two kinds of unworkable claims in this list.
Unavoidable
Claims that land here generally ran into some technical issue. These are commonly duplicate claims and claims that have already been submitted by an external source.
Regrettable
These are claims for which action could have been taken by either Athelas or your organization, but was not. For example, if a payer requires supporting documentation within a time frame and no documentation was sent in that time frame, the claim will land here.
Written Off
These claims have been marked by your team as irretrievable loss and require no further action.
Tracking Your Progress
As you work submission errors, you’ll most often take one of three actions:
Update in EHR
Because Athelas treats your EHR as the source of truth, all you need to do to trigger a resubmission is to update the claim in your EHR. We’ll automatically import the corrected data overnight to resubmit the claim.
This will be your most common way of working submission errors!
Once you’ve made a correction in your EHR, mark the submission error as “Updated in EHR”
Mark as Blocked
If you’re stuck and cannot determine the solution for a submission error with missing info, you can mark that claim as Blocked to request assistance from Athelas.
Write Off
Inevitably, some submission errors simply cannot be fixed. For these, you can mark the claim as ‘Written Off,’ indicating that you will not pursue further action on the claim.
To mark submission errors into these statuses, you have two options:
Select multiple claims and use the ‘Actions’ menu here, or…

Click into an individual claim and use the ‘Actions’ menu there.

Either way, the claim will move into the designated status to be followed up on as appropriate.
Correct & Resubmit
You also have the option to correct a claim directly from Athelas. In the case of simple corrections this is often the fastest path.
However, if there’s a persistent issue like a patient with ineligible insurance, you’ll need to make sure to make the correction in your EHR as well.
Here’s how to correct and resubmit a submission error
Click the ‘View Claim’ link on the right side of a claim row in the submission errors dashboard.
In the claim details view, click the ‘Actions’ menu and choose ‘Modify and Resubmit.’
Make any corrections needed, then click the “Save & Resubmit Claim” button
Done!
Features Supported:
View submission errors broken down by reason, category, and owner
View submission errors grouped my month and reason
Download submission errors csv
Bulk resubmit
Write off claim
Update encounter in Insights
Mark submission error with tag indicating its status and owner
Features In Development:
Dry run the billing rules in the AIR chart note
In Conclusion
Using the Submission Errors page will help your prioritize your most actionable submission errors, giving you the best shot at reclaiming lost revenue for your practice.
As always, if you have any questions about this feature, don’t hesitate to reach out to your dedicated Athelas representative.