- Case Name
- Referring Provider
- Case Notes
Getting Started with Insights
Analytics
BillerAthelas Assistant
Front Office Payments
BillerGeneral Billing
BillerClaim Details
BillerReports
Biller- 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
Agents Center
Front DeskAppointments
Front Desk- Adding Prior Auth and Alerting
- Alternate Methods for Scheduling
- Appt. Features not supported
- 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
- The Insights Appointments Page
- Understanding Appointment Details
- Updating Appointment Statuses
Athelas Assistant
Front DeskCalendar
Front DeskDaily Operations
Front DeskEncounter Details
Front DeskFaxing
Front DeskMessaging
Front DeskPatient Communications
Front Desk- Complete Intake Forms
- Functional Outcome Measurements
- General Patient Flows Features
- Getting Started with Patient Portal
- Insurance Intake Page
- Manage Patient Appointments
- Manage Payments through Patient Portal
- Navigating Patient Workflows
- Patient Intake Automation
- Text Blast Page
- Update Insurance Info
- View Home Exercise Programs
Patient Demographics
Front DeskPatient Profiles
Front DeskPatient Responsibility
Front Desk- Charge Saved Credit Cards
- How to Cancel PR
- How to Push to PR
- How to Record Payments
- How to Refund a Payment
- How to Request via Text or Email
- How to Send a Patient Payment Link
- 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
- Manage Credit Cards
- Patient Responsibility Page
- PR Overpayment Refunds and Estimated vs. Remittance PR
- PR Settings
- PR Timeline
- Setting up a Payment Plan
Patient Statements
Front DeskPosting
Front DeskTasking
Front DeskUtilities
Front DeskMy Practice
AdminReporting
AdminAI Scribe & Tooling
ProviderAthelas Assistant
ProviderChart Notes
Provider- AI Appt. Summaries
- Auto-apply KX Modifier
- Chart Note Clinical Types
- Chart Note Features Not Supported
- Download Chart Notes as PDFs
- Getting Started with Chart Notes
- 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
Medications
ProviderAdd/edit Patient Cases
Navigate to Cases within the Demographics section of the Patient Profile:
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