⚠️ Important Note
Only a patient’s contact and mailing information can be updated in Insights. To edit basic identifying information like name or date of birth, update it in your EHR (or contact support@getathelas.com); those changes appear in Insights within 24 hours.How to Find a Patient’s Profile
The Speedy Way
From any page in Insights, use Universal Search: click the 🔍 icon in the header, or press Cmd + K (Mac) / Ctrl + K (PC). Start typing the patient’s name and select their Patient Profile link.The Classic Way
Open the Patient Responsibility page, search the Patient View (search by DOB, phone #, or name), and click the patient’s name to open their profile.Editing Patient Profile Information
To change the patient’s email, phone number, or statement mailing address, click Update Patient and edit the fields, then save. (As noted above, name and home address are edited in your EHR.) The profile header updates with the new information. The profile header also gives you quick actions to:- Cards on File — add or update the patient’s saved credit cards
- Write a patient note
- Download the patient’s mail statement (print a statement)
- Send a portal invite to the patient
- Open the EHR Patient Profile (where available)
Tabs
Beneath the header you’ll find these tabs: Charges — all of the patient’s charges, ordered by latest date of service. Related guides:- 🖨️ Print a Patient Statement
- 📬 Send a One-off Paper Statement
- 📧 Send an Email Statement
- 🏓 Set Up Miscellaneous Line Item Charges
- ↩️ Refund a Payment
- ❌ Cancel Patient Responsibility
- 📝 Write Off Patient Responsibility
- 👪 Take Payment for Multiple Family Members
- 📲 Request Payment by Text or Email
FAQ
Why can't I edit the patient's name or date of birth here?
Why can't I edit the patient's name or date of birth here?
Basic identifying information is managed in your EHR. Update it there and it appears in Insights within about 24 hours, or contact support@getathelas.com.
What's the fastest way to open a profile?
What's the fastest way to open a profile?
Press Cmd + K (Mac) or Ctrl + K (PC) to open Universal Search, type the patient’s name, and select their profile.