> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PR Timeline

> Read the chronological PR timeline to understand exactly how a patient's balance was calculated.

### At a Glance

The **PR Timeline** chronologically displays every event related to patient responsibility and payments for a given date of service (DoS) — a snapshot of how PR evolved, from the appointment through claim submission to balance updates and final payment.

## Finding the Timeline

From the [Patient Responsibility](/insights_front_desk/patient_responsibility/patient_responsibility_page) page, open **Patient View** and choose a patient. On the **Charges** tab, select a date of service and click **View Details** (you can filter by date of service, provider, or PR status). Then open the **Timeline** tab.

Toggles let you show or hide **credit transactions** and other minor **hidden events** (some low-impact events are hidden to keep the timeline readable).

<Note>
  The PR timeline is also available on the claims side. On the **Claim Details** page, the activity log has **Claim timeline** and **PR timeline** tabs (and, for some accounts, a condensed "Micro Timeline"), so you can review the same PR history from the encounter.
</Note>

## Reading a Card

The timeline is a series of **cards**, each an event in the PR journey. A card shows:

* **Date and time** the event occurred
* **Card type** — e.g., Payment, Remittance Received, Updated Balance
* **Amount** — the primary dollar figure (e.g., amount paid, or total PR due)
* **Balance** (upper right) — the running balance at that moment, plus the change since the previous card
* **Additional details** — an expandable section with more context; details vary by card type

## Example

A patient has a walk-in appointment and their eligibility returns Active. The front desk collects a \$230 payment at time of service, and a matching \$230 **Estimated** PR placeholder is added (so the balance zeroes out) until the payer responds. The claim is submitted, later resubmitted after a correction, and a remittance eventually returns a total PR of only \$101.39 — less than half of what was collected. The PR updates to the remittance amount (now **Post-Remittance PR**), leaving the patient with a surplus, and overnight an **Auto-Refund** turns the \$101.39 overpayment into a credit, bringing the balance to zero.

## Other Cards You May See

* **PR Cancellation** — when a claim that already had a remittance is resubmitted, its existing PR is cancelled while awaiting a new decision (payments become credits locked to the DoS).
* **Credits Applied (Automatic)** — available credits applied to new balances automatically.
* **Patient Statement Sent** — when a statement is delivered.
* **Insurance Updated** — when insurance changes apply to a claim (important for resubmissions).
* **Write-Offs** — when PR is written off.

Whenever you have a question about a patient's PR, the PR Timeline is your best resource.

### FAQ

<Accordion title="Can I see the PR timeline from a claim?">
  Yes. Open the claim on the **Claim Details** page and use the **PR timeline** tab in the activity log — it shows the same PR history keyed to the encounter.
</Accordion>

<Accordion title="Why are some events missing from the timeline?">
  Low-impact events are hidden by default to keep the timeline readable. Use the toggles to show hidden events and credit transactions.
</Accordion>