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
ProviderNavigating Inbox Workflows
The Inbox is your home for understanding what notes need to be signed and submitted. Each row in the left nav is a note - shows patient name, date of service, and clinical note type. Clicking on the row will open the note on the right.
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