# Athelas

## Docs

- [Welcome to Air by Athelas!](https://docs.athelas.com/air_onboard/getting_started_with_air/index.md)
- [Setting up Air](https://docs.athelas.com/air_onboard/getting_started_with_air/set_up.md)
- [Troubleshooting](https://docs.athelas.com/air_onboard/getting_started_with_air/faqs.md)
- [Navigating Your Calendar](https://docs.athelas.com/air_front_desk/view_your_calendar/nav_calendar.md)
- [Notifications Center](https://docs.athelas.com/air_front_desk/view_your_calendar/insights_notifications.md)
- [Waitlist](https://docs.athelas.com/air_front_desk/view_your_calendar/waitlist.md): Configure and manage appointment waitlists, offers, and patient responses in Air.
- [View your Patient's Information](https://docs.athelas.com/air_provider/review_patient_details/patient_info.md)
- [Patient Demographics](https://docs.athelas.com/air_provider/review_patient_details/patient_demog.md)
- [Patient Appointment Details](https://docs.athelas.com/air_provider/review_patient_details/patient_appts.md)
- [Patient Attachments](https://docs.athelas.com/air_provider/review_patient_details/patient_attachments.md): Find, filter, view, and download patient attachments in Air.
- [Faxing](https://docs.athelas.com/air_provider/review_patient_details/faxing.md)
- [Outreach Flows](https://docs.athelas.com/air_front_desk/communicate_with_patients/outreach_flows.md)
- [Messages](https://docs.athelas.com/air_front_desk/communicate_with_patients/messages.md)
- [Patient Portal](https://docs.athelas.com/air_front_desk/portal_and_online_scheduling/patient_portal.md)
- [Online Scheduling](https://docs.athelas.com/air_front_desk/portal_and_online_scheduling/online_scheduling.md)
- [Reserve Blocks](https://docs.athelas.com/air_front_desk/portal_and_online_scheduling/reserve_blocks.md)
- [Check-in the Patient](https://docs.athelas.com/air_provider/check_in_a_patient/check_in.md)
- [Getting Started with Kiosk](https://docs.athelas.com/air_provider/check_in_a_patient/kiosk_user_guide.md)
- [Update an Existing Appointment](https://docs.athelas.com/air_provider/check_in_a_patient/edit_appt.md)
- [Navigate your Chart Note](https://docs.athelas.com/air_provider/fill_a_chart_note/nav_chart_note.md)
- [Chart Note Clinical Types](https://docs.athelas.com/air_provider/fill_a_chart_note/chart_note_clinical_types.md)
- [Progress Note Automatic Conversion](https://docs.athelas.com/air_provider/fill_a_chart_note/progress_note_automatic_conversion.md)
- [Other Sections within the Chart Note](https://docs.athelas.com/air_provider/fill_a_chart_note/other_sec_chart_note.md)
- [Flowsheets](https://docs.athelas.com/air_provider/fill_a_chart_note/flowsheets.md)
- [Functional Outcome Measurements](https://docs.athelas.com/air_provider/fill_a_chart_note/functional_outcomes.md)
- [Medications](https://docs.athelas.com/air_provider/fill_a_chart_note/medications.md): Learn how to prescribe medications, review medication history, manage custom SIGs, and handle pharmacy requests in Air.
- [PDMP](https://docs.athelas.com/air_provider/fill_a_chart_note/pdmp.md): Review controlled-substance history and complete PDMP checks while prescribing medications in Air.
- [Medication Order Set](https://docs.athelas.com/air_provider/fill_a_chart_note/medication_order_set.md)
- [Order Sets](https://docs.athelas.com/air_provider/fill_a_chart_note/order_sets.md): Create, manage, and apply reusable clinical order sets in Air.
- [Prescriber Agents](https://docs.athelas.com/air_provider/fill_a_chart_note/prescriber_agents.md)
- [Orders](https://docs.athelas.com/air_provider/fill_a_chart_note/orders.md)
- [AI Scribe FAQs](https://docs.athelas.com/air_provider/fill_a_chart_note/scribe_faq.md)
- [Scribe Text Snippets & Macros](https://docs.athelas.com/air_provider/fill_a_chart_note/scribe_text_snippets.md)
- [Check your Inbox](https://docs.athelas.com/air_provider/fill_a_chart_note/nav_inbox.md)
- [Schedule an Appointment](https://docs.athelas.com/air_front_desk/take_in_a_patient/new_appt.md)
- [Prepare for the Appointment](https://docs.athelas.com/air_front_desk/take_in_a_patient/prep_appt.md)
- [Schedule Follow-ups & Reschedule Appointments](https://docs.athelas.com/air_front_desk/take_in_a_patient/schedule_and_reschedule_patient_appointments.md)
- [Send & Receive Faxes](https://docs.athelas.com/air_front_desk/manage_your_tasks/faxes.md)
- [Review your Tasks](https://docs.athelas.com/air_front_desk/manage_your_tasks/tasks.md)
- [Edit Your Practice Settings](https://docs.athelas.com/air_admin/manage_your_practice/practice_settings.md)
- [User Management](https://docs.athelas.com/air_admin/manage_your_practice/user_management.md)
- [Branding Engine](https://docs.athelas.com/air_admin/manage_your_practice/branding_engine.md)
- [EHR Alert Rules User Guide](https://docs.athelas.com/air_admin/manage_your_practice/ehr_alert_rules.md)
- [Billing Addendums + Retro Billing User Guide](https://docs.athelas.com/air_admin/manage_your_practice/billing_addendums_and_retro_billing.md)
- [Custom Orders](https://docs.athelas.com/air_admin/manage_your_practice/custom_orders.md)
- [Appointment Types](https://docs.athelas.com/air_admin/manage_your_practice/appointment_types.md): Configure appointment types, chart note sections, Scribe defaults, CPT codes, and patient-facing mappings.
- [Chart Note Templates](https://docs.athelas.com/air_admin/manage_your_practice/chart_note_templates.md)
- [Conditional Forms](https://docs.athelas.com/air_admin/manage_your_practice/conditional_forms.md)
- [Create Patient Workflows](https://docs.athelas.com/air_admin/manage_your_practice/patient_workflows.md): Create patient intake forms, automate patient communications, and track workflow delivery in Air.
- [Provider Settings](https://docs.athelas.com/air_admin/manage_your_practice/provider_settings.md)
- [Provider Credentials](https://docs.athelas.com/air_admin/manage_your_practice/provider_credentials.md)
- [Set your Calendar Settings](https://docs.athelas.com/air_admin/manage_your_practice/calendar_settings.md)
- [Register Providers for Medications](https://docs.athelas.com/air_admin/manage_your_practice/register_providers_rx.md)
- [Set your Fax Details](https://docs.athelas.com/air_admin/manage_your_practice/fax_admin.md)
- [Plan of Care Tracking](https://docs.athelas.com/air_admin/manage_your_practice/plan_of_care_tracking.md)
- [Scribe Retention Policy](https://docs.athelas.com/air_admin/manage_your_practice/scribe_retention_policy.md)
- [My Reports](https://docs.athelas.com/air_admin/analyze_your_reports/my_reports.md)
- [AIR Audit Dashboard](https://docs.athelas.com/air_admin/analyze_your_reports/audit_dashboard.md)
- [Review your KPI Dashboard](https://docs.athelas.com/air_admin/analyze_your_reports/kpi_dashboard.md)
- [Review your Reports](https://docs.athelas.com/air_admin/analyze_your_reports/all_reports.md)
- [EHR Reports](https://docs.athelas.com/air_admin/analyze_your_reports/ehr_reports.md)
- [Building a Report](https://docs.athelas.com/air_admin/analyze_your_reports/building_a_report.md)
- [Growth Engine](https://docs.athelas.com/air_admin/analyze_your_reports/growth_engine.md)
- [Retention Engine](https://docs.athelas.com/air_admin/analyze_your_reports/retention_engine.md)
- [Efficiency Engine](https://docs.athelas.com/air_admin/analyze_your_reports/efficiency_engine.md)
- [Patient Information Export](https://docs.athelas.com/air_developer/patient_information_export/patient_information_export.md): EHI Export feature and export format documentation for ONC §170.315(b)(10) Electronic Health Information (EHI) Export — covers single-patient and patient-population exports produced by Air, their contents (including patient attachments), data dictionary, permissions, and implementation consideration…
- [Air Mandatory Disclosure](https://docs.athelas.com/air_developer/onc_certification/mandatory_disclosure.md): ONC Health IT Certification Program transparency and disclosure statement for Air per 45 CFR § 170.523(k)(1).
- [Adding a Patient's Family Health History](https://docs.athelas.com/air_developer/onc_feature_guides/adding_family_health_history.md)
- [Adding an Implantable Device](https://docs.athelas.com/air_developer/onc_feature_guides/adding_an_implantable_device.md)
- [Viewing a C-CDA Document](https://docs.athelas.com/air_developer/onc_feature_guides/view_ccda.md)
- [Reconciling Incoming C-CDAs](https://docs.athelas.com/air_developer/onc_feature_guides/reconcile_incoming_ccda.md)
- [Commure EHR FHIR API](https://docs.athelas.com/air_developer/fhir_api/commure_ehr_fhir_api.md): ONC (g)(10) certified, US Core 6.1.0 compliant FHIR R4B API for third-party app integrations with Air.
- [Getting Started as a Biller](https://docs.athelas.com/insights_onboard/getting_started_as_a_biller.md): Everything you need to start processing claims efficiently—from filtering your queue to submitting with confidence.
- [Getting started as a Healthcare Provider](https://docs.athelas.com/insights_onboard/getting_started_as_a_healthcare_provider.md): Learn how to document patient encounters, record clinical notes, and complete chart notes efficiently using Insights
- [Getting Started as a Staff Member](https://docs.athelas.com/insights_onboard/getting_started_as_a_staff_member.md): Learn how to add patients, manage appointments, and use the calendar as a staff member in Insights
- [Getting Started as an Owner/Administrator](https://docs.athelas.com/insights_onboard/getting_started_as_an_owneradministrator.md): Learn how to configure your practice preferences, set up providers, and manage essential settings in Insights
- [Getting Started as a Biller: Errors, Rejections & Denials](https://docs.athelas.com/insights_onboard/getting_started_as_biller_errors_rejections_and_denials.md)
- [Getting Started with Athelas Assistant](https://docs.athelas.com/insights_general/athelas_assistant/getting_started_with_athelas_assistant.md)
- [Athelas Assistant Prompt Library](https://docs.athelas.com/insights_general/athelas_assistant/athelas_assistant_prompt_library.md)
- [Athelas Assistant for Providers](https://docs.athelas.com/insights_general/athelas_assistant/athelas_assistant_for_providers.md)
- [Athelas Assistant Common Functionalities](https://docs.athelas.com/insights_general/athelas_assistant/athelas_assistant_common_functionalities.md)
- [The Denials Analysis Page](https://docs.athelas.com/insights_biller/analytics/the_denials_analysis_page.md)
- [The Revenue Analysis Page](https://docs.athelas.com/insights_biller/analytics/the_revenue_analysis_page.md)
- [How to Set Block PR Rules](https://docs.athelas.com/insights_biller/general_billing/how_to_set_block_pr_rules.md)
- [Getting Started with Charge Master](https://docs.athelas.com/insights_biller/general_billing/getting_started_with_charge_master.md)
- [Remittances](https://docs.athelas.com/insights_biller/general_billing/remittances.md)
- [Deposit Slip Ingestion](https://docs.athelas.com/insights_biller/general_billing/deposit_slip_ingestion.md)
- [The Billing Rules Engine](https://docs.athelas.com/insights_biller/general_billing/the_billing_rules_engine.md)
- [The Review Charges Page](https://docs.athelas.com/insights_biller/general_billing/the_review_charges_page.md)
- [Getting Started with the Claims Page](https://docs.athelas.com/insights_biller/claim_details/claim_details_page.md): Manage claims, filters, assignments, validation, submission previews, and saved views in Insights.
- [Organizing Your Claims Worklist](https://docs.athelas.com/insights_biller/claim_details/organizing_your_claims_worklist.md)
- [Working a Claim: Context & Activity Feed](https://docs.athelas.com/insights_biller/claim_details/working_a_claim.md)
- [Deferring a Claim](https://docs.athelas.com/insights_biller/claim_details/deferring_a_claim.md)
- [How to Resubmit Claims in Bulk](https://docs.athelas.com/insights_biller/claim_details/how_to_resubmit_claims_in_bulk.md)
- [How to Send Documentation](https://docs.athelas.com/insights_biller/claim_details/how_to_send_documentation.md)
- [Getting Started with the Patient Profile Page](https://docs.athelas.com/insights_biller/patient_profile/patient_profile_page.md): Manage a patient's full financial picture — charges, transactions, credits, and balance — with the Athelas Assistant balance explainer.
- [Building and Running Reports](https://docs.athelas.com/insights_biller/reports/building_and_running_reports.md)
- [Month-End Close with Insights Reports](https://docs.athelas.com/insights_biller/reports/month_end_close.md)
- [Submitted Claims Report](https://docs.athelas.com/insights_biller/reports/submitted_claims_report.md)
- [Detailed Charges Report](https://docs.athelas.com/insights_biller/reports/detailed_charges_report.md)
- [Claim Adjustments Report](https://docs.athelas.com/insights_biller/reports/claim_adjustments_report.md)
- [Export Claim Details](https://docs.athelas.com/insights_biller/reports/export_claim_details.md)
- [Patient Claims One-pagers](https://docs.athelas.com/insights_biller/reports/patient_claims_one_pagers.md)
- [Revenue Activity Report](https://docs.athelas.com/insights_biller/reports/revenue_activity_report.md)
- [Provider Adjustments Report](https://docs.athelas.com/insights_biller/reports/provider_adjustments_report.md)
- [Aging AR Report](https://docs.athelas.com/insights_biller/reports/aging_ar_report.md)
- [A/R Reports](https://docs.athelas.com/insights_biller/reports/ar_reports.md)
- [Posting Log Report](https://docs.athelas.com/insights_biller/reports/posting_log_report.md)
- [Collections Report](https://docs.athelas.com/insights_biller/reports/collections_report.md)
- [Custom Collections Report](https://docs.athelas.com/insights_biller/reports/custom_collections_report.md)
- [Front-Desk Upfront Collections Report](https://docs.athelas.com/insights_biller/reports/upfront_collections_report.md)
- [Provider Line Item Report](https://docs.athelas.com/insights_biller/reports/provider_line_item_report.md)
- [Generate a Transaction Report](https://docs.athelas.com/insights_biller/reports/generate_a_transaction_report.md)
- [Site Transaction Report](https://docs.athelas.com/insights_biller/reports/site_transaction_report.md)
- [Site Transaction Report Summary](https://docs.athelas.com/insights_biller/reports/site_transaction_report_summary.md)
- [Bank Deposit Reconciliation Report](https://docs.athelas.com/insights_biller/reports/bank_deposit_reconciliation_report.md)
- [Patient Balances Report](https://docs.athelas.com/insights_biller/reports/patient_balances_report.md)
- [Patient Charges Report](https://docs.athelas.com/insights_biller/reports/patient_charges_report.md)
- [Patient Eligibility Report](https://docs.athelas.com/insights_biller/reports/patient_eligibility_report.md)
- [Upcoming Patient Statements Report](https://docs.athelas.com/insights_biller/reports/upcoming_patient_statements_report.md)
- [The Insights Appointments Page](https://docs.athelas.com/insights_front_desk/appointments/the_insights_appointments_page.md)
- [How to Add a Walk-In Patient](https://docs.athelas.com/insights_front_desk/appointments/how_to_add_a_walk_in_patient.md)
- [How to Run an Eligibility Check](https://docs.athelas.com/insights_front_desk/appointments/how_to_run_an_eligibility_check.md)
- [How to Take Payments](https://docs.athelas.com/insights_front_desk/appointments/how_to_take_payments.md)
- [Insights Prior Authorization](https://docs.athelas.com/insights_front_desk/appointments/insights_prior_authorization.md)
- [Getting started with the Calendar](https://docs.athelas.com/insights_front_desk/calendar/getting_started_with_the_calendar.md)
- [Calendar start & end times](https://docs.athelas.com/insights_front_desk/calendar/calendar_start_end_times.md)
- [Filter the calendar view](https://docs.athelas.com/insights_front_desk/calendar/filter_the_calendar_view.md)
- [Modify calendar views](https://docs.athelas.com/insights_front_desk/calendar/modify_calendar_views.md)
- [Viewing multiple providers](https://docs.athelas.com/insights_front_desk/calendar/viewing_multiple_providers.md)
- [Getting Started with Demographics](https://docs.athelas.com/insights_front_desk/patient_demographics/getting_started_with_demographics.md): View and edit a patient's demographics, and create a new patient record.
- [Add/edit a Patient's Insurance](https://docs.athelas.com/insights_front_desk/patient_demographics/addedit_a_patients_insurance.md): Add or edit a patient's insurance, including workers' comp, self-pay, and missing-insurance cases.
- [Add/edit Patient's Prior Authorization](https://docs.athelas.com/insights_front_desk/patient_demographics/addedit_patients_prior_authorization.md): Add and track a patient's prior authorizations, including auth number, dates, and visit limits.
- [How to Find and Edit a Patient's Profile](https://docs.athelas.com/insights_front_desk/patient_profiles/how_to_find_and_edit_a_patients_profile.md): Locate a patient's profile, edit their contact and mailing info, and navigate the profile tabs.
- [Navigating Patient Workflows](https://docs.athelas.com/insights_front_desk/patient_communications/navigating_patient_workflows.md): Build and manage automated workflows that send intake forms and appointment reminders to patients.
- [Complete Intake Forms](https://docs.athelas.com/insights_front_desk/patient_communications/complete_intake_forms.md): Build custom intake form templates with the drag-and-drop template builder and include them in the chart note.
- [Patient Intake Automation](https://docs.athelas.com/insights_front_desk/patient_communications/patient_intake_automation.md): Automatically fax completed patient intake forms to a designated number, configured per workflow.
- [Insurance Intake Page](https://docs.athelas.com/insights_front_desk/patient_communications/insurance_intake_page.md): Track and work the list of patients who need to update their insurance, and automate the outreach.
- [Text Blast Page](https://docs.athelas.com/insights_front_desk/patient_communications/text_blast_page.md): Send one-off mass texts to patients with dynamic tags, translations, cost preview, and delivery tracking.
- [Patient Responsibility Page](https://docs.athelas.com/insights_front_desk/patient_responsibility/patient_responsibility_page.md): Tour the Patient Responsibility page: analysis metrics, patient/transaction views, and the Actions menu.
- [Charge Saved Credit Cards](https://docs.athelas.com/insights_front_desk/patient_responsibility/charge_saved_credit_cards.md): Batch-charge patients' saved cards for outstanding balances, filtered by amount and charge type.
- [How to Cancel PR](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_cancel_pr.md): Cancel patient responsibility that should never have existed, and understand which PR is cancelable.
- [How to Push to PR](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_push_to_pr.md): Push a remaining payer balance to patient responsibility from a claim or the Posting Tool.
- [How to Record Payments](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_record_payments.md): Record a prior or external payment on a patient's account using credits plus a matching charge.
- [How to Refund a Payment](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_refund_a_payment.md): Refund a patient payment to credits, the original card, or as an external cash/check refund.
- [How to Request via Text or Email](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_request_via_text_or_email.md): Manually send a single patient a payment request by text or email from their profile.
- [How to Send a Patient Payment Link](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_send_a_patient_payment_link.md): Send a patient a secure payment link by text or email, or generate a pay link from Insights.
- [How to Take a Partial or Split Payment](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment.md)
- [How to Set Up Miscellaneous Line Item Charges](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_set_up_miscellaneous_line_item_charges.md): Create custom line-item charge types and charge a patient for them from their profile.
- [How to Take Payment for Families](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_take_payment_for_families.md): Collect one combined payment across related patients, such as a parent paying for their children.
- [How to Write Off PR](https://docs.athelas.com/insights_front_desk/patient_responsibility/how_to_write_off_pr.md): Write off patient responsibility your practice won't collect, and undo a write-off if needed.
- [Manage Credit Cards](https://docs.athelas.com/insights_front_desk/patient_responsibility/manage_credit_cards.md): Set default card-saving, add or remove a patient's saved cards, and key in a card manually.
- [PR Overpayment Refunds and Estimated vs. Remittance PR](https://docs.athelas.com/insights_front_desk/patient_responsibility/pr_overpayment_refunds_and_estimated_vs_remittance_pr.md): How Insights reconciles up-front payments against finalized remittance PR, including overpayment credits.
- [PR Settings](https://docs.athelas.com/insights_front_desk/patient_responsibility/pr_settings.md): Configure Patient Responsibility settings: card fees, receipts, text customization, pre-visit rules, and more.
- [PR Timeline](https://docs.athelas.com/insights_front_desk/patient_responsibility/pr_timeline.md): Read the chronological PR timeline to understand exactly how a patient's balance was calculated.
- [Setting up a Payment Plan](https://docs.athelas.com/insights_front_desk/patient_responsibility/setting_up_a_payment_plan.md): Create a patient payment plan with a start date, schedule, amount, and payment method in Insights.
- [Post-Encounter CPT-Based Service Charges](https://docs.athelas.com/insights_front_desk/front_office_payments/automatic_service_charges.md): Configure service charge rates and add service items to an appointment for accurate post-encounter estimates.
- [How to Create Suggested PR Rules](https://docs.athelas.com/insights_front_desk/front_office_payments/how_to_create_suggested_pr_rules.md): Build rules that auto-suggest copay, coinsurance, and deductible at check-in, with priority-based overrides.
- [Self-pay Fee Schedule](https://docs.athelas.com/insights_front_desk/front_office_payments/self_pay_fee_schedule.md): Configure self-pay rates by CPT code and manage your practice's fee schedule in Insights.
- [Target Allowed Amounts](https://docs.athelas.com/insights_front_desk/front_office_payments/target_allowed_amounts.md): An optional threshold that lets Insights auto-resolve encounters once a payer's payout is acceptable.
- [Manage Patient Statements](https://docs.athelas.com/insights_front_desk/patient_statements/manage_patient_statements.md): Automate and track patient statement delivery — frequency, delivery methods, exclusions, batches, and metrics.
- [Send Patient Statements via Email/Text](https://docs.athelas.com/insights_front_desk/patient_statements/send_patient_statements_via_emailtext.md): What patients see and do when they pay from an emailed or texted statement.
- [Send Email Statements](https://docs.athelas.com/insights_front_desk/patient_statements/send_email_statements.md): Send a single patient a one-off email statement from their profile.
- [Send One-off Paper Statements](https://docs.athelas.com/insights_front_desk/patient_statements/send_one_off_paper_statements.md): Mail a single paper statement to a patient and update their statement mailing address.
- [Print Patient Statements](https://docs.athelas.com/insights_front_desk/patient_statements/print_patient_statements.md): Download a patient's statement as a PDF to print and hand to them.
- [How to Spread PR Statement Emails](https://docs.athelas.com/insights_front_desk/patient_statements/how_to_spread_pr_statement_emails.md): Distribute statement emails and texts evenly across weekdays to avoid a flood of patient calls.
- [Turn off Patient Texts](https://docs.athelas.com/insights_front_desk/patient_statements/turn_off_patient_texts.md): Disable automatic billing text messages for an individual patient.
- [How to Use the Posting Tool Page](https://docs.athelas.com/insights_front_desk/posting/how_to_use_the_posting_tool_page.md)
- [How to Handle Duplicate Remittances](https://docs.athelas.com/insights_front_desk/posting/how_to_handle_duplicate_remittances.md)
- [How to Handle Partial Denials](https://docs.athelas.com/insights_front_desk/posting/how_to_handle_partial_denials.md)
- [How to Make a Custom Adjustment](https://docs.athelas.com/insights_front_desk/posting/how_to_post_a_remittance_manually.md)
- [How to Write Off PR](https://docs.athelas.com/insights_front_desk/posting/how_to_write_off_a_balance.md)
- [Getting Started with Faxing](https://docs.athelas.com/insights_front_desk/faxing/getting_started_with_faxing.md): Navigate the Faxing page tabs, contact list, filters, and fax statuses.
- [Send and Receive a Fax](https://docs.athelas.com/insights_front_desk/faxing/send_and_receive_a_fax.md): Send an outbound fax, process inbound faxes, and let AI auto-sort your fax inbox.
- [Tying Faxes to Patients](https://docs.athelas.com/insights_front_desk/faxing/tying_faxes_to_patients.md): Associate an inbound fax with a patient, add tags, and filter the fax list by patient.
- [Attach Task Follow-ups to Faxes](https://docs.athelas.com/insights_front_desk/faxing/attach_task_follow_ups_to_faxes.md): Create and manage follow-up tasks tied to a fax, assigned to a user or a group.
- [Messages Page](https://docs.athelas.com/insights_front_desk/messaging/messages_page.md): Send and receive internal staff messages, see message notifications, and leave patient notes in Insights.
- [How to create tasks](https://docs.athelas.com/insights_front_desk/tasking/how_to_create_tasks.md): Create a task on the Tasks page, assign it to a user or a group, and optionally link it to a patient.
- [Sorting, Archiving, Bulk Actions](https://docs.athelas.com/insights_front_desk/tasking/sorting_archiving_bulk_actions.md): Sort, filter, archive, and bulk-manage tasks on the Tasks page.
- [How to Reconcile Your Cash Drawer](https://docs.athelas.com/insights_front_desk/daily_operations/how_to_reconcile_your_cash_drawer.md): Reconcile end-of-shift cash and check patient-responsibility payments against expected amounts from the Appointments page.
- [Bank Deposit Verification](https://docs.athelas.com/insights_front_desk/utilities/bank_deposit_verification.md)
- [Download EDI's in Bulk](https://docs.athelas.com/insights_front_desk/utilities/download_edis_in_bulk.md)
- [EOB Creation and Portal Checks](https://docs.athelas.com/insights_front_desk/utilities/eob_creation_and_portal_checks.md)
- [Patient Subscriptions](https://docs.athelas.com/insights_front_desk/utilities/patient_subscriptions.md)
- [Process Virtual Cards](https://docs.athelas.com/insights_front_desk/utilities/process_virtual_cards.md)
- [Getting Started with Your Practice](https://docs.athelas.com/insights_admin/my_practice/getting_started_with_your_practice.md)
- [Manage Staff & Permissions](https://docs.athelas.com/insights_admin/my_practice/manage_staff_permissions.md)
- [Update Practice Information](https://docs.athelas.com/insights_admin/my_practice/update_practice_information.md)
- [Your Athelas Invoice](https://docs.athelas.com/insights_admin/my_practice/your_athelas_invoice.md)
- [Eligibility Self-Service Setup Guide](https://docs.athelas.com/insights_admin/my_practice/eligibility_setup_guide.md)
- [Measuring Performance](https://docs.athelas.com/insights_admin/reporting/measuring_performance.md)
- [How to Apply an Air Scribe](https://docs.athelas.com/insights_provider/ai_scribe_and_tooling/how_to_apply_an_air_scribe.md): Preview an Air Scribe output, choose which sections to apply, and regenerate or rerecord a note.
- [Complete a Visit with Air Scribe](https://docs.athelas.com/insights_provider/ai_scribe_and_tooling/complete_a_visit_with_air_scribe.md)
- [Additional Context Feature](https://docs.athelas.com/insights_provider/ai_scribe_and_tooling/additional_context_feature.md)
- [Edit with Command+K](https://docs.athelas.com/insights_provider/ai_scribe_and_tooling/edit_with_commandk.md)
- [How to Set up AI Compliance](https://docs.athelas.com/insights_provider/ai_scribe_and_tooling/how_to_set_up_ai_compliance.md)
- [Getting Started with Chart Notes](https://docs.athelas.com/insights_provider/chart_notes/getting_started_with_chart_notes.md)
- [AI Appointment Summaries](https://docs.athelas.com/insights_provider/chart_notes/ai_appt_summaries.md)
- [Auto-apply KX Modifier](https://docs.athelas.com/insights_provider/chart_notes/auto_apply_kx_modifier.md)
- [Download Chart Notes as PDFs](https://docs.athelas.com/insights_provider/chart_notes/download_chart_notes_as_pdfs.md)
- [How to add Measurements](https://docs.athelas.com/insights_provider/chart_notes/how_to_add_measurements.md)
- [Import Previous Medical History](https://docs.athelas.com/insights_provider/chart_notes/import_previous_medical_history.md)
- [Navigating Flowsheets](https://docs.athelas.com/insights_provider/chart_notes/navigating_flowsheets.md)
- [Navigating Inbox Workflows](https://docs.athelas.com/insights_provider/chart_notes/navigating_inbox_workflows.md)
- [Navigating the Chart Note](https://docs.athelas.com/insights_provider/chart_notes/navigating_the_chart_note.md)
- [Set up Custom Chart Note Templates](https://docs.athelas.com/insights_provider/chart_notes/set_up_custom_chart_note_templates.md)
- [Setting up Co-signers on Your Note](https://docs.athelas.com/insights_provider/chart_notes/setting_up_co_signers_on_your_note.md)
- [Sign a Chart Note](https://docs.athelas.com/insights_provider/chart_notes/sign_a_chart_note.md)
- [Text Snippets For Your Note](https://docs.athelas.com/insights_provider/chart_notes/text_snippets_for_your_note.md)
- [Designate Staff as Prescriber Agents](https://docs.athelas.com/insights_provider/medications/designate_staff_as_provider_agents.md)
- [Getting started with Patient Profile](https://docs.athelas.com/insights_provider/patient_profiles/getting_started_with_patient_profile.md)
- [Add attachments to Patient Profile](https://docs.athelas.com/insights_provider/patient_profiles/add_attachments_to_patient_profile.md)
- [Prescribe Medications](https://docs.athelas.com/insights_provider/patient_profiles/prescribe_medications.md)
- [Record Allergies](https://docs.athelas.com/insights_provider/patient_profiles/record_allergies.md)
- [Record Immunizations](https://docs.athelas.com/insights_provider/patient_profiles/record_immunizations.md)
- [View Patient's Appointments](https://docs.athelas.com/insights_provider/patient_profiles/view_patients_appointments.md)
- [Product Release](https://docs.athelas.com/master_blogs/product_release.md): Have a read on what our teams have been building lately.
- [Customer Stories](https://docs.athelas.com/master_blogs/customer_stories.md)
- [Changelog](https://docs.athelas.com/master_changelogs/changelog.md): Stay up to date with the latest product updates, bug fixes, and new features.