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We’re excited to announce the launch of our completely new Claims Page, built from the ground up to help your team work faster, smarter, and with fewer errors. Screenshot 2026-01-13 at 09.08.29.png

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Why We Built This

Managing claims is complex. Depending on your practice size, your team juggles hundreds or even thousands of encounters on a weekly basis, each requiring detailed review, coding, and submission on repeat. (Note: In Athelas, an encounter represents a patient visit, while a claim is the billable submission created from that encounter.) We’ve heard your feedback, and the new Claims Page addresses and improves many aspects of the claim editing/submission workflow.

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What’s New

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1. Powerful Filtering and Custom Views

Screenshot 2026-01-13 at 09.06.48.png Starting from the home table view, you can take control of your workflow with advanced filtering and custom display settings, allowing you to fine-tune your list of claims. What you can do:
  • Filter by encounter status, insurance provider, claim amount, age, and dozens of other attributes
  • Sort by date of service, charge amount, provider, or any field that matters to your workflow
  • Save custom views for yourself and your team (all views are user-specific; managers can filter by claims assigned to a user, but cannot see billers’ individual views)
Billers now can utilize custom views to focus on what matters most to them, whether that’s tackling the oldest claims first to stay within timely filing deadlines, or filtering down to only their assigned work. Views save automatically, so you can jump right back into your workflow each session.

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2. Assignment Management That Works with You

Screenshot 2026-01-13 at 09.11.50.png Claims without owners makes it difficult to get processed. Now you can assign ownership in seconds - individually or in bulk. What you can do:
  • Assign claims to specific team members with one click
  • Bulk assign multiple claims to balance workload across your team
  • Track who’s working on what to prevent duplicate effort
Our goal is to ensure that every claim that requires human intervention has an owner to ensure that that claim gets taken care of, and this feature will make your assignment quicker and more seamless. As we build more automation into the workflow, your team will spend even less time on these administrative tasks

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3. Smarter Claim Review with AI Assistance

Screenshot 2026-01-08 at 12.58.05.png Reduce rejections and rework with intelligent validation built into every step. What you can do:
  • Catch errors instantly: Missing information is flagged immediately on the content tab, no more hunting for incomplete fields
  • Preview changes before submission: The new sparkles icon now shows exactly where billing rules modified the claim: correcting zip codes, adding modifiers for accurate reimbursement, and more. Review the logic behind each change and understand why before you submit.
  • Block bad data automatically: We run every claim through a series of checks with our clearinghouse partners & global rules. Athelas is constantly building on based on common rejection/denial reasons, and customer-specific rules configured just for you to ensure that all claims go out clean, and as you intended.

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4. Review, Collaborate, and Submit with Confidence

Screenshot 2026-01-08 at 13.41.08.png Switching between tools and formats when reviewing claims slows teams down. Now you can review, collaborate, and submit all in one place with complete visibility. What you can do:
  • Preview changes in standard view or as PDFs (CMS-1500, UB-04, and ADA forms) before submission Screenshot 2026-01-08 at 13.42.15.png
  • See team member’s comments directly through the activity feed Screenshot 2026-01-08 at 13.39.22.png

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What This Means for Your Team

Fewer errors. Our AI-powered validation, rule engine, and verification steps catch issues before submission, which reduces rejection rates and rework. Faster throughput. With better navigation, bulk actions, and automated improvements, your team can easily process more claims per day. Better load balancing. Assignment tracking and bulk assignment help distribute work evenly and ensure nothing falls through the cracks. Spend less time waiting and more time working. All these features were designed to help you self-diagnose problems more quickly, so that you can get claims out faster.

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What’s Coming Next

This is just the beginning. Here’s what you can expect from us next:
  • Enhanced activity feed: Richer collaboration features and more detailed claim history
  • Smart grouping: Group claims by denial reason, insurance company, or other attributes to work in batches
  • Better status clarity: Improved pre-submission encounter statuses and filters so you can instantly see what’s ready to submit vs. what’s still in progress.

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Getting Started

Ready to get started? All existing comments and encounters from Encounter Details will be visible on Claims from day one. For detailed instructions on how to use the Claims Page, check out our Getting Started with the Claims Page guide. We’re committed to making this work for your team. Your feedback will shape what we build next.