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Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
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
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
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
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
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
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
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
Reports
Owners & Administration
Chart Notes
Chart Notes
On Air, chart notes are where all appointment documentation happens. They also hold key information about patients progress throughout their healthcare journey.
Filter by Product:
Insights
Air
Agents
Air
Auto-apply KX Modifier
Learn how to auto-apply a KX Modifier so claims at/above the threshold won't be denied
Air
Getting Started with Chart Notes
Learn about the fundamental components within the Chart Note
Air
AI Appt. Summaries
Learn about our AI generated Appointment Summaries
Air
Chart Note Clinical Types
How to view or update chart note clinical types.
Air
Download Chart Notes as PDFs
How to download your chart note in a PDF format.
Air
Goals on the chart note
How to use goals on your chart note to measure patient progress.
Air
How to add Measurements
Learn how to add measurements
Air
Import Previous Medical History
How to import previous medical history and chart notes on Air.
Air
Navigating Flowsheets
How to add and understand a flowsheet in your chart note.
Air
Navigating Inbox Workflows
Learn how to navigate your inbox
Air
Navigating the Chart Note
How to find your way around the Air chart note.
Air
Set up Custom Chart Note Templates
How to set up custom templates for your chart notes.
Air
Setting up Co-signers on Your Note
How to add co-signers to your chart note.
Air
Sign a Chart Note
How to sign your chart notes.
Air
Text Snippets For Your Note
How to leverage text snippets to optimize your chart filling.
Air
Chart Note Features Not Supported
Chart Note features that are currently not supported
Filter by Product:
Insights
Air
Agents
Air
Auto-apply KX Modifier
Learn how to auto-apply a KX Modifier so claims at/above the threshold won't be denied
Air
Getting Started with Chart Notes
Learn about the fundamental components within the Chart Note
Air
AI Appt. Summaries
Learn about our AI generated Appointment Summaries
Air
Chart Note Clinical Types
How to view or update chart note clinical types.
Air
Download Chart Notes as PDFs
How to download your chart note in a PDF format.
Air
Goals on the chart note
How to use goals on your chart note to measure patient progress.
Air
How to add Measurements
Learn how to add measurements
Air
Import Previous Medical History
How to import previous medical history and chart notes on Air.
Air
Navigating Flowsheets
How to add and understand a flowsheet in your chart note.
Air
Navigating Inbox Workflows
Learn how to navigate your inbox
Air
Navigating the Chart Note
How to find your way around the Air chart note.
Air
Set up Custom Chart Note Templates
How to set up custom templates for your chart notes.
Air
Setting up Co-signers on Your Note
How to add co-signers to your chart note.
Air
Sign a Chart Note
How to sign your chart notes.
Air
Text Snippets For Your Note
How to leverage text snippets to optimize your chart filling.
Air
Chart Note Features Not Supported
Chart Note features that are currently not supported
Filter by Product:
Insights
Air
Agents
Air
Auto-apply KX Modifier
Learn how to auto-apply a KX Modifier so claims at/above the threshold won't be denied
Air
Getting Started with Chart Notes
Learn about the fundamental components within the Chart Note
Air
AI Appt. Summaries
Learn about our AI generated Appointment Summaries
Air
Chart Note Clinical Types
How to view or update chart note clinical types.
Air
Download Chart Notes as PDFs
How to download your chart note in a PDF format.
Air
Goals on the chart note
How to use goals on your chart note to measure patient progress.
Air
How to add Measurements
Learn how to add measurements
Air
Import Previous Medical History
How to import previous medical history and chart notes on Air.
Air
Navigating Flowsheets
How to add and understand a flowsheet in your chart note.
Air
Navigating Inbox Workflows
Learn how to navigate your inbox
Air
Navigating the Chart Note
How to find your way around the Air chart note.
Air
Set up Custom Chart Note Templates
How to set up custom templates for your chart notes.
Air
Setting up Co-signers on Your Note
How to add co-signers to your chart note.
Air
Sign a Chart Note
How to sign your chart notes.
Air
Text Snippets For Your Note
How to leverage text snippets to optimize your chart filling.
Air
Chart Note Features Not Supported
Chart Note features that are currently not supported
