Search all docs
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
Patient Responsibility
Patient Responsibility
ADD DESC
Filter by Product:
Insights
Air
Agents

Insights
Charge Saved Credit Cards
Learn how to charge all saved credit cards at once

Insights
Manage Credit Cards
How to save, add, remove credit cards for future payments

Insights
Setting up a Payment Plan
Learn how to set up a Payment Plan

Insights
How to Cancel PR
When PR has been inaccurately entered, you can cancel that PR.

Insights
How to Send a Patient Payment Link
A quick guide for generating and collecting payment through a dedicated link.

Insights
How to Push to PR
A quick walkthrough for pushing charges to PR in Insights.

Insights
How to Record Payments
A walkthrough of one method you can use to record external payments in Insights.

Insights
How to Refund a Payment
Occasionally, you'll need to return payment to a patient.

Insights
How to Request via Text or Email
For the digitally savvy patient you can send an email or text message to collect PR.

Insights
How to Set Up Miscellaneous Line Item Charges
Create, edit, and use specific line items, as well as how those charges appear in your reports.

Insights
How to Take Payment for Families
For instances where one person will pay the balances of many.

Insights
How to Undo a Write Off
Write-offs are 100% reversible.

Insights
How to Write Off PR
For the times when PR collection is not possible.

Insights
Patient Responsibility Page
Learn how to use one of the most powerful tools in Insights for tracking down outstanding PR.

Insights
PR Overpayment Refunds and Estimated vs. Remittance PR
Learn how Athelas handles changing PR amounts, underpayments, and overpayments.

Insights
PR Settings
A general overview of the extremely useful and broadly-scoped PR Settings page.

Insights
PR Timeline
A one-stop shop for viewing every relevant factor that contributes to a patient’s outstanding PR.
Filter by Product:
Insights
Air
Agents

Insights
Charge Saved Credit Cards
Learn how to charge all saved credit cards at once

Insights
Manage Credit Cards
How to save, add, remove credit cards for future payments

Insights
Setting up a Payment Plan
Learn how to set up a Payment Plan

Insights
How to Cancel PR
When PR has been inaccurately entered, you can cancel that PR.

Insights
How to Send a Patient Payment Link
A quick guide for generating and collecting payment through a dedicated link.

Insights
How to Push to PR
A quick walkthrough for pushing charges to PR in Insights.

Insights
How to Record Payments
A walkthrough of one method you can use to record external payments in Insights.

Insights
How to Refund a Payment
Occasionally, you'll need to return payment to a patient.

Insights
How to Request via Text or Email
For the digitally savvy patient you can send an email or text message to collect PR.

Insights
How to Set Up Miscellaneous Line Item Charges
Create, edit, and use specific line items, as well as how those charges appear in your reports.

Insights
How to Take Payment for Families
For instances where one person will pay the balances of many.

Insights
How to Undo a Write Off
Write-offs are 100% reversible.

Insights
How to Write Off PR
For the times when PR collection is not possible.

Insights
Patient Responsibility Page
Learn how to use one of the most powerful tools in Insights for tracking down outstanding PR.

Insights
PR Overpayment Refunds and Estimated vs. Remittance PR
Learn how Athelas handles changing PR amounts, underpayments, and overpayments.

Insights
PR Settings
A general overview of the extremely useful and broadly-scoped PR Settings page.

Insights
PR Timeline
A one-stop shop for viewing every relevant factor that contributes to a patient’s outstanding PR.
Filter by Product:
Insights
Air
Agents

Insights
Charge Saved Credit Cards
Learn how to charge all saved credit cards at once

Insights
Manage Credit Cards
How to save, add, remove credit cards for future payments

Insights
Setting up a Payment Plan
Learn how to set up a Payment Plan

Insights
How to Cancel PR
When PR has been inaccurately entered, you can cancel that PR.

Insights
How to Send a Patient Payment Link
A quick guide for generating and collecting payment through a dedicated link.

Insights
How to Push to PR
A quick walkthrough for pushing charges to PR in Insights.

Insights
How to Record Payments
A walkthrough of one method you can use to record external payments in Insights.

Insights
How to Refund a Payment
Occasionally, you'll need to return payment to a patient.

Insights
How to Request via Text or Email
For the digitally savvy patient you can send an email or text message to collect PR.

Insights
How to Set Up Miscellaneous Line Item Charges
Create, edit, and use specific line items, as well as how those charges appear in your reports.

Insights
How to Take Payment for Families
For instances where one person will pay the balances of many.

Insights
How to Undo a Write Off
Write-offs are 100% reversible.

Insights
How to Write Off PR
For the times when PR collection is not possible.

Insights
Patient Responsibility Page
Learn how to use one of the most powerful tools in Insights for tracking down outstanding PR.

Insights
PR Overpayment Refunds and Estimated vs. Remittance PR
Learn how Athelas handles changing PR amounts, underpayments, and overpayments.

Insights
PR Settings
A general overview of the extremely useful and broadly-scoped PR Settings page.

Insights
PR Timeline
A one-stop shop for viewing every relevant factor that contributes to a patient’s outstanding PR.
