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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
Utilities
Utilities
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Insights
Self-service Credentialing
The Self-Serve Credentialing Matrix is a centralized tool designed to simplify and standardize how providers and insurance companies manage credentialing requirements
Insights
Patient Subscriptions
Learn how to charge for subscriptions
Insights
Process Virtual Cards
How to process virtual cards
Insights
Download EDI's in Bulk
Download EDI's in bulk
Insights
Bank Deposit Verification
View a list of every remittance a payer has sent you and match those up with deposits
Insights
EOB Creation and Portal Checks
Have a payer decision that’s missing from Insights? Here’s how to add it.
Filter by Product:
Insights
Air
Agents
Air
Insights
Self-service Credentialing
The Self-Serve Credentialing Matrix is a centralized tool designed to simplify and standardize how providers and insurance companies manage credentialing requirements
Insights
Patient Subscriptions
Learn how to charge for subscriptions
Insights
Process Virtual Cards
How to process virtual cards
Insights
Download EDI's in Bulk
Download EDI's in bulk
Insights
Bank Deposit Verification
View a list of every remittance a payer has sent you and match those up with deposits
Insights
EOB Creation and Portal Checks
Have a payer decision that’s missing from Insights? Here’s how to add it.
Filter by Product:
Insights
Air
Agents
Air
Insights
Self-service Credentialing
The Self-Serve Credentialing Matrix is a centralized tool designed to simplify and standardize how providers and insurance companies manage credentialing requirements
Insights
Patient Subscriptions
Learn how to charge for subscriptions
Insights
Process Virtual Cards
How to process virtual cards
Insights
Download EDI's in Bulk
Download EDI's in bulk
Insights
Bank Deposit Verification
View a list of every remittance a payer has sent you and match those up with deposits
Insights
EOB Creation and Portal Checks
Have a payer decision that’s missing from Insights? Here’s how to add it.
