How-to Guides
How-to Guides
👤 How to Find and Edit a Patient’s Profile
View a patient’s account to see their balances, historical charges, demographics, settings, and more.
↩️ How to Refund a Payment
Whether it’s because of an accidental overpayment or a patient contesting what they owe, occasionally you’ll need to refund a payment.
❌ How to Cancel Patient Responsibility
When PR has been inaccurately entered, you can cancel that PR.
📨 How to Resubmit Claims in Bulk
Our bulk resubmission system is the cornerstone of claim submission efficiency at Athelas. We're able to find many claims with the same issues, solve the root cause, and then resubmit them all together.
📝 How to Write Off Patient Responsibility
Sometimes you’re just not going to be able to collect PR, and for those times, there’s the write-off feature.
⌛ How to Undo a Write-Off
Never fear, write-offs are 100% reversible.
📵 How to Turn Off Patient Text Messages
Some patients don’t want to receive digital communications, here’s how to turn them off.
📬 How to Send a 1-Off Paper Statement
When a patient requests that you mail them a paper statement, here’s what to do.
📧 How to Send an Email Statement
When a patient requests an email statement, here’s what to do.
📲 How to Request Payment by Text Message
For the digitally savvy patient you can send a text message to collect payment, including Affirm and Apple Pay!
👪 How to Take Payment for Multiple Family Members Together
Does your practice treat several members of the same family? Now you can collect payment for them all together.
🖨️ How to Print a Patient Statement
For those times a patient requires a statement in-person.
✍️ How to Flexibly Push to PR: Claim Details and Denials
Edit PR without deleting it.
🏛️ How to Deactivate, Reactivate and Delete Providers
Rotate providers in or out depending on the needs of your organization.
💳 How to Save, Not Save, Add, or Remove Credit Cards for Future Payments
Set your site’s default action on saving credit card information with the option of manually opting in or out on individual transactions, and add a card without charging it.
🤖 How to Use PR Write-Off Rules
Configure your organization’s PR rules for all combinations of appointments, CARCs, providers, patient profiles, etc.
🦾 How to Add, Update, and Download Your Self-Pay Fee Schedule
Update items in your self-pay fee schedule, eliminating the need for your staff to spend time looking up CPT codes and related costs for self-pay patients. Additionally, you can send your account manager a complete fee schedule and we can review and upload it for you.
🎟️ How to Create Suggested Charge Rules
A walkthrough covering the Suggested Charge rules you can set to expedite the administrative side of appointments. This guide also includes a detailed reference list of Actions and Conditions that you can utilize when setting these rules.
💰 How to Reconcile Your Cash Drawer
How to make sure everything is accounted for in your cash drawer each day.
⏰ How to Set Up a Payment Plan
Spread out patient payments over time.
🏓 How to Set Up Miscellaneous Line Item Charges
A quick guide for creating, editing, and using specific line items, as well as how those charges appear in your reports.
🧑💻 How to Run an Eligibility Check
Check or rerun eligibility on a patient
🔨 Posting Tools Mini-Guide: How to Create a Custom Adjustment
An excerpt of the Posting Tools guide showing the section on making a custom adjustment on an encounter.
🎋How to Handle Remittances in Manual Review
There are many common issues that cause remittances to require manual review. This guide contains several solutions to these issues with walkthrough examples.
🛠️ How to Use Athelas Posting Tools
Walkthroughs for utilizing tools related to posting remittances.
🔊 How To Create a Link to a Patient Payment Portal (EasyPay)
A quick guide for generating and collecting payment through a patient’s portal.
🦬 How to Release Held/Locked Credits in Bulk
A quick walkthrough of this feature on the Patient Responsibility page.
🚧 How to Set Blocked PR Rules
Using the Blocked PR Rules tab in PR Settings.
🔴 How to Use Standard or Universal Notes
A quick explainer for the kinds of notes you can leave on Insights.
🥉How to Edit Credits on a Patient’s Account
A quick guide for adding or removing credits from a patient’s account.
🧑💼 How to Add a New User
A quick guide for adding a new Administrator, Billing Manager, Staff Member, or Single Provider to Athelas Insights.
🖇️ How to Download, Print, or Send a Receipt
Find receipts for current or past payments and get them to your patient with their preferred method.
🔂 How to Resubmit a Single Claim
This guide includes step-by-step instructions for finding, editing, and resubmitting individual claims in Insights.
🚁 How to Find Recent Submissions and Remits
This guide shows how to use some of the most useful filters on the Claim Details page.
📊 How to Generate a Transaction Report
A walkthrough for creating a transaction report, in which you can view aggregate metrics, processed transactions and transactions by charge.
📡 How to Spread PR Statement Emails and/or Text Messages Over Time
Send PR text messages evenly throughout the week. This way, your office staff won’t be overwhelmed by communications and PR gets collected on a consistent basis.
🚛 How to Download EDIs in Bulk
What EDI is, and how to filter and retrieve EDI files from remittances in a few clicks.
📑 How to Send Supporting Documentation
Send supporting documentation, either on its own or with a modified claim.
🚶How to Add a Walk-In Patient to Appointments
A new patient walked in and you need to get their information in Insights.
🔐 How to Change User Access Permissions in Insights
Custom page access for Administrators, Billing Managers and Staff
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