📝 How-to Guides – Athelas

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How-to Guides

👤 How to Find 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 (or Not Save) 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 and Update 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 Appointment Rules and Suggested Charge (formerly Pre-Visit) Rules

Walkthroughs covering the two types of 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 your Suggested Charge 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 (Self-Pay ONLY CPTs)

This guide is for line item charges that are completely separate from insurance paid claims. For example, if insurance will pay for an injection/procedure insertion but not the substance injected, you can charge the patient for the substance like this. It will also cover how to edit and pre-populate line item charges.

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