Overviews

⌚ A/R Report Page

Dig into the details of your pending collections.

🏆 All About Credits

Credits are an important part of the PR collection process, come learn the nitty gritty details of how this system works.

🦞 All About Insurance Overpayments and Clawbacks

A guide on overpayment (recoupments, clawbacks, all other related terms), and the courses of action are available to you.

✍️ All About Posting Remittances

An overview of what posting is, how it works in Athelas Insights, and all the ways you and your account manager can manipulate posting data.

🔋All About Prior Authorization

How to enter and update prior authorization information in Insights.

📆 Appointments Page

Learn how to find relevant appointment information, run eligibility, collect payments, and more.

🗂️ Billing Rules Engine Page

The information available on the Billing Rules Engine page, explained. Please note that any changes to billing rules need to be made in collaboration with your account manager.

💸 Charge Saved Credit Cards

Collect outstanding balances in bulk, with just a couple of clicks.

🏥 Claim Details Page

An overview of the features and information available on the Claim Details page. Related how-to guides are linked below.

🔎 Claim Recon Page

All claims requiring manual reconciliation, either by your practice or Athelas, are available on the Claim Recon page.

📉 Denials Analysis Page

How to make sense of the information and features available on the Denials Analysis page in Athelas Insights.

📵 Denials Worklist Page

Learn how to use the filters and settings on the Denials Worklist page to zero in and work the highest impact denial groups for your practice.

✳️ Encounter Details Page

An overview of the features and encounter editing functions on the Encounter Details page. Add secondary and tertiary insurances to encounters here.

👾 Encounter Stage and Status

This overview covers the lifecycle of an encounter, explaining how all stages, stage reasons, and statuses are assigned.

👩‍🔬 Encounter Timeline for Claims

The Encounter Timeline allows you to view a snapshot of a claim at any point during its life cycle. This feature is available in the Claim Details page.

📮 EOB Creation & Portal Checks

Have a payer decision that’s missing from Insights? Here’s how to add it.

🚩 Import Errors Page

Quickly solve any issues between your EHR and Athelas claim submissions.

❔Insights FAQs

Some of the most common questions about Athelas Insights’ core functionality, known aberrations, and purpose are answered here. More specific FAQs are included in guides related to those specific topics.

📁 Insurance Intake Page

Configure this page to automate insurance intake and auto-text patients for updated information if a remittance indicates inactive insurance.

💬 Messages Page

All about the instant messaging service within Insights itself.

🎻 My Practice Page

An overview of the features and functions available on the My Practice page.

🎩 My Reports Page

An overview of the collections of reports accessible through the My Reports page, with specifics available next to each report.

🌊 Patient Workflows (and Templates) Page

Learn how to create forms, add them to intake flows, and automate the majority of pre-visit administrative tasks.

✨ Patient Responsibility Page

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

📇 Patient Statements

Configure automatic patient statement delivery across text messages, email, and direct mail.

💻 📱 Patient Statements Journey via Email or Text, As Seen By Patients

How Athelas’ communications look to patients of an Athelas partner healthcare organization.

🔁 Patient Subscriptions

Create recurring payments for your patients to be charged automatically.

🏅 PR Overpayment Refunds & Estimated vs. Remittance PR

Learn how Athelas handles changing PR amounts, underpayments, and overpayments.

⭐ PR Settings

A general overview of the extremely useful and broadly-scoped PR Settings page. More specific guides are linked where appropriate.

🕰️ PR Timeline

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

💳 Process Virtual Card

Instantly send funds to your bank when payers send you those annoying virtual credit cards.

⛔️ Rejections Page

The Rejections page shows all claims with errors caught prior to approval or denial, and this overview details its features and functions.

📈 Revenue Analysis Page

An overview of the features available on the Revenue Analysis page, as well as how and when to use them.

🏦 Remittances, Deposit Verification and Connecting Bank Accounts

Connect your bank account, track each dollar that’s been ‘Approved’ by a payer and compare that with your bank account.

🏁 Review Charges Page

An overview of the features and functionality available to you for manually reviewing charges.

⚠️ Submission Errors

An overview of the features and functions available on the Submission Errors page in Insights.

🎯 Target Allowed Amounts

🛒 Tasks Page

All about assigning, receiving, and tracking tasks within your practice.

🧨 Text Blast Page

Send mass texts to patients with the Text Blast page, with translation options in an ever-increasing number of languages.

📓 Understanding Your Athelas Invoice

Information on what’s in each tab of your Athelas invoice.