🎻 My Practice Page

The My Practice page is the administrative hub of establishing details for your practice. Information about your staff and their roles, facilities, providers, connected bank accounts, and more are saved, updated, and deleted from here.

This overview will cover general elements of each tab. If a detailed guide exists for a specific tab, it will be linked from that tab’s description.

View, add, edit, and delete your administrators, billing managers, staff, and single providers.

View and update your practice and corporate information.

Contact information for the practice owner and billing liaison go here.

This tab is one of many ways to access your Patient Responsibility settings in Athelas Insights. Configure default settings for handling credit cards, PR-related patient communications, PR Write-Off Rules, and much more. Please see the following guides for specifics on some of the PR Settings tabs:

Manage portal login requests for AR, EDI/ERA Enrollment, and more in the Portal Requests tab. You can also add, edit, and delete insurance companies with saved logins on the Saved Logins tab.

Manage your connected bank accounts here. See this guide for full details.

Add, edit, or deactivate your organization’s active facilities from the Active tab here. You can also open the Inactive tab to either reactivate or delete facilities.

Add, edit, or deactivate your organization’s active healthcare providers from the Active tab here. You can also open the Inactive tab to either reactivate or delete providers.

Manage your practice’s taxonomies here.

Add, edit, or delete payers associated with your practice.

📢 We’re here to help! Please contact your account manager if you would like more assistance.