🎻 My Practice Page – Athelas

At a Glance

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.

🗂️ Tabs on the My Practice Page

Team Setting

View, add, edit, and delete your administrators, billing managers, staff, and single providers, and adjust the page and feature permissions available to them.

When you add or edit a user, the role you set for them informs the level of access they have to various pages and features. They are as follows:

Administrator

Full access to all pages and features.

Billing Manager

Access to all pages except team management features.

Staff

Only Practice Overview and Advanced Insights pages (all features needed to successfully run the front desk).

Single Provider

Claim Details page only, filtered to this specific provider.

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You may also check or uncheck individual items for specific employees. The Feature Permissions options allow you to configure which features are available for your team member to utilize. The Page Permissions options allow you to configure which pages your team member can view.

Practice Details

View and update your practice and corporate information.

Main Contact

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

PR Settings

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:

🤖 How to Use PR Write-Off Rules

🦾 How to Add and Update Your Self-Pay Fee Schedule

🎟️ How to Create Appointment Rules and Suggested Charge (formerly Pre-Visit) Rules

💳 How to Save (or Not Save) Credit Cards for Future Payments

Logins

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.

Bank Accounts

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

Facilities

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.

Providers

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.

Taxonomy

Manage your practice’s taxonomies here.

Payers

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

Further Assistance

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