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Documentation Index

Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt

Use this file to discover all available pages before exploring further.

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Definitions: Chart Note Templates

Templates are the building blocks of your clinical notes. Each template is a **section **within your Chart Note (e.g., Plan of Care, Goals, Measurements, Treatments, Medications).You can also create custom sections for your own questions under Subjective, Objective, Assessment, or Plan. Templates are designed to be general so they can be reused across many appointment types.

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Definitions: Appointment Types

Appointment types are the frameworks for your visits. You can mix and match templates and their order to create the exact chart note you want for each type of appointment.We recommend creating general Appointment Types that can be used across use-cases. E.g. A general Initial Eval note can be customized for a Hip Injury case by creating custom groups for Hip injuries within Measurements, Treatments, Interventions or Text Snippets.

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Appointment Type Management

You can create and manage custom appointment types, each with its own settings, clinical note structure, and optional CPT codes.Appt Types WebWe have 16 consistent colors, making it easier for users to differentiate appointment type colors:Colors Calendar Web

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Custom Appointment Types

  • Navigate to the Preferences tab in the left navigation pane and open Appointment Types.
  • Click + Appointment Type in the top-right corner or click on the pencil icon to edit an existing appointment
  • Enter the Name, Duration, and Color for the appointment type.
  • Select the sections to include (and their order).
    • You can choose to make them available for the Scribe to write into.
    • If you include Measurements, you can set default measurements to auto-populate whenever this Appointment Type is scheduled.
  • (Optional) Sync duration with in-clinic time (the time spent with the patient in-clinic will be reflected on the Calendar)
  • (Optional) Assign CPT codes that will auto-populate for this appointment type.
  • Select a default clinical note type, then click Create.
  • You can edit or delete appointment types from the same tab at any time.
Note: Sections can be either Default (pre-built by Athelas) or Custom (templates created by your practice).Note: For Clinical Note Types beyond the Initial Evaluation, you can configure which Sections should carry over. For example, Measurements may be excluded in follow-up visits if not needed.Appt Type Web

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External & Internal Appointment Types

External appointment types are what patients see when booking through the Patient Portal. Internal appointment types are what your team sees in Air. Mapping internal types to an external type lets you simplify online booking without losing the internal detail your staff relies on.To create or edit mappings:
  • Navigate to Calendar Preferences.
  • Open the Appointment Types tab.
  • Create an External Appointment Type, then select the Internal Appointment Types that map to it.
  • (Optional) Choose a default internal mapping. This determines which internal appointment type is selected when automatic scheduling is on.
Note: Each internal appointment type can map to only one external appointment type.Example: Map IE Knee, IE Lumbar, and IE Lower Extremity to a single external appointment type called Initial Evaluation.See Reserve Blocks for how external appointment types interact with reserve-block scheduling rules.

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FAQ

External appointment types are shown to patients in the Patient Portal. Internal appointment types are shown to your staff in Air. You can map multiple internal types to one external type to simplify what patients need to choose.
No. Each internal appointment type can map to only one external appointment type.
Patients see external appointment types when booking through the Patient Portal online scheduling flow.