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Getting Started with the Claims Page

The Claims Page is where you manage your billing workflow in Insights. It centralizes claim review, validation, assignment, and submission in one interface, helping you process claims faster and catch errors before they become rejections. The Claims Page, with saved views as tabs across the top, the filter bar, and the claims table
This page uses “claims” terminology to match industry standards; the underlying data is the same as what was previously labeled “encounters.”

What is the Claims Page?

The Claims Page gives you a unified view of all claims requiring review or action. You can filter claims by status, insurance, or age, assign work to team members, review AI validation flags, and submit claims—all without switching between tools. Key capabilities:
  • Filter and save views to focus on specific claim types, providers, or deadlines
  • Assign claims individually or in bulk to balance team workload
  • Act on many claims at once with more than 20 bulk actions, or hand a selection to Athelas Assistant
  • Create a claim from scratch, from an existing claim, or from your filters
  • Review AI validation that flags errors and suggests corrections before submission
  • Collaborate with your team through comments and activity tracking
  • Submit with the correct form — Claims automatically generate in the appropriate format (CMS-1500, UB-04, or ADA) based on the selected payer(s)
  • Export claims as CSV — download all claims in the current view, including a Facility column, for offline analysis or reporting
  • Duplicate views — right-click any saved view to copy it as a starting point for a new one

Getting Started

Accessing the Claims Page

Log in to Insights at insights.athelas.com and open Claims under Daily Operations in the navigation menu. The page opens with your most recent view, or a default table showing all active claims.
Press Ctrl-K (Windows) or Command-K (Mac) anywhere in Insights to quickly search for specific claims, patients, or navigate to different pages.
When you first access the page, a guided tour will walk you through the key areas of the Claims Page automatically. After the tour, you’ll see a table of claims with columns for status, stage, patient, provider, date of service, insurance, charges, payments, balance, and assignee. Click any claim to open the detail view. When you go back to the list, it keeps your place.

Getting Around Quickly

  • Recently viewed claims — click the clock icon at the top right of the Claims Page, or press CMD + Y on Mac (CTRL + Y on Windows), to reopen any of the last 10 claims you viewed.
  • Help — click the ? icon (or press ?) for links to Docs, Take a tour, and Keyboard shortcuts.
  • Keyboard shortcuts — press CMD + / on Mac (CTRL + / on Windows) to see the full list for the page you’re on. The list is different on the claims table and inside a claim.

Working with Claims

Organizing Your Workflow with Filters

Click Filter to narrow your view by any combination of attributes: claim status, status reason, stage, assignee, provider, patient, responsible party, Claim ID, Submission ID, dates, insurance, primary, secondary, or tertiary Insurance Group, procedure and diagnosis codes, modifiers, Insurance Billing Type (Workers’ Comp, Auto, or Commercial), and CARC/RARC denial reason codes. Insurance Group options use distinct group names across the sites you can access. If you’d rather describe what you want, choose AI filter and type a request like “unsubmitted claims from the last week”. See Filtering with AI.
Press F to open the filter panel instantly without reaching for your mouse.

Creating Custom Views

Your views appear as tabs across the top of the Claims Page. To save a new one:
  1. Apply filters that match your workflow (e.g., Claim Status is Needs Initial Review and Responsible Party is your site)
  2. Sort by the column that matters most (typically date of service for timely filing)
  3. Click Save next to the filter bar
  4. Type a name in Name your view… and click Save View. The view appears as a new tab, and it’s there every time you come back.
If you’re already on one of your own views, Save asks whether to Save to this view or Create new view.
Right-click any existing saved view and select Duplicate to create a new view pre-loaded with that view’s filters — a fast way to build variations without starting from scratch.
Custom views are personal by default, meaning your saved views won’t be seen by anyone else.
Every user also starts with three built-in views — All Claims, Workable Claims, and My Claims. To see a view’s settings, reorder your views, group claims by status or status reason, choose which columns to show, and turn a long list into a prioritized worklist, see Organizing Your Claims Worklist.

Assigning Claims to Your Team

Claims work best when someone owns them. Use assignment to designate responsibility and prevent duplicate effort. Assigning claims to a team member from the Assignee column To assign claims:
  • Single claim: Click the claim’s icon in the Assignee column, or open the claim and set the Assignee in its properties panel (press A)
  • Bulk assignment: Select multiple claims using checkboxes, then click Assign in the bar at the bottom of the screen and choose the team member
Managers can filter by Assignee to view individual workloads and redistribute claims when needed.

Working with Many Claims at Once

Often one fix applies to several claims: five eligibility denials for the same patient need one insurance update, not five. Select the claims with the checkboxes, and a bar appears at the bottom of the screen with Assign, Ask Athelas AI, and More Actions. More Actions opens a searchable list of every action you can take on the selection. Type to filter it, or scroll:
  • Submit Claims, Comment on Claims, Assign, Tag, Adjust, Push to PR, Push to Next Payer, Defer, and Cancel Deferral
  • Copy Claim IDs and Copy Claim URLs
  • Mark as Intended to Bill and Mark as Not Intended to Bill
  • Update Primary Insurance, Update Secondary Insurance, and Update Tertiary Insurance
  • Update Supervising Provider and Update Referring Provider
  • Edit Primary Prior Authorization, Edit Secondary Prior Authorization, and Edit Tertiary Prior Authorization
The More Actions list for three selected claims An action that can’t run on your selection is grayed out with the reason, such as “Please select claims from a single patient.” Actions that change claims, like Adjust and Push to PR, show you what will happen before they run, and the confirmation at the bottom left gives you a few seconds to click Undo. For a change no bulk action covers, click Ask Athelas AI and describe it — for example, “add a 95 modifier to these procedures if they were at my telehealth facility.” Athelas Assistant works through each selected claim with the same information you see. For a step-by-step resubmission walkthrough, see How to Resubmit Claims in Bulk.

Creating a Claim

Click Create Claim at the top right of the Claims Page (or press C). If you have one claim selected or filters applied, Insights asks How do you want to create this claim?:
  • From scratch — start with a blank claim.
  • From selected claim — copy the claim you selected.
  • With applied filters — prefill the claim from your filters, such as the patient you filtered to.

Reviewing Claims with AI Validation

Athelas Assistant reviewing a claim and listing the errors that block submission When you open a claim, Athelas Assistant automatically scans for common submission errors: missing modifiers, incorrect diagnosis codes, invalid addresses, and clearinghouse rule violations. How validation appears: Issues are flagged directly on the relevant fields with a red indicator. Click any flagged field to see the specific problem and recommended fix. When you preview the submission, you’ll see a sparkles icon (✨) next to fields that were automatically adjusted by billing rules to meet payer requirements (e.g., changing Place of Service code from 11→12).

Collaborating Through Comments

Comments in a claim's activity feed The activity feed at the bottom of the claim shows all team member comments, and also files attached to the comments. Using comments effectively:
  • Leave context for the next person who reviews the claim
  • Use @mentions to notify specific team members (e.g., “@Sarah can you verify this diagnosis code?”)
  • Check the feed before working on a claim to see if someone already identified issues
Comments persist across sessions, so your team maintains context even when claims change hands.

Using Athelas Assistant

Athelas Assistant is your AI-powered assistant inside every claim. Open it with the Assistant button at the top of the page while viewing a claim, or press C. It sees the same claim details, history, and activity feed you do, and it can take action on your behalf. What Athelas Assistant can do on a claim:
  • Submit or resubmit a claim — ask it to submit the current claim or trigger a resubmission after corrections
  • Fetch the financial summary — get a quick breakdown of charges, payments, and outstanding balances for the claim
  • Update patient and claim information — edit demographics, insurance, or claim fields without leaving the Assistant panel
  • Review against CCI and billing rules — ask it to check the claim for Correct Coding Initiative (CCI) edits and billing rule violations before submission

Submitting Claims

A claim open beside its submission preview The submission detail panel lets you work with the claim data and preview the formatted output simultaneously, giving you confidence before you submit. When previewing a submission, the form type (Professional, Institutional, or Dental) is displayed in the top right corner so you can confirm the correct format at a glance.
Open the … menu next to the claim ID and choose Go to… to jump to the claim’s patient profile, Posting Tool, or Remittances page. On Air EHR sites, it also links to the claim’s appointment, calendar, and visit note, and to the EHR patient profile.
Press CMD + . on Mac or CTRL + . on Windows to instantly copy the Claim ID to your clipboard. CMD/CTRL + C copies a direct link to the claim.
Working with side-by-side preview:
  1. Review the claim in the Claim Details panel on the left - this shows all your claim data fields
  2. Click Preview Submission to see the formatted form (CMS-1500, UB-04, or ADA) on the right
    • The preview displays exactly how the claim will appear when submitted to the payer
    • The submission type (Professional/Institutional/Dental) is shown in the top right of the preview panel
    • Work with both views open to verify your claim data translates correctly to the final format
  3. Make changes to the claim as needed - when you edit claim fields, the preview becomes semi-transparent and shows “Not Synced” to indicate it needs to be refreshed. This occurs because the submission hasn’t run through billing rules since your last update, making the preview stale relative to the current claim state.
  4. Save your edits to the claim to refresh the preview and see your changes reflected in the formatted submission
  5. Review the Claim Details panel to confirm all fields are correct
  6. Click Preview PDF to see the formatted CMS-1500, UB-04, or ADA form exactly as it will submit
Editing the submission directly:
Edits made directly to the submission will NOT go through billing rules. These edits only affect the submission output and bypass the normal billing rules engine.
After billing rules are applied, you can make final adjustments to the submission itself:
  1. Click the pencil icon in the submission preview to edit specific fields
  2. These edits only affect this submission and don’t change the underlying claim data

Select a Medicare Secondary Payer type code

Prerequisite: The claim must have Medicare as a secondary or tertiary payer. When Medicare is not the primary payer, select the MSP Type Code that explains why another payer is responsible first. This field appears when you edit the insurance or submission, in the submission preview, and on the insurance information card. After you select a code and save, review the MSP Type Code in the submission preview before submitting the claim.

Enter anesthesia service times

Prerequisite: The service line must use an anesthesia CPT code from 00100 through 01999. Anesthesia service lines include Start Time and End Time fields. For a single-day encounter, the date remains the encounter date and you select the times. For a multi-day encounter, select the start and end date and time within the encounter’s date range. The end time cannot be earlier than the start time. Working with diagnosis code pointers: You can drag and drop diagnosis code pointers within the Procedures table to reorder them quickly — no need to delete and re-add. Final submission: Once you’ve verified everything looks correct:
  1. Review patient, insurance, diagnosis, and procedure information one final time
  2. Click Submit when ready — if the claim has been submitted before, the button will say Resubmit instead
  3. The claim moves to “Submitted” status and appears in your submission history
Go deeper on the workflows that live on the Claims Page:

FAQ

Review the AI validation flags in the Claim Details panel. Claims are ready to submit when:
  • All required fields are filled in
  • No critical validation errors are present (red indicators)
  • The preview submission shows the correct format for your payer
  • Patient, insurance, diagnosis, and procedure information is accurate
Note: You can still submit claims with warnings, but it’s recommended to resolve validation issues first to avoid rejections.
When you edit the claim in the Claim Details panel, your changes go through billing rules and update the underlying claim data. This ensures consistency and proper rule application.When you edit the submission directly (using the pencil icon in the preview), your changes bypass billing rules and only affect that specific submission output. The underlying claim data remains unchanged.Note: Direct submission edits should be used sparingly for final adjustments only, as they don’t go through the normal billing rules engine.
Custom views are personal by default and won’t be visible to other team members. Each user can create and save their own views based on their workflow needs.However, you can duplicate any of your saved views by right-clicking on it and selecting Duplicate. This makes it easy to share a starting point with a teammate — simply set up the view, duplicate it, and walk them through recreating it, or use it as a personal template for building variations.
Open the claim, correct it, and click Resubmit. The new submission joins the claim’s history in Claim Context, so you can compare it with the earlier one. To fix the same problem on many claims at once, see How to Resubmit Claims in Bulk.
Click Filter and add one filter at a time; each one narrows the list further. You can combine claim status, status reason, stage, assignee, provider, patient, responsible party, dates, insurance, Insurance Group, Insurance Billing Type, and CARC/RARC denial reason codes, among others. Once you’ve set up your ideal filter combination, save it as a custom view for quick access later.Tip: Press F to open the filter panel without using your mouse.
Press CMD + . on Mac or CTRL + . on Windows while viewing a claim to instantly copy the Claim ID to your clipboard. You can then paste it into any other tool, message, or search field.Press CMD/CTRL + C to copy a direct link to the claim instead — useful for sharing with a teammate.
Open the filter panel (press F or click Filter) and select the CARC or RARC filter. Enter the specific denial reason code you want to focus on, and the table will update to show only claims with that code.This is especially useful for identifying denial patterns and prioritizing which denial types to work first.