> ## 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.
# Full Capability List
Every capability in Practice Manager, grouped the same way as the sidebar. Open the matching section for the full description and a link to its guide where one exists.
**Beta.** In product and working, but ask your Athelas team to turn it on.
**Needs Air.** Only for practices running Air as their EHR.
## Setup & Admin
### Practice, providers, and access
| Capability | What it is |
| :---------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------ |
| **Roles & permissions** | Roles with page- and action-level permission gates, scoped by site or facility. |
| **Facility & location setup** | Locations, hours, and facilities. |
| **Provider credentialing** | Payer enrollment and credentialing status per provider, in one place. |
| **Provider profiles & credentials** | Provider configuration and credentials. Schedules and prescriber nomination when you run Air. |
| **Appointment type & calendar setup** | Appointment types, templates, and provider hours. |
| **Athelas Assistant** | AI copilot that answers plain-English questions about your live billing data. |
| **EDI & ERA enrollments** | Every provider registered with every payer, handled by Athelas at onboarding. |
| **Stripe account & card reader setup** | Athelas sets up your Stripe account and gets your card readers live. Reader hardware is purchased by your practice. |
| **Coaching & training** | One-time onboarding and training during launch. |
### Charge Master
| Capability | What it is |
| :-------------------------------- | :------------------------------------------------------------------------------------------------ |
| **Charge Master editor** | Full fee-schedule control with bulk edits and live preview. |
| **Facility & non-facility rates** | Both rates on the same code, each adjustable without disturbing the other. |
| **Payer-specific rates** | Payer-specific rows, with every name variant mapped to one canonical payer. |
| **Scheduled rate changes** | Prices flip live on schedule, with no overlaps. |
| **Bulk rate copy & rescale** | Stand up a new facility's fee schedule from an existing one, as-is or scaled to a different rate. |
| **Charge audit history** | Every change, with before and after values, who made it, and when. |
| **Self-pay fee schedule** | A separate cash-pay price list alongside your insurance rates. |
| **Benefits summary PDF** | Auto-built summary of a patient's verified benefits. |
## Pre-Visit & Check-In
| Capability | What it is |
| :---------------------------------------------------------------------------------------------------------------------------------------------------------------- | :--------------------------------------------------------------------------------------------------------------- |
| **Appointment reminders** | Automated text and email reminders at your chosen offsets, with intake links. |
| **Scheduled eligibility (VOB)** | Batch pre-visit verification across primary, secondary, and tertiary coverage. |
| **Real-time eligibility check** | On-demand check that returns parsed benefits in seconds. |
| **Plain-English coverage detail** | What the payer returns on an eligibility check, in plain English. |
| **Suggested Charges** | Expected copay, coinsurance, and deductible per appointment, with the math shown. |
| **Pre-visit payment rules** | Request deposits, prior balances, or copays up front. |
| **Text blasts** | Send batched texts to patients. |
| **Patient eligibility report** | Coverage-status roster with CSV export. |
| **Prior-auth tracking** | Worklist for authorizations, referrals, and their statuses. |
| **Workers' comp & self-pay registration** | First-class registration paths for workers' comp, self-pay, and missing insurance. |
| **Digital intake** | Patients complete intake and update insurance before they arrive. |
| **Check-in & copay collection** | Counter preflight checks, plus collection on every payment rail. |
| **Kiosk check-in** | Patients check themselves in on a lobby tablet, confirming their details and insurance and paying what they owe. |
| **Athelas card reader** | In-person card reader at the front desk. The hardware is purchased by your practice. |
| **Cards on file** | Charge a stored card at the counter. |
## Rules & Submission
| Capability | What it is |
| :----------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------ |
| **Billing rules engine** | Scrub, split, hold, or block claims, and view, toggle, and prioritize the rules that do it. |
| **Rule drafts & activation** | New rules stay inactive until you deliberately activate them. |
| **AI rule generation** | Describe a rule in plain language and get a working draft. |
| **Rule impact preview** | The claims and appointments a rule would affect, before you launch it. |
| **Rule audit trail & rollback** | Every version kept, with one-click restore. |
| **Plain-language rule view** | A human-readable summary next to each rule, with internal IDs resolved. |
| **Test a rule against past claims** | A before-and-after comparison of what the rule would have changed. |
| **New-rule safety sampling** | New rules apply to a sample of claims first, then expand. |
| **Pre-submission claim scrubbing** | Build and validate a claim without sending it. |
| **Electronic claim submission** | Validated, verified, then transmitted on the right route per payer. |
| **Payer name mapping** | Every insurance name in your EHR mapped to one payer record, so claims route to the destination that payer expects. |
| **Claims workspace** | One unified worklist for rejections, denials, and claim details. |
| **Claim assignment & grouping** | Assign claims to individual billers and group a worklist by owner, so each person works their own list. |
| **Bulk actions** | Multi-select claims and act at scale with 20+ bulk actions. |
| **Claim deferral** | Defer with a reason, to capture work done outside Insights. |
| **Corrected-claim resubmission** | Proper correction coding, in bulk, duplicate-guarded. |
| **Claim notes** | Comments on claims, single or bulk. |
| **Supporting records delivery** | Send supporting records by fax, email, mail, or electronically. |
| **Assistant bulk actions** | Ask anything and act across one claim or every claim you selected. |
| **Unified claim view** | Submissions, remittances, payments, and attachments side by side. |
| **Automatic NDC coding** | Correct NDC, units, and drug details filled in automatically on drug claims. |
| **EHR integration & data sync** | Scheduled pull of appointments, encounters, charges, and records from your existing EHR. |
| **Eligibility refresh at submission** | Eligibility is refreshed and attached to the claim before it goes out. |
| **Manual claim entry** | Build a claim from scratch, with the same rules and validation as any other. |
| **Payer claim status** | Payer-reported status on the claim and its timeline. |
| **Claim voids** | Void a claim in product, with proper payer void coding. |
| **In-claim eligibility check** | Run eligibility against any insurance on the claim. |
| **Claim activity timeline** | Who or what changed the claim, and when. |
| **Submission block overrides** | Release a single encounter past a submission block, with documented justification. |
| **AI filters** | Describe the view you want and let AI sort, group, and filter. |
## A/R & Denials
| Capability | What it is |
| :------------------------------------------------------------------------------------------------ | :--------------------------------------------------------------------------------- |
| **Automatic 835 intake** | Remittances pull from every clearinghouse, with codes translated to plain English. |
| **AI EOB transcription** | Scanned EOBs extracted line by line and confirmed against the image. |
| **Posting preview** | Preview any posting action before it takes effect. |
| **Adjustment code management** | Standard adjustment codes, viewable and mappable per site. |
| **Working denials** | Denials grouped by reason, payer, and type, with dollars at risk per bucket. |
| **Denial categorization** | Plain-English CARC and RARC views, with worked and recovered-revenue KPIs. |
| **Bulk denial actions** | Assign, tag, defer, and resubmit denials at scale. |
| **Appeal supporting docs** | Attach records to any claim, any time. |
| **EOB creation & payer-portal checks** | Manual remittance intake for anything that never arrives as an 835. |
| **Bulk EDI (835) download** | Download raw 835 files in bulk for external accounting or posting systems. |
| **Automatic remittance posting** | Balanced remittances post with no manual touch; only exceptions are held. |
| **Contractual adjustments** | Automatic write-offs, tagged regrettable or expected. |
| **Appeals** | AI-drafted appeal letters, packet assembled and filed on the payer's channel. |
| **Appeal status & history** | Per-claim appeal status, interleaved with full submission history. |
| **A/R aging** | Bucket to payer to patient to claim, exportable as CSV or PDF. |
| **KPI dashboards** | First-pass rate, collection rate, days to paid, and provider productivity. |
| **Metric drill-down** | Every number opens to the claims behind it. |
| **Payer mix & performance** | Your whole book of business, broken down by payer. |
| **Report templates** | Roughly 20 configurable templates plus saved views. |
| **AI report builder** | Ask a plain-English question and get a live report you can save. |
## Patient Billing
| Capability | What it is |
| :-------------------------------------------------------------------------------------------------------- | :----------------------------------------------------------------------------------------- |
| **Patient responsibility calculation** | Works out what the patient owes, then creates the charge. |
| **Recurring patient statements** | Statements on your cadence across text, email, and mail, each with a pay link. |
| **One-off statements** | One-off statement to one patient, on any channel. |
| **SmartPay pay-by-link** | One-tap pay page supporting every payment method, posting instantly. |
| **Payment plans & patient subscriptions** | Auto-charged plans, plus recurring memberships and wellness plans. |
| **Per-visit PR breakdown** | Per-visit detail of billed, paid, adjusted, credits, refunds, and remaining. |
| **Contact & address validation** | Address, phone, and email in one place, auto-validated and tracked. |
| **Failed-payment detection** | Detected and recorded the moment a scheduled charge fails, so nothing goes quietly unpaid. |
| **Patient-facing balance explanation** | A line-by-line breakdown of the balance, charge by charge. |
| **Financial guarantor records** | Responsible-party setup with duplicate detection, reusable across patients. |
| **Gift cards** | Pre-funded credits with a unique code and tracked running balance. |
## Reconcile & Refund
| Capability | What it is |
| :-------------------------------------- | :--------------------------------------------------------------------------- |
| **Bank deposit verification** | Auto-ingest bank deposits and match them against ERAs and payments. |
| **Reconciliation reports** | Deposits, ERAs, and postings, with match review and export. |
| **Patient refunds** | Refund on any rail, with item-level re-allocation and permission gating. |
| **Month-end close** | Month-end summary, A/R aging, reconciliation exports, and cash-drawer recon. |
| **Card transaction ledger** | Charges, refunds, disputes, and payouts, all written as they happen. |
| **Lockbox & sweep setup** | Lockbox accounts configured together with you. Optional. |
| **Payer clawbacks & reversals** | Payer takebacks handled automatically, as reversals that preserve history. |
| **Secondary & tertiary COB forwarding** | Automatic COB forwarding after the primary pays. |