Buttons, Butter, and Margarine
Where do I click to get to the changelog/guide?
Graph Button + Book Button
Is AI Report Builder available for a live site?
Yes, we can feature flag it on - it has 0 support right now but can rudimentarily query the DB.
Show us how to create a blank encounter
Encounter Details -> Create New
Create a filter view and explain what filter view you're creating
Apply filter - Save - Explain
Force change the co-pay amount for a chosen patient to $100
Admin overide -> copay in cents 10000
If I am in practice with a cash till, where do I go to make sure the cash is accounted for at the beginning of the day?
Reconciliation under Appointments
Walk me through Payroll Bonusing, what are the various bonus types, and what do the different methods mean?
Payroll Bonusing under Reports -> Hover Bonus Type (?)
Show me all unsigned chart notes outside of Air. Explain the difference between doing this in Air vs. this functionality
Encounter Details -> Chart Notes -> Filter by Unsigned
Tag a claim
I'd like to see a summary of all of my patient appointments this month with detail.
Appt Summary AI
Show me at least 3 places where AI Co-Pilot is embedded
Front Page, Appointments, Patient Profile, etc.
Download a tagged claims report in Live Insights
New Claims -> Filter by Tag -> Hit download button
Go to a Closed Encounter and Begin Review (and complete if it doesn't allow you)
Show me how to see all rules that were applied to a claim
Claims -> Claim -> Preview Submission -> View Rules
Create 99100 code co-pay amount ($20.00) tied to Aetna and Cigna
PR Settings -> Services Charges -> Input
Show me the 3 places you can set up a Payment Plan for a Patient
Recurring Payments, Patient Responsibility, Specific Patient Profile
Give me a Prior Auth report for all 2025
Encounter Details -> Prior Auth -> Service Date <12/31/2025
Bulk update, for a Specific Patient's Encounters/Cases, Primary Insurance
Encounter Details -> Filter by Patient -> Bulk Acctions -> Primary Insurance
How do we easily denote in a Claim that our rules have been applied? Show me where in a live claim
blue sparkly things next to a field in the preview submission
Generate a PDF of a patient's benefits from the Appointments Page. Explain general workflow. "Hi, can I see my benefits that you've run? I'd like to see a hard copy"
Explain Suggested Charges -> Share -> Download PDF
Can I see Inactive rules?
Yes - filter by 'Inactive Rules' in Rules Engine
Give me a report on all posted checks for Zelis
Remittances -> Checks -> Filter by Posted and Zelis
What flows back from Encounter Details -> Air Case
You are a backend billing person, "easily" fix a submission error claim utilizing Athelas tooling.
Go to a claim with submission error -> AI -> fix submission error
Generate a PR Rule that says "Hello" on a chosen patient appointment
PR Settings -> "Suggested PR Rules" -> "Add Rule" -> Name -> Priority 9999 -> "Notify" -> Any formula -> 0 -> Look at patient appointment