Built for Modern Practices Using Athelas Insights & Air
The right access for the right people. Every single time.
Athelas gives your practice precise control over who can view data, take action, and manage workflows across both financial operations (Insights) and electronic health records (Air). Each user sees exactly what they need to do their job. Nothing more, nothing less.
Why Role-Based Access Matters
Healthcare teams are multi-disciplinary, fast-moving, and data-sensitive. RBAC helps practices:
Protect patient
and financial data
Reduce
operational risk
Eliminate shared logins
and over-permissioning
Scale confidently
as teams grow
With Athelas, access is intentional, auditable, and aligned to real-world roles inside your practice.
Insights Access Controls
Revenue, A/R, and Operational Visibility, Safely
Insights allows you to control both what users can see and what actions they can take.
Revenue
A/R
Operational
Visibility
Examples of Role-Based Access
Practice Leadership
High-level visibility into revenue, A/R, and performance
Read-only dashboards and reports
No day-to-day operational risk
Billing & RCM Teams
Claims, denials, remittances, and reconciliation
Ability to post payments, manage write-offs, and correct claims
Access limited to billing-related functions only
Front Office & Operations
Appointments and patient responsibility
Call center and intake workflows
No access to sensitive financial controls
What You Can Control in Insights
Reporting & Analytics
Revenue and collections performance
A/R aging and trends
Denials and payer analysis
Custom and saved reports
Daily RCM Operations
Claims and encounters
Remittances and EOBs
Patient balances and payments
Task and worklist management
Financial Safeguards
Refund permissions
Write-off authority
Claim modification controls
Restricted access to sensitive actions
Automation & Workflows
Billing rules
Insurance intake
Patient statements
Communication workflows
Insights Access Controls
Providers
Front Desk
& Intake
Office
Management
Clinical and Front-Office Roles, Clearly Defined
Air ensures clinical teams stay focused on care delivery while administrative staff manage scheduling and intake, all without unnecessary overlap.
Common Air Roles
Providers
Patient charts and documentation
Schedule and inbox
Clinical workflows only
Billing & RCM Teams
Scheduling and patient demographics
Insurance and pre-visit workflows
No access to billing or revenue tools
Office Management
Operational oversight
Templates, preferences, and workflows
Configurable access to financial views if needed
What You Can Control in Insights
Patient records
Scheduling and calendar access
Clinical workflows and interventions
Messaging and inboxes
Templates and preferences
Pre-visit and patient workflows
One Unified Permission Model
Unlike legacy systems that treat billing and EHR access separately, Athelas provides a single, cohesive permission framework across both systems, reducing confusion, training time, and risk.
Designed for Growing Practices
Easy to add
or remove users
No IT team
required
Permissions stay consistent
as staff changes
Built to support multi-location
and multi-role practices
RBAC with Athelas gives your practice speed without sacrificing control
Your team works efficiently, leadership stays informed, and sensitive actions remain protected.
To learn more about how Athelas can help you manage your access, contact us.