Performance Assessment & Consulting
Workflow Assessment & Optimization
Review how your organization is currently using athenaOne and identify where workflows are creating friction, slowing staff down, or leaving functionality on the table. Findings are prioritized and addressed in a way that makes sense for your team's capacity and goals.
System Configuration Review
Take a comprehensive look at how athenaOne is configured across your organization and flag anything that is outdated, inconsistent, or not aligned with how your team actually works. Often the fastest way to uncover quick wins.
Performance Optimization Consulting
Work through specific performance challenges — around collections, claim denials, scheduling throughput, or clinical documentation — and identify the configuration changes, workflow adjustments, or training needed to address them.
Reporting, Data View & Analytics
Custom Report Building
Build custom reports in Data View using SQL that aggregate the data your organization actually needs — for grant reporting, compliance, or day-to-day operational visibility.
Custom Fields & Notes Sections
Create and configure custom fields and notes sections to capture data points that are unique to your workflows or required for specific reporting obligations.
Existing Report Review & Modification
Review your current reports for accuracy, relevancy, and alignment with how your organization is actually using the data. Modifications made as needed to keep reports useful and up to date.
Clinical Encounter Customization
Order Sets & Procedure Templates
Create and map order sets and procedure templates to the correct CPT codes to support consistent clinical documentation and accurate billing.
Appointment-Specific Encounter Layouts
Customize encounter layouts by appointment type so clinical staff can quickly access the information most relevant to each visit without unnecessary navigation.
Quality & Compliance Measure Configuration
Configure quality programs, MIPS measure tracking, and care gap alerts within the clinical workflow to support quality reporting requirements and help providers stay on top of what each patient needs at the point of care.
Patient Portal Setup & Customization
Scheduling Configuration
Set up and customize the scheduling options available in the patient portal to reflect your appointment types, availability, and booking preferences.
Intake & Encounter Forms
Build and deploy patient-facing intake and encounter forms directly through the portal, reducing front-desk burden and improving data accuracy at the point of care.
Portal Adoption Support
Training and adoption strategies to help your team promote portal use with patients, increasing engagement and reducing phone volume over time.
Clinical Forms
New Form Creation
Develop new clinical forms in PDF, HTML, or PNG format tailored to your organization's specific documentation needs and workflows.
Existing Form Updates
Review and update current clinical forms to make sure they reflect current requirements, workflows, and provider preferences.
Interface Network Management
Interface Functionality Review
Assess existing interfaces on a regular basis to confirm they are functioning as expected and that data is flowing correctly between systems.
Error & Mapping Issue Resolution
Troubleshoot and resolve errors and mapping discrepancies within the interface message queue manager — tracked and addressed before they create downstream problems.
New Interface Implementation
Implement new integrations using HL7, API, flat file, or other supported methods to connect athenaOne with the additional systems your organization depends on.
Schedule Building, Administration & Training
Schedule Setup & Build
Build new provider and resource schedules from scratch, including appointment types, durations, availability windows, and booking rules.
Schedule Review & Optimization
Review existing schedules to identify gaps, inefficiencies, or configurations that may be limiting throughput or creating booking issues.
Staff Training
Train scheduling staff on how to use athenaOne's scheduling tools effectively, including managing templates, handling exceptions, and working through common issues.
Troubleshooting
Identify and resolve scheduling issues as they come up, including problems with templates, appointment availability, or system behavior.
TAO Review & Task Routing
TAO Mapping Review
Assess your current Task Assignment Override configurations to make sure documents and messages are being routed to the right people based on how your organization actually works.
Updates & New Configurations
Add or modify TAOs as your workflows evolve to maintain accurate and efficient task routing across your team.
User Administration & Onboarding
User Setup & Role Configuration
Set up new users, configure roles and permissions, and ensure each user has the right level of access for their position and responsibilities.
Provider Onboarding Training
Hands-on onboarding training for new athenaOne users, covering the workflows and tools most relevant to their role from day one.
Ongoing Help Desk Support
An ongoing resource for questions and issues that come up during day-to-day use — troubleshooting problems, clarifying workflows, and walking through functionality as needed.
Internal Documentation
Develop internal documentation for your team including tips and tricks, known issues, and step-by-step resolution guides that staff can reference independently.
Fee & Allowable Schedule Management
Fee Schedule Imports
Import and configure fee schedules within athenaOne to ensure your charge data is accurate and aligned with your contract and billing requirements.
Allowable Schedule Setup
Set up and maintain allowable schedules to support accurate reimbursement tracking and identify variances between expected and received payments.
Ongoing Modifications
Update fee and allowable schedules as contracts change, new payers are added, or adjustments are needed to reflect current reimbursement rates.
Collector & Clinical Admin Settings
Settings Review
Review your current collector and clinical admin configuration to identify anything that may be misconfigured, outdated, or inconsistent with your current workflows.
Setup & Configuration
Configure collector and clinical admin settings to support efficient billing workflows, clean claim submission, and accurate clinical documentation.
Ongoing Support
Support as your organization's needs change, including updates driven by payer requirements, regulatory changes, or internal workflow adjustments.
Don't see what you need? Reach out — chances are it can be addressed.
If you have a need that isn't listed above, get in touch. Most athenaOne challenges fall within scope, and every engagement starts with a direct conversation.