athenaOne Services

At our consulting service, we take the time to understand your practice’s unique challenges, workflows, and growth goals, delivering tailored solutions that align with your vision.

With deep expertise in athenaOne, we provide hands-on support across every stage of the platform from implementation and workflow optimization to revenue cycle optimization. We help configure templates, streamline clinical documentation, design patient forms, optimize scheduling and intake processes, and build custom reporting that gives you real visibility into provider and practice performance.

Our team also supports patient engagement tools, campaign management, and staff training to ensure your entire organization is confident and efficient in using the system. Whether you’re looking to solve a specific issue or fully optimize your operations, we act as a true partner. Focused on improving performance, increasing collections, and making athenaOne work seamlessly for your practice.

Athena Implementation & CIS System Setup

We provide full-service athenaOne implementation and CIS system setup, ensuring your system is configured correctly from day one. From template build and clinical documentation design to scheduling, intake, and billing configuration, we create a system tailored to your workflows, providers, and specialty needs. Our goal is a smooth go-live with minimal disruption and long-term scalability.

  • Full athenaOne deployment planning and project management

  • Provider creation, shell accounts, and EPCS setup

  • System configuration (locations, providers, departments)

  • User roles, permissions, and security setup & ongoing maintenance

  • Clearinghouse and payer enrollment setup

  • Interface configuration (labs, imaging, eRx, fax)

  • Go-live planning and execution

Athena Workflow Design & Optimization

We analyze your current workflows and redesign them to fully leverage athenaOne’s capabilities. By streamlining scheduling, intake, clinical documentation, and billing workflows, we reduce administrative burden and improve staff efficiency. The result is a more productive practice with better patient flow and fewer workarounds.

  • Front desk intake and registration workflows matched to clinic SOPs

  • Scheduling templates and provider calendar optimization

  • Clinical workflows (rooming, documentation, order entry)

  • Checkout and follow-up workflows (best practice for RCM)

  • Task Assignment Overrides (TAOs) & internal communication setup

  • Automation of repetitive processes

  • Specialty-specific workflow customization

Clinical Documentation Macros & Procedure Templates

We design customized clinical documentation macros and procedure templates that make charting faster, more consistent, and compliant. Our templates are built around your specialty, providers, and workflow to reduce clicks while improving documentation quality and coding accuracy. The result is faster chart completion, better notes, and optimized reimbursement.

  • Custom chart Reason for Visits for visit acceleration

  • Specialty-specific note optimization

  • Order sets and clinical decision support tools

  • Problem list, medication, and allergy management optimization

  • Documentation compliance & MIPS workflows

  • Reducing clicks and improving provider efficiency

Reporting & Analytics

We build custom Excel & Google Sheets reports and that give you real visibility the way you want it and not the way Athena “thinks” you want it. This can include provider productivity, revenue cycle performance, and operational KPIs. Our reporting solutions turn athenaOne data into actionable insights you can use to make informed business decisions. Know exactly how your practice is performing and where to improve.

  • Custom Excel & Google report building (financial, operational, clinical)

  • KPI tracking (first-pass rate, days in A/R, collection rate)

  • Provider productivity, utilization, ordering, and performance reports

  • Financial forecasting and trend analysis

  • Executive-level reporting summaries

Patient Engagement & Growth Tools

We help you fully utilize athenaOne’s patient engagement tools, including patient portal optimization, campaigns, recalls, online scheduling, and reputation management. Our approach improves patient communication, increases retention, and attracts new patients. These tools help turn your system into a growth engine for your practice.

  • Patient portal setup and optimization

  • Online scheduling configuration

  • Campaign builder setup (outreach & marketing)

  • Intake forms and digital check-in optimization

  • No-show reduction strategies

HL7 Project Integrations & Interfaces Management

We manage HL7 integrations and interface projects between athenaOne and labs, hospitals, billing systems, and third-party applications. From planning and vendor coordination to testing and go-live support, we ensure interfaces are implemented correctly and function reliably. We act as your liaison to simplify complex integration projects.

  • Coordinate Lab and imaging integration projects

  • Controlled Substance prescribing configuration (EPCS)

  • HL7 Third-party system integrations (billing, PM, CRM, etc.)

  • Interface error monitoring and resolution

Remote & In-Person Training & Change Management

We provide structured training programs for providers, clinical staff, and administrative teams, delivered remotely or on-site. Our training focuses on real workflows, not just system features, so staff can confidently use athenaOne in their daily work. We also support change management to ensure adoption and long-term success.

  • Role-based staff training (front desk, clinical, call center)

  • Provider-specific efficiency training

  • New hire onboarding programs

  • Creation of SOPs and training documentation

  • Ongoing coaching and refresher sessions

  • Adoption monitoring and improvement

System Maintenance & Ongoing Support

We provide ongoing athenaOne support to keep your system running smoothly as your practice grows and changes. This includes template updates, workflow adjustments, troubleshooting, new feature implementation, and user support. Think of us as your outsourced athenaOne optimization team.

  • Issue troubleshooting and ticket resolution support

  • Workflow refinements as practice evolves

  • Software updates impact reviews

  • HIPAA User access audits and cleanup

RCM & Operations Performance Optimization

We evaluate your revenue cycle and operational performance to identify missed revenue, inefficiencies, and workflow gaps. Using athenaOne data and reporting, we implement process improvements that increase collections, reduce denials, and improve overall practice performance. Our focus is measurable financial and operational results.

  • First-pass claim rate improvement (Insights Dashboard Usage)

  • Reduction in days in A/R (Real Executable Strategies)

  • Workflow bottleneck identification

  • Staff productivity improvements

  • Revenue leakage identification and correction

  • Cost reduction through efficiency gains

Strategic Consulting & Growth

We work with practice leadership to develop strategic plans for growth, operational improvement, and technology optimization. Our consulting combines healthcare operations expertise with deep athenaOne knowledge to help you scale efficiently and profitably. We act as a strategic partner, not just a system consultant.

  • Practice growth planning using athenaOne data

  • Service line expansion support & new department creation

  • Multi-location scaling strategies

  • M&A system integration support

  • Vendor coordination and management