# Elation Help Center: Elation Billing

> Help center documentation for Elation EHR — clinical workflows, billing, scheduling, prescriptions, and practice management.

## Elation Billing

### Elation Billing

- [Elation Billing](https://help.elationhealth.com/elation-billing.md): Full-service RCM and practice management billing — claims, ERAs, payments, statements, eligibility, and reporting.

### Getting Started

- [Getting Started](https://help.elationhealth.com/billing-getting-started.md): Get started with Elation Billing — FAQs, fees, software overview, and user roles.
- [Elation Billing FAQs](https://help.elationhealth.com/articles/elation-billing-faqs.md): Frequently asked questions about Elation Billing
- [Fees Associated with Elation Billing](https://help.elationhealth.com/articles/fees-associated-with-elation-billing.md): Overview of fees for services in Elation Billing
- [Getting to Know The Software](https://help.elationhealth.com/articles/getting-to-know-the-software.md): Introduction to Elation Billing features and workflows
- [Refresh the Billing Software](https://help.elationhealth.com/articles/refresh-the-billing-software.md): Learn how to perform a hard refresh in Elation Billing
- [User Roles](https://help.elationhealth.com/articles/user-roles.md): Understanding user roles and permissions in Elation Billing

### Setup & Configuration

- [Setup & Configuration](https://help.elationhealth.com/billing-setup-configuration.md): Configure Elation Billing — providers, service locations, fee schedules, EDI enrollment, and claim defaults.
- [12 Diagnosis Code Support](https://help.elationhealth.com/articles/12-diagnosis-code-support.md): Learn about 12 diagnosis code support per claim in Elation Billing
- [Add New Provider](https://help.elationhealth.com/articles/add-new-provider.md): Learn how to add a new provider in Elation Billing
- [Add or Edit a Service Location](https://help.elationhealth.com/articles/add-or-edit-a-service-location.md): Learn how to add and edit service locations in Elation Billing
- [Add/Update a Fee Schedule](https://help.elationhealth.com/articles/add-update-a-fee-schedule.md): Learn how to create and manage fee schedules in Elation Billing
- [Adding a Medicare Type Code](https://help.elationhealth.com/articles/adding-a-medicare-type-code.md): Learn how to add a Medicare Type Code when Medicare is the secondary policy
- [Collaborative Billing Fields](https://help.elationhealth.com/articles/collaborative-billing-fields.md): Learn how to enable and use additional billing fields in Elation EHR and Elation Billing
- [Enrolling for Claims Submission, ERA, and Real-Time Eligibility (EDI)](https://help.elationhealth.com/articles/enrolling-for-claims-submission-era-and-real-time-eligibility-edi.md): Learn how to enroll for electronic claims, ERA, and eligibility with payers
- [Practice Settings - Setup and Overview](https://help.elationhealth.com/articles/practice-settings-setup-and-overview.md): Learn how to configure practice settings in Elation Billing
- [Set Claim Defaults on Superbill](https://help.elationhealth.com/articles/set-claim-defaults-on-superbill.md): Learn how to set default rendering provider and service location for claims

### Claims Management

- [Claims Management](https://help.elationhealth.com/billing-claims-management.md): Manage claims in Elation Billing — file, correct, print, and track claims using the Claims Manager and Worklist.
- [Adding an NDC](https://help.elationhealth.com/articles/adding-an-ndc.md): Learn how to add National Drug Codes (NDC) to claims in Elation Billing
- [Claim History](https://help.elationhealth.com/articles/claim-history.md): Learn how to find and view claim history in Elation Billing
- [Claims Queue](https://help.elationhealth.com/articles/claims-queue.md): Learn how to use the Claims Queue to review and submit claims in Elation Billing
- [Filing a Claim](https://help.elationhealth.com/articles/filing-a-claim.md): Learn how to create and file claims in Elation Billing
- [Filing a Claim (VIDEO)](https://help.elationhealth.com/articles/filing-a-claim-video.md): Video tutorial for filing a claim in Elation Billing
- [Filing a Corrected Claim](https://help.elationhealth.com/articles/filing-a-corrected-claim.md): Learn how to file a corrected claim in Elation Billing
- [How Elation Billing Corresponds to the HCFA 1500](https://help.elationhealth.com/articles/how-elation-billing-corresponds-to-the-hcfa-1500.md): Reference guide mapping Elation Billing fields to HCFA 1500 form boxes
- [Print a Claim](https://help.elationhealth.com/articles/print-a-claim.md): Learn how to print a claim form in Elation Billing
- [Using the Claims Manager](https://help.elationhealth.com/articles/using-the-claims-manager.md): Learn how to view and manage individual charge lines in the Claims Manager
- [Using the Worklist](https://help.elationhealth.com/articles/using-the-worklist.md): Learn how to use the Worklist to manage claims, tags, and billing statuses. Covers automated claim statuses including Denied, Rejected, Corrected, Billed, Appealed, Queued, No Response, and more.
- [VIDEO - Filing a Claim](https://help.elationhealth.com/articles/video-filing-a-claim.md): Video walkthrough on filing a claim
- [VIDEO - Using the Worklist](https://help.elationhealth.com/articles/video-using-the-worklist.md): Video walkthrough on using the worklist

### ERA Payments, Rejections & Denials

- [ERA Payments, Rejections & Denials](https://help.elationhealth.com/billing-era-payments.md): Handle ERA payments, rejections, and denials in Elation Billing — post payments, manage appeals, and auto-post ERAs.
- [Generating & submitting claim appeals](https://help.elationhealth.com/articles/claim-appeals.md): Learn how to create and submit claim appeals in Elation Billing
- [Clearing Out a Payment](https://help.elationhealth.com/articles/clearing-out-a-payment.md): Learn how to clear out an erroneous or duplicate payment in Elation Billing.
- [Common claim rejections and denials](https://help.elationhealth.com/articles/common-code-denials.md): Reference guide for common claim rejections and denials and their solutions
- [How to locate an ERA from a Patient's record](https://help.elationhealth.com/articles/how-to-locate-an-era-from-a-patients-record.md): Learn how to find an ERA from a patient's record in Elation Billing.
- [Managing Denials in Elation Billing](https://help.elationhealth.com/articles/managing-denials.md): Overview of how to identify, work, and resolve insurance claim denials in Elation Billing
- [Monitoring for Downcoded Claims](https://help.elationhealth.com/articles/monitoring-for-downcoded-claims.md): Learn how to identify and monitor downcoded claims in Elation Billing
- [Posting a Capitation Payment](https://help.elationhealth.com/articles/posting-a-capitation-payment.md): Learn how to post capitation payments in Elation Billing
- [Recording & posting a payment in Elation Billing](https://help.elationhealth.com/articles/posting-a-payment-in-elation-billing.md): Learn how to record and post insurance and patient payments in Elation Billing
- [Posting Voided, Reversed, or Updated Payments](https://help.elationhealth.com/articles/posting-voided-reversed-or-updated-payments.md): Learn how to process voided, reversed, or updated payments in Elation Billing
- [VIDEO - Auto Posting ERAs](https://help.elationhealth.com/articles/video-auto-posting-eras.md): Video walkthrough on auto posting ERAs
- [VIDEO - Manual Payment Posting](https://help.elationhealth.com/articles/video-manual-payment-posting.md): Video walkthrough on manual payment posting
- [Viewing ERAs and Auto-Posting](https://help.elationhealth.com/articles/viewing-eras-and-auto-posting.md): Learn how to view Electronic Remittance Advice (ERA) and auto-post payments in Elation Billing

### Patient Payments & Statements

- [Patient Payments & Statements](https://help.elationhealth.com/billing-patient-payments.md): Manage patient payments and statements in Elation Billing — online payments, Stripe, payment plans, and statement delivery.
- [Activate Online Payments](https://help.elationhealth.com/articles/activate-online-payments.md): Learn how to activate online payments using Stripe in Elation Billing
- [Activating Legacy Payment Workflow](https://help.elationhealth.com/articles/activating-legacy-payment-workflow.md): Learn how to enable the legacy payment workflow for manual patient payment editing in Elation Billing
- [Add Notes to Patient, Claim, or Statements](https://help.elationhealth.com/articles/add-notes-to-patient-claim-or-statements.md): Learn how to add patient notes, claim notes, and statement notes in Elation Billing
- [Applying Patient Payments with ⚡️Apply Patient Payments](https://help.elationhealth.com/articles/applying-patient-payments-with-apply-patient-payments.md): Learn how to use the automated Apply Patient Payments tool in Elation Billing
- [Billing Guide- Recording payments from patients](https://help.elationhealth.com/articles/Recording-Payments-from-Patients.md): This article describes the different features and workflows that your practice can utilize for recording payments from patients.
- [Intro to the Patient Payment Workflow Update](https://help.elationhealth.com/articles/intro-to-the-patient-payment-workflow-update.md): Overview of the Patient Payment Workflow Update for Elation EHR + Billing
- [Manually Applying a Patient Payment](https://help.elationhealth.com/articles/manually-applying-a-patient-payment.md): Learn how to manually apply patient payments to claims in Elation Billing
- [Negative Balances](https://help.elationhealth.com/articles/negative-balances.md): Learn how to investigate and resolve negative balances in Elation Billing
- [Patient Payment Receipts](https://help.elationhealth.com/articles/patient-payment-receipts.md): Learn how to print patient payment receipts in Elation EHR and Billing
- [Patient Payments – Stripe connection and activation issues](https://help.elationhealth.com/articles/Patient-Payments-Stripe-connection-and-activation-issues.md): This article helps you identify and resolve common issues with your Stripe connection for Elation Patient Payments.
- [Patient Payments Guide - Frequently Asked Questions](https://help.elationhealth.com/articles/Patient-Payments-Frequently-Asked-Questions.md): Answers to common questions we've received from practices about Elation Patient Payments feature.
- [Patient Payments Guide - Obtaining a 1099 Tax Form for your Stripe account](https://help.elationhealth.com/articles/Patient-Payments-Guide-Obtaining-a-1099-Tax-Form-for-your-Stripe-account.md): This article describes how customers using the Stripe Patient Payment integration can obtain a 1099 Tax Form for tax reporting.
- [Patient Payments Guide - Securely collect payments digitally from patients](https://help.elationhealth.com/articles/using-elation-to-securely-collect-patient-payments.md): Elation Patient Payments provides your patients a secure, digital, self-service way to conveniently pay your practice.
- [Patient Payments Guide – Troubleshooting Stripe activation and connection issues](https://help.elationhealth.com/articles/Troubleshooting-Stripe-activation-and-connection-issues.md): This article helps you identify and resolve common issues with your Stripe connection for Elation Patient Payments.
- [Patient Payments Guide - ACH Transactions](https://help.elationhealth.com/articles/Patient-Payments-Guide-ACH-Transactions.md): Learn how patients can pay their Elation balance through an ACH transaction.
- [Patient, Claim, and Payment Files](https://help.elationhealth.com/articles/patient-claim-and-payment-files.md): Learn how to upload and manage files for patients, claims, and payments
- [Payment Plans](https://help.elationhealth.com/articles/payment-plans.md): Learn how to create and manage payment plans in Elation Billing
- [Processing Virtual Card Insurance Payments](https://help.elationhealth.com/articles/processing-virtual-card-insurance-payments.md): Learn how to process virtual card payments from insurance in Elation Billing
- [Sending Statements](https://help.elationhealth.com/articles/sending-statements.md): Learn how to generate and send patient statements in Elation Billing
- [Transferring Patient Balances From a Prior Practice Management Software](https://help.elationhealth.com/articles/transferring-patient-balances-from-a-prior-practice-management-software.md): Learn how to transfer patient balances from your previous billing system
- [Troubleshooting Patient Payments and Membership Issues in Elation EHR](https://help.elationhealth.com/articles/Troubleshooting-Patient-Payments-and-Membership-Issues-in-Elation-EHR.md)
- [Viewing and Printing Statements](https://help.elationhealth.com/articles/viewing-and-printing-statements.md): Learn how to view, print, and manage patient statements
- [What are the Delivery Charges for Sending Patient Statements in Elation Billing?](https://help.elationhealth.com/articles/what-are-the-delivery-charges-for-sending-patient-statements-in-elation-billing.md): Understanding the costs for different statement delivery methods

### EHR + Billing Workflows

- [EHR + Billing Workflows](https://help.elationhealth.com/billing-ehr-workflows.md): Integrated EHR and Billing workflows — collect payments, process refunds, manage self-pay patients, and file claims from the EHR.
- [Elation EHR + Billing - Collecting a Patient Payment in Elation Billing](https://help.elationhealth.com/articles/elation-ehr-billing-collecting-a-patient-payment-in-elation-billing.md): Learn how to collect patient payments from Elation Billing for EHR + Billing practices
- [Elation EHR + Billing - Can't Send Claims to Elation Billing from EHR Billing Home](https://help.elationhealth.com/articles/elation-ehr-billing-cant-send-claims-to-elation-billing-from-ehr-billing-home.md): Troubleshoot issues sending claims from EHR Billing Home to Elation Billing
- [Elation EHR + Billing - Collecting a Patient Payment in the EHR](https://help.elationhealth.com/articles/elation-ehr-billing-collecting-a-patient-payment-in-the-ehr.md): Learn how to collect patient payments directly in the EHR with automatic sync to Elation Billing
- [Elation EHR + Billing - Manually Record Patient Payment in Elation Billing](https://help.elationhealth.com/articles/elation-ehr-billing-manually-record-patient-payment-in-elation-billing.md): Learn how to manually record patient payments directly in Elation Billing
- [Elation EHR + Billing - Integrated Refunds](https://help.elationhealth.com/articles/elation-ehr-billing-integrated-refunds.md): Learn how to process patient refunds that sync between EHR and Elation Billing
- [Elation EHR + Billing - Self Pay Patients](https://help.elationhealth.com/articles/elation-ehr-billing-self-pay-patients.md): Learn how to handle self-pay patients in Elation EHR + Billing
- [Saving a Credit Card in the EHR](https://help.elationhealth.com/articles/saving-a-credit-card-in-the-ehr.md): Learn how to share a payment details link with patients to save their credit card

### Insurance Eligibility

- [Insurance Eligibility](https://help.elationhealth.com/billing-insurance-eligibility.md): Check insurance eligibility in Elation Billing — run eligibility checks, troubleshoot issues, and watch video guides.
- [Running Eligibility](https://help.elationhealth.com/articles/running-eligibility.md): Learn how to run real-time eligibility checks in Elation Billing and EHR
- [Running Eligibility (VIDEO)](https://help.elationhealth.com/articles/running-eligibility-video.md): Video walkthrough on running eligibility checks
- [Troubleshoot Eligibility](https://help.elationhealth.com/articles/troubleshoot-eligibility.md): Troubleshooting common eligibility issues and errors
- [VIDEO - Running Eligibility](https://help.elationhealth.com/articles/video-running-eligibility.md): Video walkthrough on running eligibility checks

### Patient Management

- [Patient Management](https://help.elationhealth.com/billing-patient-management.md): Manage patients in Elation Billing — add patients, edit insurance, manage authorizations, and use the Document Center.
- [Add a New Patient](https://help.elationhealth.com/articles/add-a-new-patient.md): Learn how to add new patients in Elation Billing
- [Add an Alert](https://help.elationhealth.com/articles/add-an-alert.md): Learn how to add patient and claim alerts in Elation Billing
- [Add or Edit Authorizations/Referrals](https://help.elationhealth.com/articles/add-or-edit-authorizations-referrals.md): Learn how to add, edit, and attach authorizations and referrals in Elation Billing
- [Add or Edit Patient Insurance](https://help.elationhealth.com/articles/add-or-edit-patient-insurance.md): Learn how to add and edit patient insurance policies in Elation Billing
- [Removing a Patient](https://help.elationhealth.com/articles/removing-a-patient.md): Learn how to mark a patient as duplicate or inactive in Elation Billing
- [Using the Document Center](https://help.elationhealth.com/articles/using-the-document-center.md): Learn how to upload and manage documents in the Document Center

### Reporting

- [Reporting](https://help.elationhealth.com/billing-reporting.md): Billing reports in Elation — denials reporting, Lightning Insights, and Lightning Reports.
- [Denials Reporting](https://help.elationhealth.com/articles/denials-reporting.md): Learn how to use denial reports in Elation Billing to track and manage claim denials
- [⚡️Lightning Insights](https://help.elationhealth.com/articles/lightning-insights.md): Learn how to use Lightning Insights for practice performance reporting
- [⚡️Lightning Reports](https://help.elationhealth.com/articles/lightning-reports.md): Learn how to use Lightning Reports for detailed practice reporting

### Troubleshooting & FAQs

- [Troubleshooting & FAQs](https://help.elationhealth.com/billing-troubleshooting.md): Troubleshoot common Elation Billing issues — claim errors, payer IDs, patient credits, CMS-1500 forms, and more.
- [Change Healthcare Outage - Information and Resources](https://help.elationhealth.com/articles/change-healthcare-outage-information-and-resources.md): Information about the February 2024 Change Healthcare outage and its impact on Elation Billing
- [Claim Line Can't Be Deleted](https://help.elationhealth.com/articles/claim-line-cant-be-deleted.md): Learn how to delete a claim line that is blocked by associated payments
- [How Elation Billing Corresponds to the HCFA 1500](https://help.elationhealth.com/articles/how-elation-billing-corresponds-to-the-hcfa-1500.md): Reference guide mapping Elation Billing fields to HCFA 1500 form boxes
- [How Can I Access and Print the CMS-1500 Claim Form in Elation Billing?](https://help.elationhealth.com/articles/how-can-i-access-and-print-the-cms-1500-claim-form-in-elation-billing.md): Learn how to generate and print CMS-1500 claim forms in Elation Billing
- [How Can I Create a Patient Roster Filtered by Insurance in Elation Billing/EHR?](https://help.elationhealth.com/articles/how-can-i-create-a-patient-roster-filtered-by-insurance-in-elation-billingehr.md): Learn how to generate patient lists filtered by insurance provider
- [How to locate an ERA from a Patient's record](https://help.elationhealth.com/articles/how-to-locate-an-era-from-a-patients-record.md): Learn how to find an ERA from a patient's record in Elation Billing.
- [How Can I Locate or Verify the Payer ID for a Claim?](https://help.elationhealth.com/articles/how-can-i-locate-or-verify-the-payer-id-for-a-claim.md): Learn how to find and verify payer IDs in Elation Billing
- [How Can I Manage Patient Credits and Overpayments in Elation Billing?](https://help.elationhealth.com/articles/how-can-i-manage-patient-credits-and-overpayments-in-elation-billing.md): Learn how to manage patient credits and overpayments in Elation Billing
- [How Can I Resolve Medicare Claim Errors and Ensure Proper NPI Enrollment?](https://help.elationhealth.com/articles/how-can-i-resolve-medicare-claim-errors-and-ensure-proper-npi-enrollment-for-cla.md): Learn how to resolve Medicare claim errors and NPI enrollment issues
- [Text/Email Bot](https://help.elationhealth.com/articles/textemail-bot.md): Learn how to set up and use automated text and email statement reminders
- [What are the Delivery Charges for Sending Patient Statements in Elation Billing?](https://help.elationhealth.com/articles/what-are-the-delivery-charges-for-sending-patient-statements-in-elation-billing.md): Understanding the costs for different statement delivery methods
- [What Should I Do to Resolve Issues with Claims or Superbill Discrepancies in Elation Billing?](https://help.elationhealth.com/articles/what-should-i-do-to-resolve-issues-with-claims-or-superbill-discrepancies-in-ela.md): Guidelines for resolving claim issues and superbill discrepancies
- [How to Bill Zero Dollar Claims](https://help.elationhealth.com/articles/how-to-bill-zero-dollar-claims.md): How to bill zero dollar claims in Elation Billing

### Billing in the EHR

- [Billing in the EHR](https://help.elationhealth.com/billing-in-the-ehr.md): Billing features within Elation EHR — coding automation, AI billing, billing settings, and insurance management.

#### AI Billing

- [AI Billing Guide - Generating billing codes automatically in the EHR](https://help.elationhealth.com/articles/AI-Billing-Guide-Coding.md)
- [AI Billing Guide - Creating billing rules](https://help.elationhealth.com/articles/AI-Billing-Guide-Creating-billing-rules.md): Create and manage custom rules that AI Billing applies when it generates codes and scrubs claims.
- [AI Billing Guide - Queueing claims automatically](https://help.elationhealth.com/articles/AI-Billing-Guide-auto-queue-claims.md)
- [AI Billing Guide - Scrubbing claims](https://help.elationhealth.com/articles/AI-Billing-Guide-Scrubbing-claims.md)
- [AI Billing Introduction](https://help.elationhealth.com/articles/AI-Billing-Introduction.md)

#### Billing Form & Coding

- [Automatic Coding Guide- Automatically code for BMI, Blood Pressure, and negative PHQ-9 documentation](https://help.elationhealth.com/articles/elation-coding-automation.md): This article describes how Elation will help you automatically code the appropriate ICD-10, CPT®, or CPT Category II® codes in the billing section of your encounter when you complete a BMI, BP or PHQ-9 screening.
- [Automatic Coding Guide- Advanced coding automations (Premium)](https://help.elationhealth.com/articles/Automatic-Coding-Guide-Advanced-Coding-Automations.md): This article describes the advanced coding automations available to Premium EHR users.
- [Billing Guide- Creating a superbill & coding for your visit](https://help.elationhealth.com/articles/billing.md): This article provides a step-by-step guide to creating a bill in Elation.
- [Coding Guide - Managing periodic ICD-10 code updates](https://help.elationhealth.com/articles/ICD-10-code-updates.md)
- [Coding Guide - Searching for ICD-10 codes using the Dx Code Navigator (Premium)](https://help.elationhealth.com/articles/Dx-Code-Navigator.md)
- [Coding Guide- Managing deprecated, non-billable ICD-10 codes](https://help.elationhealth.com/articles/Managing-deprecated-ICD10-codes.md): This article will discuss best practices for managing deprecated ICD-10 codes in Elation.
- [Coding Guide - Managing periodic CPT code updates](https://help.elationhealth.com/articles/Managing-periodic-CPT-code-updates.md): This article describes the actions you should take in Elation when periodic CPT Code Updates occur.
- [Elation Billing- Using Elation's all-in-one billing solution to manage your claims](https://help.elationhealth.com/articles/Elation-Billing-All-in-One.md): This article describes Elation's all-in-one billing solution.

#### Billing Home & EHR Settings

- [Billing Guide- Delayed Billing](https://help.elationhealth.com/articles/How-to-set-up-Delayed-Billing.md): Delayed billing is a practice-wide setting that can allow your practice to review the bills of signed visit notes prior to submission to your practice management system (PMS).
- [Billing Guide- Navigating Billing Settings](https://help.elationhealth.com/articles/billing-settings---service-locations--procedure-codes.md): In Billing Settings, you can enable automatic coding and billing guidance, enable or disable patient invoicing, set up delayed billing, and create fee schedules to ease the entry of billing information on your visit notes.
- [Fee Schedules Guide — Setting charges in the EHR](https://help.elationhealth.com/articles/fee-schedules-in-the-ehr.md): Create fee schedules in EHR Billing Settings, set Medicare-based and custom rates, and control which rates auto-fill on a bill.
- [Practice Locations Guide- Listing your service locations](https://help.elationhealth.com/articles/adding-a-second-practice-location.md): You may serve your patients from multiple locations. You can add all your locations within your Practice Settings.
- [Understanding identifiers in Elation – patient IDs, billing references, and your practice account](https://help.elationhealth.com/articles/elation-identifiers.md): This article explains the different identifiers used in Elation and how to use them effectively for internal workflows, support requests, and patient communications.

#### Insurance & Eligibility

- [Billing Guide- Managing Carriers & Plans in Elation](https://help.elationhealth.com/articles/Managing-Carriers-and-Plans.md): This article guides you through using your Elation Insurance Settings page to manage your practice's database of Insurance Carriers and Plans.