Skip to main content

​
General Questions

Please use the I need help -> Contact Elation Support option from your Elation account or fill out our Contact Form.
Elation Patient Payments is powered by Stripe. Stripe is a secure, digital, payment processing platform that is Payment Card Industry (PCI) compliant and utilizes best-in-class security tools to maintain a high level of security. Any information you enter during the payment process is securely encrypted. For more information in regards to Stripe’s Security and Privacy Policy, please see:

​
Sending and receiving payment requests

Yes, the minimum allowed charge amount is $0.50.
Yes, patients can pay with their HSA or FSA cards when paying a balance through Elation Patient Payments. If you are running into issues receiving FSA or HSA payments, follow these steps to verify you have the correct Industry selection in your Stripe settings:
  1. In your Patient Payments settings page in Elation EHR, click on Go to Stripe account.
  2. Click Edit (pencil icon).
  3. Update your Industry to Doctors and Physicians.
Our patient guide on how to complete payment requests is available here. Feel free to download and send this to your patients directly!
Take action on any transaction in the Elation Patient Payments Report. Resend or void outstanding requests, refund paid requests, mark any payment as paid via cash/check and more. Click the … icon in the Actions column within the report to take action on a specific transaction.
Partial refunds are not supported. The recommended workflow is to refund the original payment and send a new payment request to the patient. 
The option to print a receipt is available from the Patient Payment payment window after a charge has been completed. The patient will also automatically receive an electronic receipt via text or email depending on their preferred contact method.
  • Paid: The payment request was completed and paid, either via cash/check or credit card and a receipt has been sent to the patient’s preferred contact method.
  • Card declined: The attempt to charge a manually entered card number failed (not a saved card-on-file).
  • Charge pending: A credit card on file was charged and will be automatically charged within 24hrs. The charge is still in the 24hr window.
  • Payment requested: A payment request was sent via email or text and has not yet been paid by the patient.
  • Payment declined: The attempt to charge a card-on-file failed. The specific reason from Stripe (such as “Insufficient funds” or “Card expired”) appears in parentheses next to the status — for example, “Payment declined (Insufficient funds).” This helps your team quickly understand what went wrong. Patients are automatically notified and prompted to update their payment information.
  • Refunded: The payment was refunded to the original payment method.
  • Void: The payment request was voided, meaning the patient will no longer be able to complete/submit payment for this specific transaction.
Track payment requests and payments through the Patient Payment Report. From the blue navigation bar, go to Reports -> Patient Payment Report. The Patient Payment Report will update the status of each transaction in real-time.
EXCEPTION - MEMBERSHIPS ONLY Patients can choose to pay for a single membership charge using multiple payment methods. Click here for more information about this feature.
The Payment feature currently does not allow for partial payments. The requested amount is the amount that the patient must pay when inputting payment information. You can break up payment requests for a single service by sending multiple payment requests for that service (E.g. Deductible for Date of Service July 1, 2020, payment 1 of 3). Or you can have the patient pay partial payments through your Payment Site, as they are able to choose the amount they pay through the site.
Yes. From the patient’s chart, click the Payment button to open the payment dialog. You can also initiate a payment from the Patient Payments Report by clicking Send payment request.
From the Practice Home, click the Payments dropdown in the gray navigation bar and select View Failed Payments. This takes you directly to the Patient Payment Report filtered to show only failed transactions. If there are any failed payments, a count badge is visible next to the Payments button so you can spot them without opening the report first.
Payment methods can’t be directly edited in Elation. The recommended workflow is to delete the existing payment method and add a new method. Navigate to the patient’s Demographics Dialog > Insurance, Payment, & Membership > Payment Information. To remove a saved card or bank account on file, click the Delete option next to the payment method. This only removes the stored payment method — it does not affect any completed or pending transactions.To add a new payment method, click the Request payment info option. This sends the patient a link to enter their new payment information. 

​
Tips & tricks to increase your collection rate

From the blue navigation bar, go to Reports -> Patient Payment Report. Within the Patient Payment Report, you can take action on any transaction in real-time. Filter the report for outstanding payments where status is ‘Payment requested’ and choose Resend request in the Actions column.
This will help guarantee your practice payment, but also make it easier on your patients as they won’t have to enter payment details multiple times.Patients can choose to store a card-on-file for future payments through completing a payment request. They will need to keep the checkbox Keep this card on file checked when completing the payment. Once you have charged a card on file, the patient will be notified of the pending charge. The charge will automatically be collected within 24hrs. This gives the patient time to update their card-on-file or contact your office with any questions. Once the charge is completed, the patient will receive a receipt via text or email.
Select one or more Payment Reasons in the payment request window before submitting the payment request or charge to your patients. These reasons will be displayed to the patient within the emailed or text request they receive.

​
Managing your account

Share a copy of the contents of your email with the Support Team and we will work with Stripe to get your account cleared.
To update the phone number and email displayed on your payment requests, go to your Settings page in Elation and update the information associated with your primary practice location. Navigate to Settings -> Practice Locations, and click Edit next to the location tagged as your Primary Location.
Anyone can view & manage the Patient Payments Settings section in Elation. To limit access, toggle to Admin Only to only allow Admin users. Only a Stripe Team Member (managed in the Team Member section in the Stripe account screen) can edit Stripe account information. All changes will be verified by a two-factor authentication text that will be sent to the mobile number the account was activated with.
  1. Go to the Patient Payment Settings page in Elation.
  2. Click Go to Stripe Account.
  3. Click Account.
  4. Click Manage under Settings.
  5. The existing Account Representative will need to enter a 6 digit verification code (sent to their mobile phone on file) into the form and the form will automatically proceed to the next page.
  6. Click + Add team member.
  7. Enter the team member’s email address and click Invite.
  8. The new team member will go to their email and click the Accept Invite button in their invitation email.
  9. The new team member enters their mobile number for account verification.
  10. The new team member will enter the 6 digit verification code (sent to their mobile phone) into the form and the form will automatically proceed to the next page.
  11. A message that says You have successfully joined your practice’s account. will appear on the Elation Health Stripe Account page for confirmation.
Elation charges a flat rate for each transaction you collect (there is no fee associated with logging a cash/check payment). There are no startup costs, minimums, or termination fees. Elation will not charge you for refunding a transaction. However, the flat rate we charge for processing the transaction will not be refunded.
If you have any questions about your processing rate, use I need help → Contact Elation Support and our Support Team will be able to assist you.
No. Stripe and card networks do not charge fees beyond Elation’s processing fee. Elation’s fee covers all payment processing costs.
Elation does not support automatically adding a surcharge or convenience fee to patient payments within the product. Consult your legal counsel if you are considering surcharging practices.
No. Generating invoices through Patient Invoicing does not incur processing fees. Elation’s percentage-based fee applies only to payments processed via Patient Payments.
Download the Patient Payment Report to see a breakdown of the payments collected and the transaction fees deducted for each collected payment.
  1. From the blue navigation bar click Reports -> Patient Payment Report.
  2. Filter the report as needed.
  3. Click Download CSV.
Stripe issues 1099 tax forms—not Elation. You will automatically receive your 1099 via email by January 31st each year, sent to the email address associated with your Stripe account. If you did not receive a 1099, check your email (including spam/junk folders) or contact Stripe directly. Stripe follows IRS thresholds, so a 1099 may not be issued if your payment volume did not meet the reporting requirement. For detailed instructions, see Patient Payments Guide - Obtaining a 1099 Tax Form for your Stripe account.