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This article explains how to activate the Legacy Payment Workflow in Elation Billing for Elation EHR + Billing users.

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Overview

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What is the Legacy Payment Workflow?

The Legacy Payment Workflow is a setting that allows Elation EHR + Billing users to manually add and edit Patient Payments directly in Elation Billing. By default, this functionality is restricted when the Patient Payment Workflow Update is active.

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Why would I use the Legacy Payment Workflow?

For Elation EHR + Billing users with integrated patient payments, taking and editing Patient Payments in Elation Billing is restricted by default (you can only edit the Check Number and Posting Date). This is because payments collected or edited in Elation Billing will not update in the EHR. However, sometimes you may need to make manual edits—the Legacy Payment Workflow allows for this.

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Workflow Instructions

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Activating Legacy Payment Workflow

  1. Navigate to Practice Settings - In Elation Billing, navigate to Settings → Practice Settings.
  2. Open Billing Rules - Select the Billing Rules tab.
  3. Enable Legacy Payment Workflow - Enable the Legacy Payment Workflow option.

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Posting a Patient Payment in Elation Billing

This payment will NOT appear in the EHR.
  1. Create New Payment - In Elation Billing, select Payments → +New Insurance Payment (you’ll swap to Patient in the next step).
  2. Change Payment Type - In the New Payment pop-up, update the Payment Type from Insurance to Patient.
  3. Select the Patient - Choose the patient for this payment.
  4. Enter Payment Information - Supply the payment details.
  5. Save the Payment - Click Save to complete.

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Editing a Patient Payment in Elation Billing

This edit will NOT appear in the EHR.
  1. Navigate to the Payment - Find and open the payment you need to edit.
  2. Select Edit - Click the EDIT button.
  3. Make Changes - Update the necessary fields.
  4. Save - Click Save to apply your changes.