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This article provides step-by-step instructions on how to add a new patient in Elation Billing, including integrated AiO patient creation and manual patient entry.

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Overview

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What is Adding a New Patient?

Adding a new patient is the process of creating a patient record in Elation Billing with demographic and insurance information. This enables you to create claims and manage billing for the patient.

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Why is Adding a New Patient important?

Accurate patient records are essential for proper claim filing, insurance verification, and maintaining billing records. Patient demographic information is required to submit claims to insurance payers.

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Workflow Instructions

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Integrated/AiO Patient Creation

Generally speaking, AiO Patients will be created in the EHR, which will then create a linked Patient file within the billing software. All changes to Patient Demographics will be made in the EHR, which will then update the demographics within the billing software.

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Adding a New Patient Manually

You can also add a new patient directly from the superbill screen when creating a new claim. The process is almost identical and you never have to leave the claim screen.
  1. Navigate - Click on the New Patient option under the Patients drop-down menu.
Patients menu expanded with "New Patient" option highlighted in a red box, indicating where to click to begin adding a patient.
  1. Enter the Patient Demographics - Fill in the demographic fields and click SAVE. You will need to have some kind of address in the system to file a claim.
You can enter just the street address and zip code, then click Validate Address to auto-fill the rest.
Patient Details form filled with name Oscar T Grouch, DOB 10/10/1969, Male, address validated at 13 W 64TH ST, New York, NY 10023. Arrows highlight the financial responsibility checkbox, Verify Address button, and Save New Patient button.
  1. Enter Insurance Info - If there is no insurance, just click SELF PAY. Otherwise, you must choose insurance, Primary or Secondary, enter the member id, and then click SAVE. Insurance dialog showing the "+ Choose Insurance" button, Priority set to "PRIMARY", and required Member ID field empty. The "SELF PAY" button is highlighted for patients with no insurance.
  2. Add Additional Insurance Policies - If the patient has additional insurance policies, you can add them after saving the initial patient record.