> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a New Patient

> Learn how to add new patients in Elation Billing

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.

## Overview

### 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.

### 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.

## Workflow Instructions

### 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.

### Adding a New Patient Manually

<Note>
  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.
</Note>

> 1. **Navigate** - Click on the **New Patient** option under the **Patients** drop-down menu.
>
> <img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/8eb4d8b957f7_1_-_navigate.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=22b518e2b60c6e84fe5a8830d0577f72" alt="Image" width="200" height="274" data-path="images/intercom/8eb4d8b957f7_1_-_navigate.png" />
>
> 2. **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.

<Tip>
  You can enter just the street address and zip code, then click **Validate Address** to auto-fill the rest.
</Tip>

<img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/9e18f36ca1b9_2_-_demographics.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=b72a111a24d15df19707c509d27d1644" alt="Image" width="590" height="630" data-path="images/intercom/9e18f36ca1b9_2_-_demographics.png" />

3. **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**.

   <img src="https://mintcdn.com/elationhealth/_WF8YQMpuRByusIR/images/intercom/e4c62dd6e394_3_-_insurance.png?fit=max&auto=format&n=_WF8YQMpuRByusIR&q=85&s=deed113447d7ec5f5eea88b92744ce9d" alt="Image" width="594" height="557" data-path="images/intercom/e4c62dd6e394_3_-_insurance.png" />

4. **Add Additional Insurance Policies** - If the patient has additional insurance policies, you can add them after saving the initial patient record.

## Related Articles

* [Add or Edit Patient Insurance](/articles/add-or-edit-patient-insurance)
* [Filing a Claim](/articles/filing-a-claim)
* [Running Eligibility](/articles/running-eligibility)
