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This article explains how to enable and use additional billing fields in both Elation EHR and Elation Billing.

Overview

What are Collaborative Billing Fields?

Additional Billing Fields introduces new Provider Fields into both the EHR and Elation Billing:
  • Supervising Provider - Available in Elation Billing by default, new to EHR
  • Billing Provider / Incident To - For designating incident-to encounters
  • Ordering Provider - For specifying who ordered a service
  • Prior Authorization - Available in Elation Billing by default, new to EHR

Why are Collaborative Billing Fields important?

These fields ensure that claims include all required provider information, which is necessary for proper reimbursement, especially for incident-to billing and supervised services.

Workflow Instructions

Enabling Additional Billing Fields in the EHR

  1. Navigate to EHR Settings - Navigate to your practice’s EHR Practice SettingsPractice SettingsBilling.
  2. Toggle Additional Fields - Navigate down the page to Additional Billing Fields and enable the field(s) you’d like to be available on the Visit Note. Additional Billing Fields settings panel showing four toggles — Supervising Provider, Billing Provider, Ordering Provider, and Prior Authorization — all currently disabled.
  3. Establish Default Providers (Optional, Admin Only) - To establish a default Supervising and/or Billing Provider:
    • Within the EHR Settings, navigate to Manage Accounts
    • Under Providers, select Edit on the Provider you’d like to update
    • Select the Billing tab
    • Establish the default Provider(s)
    • Click Save
    Edit Profile page showing the Billing tab selected, with Supervising Provider (empty) and Billing Provider set to "Test Doctor, MD" under Default Providers.

Enabling Additional Billing Fields in Elation Billing

  1. Navigate to Elation Billing Settings - Navigate to Elation Billing SettingsPractice SettingsBilling Rules.
  2. Toggle Fields - Select the fields you’d like to be available on the Superbill. Bill Settings panel in Elation Billing showing Referring Provider and Supervising Provider toggles enabled, while Billing Provider and Ordering Provider remain disabled.

Using Additional Billing Fields in the EHR

Any combination of these four fields can be enabled. The information in these fields will also populate on the Superbill when pushed from EHR into Elation Billing.

Supervising Provider

Enabling Supervising Provider will display this field in the Billing Information of the Visit Note: Bill dialog for Snow White dated 12/26/2023, showing the Supervising Provider field populated with "Lead Doctor, M.D." under the Details section.

Billing Provider / Incident To

Enabling Billing Provider will allow a Visit Note’s bill to be marked as an Incident-To encounter, allowing the Billing Provider to be listed: Bill dialog for patient Snow White dated 12/26/2023 showing "Mark as incident-to encounter" checkbox checked and Billing Provider set to "Lead Provider, MD"

Ordering Provider

Enabling Ordering Provider will display this field in the Billing Information of the Visit Note: Bill dialog for Snow White dated 12/26/2023 showing Ordering Provider field populated with "Test Doctor, M.D. (888-888-8888)" in the Details section alongside procedure 12345.

Prior Authorization

Enabling Prior Authorization will display this field in the Billing Information of the Visit Note: Bill dialog for Snow White (12/26/2023) showing the Prior Authorization field in the Details section, currently empty (–), alongside State CA and Referring Provider fields.