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This article explains how to manually record patient payments directly in Elation Billing for EHR + Billing practices.

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Overview

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What is Manually Recording a Patient Payment?

To record a Patient Payment manually, directly in Elation Billing, you will need to activate the Legacy Payment Workflow. With this workflow enabled, you can manually post and edit Patient Payments.
Patient Payments created or edited this way will NOT update payments in the EHR.

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Workflow Instructions

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Enabling Legacy Payment Workflow

  1. In Elation Billing (not the EHR), navigate to Settings → Practice Settings.
  2. Select the Billing Rules tab.
  3. Enable Legacy Payment Workflow.

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Recording a Patient Payment

Once the workflow is active:
  1. In Elation Billing, select Payments → +New Insurance Payment (you’ll change to Patient in the next step).
  2. In the New Payment pop-up, update the Payment Type from Insurance to Patient.
  3. Select the patient.
  4. Supply the payment information.
  5. Click Save.