> ## 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.

# Elation EHR + Billing - Manually Record Patient Payment in Elation Billing

> Learn how to manually record patient payments directly in Elation Billing

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

## Overview

### 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.

<Note>
  Patient Payments created or edited this way will NOT update payments in the EHR.
</Note>

## Workflow Instructions

### 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**.

***

### 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**.

## Related Articles

* [Activating Legacy Payment Workflow](/articles/activating-legacy-payment-workflow)
* [Posting a Payment in Elation Billing](/articles/posting-a-payment-in-elation-billing)
* [Elation EHR + Billing - Collecting a Patient Payment in the EHR](/articles/elation-ehr-billing-collecting-a-patient-payment-in-the-ehr)