New Tables
Release Highlights
patient_guarantor The responsible party financially accountable for a patient’s Elation Billing account - name, date of birth, address, phone, and email. Often the patient, sometimes a parent, spouse, or other party. HDBpatient stays the source of truth for the patient’s own demographics; this table adds only the responsible-party fields, which have no EHR equivalent. The responsible party’s SSN is not exposed. See the Patient Guarantor article for example queries.
patient_statement_tracking
Billing statement state for each patient - how many statements have been sent, when the most recent went out, and whether statements should be sent at all. Joins to patient via patient_id. See the Patient Statement Tracking article for example queries.
user_practice
Which practices each Elation Billing user belongs to, one row per membership. Ties the Elation Billing users that appear on claims, payments, and financial transactions to the practices they operate in. See the User Practice article for example queries.
elation_sso_user
Resolves an Elation Billing user to their Elation EHR user account via Elation Billing single sign-on. user_id is the resolved HDB user.id (null when the EHR user has no HDB match). Use it to attribute claims, payments, and financial transactions to an Elation EHR user. See the Elation SSO User article for example queries.
payment
Insurance and patient payments recorded in Elation Billing, one row per payment - amount, dates, type and method, and how much has been applied to charges. Insurance payments have no EHR equivalent, so patient_id and claim_id are often empty. See the Payment article for example queries.
financial_transaction
The most granular record of billing financial movements - one row per payment or adjustment applied to a charge or claim, with its type, amount, and running balance. Links to the charge, claim, payment, patient, and patient insurance involved, where known. See the Financial Transaction article for example queries.
These tables are present only for practices on the Elation Billing product. If your practice is not on Elation Billing, they are not created in your Hosted Database.