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This release adds three Elation Billing tables to the Hosted Database: two that cover insurance eligibility from different angles, and one that tracks how a claim moves through the clearinghouse. It also converts the guarantor flag on patient_guarantor to a boolean.

New Tables

Schema Changes


Release Highlights

insurance_eligibility_check A verification request sent to a payer through the ClaimMD clearinghouse, together with its outcome. is_eligible carries the payer’s determination (true = active or eligible coverage, false = inactive) and is the source of the eligibility status carried on patient_insurance. is_internal separates checks triggered by an internal Elation pathway, such as EHR insurance sync or agentic billing, from those a billing user ran. Join to patient and patient_insurance for the patient and the policy that were checked. See the Insurance Eligibility Check article for example queries. patient_insurance_eligibility The eligibility and coverage fields the patient_insurance policy record does not carry - eligibility status and the date it was last checked, the Medicare Secondary Payer value code, and the coverage start and end dates, keyed to a patient’s insurance. The two eligibility tables answer different questions: insurance_eligibility_check records each individual check as it happened, while patient_insurance_eligibility records the resulting state for the policy. Note that is_active marks the current, non-superseded record rather than coverage being in effect - use coverage_start and coverage_end for that. See the Patient Insurance Eligibility article for example queries. clearinghouse_transaction Each lifecycle event for a claim as it moves through ClaimMD, giving you the claim’s full path over time. type is the normalized lifecycle category (for example SUBMITTED, ACKNOWLEDGED, accepted, DENIED, REJECTED, ERA RECEIVED, CROSSOVER) and status is the detailed, human-readable message for the same event, which usually names the payer. claimmd_id is the identifier the clearinghouse assigned, useful for tracing a transaction back to ClaimMD, and is not a Hosted Database key. See the Clearinghouse Transaction article for example queries. patient_guarantor.guarantor is now the boolean is_guarantor The guarantor column on patient_guarantor was a number holding 0 or 1. It is now a boolean named is_guarantor. true means the patient has a distinct responsible party on file and the resp_* fields are populated; false means the patient is their own guarantor or none is recorded, and the resp_* fields are blank. Queries that referenced guarantor need updating:
See the Patient Guarantor 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.
If you have any questions about this topic please reach out to Elation Support Portal with the subject line HDB - <your_question>