Skip to main content

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.

This article explains how to create patient rosters filtered by specific insurance providers for reporting and billing purposes.

​
Overview

Generate patient lists filtered by specific insurance providers for reporting and billing purposes or when creating rosters for specific payers.

​
Workflow Instructions

​
Creating a Filtered Patient Roster

  1. Open Elation EHR and navigate to the Reports section.
  2. Select the Patient List report.
  3. Click on the Generate List button to produce a comprehensive patient list for your practice.
  4. Download the list by clicking the Download button in the upper-middle part of the page.
  5. Open the downloaded file in Excel or another spreadsheet application.
  6. Use the spreadsheet’s filtering tools to sort by the Insurance column, narrowing your patient list to those associated with a specific payer.