Skip to main content
This article provides an overview of the Patient Payment Workflow Update for Elation EHR + Billing practices.

Overview

With the Patient Payment Workflow Update, collecting Patient Payments has never been easier!

Notable Features

Alongside updates for Real-Time Eligibility in the EHR (with automatic RTE run for each day’s appointments) and automatic synchronization of Payer Lists, you can save time with the following automated features:
  • Automatic Payment Flow - New Patient Payments collected in the EHR automatically flow to Elation Billing
  • Automatic Balance Application - Any Patient Payment taken for an Outstanding Balance automatically applies to that balance in Elation Billing
  • Automatic Copay Application - Any Copay taken (with matching Payment and Service Date) automatically applies once balance responsibility is transferred to the Patient

Updates to Previous Workflows

There are notable updates to existing workflows:
  • Limited Payment Editing - In Elation Billing, the ability to Edit Patient Payments has been limited to “Check/Reference #” and “Posting Dates”. Any other edit should be made in the EHR.
  • New Payment Button Change - In Elation Billing, the ”+ New Payment” button under Payments has been replaced with ”+ New Insurance Payment”. Patient Payments can now be collected from the Patient’s page or the Copayment Collected box on a Superbill.

Coming Soon

  • Triggering a Patient Payment from Elation Billing will automatically add the Patient to the payment dialogue
  • A Check Number field will be added to the EHR and will flow to Elation Billing automatically