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Documentation Index

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

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Overview

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

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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

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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.

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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