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This article explains how to manually apply patient payments to claims in Elation Billing.

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Overview

Elation EHR + Billing practices with Integrated Payments will automatically have copayments collected in the EHR posted to Elation Billing. While copays typically apply automatically (if the Copay’s Payment Date matches the DOS and once balance responsibility is transferred to the patient), there may be cause to manually apply the copay to a Superbill.

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Workflow Instructions

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Step 1 - Navigate to the Payment

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From the Superbill (Copay only)

Within the Superbill’s Copayment Collected box, select View Details. in the green Copayment Collected box

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From Patient History

From the Patient’s Page, view their History for a full list of Patient Payments.

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From Payments

From Payments, search for the Patient.

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Step 2 - Add Claims to the Payment

Select View Patient Claims. View Patient Claims is found in the upper-right of the Add Claims To Payment box View all patient claims with Balance Responsibility. Select the Claim(s) to add to the Payment. This view offers info like Claim ID, DOS, Patient Balance, and more Alternatively, add claims by entering the superbill number and clicking + Claims. Image
Click quick links in the blue claim header to open the superbill, patient, view claim history, or delete the claim from the payment. Image

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Step 4 - Apply the Payment

We do not advise applying Patient payments before Insurance payments have been applied.
Add the payment amount in the Payment field. Image

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Step 5 - Set Bill To

Designate where the claim will be routed next. If the balance is fully covered, the claim will likely be Settled.

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Step 6 - Save the Payment

When the patient’s payment is fully applied, the Unapplied box will show $0.00 in green. Save the payment to apply the funds.