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This article explains how to upload and manage files for patients, claims, and payments in Elation Billing.

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Overview

While all files can be found in the Document Center, they can also be added or associated to Patient and Payment pages for quick reference.
Documents cannot currently be transmitted with claims and are uploaded to the billing software for clerical purposes only. If you have additional documentation, you may have to print the claim and mail with your documents.
Multiple files added at the same time will be added to the same document. If you want them individually uploaded, upload and save the documents separately.

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Workflow Instructions

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Patient Files

  1. Navigate to the Patient’s Page.
  2. In the lower left of the page, select the Files button.
  3. Select the file(s) to be uploaded:
    • Click-and-Drag the file(s) you want to upload, or
    • Click the Upload box to select files
  4. Follow the prompts to add Document Details.
  5. Save New Document.
To edit any Document information after upload, navigate to the document in the Document Center.

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Payment Files

  1. Navigate to the Payment’s Page.
  2. In the upper right of the page, select the yellow Files button.
  3. Select the file(s) to be uploaded.
  4. Follow the prompts to add Document Details.
  5. Save New Document.

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Claim Files

  1. Navigate to the Claim’s Page.
  2. In the upper left of the page, select the yellow Files button.
  3. Select the file(s) to be uploaded.
  4. Follow the prompts to add Document Details.
  5. Save New Document.