Overview
The Settings section of Elation Billing lets you customize essential data needed for account access and claims submission.Elation Billing Admins and Managers can access Elation Billing settings.
Workflow Instructions
Navigating to Settings
- Go to the toolbar at the top of your Elation Billing account.
- Click Settings → Practice Settings.
Practice Info
The Practice Info section stores practice details, manages Practice Entities, and configures Online Payments.
- Click VERIFY NOW to validate addresses against the USPS database
- The Billing Phone appears on Patient Statements
Practice Entities
Create additional entities if your practice submits claims under multiple TINs or NPIs:- Click + Create Entity
- Fill in entity details and billing information
- Click + Add Provider to specify providers
- Click + Add service location to specify locations
- Click Create
Managing Providers
Service Locations
Click Add Location to add a service location. Enter the NPI if available, click Auto Populate to fill details, then Validate the address.Insurance List
Shows all payers available via ClaimMD. Use the ♡ to favorite commonly used payers.Add a Payer
If a payer isn’t found, click Add Payer and reference the ClaimMD Payer List.Paper Claims
Payers with [PAPER] payer ID will have claims printed and mailed for an additional fee.Fee Schedule
Adjust your default fee schedule as a percentage of your selected Medicare region.Billing Rules
Toggle rules for claim workflow automation:| Rule | Description |
|---|---|
| Legacy Payment Workflow | Re-enable manual patient payment posting in Elation Billing |
| Biller & Admin Rule | Apply rules to ALL user roles |
| All Claims Rule | Route ALL new claims to Biller Review |
| Eligibility Rule | Catch claims without eligibility verification |
| New Patients Rule | Catch claims for patients with no prior claims |
| Location Rule | Catch claims with location conflicts |
| Authorization Rule | Catch claims missing required authorizations |
| Track No Response | Tag claims without payer response after X days |