Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt

Use this file to discover all available pages before exploring further.

This article explains how to mark a patient as duplicate or inactive in Elation Billing.

​
Overview

At this time, deleting a patient is not a feature provided. This workaround allows you to mark patients as duplicates.
Changes made this way will NOT carry over into the EHR. Any changes made to active charts will be overridden the next time the patient’s EHR chart is updated/saved.

​
Workflow Instructions

​
Marking a Patient as Duplicate

  1. Find and copy the duplicate patient’s ID.
  2. Navigate to Billing → + New Superbill.
  3. Select Add Patient.
  4. Search for the duplicate ID and select the duplicate chart.
  5. Select Edit. Image
  6. Add your marker (“DUPLICATE”, DO NOT USE, etc.) in front of the patient’s first name.
  7. Save the demographics.
  8. Close the page (don’t create a new superbill).