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This article explains how to transfer patient balances from a prior practice management software to Elation Billing.

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Workflow Instructions

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Transferring Patient Balances

  1. Create Superbill - Hover over the Billing tab and select + New Superbill.
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  1. Add Patient - Under NEW SUPERBILL, click the blue Add Patient button.
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  1. Select Rendering and Location - Select the Rendering Provider and the Location for the date(s) being accounted.
If the patient has a balance from multiple providers/locations, and your practice is interested in tracking services per provider/location, you’ll likely want to create individual Superbills for these different providers/locations.
  1. Select DOS - In the Red From Date/To Date field, set the From Date to the first DOS being accounted for, and the To Date to the most recent DOS accounted for. If the patient only has a balance from one claim, just use the DOS for the claim.
  2. Add Charge Line - Select Add Charge Line. Add the From and To date for the first claim for which you’re accounting.
  3. Add Custom CPT - Select ⚡️ ADD to add the custom CPT you’ll be using to track these transferred balances.
You are free to use whatever CPT you like - we suggest “PREV BAL”. You’ll likely want to use the same CPT as you transfer these balances for ease of tracking.
  1. Apply Patient Balance - Apply the Patient Balance to the DOS’s Charge value.
  2. Add Remaining CPTs and Balances - Repeat Steps 5 and 6 for each DOS being transferred.
Below is a view of a patient with a previous balance of 120−fourCopaysof120 - four Copays of 30 for their visits on the 1st of January, February, March, and April. Image
  1. Lightning Bill to Patient - Once the balances have been accounted for, select Lightning Bill. Select Patient (in the dropdown menu), followed by Bill Now, to apply the balance to the patient!