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This article explains how to use the Document Center to upload and manage documents in Elation Billing.
Documents cannot currently be transmitted with claims. If you have additional documentation you may have to print the claim and mail with your documents. Contact Support if you have an instance where the document MUST be attached.

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Workflow Instructions

  1. Access Document Center - Select the Document Center option from the Tools drop-down menu.
Tools menu open with "Document Center" option highlighted in red, showing where to click to access the Document Center.

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Upload

  1. Click Upload - Click on the Upload button, then drop a file or just click in the box to upload.
  2. Enter Details - Once you select your file, you’ll need to enter AT LEAST a Nickname. Only one file may be uploaded at a time.
Upload area showing an "Upload" button above a dashed-bordered drop zone with text "Drop files here or click to upload. (PDF or Images)"
You can click the PLUS sign next to Associations to associate the file with a Patient, Claim, or Payment. You can then quickly access it from the respective patient, claim, or payment page. For more information, click here!
Document Details dialog with "REQUIRED" placeholder in Nickname field, Document Type set to "Batch," Status "New," Expires "No," and Save New Document button.

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View the Document

  1. Open Document - Just click on the Nickname of a document in the table to launch the viewer. From here you have access like a PDF for zooming, printing etc.
  2. Edit Details - You can also edit the document details, like the nickname, as well as view a list of pages.
  3. Mark as Reviewed - When viewing the pages, you can mark them Reviewed or Unreviewed. This is counted and listed in the document table list as R or U.