The Phone Number listed will be your practice's Billing Phone, as designated in your Practice Settings.

When there is a Responsible Party on file, their information will populate in the Address Panel. The Patient's name will appear at the top of each statement page.

For examples of Statements Color Coded by Aging, navigate to Step 2a (or click here!)

Subsequent Statement Pages will offer a breakdown of each claim line, including DOS, CPT and Description, Charge, Insurance Payment, Patient Payment thus far, Adjustment Amounts, and the Patient Balance.

Select the Send Statements page from the Patient drop-down menu.

To add Global Notes to statements, automate text/ email statements, and update the DBA listed on statements, refer to the toolbar in the upper-right of the Send Statements page:

Add a note that will appear at the top of all statements. (The note must be active (starred) at the time you send the statements - adding later will be too late)

Turn on Text/Email Bots (Also view all automation and stop if desired)

Click Here to learn more about Text/ Email Bots

Set the practice's DBA/ Name that appears on statements

This will apply unapplied Patient Payments to their outstanding balances. If you have a large account with a lot of patient payments and balances, this may take a couple of minutes. If you DO NOT want to apply the payments, click NEXT to SKIP.

Lightning Bot will:

Set the filters to narrow down who will be on the statement list.

The defaults are

Statements that are Color Coded for Aging will present as follows:

On the list, you can review the balance, the color of the next statement to go out, and the number of statements the patient already received since their last payment. To the right, you can click the buttons to review patient claims, statement notes, and patient alerts.

You can select MAIL, EMAIL, or TEXT.

EMAIL and TEXT statements can be utilized if Online Payments are activated via your Practice Settings. This requires that the provider has a Stripe account, and a link to a bank account to which the funds are routed.

The icons for PHONE/EMAIL indicate if you have something on record for that patient. Patients without phone/email cannot be sent the text/email statements.

You can now see patient UNAPPLIED payments in a sortable column.

The NO STATEMENT patients button will show you a list of patients NOT receiving statements. (Statements are blocked) You can change this setting on the patient page by editing their profile

You can click Select All, or you can hold CTRL and click multiple patients to select or unselect them. Once all are selected, click Send Statements. If you have a large batch of statements, it may take a few minutes to process them all.

You can see the status and a log of all statements on the Statement Mailing Page (we are working to improve this page!)

Patient Last Mailed Statement Dates aren't updated until we confirm the mailing.

Click Here to see an example of a mailed statement!

Emails will be sent from no_reply@email.billing.elationemr.com:

By selecting VIEW STATEMENT, they'll be redirected to ElationPay.com (see below)

Patients will receive

"Thank you for your visit to [Practice].

Please click on the link below to make a payment.

[ElationPay link]"

Patients can pay online at ElationPay.com - this site is provided on the Statement itself, as well as linked in the Email/ Text statements.

When navigating to ElationPay.com, patients will see

The Patient Account Number / Payment Code should be present when the patient navigates from their text/ email statement. This can also be found on the statement itself:

The patient can click any of the dates to view that statement.

Once they've determined a Payment Amount, they will select Pay Now

Selecting Pay Now will take them to your practice's Payment Request page. From here, they can enter their information and process the payment! They can also opt to keep their card on file.

When on a patient profile page, you can click on Statements to view previous statements, mail a one-off statement, or edit the statement counter manually.