Step 1 - Navigate
Patient Alerts
Click on the Alerts Box at the bottom of a patient profile page.
Patient Alerts will appear in Elation Billing
on the patient's Elation Billing page
on any of the patient's Superbills
on any Payments that have the patient's Superbills added
(Elation EHR + Billing only) Alerts will also appear in the EHR
when scheduling Patient Appointments
in a Visit Note's Billing Information → Additional Billing Notes
in the Billing Home → Billing Notes
Claim Alerts
Claim Alerts will appear
on the Superbill
on any Payments that have the Superbill added
Click on the Alerts button on the top right of the Superbill.
Step 2 - Enter Alert
Enter the text for the alert, choose a color, and click SAVE.
Step 3 - See the Alert
See the Alert in Elation Billing
Patient Alerts will display on the patient page, claims, payments posted.
Claim Alerts will display on Superbills.
See the Alert in the EHR (Elation EHR + Billing only)
Patient Alerts will also appear in the EHR, while Claim Alerts will remain only in Elation Billing. You can review Patient Alerts in the EHR
when scheduling Patient Appointments
in a Visit Note's Billing Information → Additional Billing Notes
in the Billing Home → Billing Notes
