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Add an Alert

How do I add a patient alert? How do I add a claim alert?

Updated over a month ago

Step 1 - Navigate

Patient Alerts

Patient Alerts will appear

  • on the patient's Elation Billing page

  • on any of the patient's Superbills

  • on any Payments that have the patient's Superbills added

Click on the Alerts Box at the bottom of a patient profile page.


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

Patient Alerts will display on the patient page, claims, payments posted.

Claim Alerts will display on Superbills.

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