Skip to main content
All CollectionsPatientsAppointment Calendar (Legacy Practices Only)
How to use the Waiting Room (Legacy Practices Only)
How to use the Waiting Room (Legacy Practices Only)

How do I get into the waiting room? How do I run eligibility, capture charges, add authorization, and collect payment in the waiting room

Updated over 10 months ago

PLEASE BE ADVISED that Elation EHR + Billing Practices will use the EHR Calendar instead of the Elation Billing Calendar.


Step 1 - Navigate

Click on the Appointment Calendar option under the Patients drop-down menu.

Step 2 - Click on Waiting Room

Step 3 - Take action on your waiting room appointments

Run Eligibility

The status icon is displayed based on eligibility ran from the start of the month up until the appointment date. Click on the icon and try running one!

Authorization

Does this appointment need pre-auth/referral? Click on the icon to mark this patient as "No Auth Needed" or you can choose an Auth to attach to this visit. (Auth will be finally attached when you capture charges)

Paid

Does this patient have a copay? Click on the icon to mark this patient as "No Payment Needed" or you can choose to record a payment or take a new credit card.

Bill

Do this last. Click on the icon to mark this patient as "No Charges" or you can choose to capture charges, which will create a new superbill automatically.

All that's left is to add the CPT and DX Codes and Lightning Bill!

*(Superbill will be added to the worklist with tag Biller Review)

Status - This is where you can change the appointment status!

(Booked, Check-In, Check-Out, Canceled, No Show)

Step 4 - Review your waiting room for the day

Are all the indicators showing correctly? Were all the charges captured?

You can also look days ahead in the waiting room to do things like check eligibility in advance!

Let us know if you would use a feature that runs a day's worth of primary eligibility. Would you use this feature? Remember it is still wise to review the eligibility report as things do change!

Did this answer your question?