At the highest level, Elation Billing has two Practice types - Practice and Billing Company.
If you're an Elation EHR + Billing practice, you will be using Practice roles.
Practice Users only have access to one practice, while Bill Co Users can have access to multiple practices.
Updating User Roles
Notes on Updating Roles
An Admin or Manager can update User Roles
Only Admins can update other user's Admin statuses
Instructions for Updating Roles
navigate to Elation Billing
navigate to Settings → Practice Settings
select the Users tab
on the User in question, select Edit
Update the Role → Save
Practice/ Elation EHR + Billing User Role Types
Practices are generally accounts managed by a team that serves only that Practice. To view a list of Practice Users, navigate to Settings > Practice Settings > Users.
Role | Access/ Description |
Admin | Admins have the highest amount of control over an account. They will have access to every tool Elation Billing has to offer including Settings. Additionally, an Admin has the authority to request back-end changes to the account via Support |
Manager | Managers have access to every tool Elation Billing has to offer including Settings. Managers do not have the authority to request back-end changes to the account. |
Biller | Billers have access to every tool Elation Billing has to offer excluding Settings. |
Staff | Staff are offered limited access to a Practice. Staff can view the Worklist, Patient Ledger, and Reports. |
Billing Company User Role Types
The roles for a Billing Company have slightly different rulesets than those in Practices. To view your Billing Company users, navigate to Settings > Account Users. If you do not have the Account Users option, reach out to an account Admin.
A Practice managed by a Billing Company may still have some Practice Users in addition to the BillCo Users.
Role | Access/ Description |
BillCo Admins | BillCo Admins have the highest amount of control over an account. They will have access to every tool Elation Billing has to offer including Settings. Additionally, an Admin has the authority to request back-end changes to the account via Support |
BillCo Staff* | BillCo Staff* has access to every tool Elation Billing has to offer excluding Settings. |
Data Entry* | Data Entry* has access to every tool Elation Billing has to offer excluding Settings. |
No Report | No Report can view the Worklist and Patient Ledger, as well as a simplified Dashboard that does not include the financial information for the Practice. |
Practice Staff | Staff roles are offered limited access to a Practice. Staff can view the Worklist and Patient Ledger, as well as a simplified Dashboard that does not include the financial information for the Practice. Staff cannot Bill Now. See below for an example of a Billing Company's "Practice Staff" View |
*Over time, BillCo Staff and Data Entry have been adapted to include identical privileges. In the event these two roles ever diverge, we will be sure to alert our users prior to any changes so as to avoid any interruption to your workflow!
A Billing Company's "Practice Staff" View
