Intro
With these workflows available to Elation EHR + Billing users, Patient Payments collected in the EHR will now automatically flow into Elation Billing!
Requirements
Collecting Patient Payments in the EHR requires that your practice has activated Stripe. Click here for instructions!
Step 1 - Collect via Calendar or Payment
Option 1 - Collect via the Calendar
In the Appointment Calendar, select the Patient - then, click Collect Payment!
Option 2 - Collect via the "Payment" Button
From your EHR Practice Home, select "Payment"
Begin typing the Patient's name, and select them from the list
Step 2 - Payment Amount and Reason
You'll note that the patient's standard Copay and their Current Balance will be immediately available.
By selecting the [...] in Current Balance, you can navigate directly to the patient's Elation Billing page.
Denote the Payment Amount, and the Payment Reason (either Copay or Outstanding Balance)
Copay
Denoting a payment as Copay will apply this payment to the Visit Note. Assuming the Date of Payment matches the DOS, once the Balance Responsibility has been transferred to the Patient in Elation Billing, the copay will automatically apply! Copays can also be manually applied if the Date of Payment does not match the DOS.
Outstanding Balance
An Outstanding Balance payment will immediately, automatically apply to the balance in Elation Billing!
Patient Payment Note
Add Patient Payment Note allows you to leave a note for the patient.
EHR view
What a patient receives via email:
Cash/ Check - Reference Number
When recording a Cash or Check payment, leaving a Reference Number will also populate in Elation Billing.
EHR View
Elation Billing Payment View
Step 3 - Payment Method
Payments can be collected via
Credit/ Debit - Stripe
Credit/Debit requires that your practice has enrolled with Stripe. Attempting to collect a Credit/ Debit payment without this enrollment will lead to the enrollment page - this only takes about 10 minutes!
Credit/ Debit - Non-Stripe Merchant
If you're using a merchant other than Stripe, we would advise the following workflow
Collect the Payment as a Cash or Check payment
navigate to Elation Billing Payments
open the payment collected
Edit the payment
Add the merchant's transaction reference number
Save
Check
At this time, the EHR does not support the direct recording of Check Numbers. For the time being, if you would like to record this number, we advise that you
navigate to Elation Billing Payments
open the payment collected
Edit the payment
Add the Check Number
Save
Cash
Step 4 - Patient Payment Summary and Print Receipt
Once you collect the payment, you'll be presented with a Patient Payment Summary
You can Print the patient's receipt directly from this pane.
To print a patient receipt later:
navigate to the EHR
navigate to Reports → Patient Payment Report
(optional, advised) search for the Patient
under the Actions column (far right), select the [...]
select View Receipt