With the Patient Payment Workflow Update, collecting Patient Payments has never been easier!
Notable Features
Alongside the updates allowing for Real-Time Eligibility to be run in the EHR (with automatic RTE run for each day’s appointments), and the automatic synchronization of Payer Lists between the EHR and Elation Billing, you can save time and clicks with the following automated features:
New Patient Payments collected in the EHR will now automatically flow over to Elation Billing
Any Patient Payment taken for an Outstanding Balance will automatically apply to that balance in Elation Billing
Any Copay taken (with matching Payment and Service Date) will automatically apply once the balance responsibility is transferred to the Patient
Updates to Previous Workflows
There are some notable updates to existing workflows worth mentioning here!
In Elation Billing, the ability to Edit Patient Payments has been limited to "Check/ Reference #" and "Posting Dates". Any other edit should be made in the EHR
In Elation Billing, the "+ New Payment" button under Payments has been replaced with "+ New Insurance Payment". Patient Payments can now be collected in Elation Billing either from the Patient's page, or the Copayment Collected box on a Superbill!
Refinements Coming Soon
Down the road, we'll be refining this update even more! Of note:
Triggering a Patient Payment from Elation Billing currently requires you to manually add the Patient to the payment dialogue - expect this to be automated in the near future!
Currently, there is no field in the EHR to record a Check Number - it must be added manually to the Payment in Elation Billing. Down the road, this field will be added to the EHR, and this will flow over to Elation Billing automatically