Intro
When Collecting A Patient Payment in the EHR, there is no "Self-Pay" reason available at this time.
While we develop this feature, please refer to the steps below for billing Self-Pay patients, and collecting and applying Self-Pay patients payments!
Step 1 - Collect Payment
1a - Collect Payment in EHR
"Payment Reason"
selecting "Copay" will lock the Payment to the patient's DOS that matches the Date of Payment - any leftover funds will need to be manually applied
selecting "Outstanding Balance" will allow the funds to be applied to any of the patient's balances - all funds will be applied to all balances until the funds are exhausted
(optional) - Internal Note
Add an Internal Note (which will not be sent to the patient) indicating "Self Pay". This note will be found in the EHR Patient Payment Report - it will not transfer to Elation Billing.
1b - Collect Third-Party Payment, Record Directly in Elation Billing
If your practice
collects Patient Payments through a Third-Party vendor, and
wants to record the Patient Payments directly in Elation Billing (bypassing the EHR)
then please refer to our guide on Manually Collecting Patient Payments in Elation Billing
Step 2 - Create Claim
Create the Visit Note and subsequent Superbill as you typically would!
Step 3 - Lightning Bill to PATIENT
When you Lightning Bill the Superbill, select PATIENT, *not Self Pay*, and then Bill Now: this transfers the balance to the patient in Elation Billing!
Step 4 - Apply the Payment
Applying Patient Payments with Lightning Bot
Applying Patient Payments with Lightning Bot will automatically apply any* unapplied funds to patient balances!