To record a Patient Payment manually, directly in Elation Billing, you will need to activate the Legacy Payment Workflow. With this workflow on, you can manually post, and edit, Patient Payments.
Please note that Patient Payments created or edited in this way will NOT update payments in the EHR.
To activate the Legacy Payment Workflow, allowing you to manually add and/ or edit Patient Payments to Elation Billing:
in Elation Billing (not the EHR), navigate to Settings → Practice Settings
Select the Billing Rules tab
enable Legacy Payment Workflow
Once the Workflow is active:
in Elation Billing, select Payments → “+New Insurance Payment” (you’ll swap to Patient in the next step)
in the New Payment pop-up, update the Payment Type from Insurance to Patient
Select the patient
Supply the payment information
Save the payment