Getting Started
Setup & Configuration
- Practice Settings - Setup and Overview
- Add/Update a Fee Schedule
- Add or Edit a Service Location
- Add New Provider
- Enrolling - Claims, ERA & Real-Time Eligibility
- Set Claim Defaults on Superbill
- Adding a Medicare Type Code
- Adding an NDC
- 12 Diagnosis Code Support
- Collaborative Billing Fields
- Modify a Subscription Plan
Daily Billing Workflows
- Using the Claims Manager
- Claims Queue
- Filing a Claim
- Filing a Corrected Claim
- Filing a Claim (VIDEO)
- VIDEO - Filing a Claim
- Print a Claim
- Claim History
- Claim Appeals
- Monitoring for Downcoded Claims
- Using the Worklist
- VIDEO - Using the Worklist
- Viewing ERAs and Auto-Posting
- VIDEO - Auto Posting ERAs
- How To Locate an ERA From A Patient's Page
- How Elation Billing Corresponds to the HCFA 1500
- Using the Document Center
- Denials Reporting
- ⚡️Lightning Reports
- ⚡️Lightning Insights
Patient Payments & Statements
- Posting a Payment in Elation Billing
- VIDEO - Manual Payment Posting
- Manually Applying a Patient Payment
- Applying Patient Payments - Apply Feature
- Clearing Out a Payment
- Posting Voided, Reversed, or Updated Payments
- Posting a Capitation Payment
- Processing Virtual Card Insurance Payments
- Payment Plans
- Activate Online Payments
- Patient Payment Receipts
- Patient, Claim, and Payment Files
- Intro to the Patient Payment Workflow Update
- Activating Legacy Payment Workflow
- Negative Balances
- Transferring Patient Balances From Prior PMS
- Sending Statements
- Viewing and Printing Statements
- Add Notes to Patient, Claim, or Statements
- What Delivery Charges for Patient Statements?
EHR + Billing Workflows
- Elation EHR + Billing - Collect Payment in Elation Billing
- Elation EHR + Billing - Collect Payment in the EHR
- Elation EHR + Billing - Cannot Send Claims From Home
- Elation EHR + Billing - Integrated Refunds
- Elation EHR + Billing - Manual Payment in Elation Billing
- Elation EHR + Billing - Self Pay Patients
- Saving a Credit Card in the EHR
Eligibility
Insurance & Patients
Troubleshooting & FAQs
- Claim Line Can't Be Deleted
- Common Code Denials
- Change Healthcare Outage
- Text/Email Bot
- How to Access & Print CMS-1500 in Elation Billing
- How to Create Insurance-Filtered Patient Roster
- How to Locate or Verify Payer ID for Claims
- How to Manage Patient Credits & Overpayments
- How to Resolve Medicare Claim Errors & NPI Enrollment
- What To Do: Claims & Superbill Discrepancies
EHR Billing Basics
Patient Payments & Statements
VIDEO - Manual Payment Posting
Video walkthrough on manual payment posting
Watch this video for a walkthrough on manual payment posting. Watch in full screen mode for the best viewing experience.
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