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Overview

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What are Elation Note Templates?

Templates are prebuilt, reusable formats designed for specific visit types—like annual wellness exams—or procedures where documentation can follow a consistent structure. They help reduce manual typing, prevent omissions, and support a smooth, organized workflow during the visit. The Elation Note has its own template builder that lets you take advantage of both standard and custom blocks to create more flexible, structured templates.
Legacy visit note templates are still supported in the Elation Note and can be applied by typing the /template command into the note. If you need to edit a legacy visit note template, refer to the instructions on this Help Center page .

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What templates are made available through Elation’s template library?

When your Elation account is first set up, it will come preloaded with the following Elation Note templates:
  • *E Medicare Annual Wellness Visit - AWV
The ability to edit the *E Medicare Annual Wellness Visit – AWV template from Elation’s Template Library will be available soon.The *E Medicare Annual Wellness Visit – AWV template won’t populate values for hosted database customers. Support for this data through the hosted database will be available soon.

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Workflow Instructions

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Creating an Elation Note Template

1In the blue navigation bar at the top of your Elation account, click your email address followed by Settings .
2In the left-hand navigation menu, click the Elation Note Templates page.
3Click + Create Template . A pop-up window will appear with what resembles a blank Elation Note.
4Fill in the mandatory Template name field with a description that will help you search for and identify this template in the future.
5Add any of the following types of content to the template: Blocks (both standard and custom) • Free-text • Dynamic Macros
6Click Save & Close to complete.
Exception: Dynamic macros cannot be used in custom blocks, Vitals fields, structured PE and ROS fields or anywhere outside of the Elation Note draft or template builder.

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Editing an Elation Note Template

1Locate the Template on the Settings page.
2Click the pencil icon.
3Make edits in the pop-up window.
4Click Save & Close .
Deleting an Elation Note Template
1Locate the Template on the Settings page.
2Click the trash can icon.
Delete with caution as deleted templates cannot be restored.

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Adding an Elation Note Template to a draft note

Click here to learn how to add a Template to an Elation Note.

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Frequently Asked Questions

Is it possible to duplicate an Elation Note Template to make a new one?
You cannot duplicate an Elation Note Template to make a new one. This feature is coming soon! Is there an easy way to convert a legacy visit note template to an Elation Note Template? At this time, a legacy visit note template must be manually converted to an Elation Note Template. You can still apply a legacy visit note template to the Elation Note. Can I add dynamic macros to a custom block? No, dynamic macros cannot be added to a custom block. Can I add more dynamic macros? No, additional dynamic macros cannot be added. Let us know what macros you’d like to see in Elation by sending us feedback via the I need help button. Can I create a new PE or ROS template from the Elation Note? No, you cannot create a new PE or ROS template from the Elation Note. Open a legacy note, create the new PE or ROS template there, and you’ll be able to apply it to any Elation Note moving forward. Is there a library of Templates I can access? Elation has a few sample templates that will be made available to all customers soon. Can Elation create a template for me? Elation cannot create templates for you.
If I delete a custom block that was added to a Template, what happens to the Template?
If you need to delete a custom block, we recommend reviewing your templates and removing the custom block first. If you don’t remove a custom block from a template before deleting the custom block, the template, draft and signed note will show an empty block where the custom block used to be. Our team will be working on a fix for this soon.