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Overview

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What are blocks?

The Elation Note is built from modular parts called blocks, which you can customize to fit the visit. Add, remove, or rearrange blocks based on what you need to document. This flexibility helps you organize your notes in a way that works best for your workflow.

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What types of blocks are there?

There are two types of blocks:
  • Standard blocks
    • These are created and managed by Elation.
    • They represent the common parts of a SOAP note.
    • A default set of standard blocks will be available.
    • Use a standard block when you want to include commonly used, structured sections in your note—such as History of Present Illness (HPI), Vitals, Physical Exam, or Assessment and Plan. Standard blocks help ensure consistency across documentation
    • Each standard block can only be added once to an Elation Note with the exception of:
      • lab order
      • imaging order
      • prescription
    • PopulatesUSCDIdata classes.
    • Included in CCDA exports if corresponding standard blocks are used.
  • Custom blocks
    • These are created and managed by you and your practice.Click here to learn more about Custom blocks.
    • Use a custom block when the standard options don’t quite fit what you need to document across multiple patients.
    • Custom blocks can be added multiple times to an Elation Note.
    • Populates theUSCDIdata class for data.
    • Custom blocks must be nested inside standard blocks to ensure ensure that custom block data is included in the parent block’s data class for USCDI/CCDA. For example, a custom block nested in allergies will have its results included in the allergies data class for the CCDA export.
Any data your practice needs or relies on for CCDA or FHIR will not include data from custom blocks unless the custom block is nested in a standard block.
Visit note showing a "Custom Block" labeled "Blood Sugar Levels" with mandatory fields for blood sugar level (mg/dL) and time of last meal, alongside a "Standard Block" labeled "Vitals & Observations" with BP, HR, and RR fields.

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What does a standard block look like?

Standard blocks display the block name and several quick action icons, allowing you to perform common tasks directly from the block. Visit note with the ROS block's More Actions menu open, showing "Add block above," "Add block below," and "Delete" options. The Grid and More Actions icons on multiple blocks are circled for reference. Click here for a list of all the standard blocks.
  • allergies
  • assessment & plan
  • care plan
  • cognitive status
  • data
  • diet
  • exercise history
  • family history
  • follow up
  • functional status
  • habits
  • hpi
  • past medical history
  • past surgical history
  • physical exam
  • procedures administered
  • psychological status
  • reconciled medications
  • review of systems
  • social history
  • vitals
The Vitals & Observations block supports inline unit parsing and auto-conversion for height, weight, and head circumference. You can type values in any common unit format — including compound inputs (e.g. 5'10"), fractions (e.g. 13 3/4 in), European-style decimal commas (e.g. 12,5 kg), and case-insensitive units (CM, Kg, LBS) — and Elation will automatically convert and store the value in the standard unit for each field. If the input cannot be recognized, the field reverts to the last valid value.

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What does a custom block look like?

Custom blocks display only the block Name, the Grid icon Grid icon used to drag and reposition a block or access the actions menu , the More Actions icon More Actions menu icon, and the contents within the block. If a custom block contains any mandatory fields, you’ll see an indicator at the top of the block to let you know. Click here to learn more about Custom blocks.

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Workflow Instructions

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Adding a block

The Calendar is designed to provide an intuitive experience for managing appointments and providing visibility into each Provider Level User’s schedule.

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Option 2 (Recommended for placing a block in a specific text field or location within the note)

Slash command dropdown in the HPI field showing available blocks to add, including options like physical exam, past medical history, reconciled medications, and prescription.

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Deleting a block

Delete with caution. You can only recover deleted blocks with the Undo button at the top of the visit note while editing in the same session. Once you save the visit note draft or leave the chart you will not be able to undelete deleted blocks, even with the Undo button.

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Moving a block

You can change the position of your blocks within the visit note. They can be stacked or embedded in text fields. Office Visit Note showing stacked blocks (HPI, ROS) arranged sequentially, and an embedded "Follow Up" block nested inside a "Care Plan" block, illustrating the two block arrangement types. Office Visit Note with HPI, ROS, and Care Plan blocks stacked sequentially, illustrating the standard stacked block arrangement.

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Frequently Asked Questions

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Can I add the same standard block more than once?

No, the same standard block cannot be added more than once. A yellow banner will appear at the top of the chart if you try to add a standard block that’s already included in the visit note.

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Can I add the same custom block more than once?

Yes, the same custom block can be added more than once. I want a field to appear conditionally based on more than one rule, is this possible? Currently, fields can only appear conditionally based on one rule. We plan on expanding this functionality soon; send us your feedback on how you’d like to configure logic within your custom blocks and templates.

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Can I restore a deleted block?

Delete with caution. You can only recover deleted blocks with the Undo button while editing in the same session. Once you save the visit note draft or leave the chart you will not be able to undelete deleted blocks, even with the Undo button.