> ## Documentation Index > Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt > Use this file to discover all available pages before exploring further. # Elation Note Guide - Using visit note blocks ## Overview ### 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. ### 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 * Populates[USCDI](/articles/Cures-Act-Patient-Data-and-USCDI)data classes. * Included in [CCDA exports](/articles/Supported-Elation-CCDA-types) 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](/articles/Elation-Note-Guide-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 the[USCDI](/articles/Cures-Act-Patient-Data-and-USCDI)data 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](/articles/Supported-Elation-CCDA-types). 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. ### 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. | **Icon** | **Name** | **Description** | **Availability** | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | | | Name | Name of the block. | All blocks | | More Actions menu icon | More Actions | Reveal the actions menu. | All blocks | | Grid icon used to drag and reposition a block or access the actions menu | Grid | Appears when you hover near the top of the block. Allows you to click-and-drag the block to a different position and access the same actions menu as the … button. | All blocks | | Plus (+) button used to add a new block to the visit note | Add | Opens a form to add new information to both the block and the Clinical Profile simultaneously. • For Procedures Administered - Opens a form to add a procedure code to both the block and the billing information simultaneously. | **Allergies**, **Family History**, **Reconciled Medications**, **Assessment & Plan**, and **Procedures Administered** blocks only. | | Import icon for pulling Clinical Profile section data into a visit note block | Import | Imports data from the corresponding Clinical Profile section to the block. | Clinical Profile related blocks only. | | Reveal icon button for expanding all systems within the ROS and PE blocks | Reveal | Reveals the systems within the **ROS** and **PE** blocks. | **ROS** and **PE** blocks only. | | Hide icon button for collapsing all systems within the ROS and PE blocks | Hide | Hides the systems within the **ROS** and **PE** blocks. | **ROS** and **PE** blocks only. | | Circular arrow icon for the Clear action that deletes all content from the block | Clear | Deletes all content from the block. | **ROS** and **PE** blocks only. | | Templates icon button for opening the template selector for ROS and PE blocks | Templates | Opens the template selector for the block. | **ROS** and **PE** blocks only. | | Growth Chart icon button for opening the growth chart from the Vitals block | Growth Chart | Opens the growth chart. | **Vitals** block only. | | Vitals Trend icon — a small line graph symbol used to open the vitals trend table from the Vitals block. | Vitals Trend | Opens the vitals trend table. | **Vitals** block only. | | Delete icon — a trash can symbol used to delete an order placeholder in Prescription, Lab Order, and Imaging Order blocks. | Delete | Deletes the order placeholder. | **Prescription**, **Lab Order** and **Imaging Order** blocks only. | 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. ### 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](/articles/Elation-Note-Guide-custom-blocks). ## Workflow Instructions ### 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. #### Option 1 (Recommended for inserting a block between existing blocks) | **1** | At the top of any existing block, click the **Grid** icon Grid icon used to drag and reposition a block or access the actions menu on the left or the **More Actions** icon More Actions menu icon on the right. | | ----- | 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| | **2** | Select **Add block above** or **Add block below** depending on where you want the new block to appear. | | **3** | From the dropdown menu, select the block that you want to add. | #### Option 2 (Recommended for placing a block in a specific text field or location within the note) | **1** | Place your cursor where you want the new block to appear. | | ----- | ------------------------------------------------------------------------------------- | | **2** | At the top of the visit note draft, click the **+** button. | | **3** | From the dropdown menu, select the block that you want to add from the dropdown menu. | #### Option 3 (Recommended if you prefer using your keyboard over your mouse) | **1** | Place your cursor where you want the new block to appear. | | ----- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | **2** | Press the forward slash ( **/** ) key on your keyboard to initiate a slash command. | | **3** | From the dropdown menu, start typing the block name to search for the block that you want to add. | | **4** | Use the **down arrow** or **up arrow** keys to navigate to the block you want to add and then use the **Return**/**Enter** key to select and add the block. | Slash command dropdown in the HPI field showing available blocks to add, including options like physical exam, past medical history, reconciled medications, and prescription. ### 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. #### Option 1 (Recommended for deleting one block at a time) | **1** | At the top of the block that you wish to delete, click the **Grid** icon Grid icon used to drag and reposition a block or access the actions menu on the left or the **More Actions** icon More Actions menu icon on the right. | | ----- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **2** | Select **Delete** . | #### Option 2 (Recommended for deleting more than one block at the same time) | **1** | Highlight the contents of the block(s) and block name(s) with your cursor. | | ----- | -------------------------------------------------------------------------- | | **2** | Press **Delete** / **Backspace** on your keyboard. | #### Option 3 (Recommended if a block is empty and you prefer using your keyboard over your mouse) | **1** | R epeatedly press **Delete** / **Backspace** on your keyboard until all contents and the block are removed. | | ----- | ----------------------------------------------------------------------------------------------------------- | #### Option 4 (Recommended for deleting all blocks from the note) | **1** | Select all contents of the note by pressing **ctrl** / **command** + **A** on your keyboard. | | ----- | -------------------------------------------------------------------------------------------- | | **2** | Press **Delete** / **Backspace** on your keyboard until all blocks are removed. | ### 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. | **1** | Hover over the name of the block until you see the **Grid** icon Grid icon used to drag and reposition a block or access the actions menu on the left. | | ----- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **2** | Click and hold the **Grid** icon Grid icon used to drag and reposition a block or access the actions menu as you drag the block to a different location. A line will temporarily appear to show where the block’s new location will be. | | **3** | Let go of your mouse to lock in the new location. | Office Visit Note with HPI, ROS, and Care Plan blocks stacked sequentially, illustrating the standard stacked block arrangement. ## Frequently Asked Questions ### 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. ### 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. ### 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. ## Related Articles * [Elation Note Introduction](/articles/Elation-Note) * [Elation Note Guide - Managing custom blocks](/articles/Elation-Note-Guide-custom-blocks) * [Elation Note Guide - Managing Elation Note Templates](/articles/Elation-Note-Guide-Managing-Templates) * [Elation Note Guide - Documenting an encounter](/articles/Elation-Note-Guide-Documenting-an-encounter) * [Elation Note Guide - Release Summary](/articles/Elation-Note-Release-Summary)