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Each month, Elation compiles frequently asked questions from our customer interactions and Office Hours and shares the questions and answers through this help center. We hope to broaden our customers’ knowledge of our features and best practices. The topics from this edition include:

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Managing patient requests

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How do I fill out a form brought in by a patient?

To fill out a form brought in by a patient, follow these steps:
  1. Upload the form to the patient’s chart using the drag-and-drop feature. Click here to learn more about the drag-and-drop feature.
  2. Use the annotate feature to fill out any parts of the form. Click here to learn more about the annotate feature.

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Managing user accounts

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What should I be mindful of when disabling a provider?

Click here to learn about the key action items to consider when disabling a Provider Level User account.

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Scheduling

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How can I tell which staff member scheduled a patient appointment?

Follow these steps to see which staff member schedule a patient appointment:
  1. Click on the colored area of the appointment.
  2. Click Edit.
  3. Scroll down to the bottom of the appointment details box until you get to theActivity Log section.
  4. Look for the text ‘Scheduled by…’ to see which staff member scheduled the appointment.

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How do I block my schedule for a 1 week vacation?

To block your schedule for a vacation:
  1. Click the + Appointment button at the top of your calendar.
  2. Click Other Event.
  3. Enter an Event title such as ‘Vacation’.
  4. Enter the start date of your vacation in the Date field.
  5. Select the Start Time and End Time that corresponds with your business hours.
  6. Click the Recurrence box and select Weekly.
  7. Select the days of the week that your business is open.
  8. Enter the end date of your vacation in the Ends field.
  9. Click Create Event.
  10. You should now see that your Calendar is blocked off during the days and hours you are on vacation.