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Each month, Elation will compile the most frequently asked questions from Elation customers through our different customer interactions and Office Hours and share the questions and answers with our customers. We hope to broaden our customers’ knowledge of our amazing features and share best practice workflows. The questions from March 2024 can be divided into the following categories:

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Annotating Documents

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How do I append my signature to a fax I received via the Fax Inbox?

The Annotate and eSign feature allows users at your practice to annotate and electronically sign clinical reports and documents directly in Elation EHR. All users can annotate documents, while Provider Level Users can annotate and electronically sign documents. Click here to learn more about the Annotate & eSign feature .

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After I annotate or electronically sign a document, can I fax it back to the facility that sent me the document?

Yes, after you sign a document, you can use the Letter to Provider feature to fax it out to any recipient. Click here to learn more about the Letter to Provider feature .

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Chart Management

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How do I merge two charts that belong to the same patient?

To merge two charts that belong to the same patient, first decide which chart you want to keep (we will call this the winning chart) and which chart you want to merge away (we will call this the losing chart). Afterwards:
  1. Go to the duplicate patient chart you would like removed (the losing chart).
  2. Click on the patient’s name to access the patient’s demographics.
  3. Click on the “Merge Chart” button under Notes & Chart Management.
  4. Enter in the name of the original patient chart you want the duplicate chart to merge into (the winning chart).
  5. Click “Merge Chart”.
  6. Verify the data of the losing chart and winning chart. If you do not want to proceed, click “No”. If you do want to proceed, follow the next step.
  7. Click “Yes, merge charts” to complete the merge.
Click here to learn more about merging charts .

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Direct Messaging

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Can I send Direct Messages using Elation?

Yes, you can send Direct Messages via the Letter to Provider feature in Elation EHR, as long as you have the recipient’s Direct Address. Click here to learn more about the Direct Messaging feature.

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What is my Direct Address?

Provider Level Users can locate their Direct Address in the EHR under “Settings” -> “Account Details” -> “Direct address”. Click here to learn more about the Direct Messaging feature .

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Fax Inbox Management

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How do I restore a deleted fax?

To restore a fax that was deleted within the last 7 calendar days:
  1. Open the Fax Inbox
  2. Click on the “Recently Deleted” button at the top of your inbox
  3. Select the pages you want to restore & then click “Restore”
Faxes deleted more than 7 days ago cannot be restored. Click here to learn more about restoring deleted faxes .