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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 September 2024 can be divided into the following categories:

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Patient Appointments

Can I link my Patient Self-Booking site with Elation to my business website?
Yes, you can link your Patient Self-Booking site with Elation to your business website. To do this:
  1. Locate your Booking Site URL by:
  2. Log in to Elation EHR.
  3. Go to Settings -> Calendar & Booking.
  4. Click Booking site.
  5. Click Copy next to your Booking Site URL.
  6. Store the Booking Site URL on your business website.
Click here for more information about the Booking Site .
How do I share my Zoom link with patients?
When an Appointment Type or Appointment is set as Virtual, your virtual visit instructions (including Zoom link) is shared with the patient automatically along with their appointment reminders depending on your appointment reminder settings. To manually send virtual visit instructions with patients:
  1. Go to the patient’s appointment in the calendar.
  2. Click into the colored area of the appointment.
  3. Click Send next to the Virtual Visit Instructions.
Click here to learn more about virtual appointments .

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Patient intake

Can I share the electronic patient form link with my patient while they’re in office?
There are a couple of ways to share the electronic patient form link with your patient while they’re in office. Here are the two options:
  1. Resend the forms to the patient while they’re in office. To do so:
  2. Go to the patient’s appointment in the calendar.
  3. Click into the colored area of the appointment.
  4. Click Resend next to the forms section.
  5. Load the forms onto a portable device and have the patient fill it out in office. To do so:
  6. Login to your EHR account on the device using the Google Chrome mobile application.
  7. Go to the patient’s appointment in the calendar.
  8. Click into the colored area of the appointment.
  9. Click Copy URL next to the forms section.
  10. Open the URL in a new browser tab.
  11. Log out of your EHR account.
  12. Hand the device to the patient to fill out their forms.
How do I create patient forms with custom questions?
To create patient forms with custom questions:
  1. Go to Settings -> Patient Forms
  2. Click Create New Form.
  3. Click Blank.
  4. Give the form a Form Name and Title.
  5. Click Add question.
  6. Click Other to add a custom question.
  7. Keep adding additional Other question types until you are done adding custom questions.
  8. Click Save form to save your new form.
Click here to learn more about Patient Forms .

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Bidirectional Lab Interfaces

Can I send lab orders electronically to my local lab facility?
Yes, for certain lab vendors, you can send lab orders electronically to the lab vendor. Click here for a comprehensive list of the Bidirectional Lab Interfaces that Elation offers .