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Below you will find three pre-recorded training videos that describe the before the visit, during the visit and after the visit workflows. One of the videos also describes the various administrative functionalities in Elation to assist with your Practice operations. These sessions are aimed at helping you understand the core functionalities of the software and guide you on how to connect various features together in your day-to-day workflows.

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Before the Visit & After the Visit

This training video will cover the various features you will need to prepare for a patient visit and follow up on after the visit responsibilities. This video is ideal for front office staff, anyone who manages appointments, faxes and patient communication. You can also skip to the following timeframes to view specific topics:
  1. 1:07- Creating a New Patient Chart
  2. 2:44- Finding Patient Charts
  3. 4:13- Requiring Actions Queue
  4. 6:55- Elation Schedule
  5. 13:22- Appointment Reminders
  6. 16:21- Fax Inbox Documents Management
  • 20:17- Manually Add Lab Values to Lab Reports
  1. 23:12- Drag & Drop Documents into the Patient Chart
  • 25:20- Restore Deleted Reports or Visit Notes
  1. 26:00- Patient Tags
  2. 27:44- Document Tags
  3. 29:57- Office Messages
  4. 33:09- Patient Passport
  • 36:01- Patient Passport Messages
  1. 39:48- How to Contact Support

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During the Visit

This training video will walk you through the various features needed to document and complete a patient visit. This video is ideal for providers or anyone that manages clinical documentation and follow up for patients. You can also skip to the following timeframes to view specific topics:
  1. 0:46- Finding the Patient Chart
  2. 2:30- Navigating the Patient Chart
  3. 5:18- Clinical Profile
  4. 14:19- Visit Note Documentation
  • 22:14- Managing Patient Medications
  • 26:04- Medication History Download
  • 30:25- Ordering Tests
  • 35:51- Completing the Visit Note
  1. 35:44- Provider Letters & Referrals
  2. 40:36- Reviewing Lab Results
  • 42:13- Manually Add Lab Values to Lab Reports
  1. 42:33- Elation Integrated Video
  2. 45:14- How to Contact Support

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Practice Operations

This training video will describe the various Administrative features in Elation and walk you through the customizations available within the Settings of the software. This video is ideal for anyone that manages office operations. You can also skip to the following timeframes to view specific topics:
  1. 0:36- Administrative Reports
  2. 0:36- Patient List Report
  3. 2:49- Appointment Report
  4. 3:37- Billing Report
  5. 5:57- Calendar Settings (Patient Forms & Booking Site)
  6. 5:57- Patient Forms
  7. 9:05- Virtual Visits
  8. 9:23- Appointment Types
  9. 11:16- Calendar View
  10. 11:37- Rooms
  11. 11:47- Appointment Reminders
  12. 12:48 Availability
  13. 13:20- Booking Site
  14. 14:58- Billing Related Settings
  15. 14:58- Billing
  16. 16:14- Practice Locations
  17. 16:46- Insurance
  18. 17:58- Other Practice Settings
  19. 18:08- Patient Tags
  20. 18:19- Document Tags
  21. 18:28- Templates
  22. 18:47- Print Headers
  23. 19:08- Clinical Care Measure Settings
  24. 19:36- Fax Usage & Settings
  25. 19:49- Prescriptions
  26. 19:57- Labs
  27. 20:43- Lab Orders
  28. 20:56- Provider Level User Settings
  29. 20:56- Account Details
  30. 21:21- Preferences
  31. 21:52- Authorized Staff Delegates
  32. 22:20- Patient Sharing Defaults
  33. 22:42 Admin Level User Settings
  34. 23:05- Manage Accounts
  35. 24:03- User Groups
  36. 24:36- Report & Visit Note Categories
  37. 25:35- Patient Payments
  38. 28:48- How to Contact Support
Next Step **Learn more about Elation in the ** Getting Started section of the Elation Help Center. If you have additional questions on your practice or organization’s workflows, please reach out to Elation for further assistance.