> ## 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.

# Training: Clinical Workflows and Practice Operations

> In this article, we will share three training videos that will provide you with an overview of the before, during and after the visit workflows as well as best practices on using Elation for your Practice operations.

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.

## 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:

<iframe src="https://player.vimeo.com/video/624698757?h=59405ca27d&badge=0&autopause=0&player_id=0&app_id=58479" frameBorder="0" allowFullScreen />

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

7. 23:12- Drag & Drop Documents into the Patient Chart

* 25:20- Restore Deleted Reports or Visit Notes

8. 26:00- Patient Tags
9. 27:44- Document Tags
10. 29:57- Office Messages
11. 33:09- Patient Passport

* 36:01- Patient Passport Messages

12. 39:48- How to Contact Support

## 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:

<iframe src="https://player.vimeo.com/video/625428388?h=450d7b43b6&badge=0&autopause=0&player_id=0&app_id=58479" frameBorder="0" allowFullScreen />

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

5. 35:44- Provider Letters & Referrals
6. 40:36- Reviewing Lab Results

* 42:13- Manually Add Lab Values to Lab Reports

7. 42:33- Elation Integrated Video
8. 45:14- How to Contact Support

## 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:

<iframe src="https://player.vimeo.com/video/626483324?h=d26782df90&badge=0&autopause=0&player_id=0&app_id=58479" frameBorder="0" allowFullScreen />

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.**
