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“Before the Visit” & “After the Visit” Basics

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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Office Message Feature

Read the Office Message Feature Guide to learn more about this feature.

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”During the Visit” Basics

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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Clinical Profile

Read the Clinical Profile Guide to learn more about this feature.

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Visit Note Templates

Read the Visit Note Templates Guide to learn more about this feature.

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Prescription Form

Read the Prescription Form Guide- ePrescribing & Ordering Medications to learn more about this feature.

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Prescription (Rx) Templates

Read the Prescription (Rx) Templates Guide to learn more about this feature.

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Letters & Referrals Form

Read Letters & Referrals Guide- Sending messages to patients & corresponding with third party professionals to learn more about this feature.