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This article explains how to create appointments in Elation Billing for Legacy practices.

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Overview

Elation EHR + Billing Practices will use the EHR Calendar instead of the Elation Billing Calendar. This article applies to Legacy practices only.

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Workflow Instructions

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Creating an Appointment

  1. Navigate - Click on the Appointment Calendar option under the Patients drop-down menu.
  2. Select Calendar View - The default is by month, but viewing by week or day is easier when setting new appointments. April 2022 calendar with the "week" view button highlighted, showing the view toggle options: month, week, day, and list.
  3. Click on an Open Time Slot - A new dialogue will open. Weekly calendar view for Apr 10–16, 2022 with Wednesday 4/13 highlighted and a red box marking the 10am time slot to click for a new appointment. You can select an existing patient to prepopulate the appointment fields or create a new patient.
Make sure the phone field is filled out with the patient’s mobile number if you want them to receive text reminders or telehealth links.
New Appointment dialog for patient Allen Iverson showing required fields highlighted: Mobile Number, provider (Michael Bagheri, MD), location (Office), type (Existing Patient), duration (30 minutes), and Note field. Be sure to select:
  • Provider
  • Location
  • Type
  • Duration
You can also add a brief note that will only be visible on the calendar or in the waiting room.
  1. Create Appointment - Click CREATE APPOINTMENT. Weekly calendar view for Apr 10–16, 2022 with "week" tab selected, showing a booked appointment for IVERSON, ALLEN on Wed 4/13 at 10:00–10:30am.