How to Create an Appointment (Legacy Practices Only)

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

Overview

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

Navigate - Click on the Appointment Calendar option under the Patients drop-down menu.
Select Calendar View - The default is by month, but viewing by week or day is easier when setting new appointments.
Click on an Open Time Slot - A new dialogue will open. 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.

Be sure to select:

You can also add a brief note that will only be visible on the calendar or in the waiting room.

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