Documentation & Visit Notes

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.

• Visit Note Documentation Introduction

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Visit Notes

• Visit Note Documentation Guide — Best practices for documenting a patient encounter
• Elation Note Guide — Documenting an encounter
• Elation Note Guide — Using visit note blocks
• Elation Note Guide — Managing custom blocks
• Visit Note Documentation Guide — Converting paper or other external visit notes into Elation visit notes
• Visit Note Documentation Guide — Documenting amendment requests from patients
• Visit Note Documentation Guide — Assessments
• Visit Note Categories Guide
• Visit Note Documentation Guide — Best practices for co-signing visit notes
• Elation Note Guide — Release Summary
• Elation Note Introduction
• Visit Note Documentation Guide — Amending signed Visit Notes
• Visit Note Documentation Guide — Visit Note Formats
• Reporting Guide — Built-in appointment and visit note productivity reporting (Premium)

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Note Assist (AI)

• Note Assist Introduction (Add-On)
• Note Assist Guide — Using Note Assist for encounters
• Note Assist Guide — Preparing to use Note Assist
• Note Assist Guide — Best Practice Recommendations
• Note Assist Guide — Frequently Asked Questions
• Note Assist Guide — Scribing visit notes as a Staff Level User (Beta)
• Note Assist Guide — Microphone Set-up and Troubleshooting
• Note Assist Guide — Feature Updates

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Templates & Automation

• Visit Note Templates Guide
• Elation Note Guide — Managing Elation Note Templates
• Visit Note Documentation Guide — Physical Exam (PE) & Review of Systems (ROS) Templates
• Templates Introduction — Template options in the EHR
• Prescription (Rx) Templates Guide
• Coding Templates Guide — Apply Coding Templates for lab specimen collection
• Coding Templates Guide — Applying Coding Templates for vaccines and injections administration (Beta)
• Letter & Referral Guide — Auto-drafting letters and referrals with Wordsmith
• Templates Guide — Using templating softwares with Elation
• Workspaces Introduction (Premium)
• Workspaces Guide — Common Use Cases (Premium)
• Visit Note Documentation Guide — Using visit note automation for appointments

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Clinical Documentation Tools

• Visit Note Documentation Guide — Care Plans
• Health Maintenance Documentation & Reminders Guide
• Problem List Guide
• Risk Assessment Guide — Managing your patient’s risk score
• Risk Assessment Introduction — Risk Assessment Factors (RAF) and Hierarchical Condition Categories (HCC)
• Clinical Reminders for Clinical Quality Measures
• Visit Note Documentation Guide — Procedures
• Patient Handouts Guide
• Templates Guide — Using Dragon Dictation to dictate in Elation
• [CMS122v13] Diabetes: Glycemic Status Assessment Greater Than 9% (MIPS 2025)
• [CMS149v12] Dementia: Cognitive Assessment (MIPS 2024)
• [CMS149v13] Dementia: Cognitive Assessment (MIPS 2025)
• [CMS155v12] Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents (MIPS 2024)
• [CMS155v13] Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents (MIPS 2025)
• Visit Note Documentation Guide — Pain Scale
• Pediatric Features Guide
• Promoting Interoperability (MIPS) — SAFER Guides Assessment
• Using Elation to document and code for COVID-19