Tuesday Tips: Set your visit note format for appointments

Elation providers! You can set what format of visit note you want created for a specific appointment type by going to your Settings > Preferences > Default Visit Note Format by Encounter Type. Click here to learn how you can customize your scheduler even further.


This will help you start charting faster: when you click on a patient name from the scheduler, we will auto-create a new visit note set to the appointment type you just set up in your Settings page.