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Training Center

Choose a User Role:

Provider
Provider

Healthcare professional responsible for informed decision-making, diagnosing, treatment planning, and managing patient health care

 Front Office Staff
Front Office Staff

Patient-facing team handling appointments, administrative tasks, and ensuring a smooth check-in process.

 Clinical Staff
Clinical Staff

Essential team members assisting providers by updating patient data, managing medications, and ensuring care continuity.

 Biller
Biller

Financial experts managing billing, insurance claims, and payment processing for a thriving practice.

Training Center

Provider
Provider
 Front Office Staff
Front Office Staff
 Clinical Staff
Clinical Staff
 Biller
Biller
Choose a User Role to get started:
User Account Authentication

User Account Authentication

Configurations

Configurations

Elation’s Settings section includes everything that you can configure to customize your Elation account.

Our settings are grouped into 3 categories:

  1. User Settings: Configurations that affect your own user account 
  2. Practice Settings: Configurations that affect all users in the practice
  3. Admin Settings: Configurations that affect all users in the practice but can only be edited by admin-level users

Below is a short-list of settings that we recommend updating as soon as possible. You can personally perform these edits or delegate them to other members of your team. Doing so will ensure that your experience on Elation feels more personalized to your practice. Click each page name to access the corresponding help center article.

Please note, this list is not meant to be exhaustive! It’s a good starting point, but please also review the other settings pages in Elation at your convenience. 

Recommendations at the user-level

Settings Page Actions
Provider Managed Delegates Designate which staff members can ePrescribe, send electronic orders, and edit billing codes on your behalf.
ePrescribing Controlled Substances (EPCS) If you need to prescribe controlled substances with Elation, complete the set-up process for EPCS.

Recommendations at the practice-level

Reminder: Any edits made to these settings will apply to all users within the practice.

Settings Page Actions
Manage Accounts Invite and manage the users within your practice.
Calendar & Booking Customize your appointment types and the frequency and timing of appointment reminders. 

Optionally set-up your Booking Site to allow patients to self-schedule appointments online.
Patient Forms Optionally create electronic medical and consent forms that can be emailed to patients for completion ahead of their appointments.
Practice Locations Add the practice locations that need to be used for scheduling and billing workflows.
Print Headers Customize the print header(s) for your practice.
Labs Edit and manage the list of vendor names that will appear in your lab order forms.

Note: To add vendor names for other order types (ex. imaging), please contact Elation.

For insurance-taking practices only

Settings Page Actions
Insurance Standardize how you record patient insurance details by saving your common insurance carriers and plans.
Billing Speed up your code-entry process by saving the CPT and CPT-II codes that you commonly use. (If there are many codes that you’d like to add, Elation can import these codes on your behalf.)

Additionally, if you are using one of Elation’s integrated partners as your PMS, decide whether you want to enable “Delayed Bills”.
User Training

User Training

Show All Chart Management Scheduling Front Office Intake Clinical Intake Visit Note Documentation Procedures Prescriptions Orders & Results Referrals Billing Internal Communication Administrative Tasks

No videos found. Try changing the search terms.

Chart Management

1
Create new patient chart
record
2
Search for existing patient chart
find
3
Merge duplicate charts
multiple, extra
4
Change chart status (i.e. inactivate, delete chart)
inactive, deceased, decease, passed away

Scheduling

1
Change date & provider on Calendar view
schedule
2
See expanded Calendar view
schedule, week, multiple
3
Schedule appointment for patient
4
Edit existing appointment (reschedule)
5
Set up appointment reminders
automated, text, SMS

Front Office Intake

1
Check-in patient
appointment status, no show, canceled
2
Update demographics & insurance (from Appointment)
check in
3
Upload insurance card
scan
4
Document collected copay amount
payment, coinsurance
5
Upload documents into chart
consent, HIPAA, record(s), history

Clinical Intake

1
Create new visit note
encounter, start
2
Document chief complaint
CC
3
Document vitals
BP, blood pressure, height, weight, BMI, temperature, pulse
4
Document allergies and drug intolerances
facesheet, face sheet, CCDA
5
Document problem list
ICD, ICD-10, facesheet, face sheet, CCDA
6
Document history
medical history, family history, social history, habits, psych history, PHQ, GAD, AUDIT-C, HARK, surgical history, hx, facesheet, face sheet, CCDA
7
Document/reconcile medications
medication list, med list, discontinue, facesheet, face sheet, CCDA
8
Document patient’s other providers
care team, specialist, facesheet, face sheet, CCDA
9
Document historical immunizations
vaccine, vaccination, shot, facesheet, face sheet, CCDA
10
Move data from Clinical Profile to Visit Note
prep, export, import

Visit Note Documentation

1
Open and resume draft visit note
2
Use visit note template
document, macro, dot phrase, dotphrase, automate
3
Document the HPI
subjective
4
Document the ROS
review of systems, subjective
5
Document the PE
physical exam, objective
6
Document the Assessment
diagnosis, ICD, ICD-10, problem
7
Document the Plan
care plan, treatment, order, prescription, prescribe, refer, referral, task, delegate
8
Share patient handouts
education, VIS, vaccine, sheet
9
Sign visit note
finish, complete

Procedures

1
Document details of newly administered vaccination
vaccine, immunization, injection, flu, pneumococcal, covid, order
2
Document details for in-house procedure
EKG, spirometry, injection, blood draw, phlebotomy, biopsy, order

Prescriptions

1
Prescribe medication
Rx, eRx, order, eprescribe, EPCS, controlled, CS
2
Respond to electronic refill requests from pharmacy
renew

Orders & Results

1
Document results from in-house point-of-care test
strep, flu, urine, urinalysis, glucose, a1c, HIV, COVID, mono, order, rapid
2
eFax lab order
order, send, fax
3
Electronically send lab order
quest, labcorp, bioreference, dls, clh, pdl, cpl, scarlet, order
4
Review incoming reports (ex. lab results)
electronic results, HL7, test
5
Attach report to visit note
reference, link
6
Import test results from electronic lab report to visit note
HL7

Referrals

1
Refer patient to external provider
referral, specialist, fax, efax
2
Review incoming consults
referral, specialist

Billing

1
Enter billing details and codes
em, e/m, CPT, procedure, modifier, superbill, super bill
2
Submit billing details to billing software
PMS, practice management system, claim

Internal Communication

1
Communicate within the practice
task, delegate, message, instant message, contact, page
2
Set reminder for self or team member
future, post dated, upcoming, recurring, repeat

Administrative Tasks

1
Document general notes in chart (phone call/email conversation/misc. message)
non billable, non-billable
2
File inbound faxes
tray, efax, inbox, fax number
Configurations

Configurations

Elation’s Settings section includes everything that you can configure to customize your Elation account.

Our settings are grouped into 3 categories:

  1. User Settings: Configurations that affect your own user account 
  2. Practice Settings: Configurations that affect all users in the practice
  3. Admin Settings: Configurations that affect all users in the practice but can only be edited by admin-level users

Below is a short-list of settings that we recommend updating as soon as possible for your role. Doing so will ensure that your experience on Elation feels more personalized to your practice. Click each page name to access the corresponding help center article.

Please note, this list is not meant to be exhaustive! It’s a good starting point, but please also review the other settings pages in Elation at your convenience. 

Recommendations at the user-level

Settings Page Actions
Account Details Select a Default Physician, whose calendar will be the first one that is displayed when you log in.

Recommendations at the practice-level

Reminder: Any edits made to these settings will apply to all users within the practice.

Settings Page Actions
Calendar & Booking Customize your appointment types and the frequency and timing of appointment reminders. 

Optionally set-up your Booking Site to allow patients to self-schedule appointments online.
Patient Forms Optionally create electronic medical and consent forms that can be emailed to patients for completion ahead of their appointments.
Practice Locations Add the practice locations that need to be used for scheduling and billing workflows.
Print Headers Customize the print header(s) for your practice.

For insurance-taking practices only

Settings Page Actions
Insurance Standardize how you record patient insurance details by saving your common insurance carriers and plans.
User Training

User Training

Show All Chart Management Scheduling Front Office Intake Clinical Intake Visit Note Documentation Procedures Prescriptions Orders & Results Referrals Billing Internal Communication Administrative Tasks

No videos found. Try changing the search terms.

Chart Management

1
Create new patient chart
record
2
Search for existing patient chart
find
3
Merge duplicate charts
multiple, extra
4
Change chart status (i.e. inactivate, delete chart)
inactive, deceased, decease, passed away

Scheduling

1
Change date & provider on Calendar view
schedule
2
See expanded Calendar view
schedule, week, multiple
3
Schedule appointment for patient
4
Edit existing appointment (reschedule)
5
Set up appointment reminders
automated, text, SMS

Front Office Intake

1
Check-in patient
appointment status, no show, canceled
2
Update demographics & insurance (from Appointment)
check in
3
Upload insurance card
scan
4
Document collected copay amount
payment, coinsurance
5
Upload documents into chart
consent, HIPAA, record(s), history

Clinical Intake

1
Create new visit note
encounter, start
2
Document chief complaint
CC
3
Document vitals
BP, blood pressure, height, weight, BMI, temperature, pulse
4
Document allergies and drug intolerances
facesheet, face sheet, CCDA
5
Document problem list
ICD, ICD-10, facesheet, face sheet, CCDA
6
Document history
medical history, family history, social history, habits, psych history, PHQ, GAD, AUDIT-C, HARK, surgical history, hx, facesheet, face sheet, CCDA
7
Document/reconcile medications
medication list, med list, discontinue, facesheet, face sheet, CCDA
8
Document patient’s other providers
care team, specialist, facesheet, face sheet, CCDA
9
Document historical immunizations
vaccine, vaccination, shot, facesheet, face sheet, CCDA
10
Move data from Clinical Profile to Visit Note
prep, export, import

Visit Note Documentation

1
Open and resume draft visit note
2
Use visit note template
document, macro, dot phrase, dotphrase, automate
3
Document the HPI
subjective
4
Document the ROS
review of systems, subjective
5
Document the PE
physical exam, objective
6
Document the Assessment
diagnosis, ICD, ICD-10, problem
7
Document the Plan
care plan, treatment, order, prescription, prescribe, refer, referral, task, delegate
8
Share patient handouts
education, VIS, vaccine, sheet
9
Sign visit note
finish, complete

Procedures

1
Document details of newly administered vaccination
vaccine, immunization, injection, flu, pneumococcal, covid, order
2
Document details for in-house procedure
EKG, spirometry, injection, blood draw, phlebotomy, biopsy, order

Prescriptions

1
Prescribe medication
Rx, eRx, order, eprescribe, EPCS, controlled, CS
2
Respond to electronic refill requests from pharmacy
renew

Orders & Results

1
Document results from in-house point-of-care test
strep, flu, urine, urinalysis, glucose, a1c, HIV, COVID, mono, order, rapid
2
eFax lab order
order, send, fax
3
Electronically send lab order
quest, labcorp, bioreference, dls, clh, pdl, cpl, scarlet, order
4
Review incoming reports (ex. lab results)
electronic results, HL7, test
5
Attach report to visit note
reference, link
6
Import test results from electronic lab report to visit note
HL7

Referrals

1
Refer patient to external provider
referral, specialist, fax, efax
2
Review incoming consults
referral, specialist

Billing

1
Enter billing details and codes
em, e/m, CPT, procedure, modifier, superbill, super bill
2
Submit billing details to billing software
PMS, practice management system, claim

Internal Communication

1
Communicate within the practice
task, delegate, message, instant message, contact, page
2
Set reminder for self or team member
future, post dated, upcoming, recurring, repeat

Administrative Tasks

1
Document general notes in chart (phone call/email conversation/misc. message)
non billable, non-billable
2
File inbound faxes
tray, efax, inbox, fax number
Configurations

Configurations

Elation’s Settings section includes everything that you can configure to customize your Elation account.

Our settings are grouped into 3 categories:

  1. User Settings: Configurations that affect your own user account 
  2. Practice Settings: Configurations that affect all users in the practice
  3. Admin Settings: Configurations that affect all users in the practice but can only be edited by admin-level users

Below is a short-list of settings that we recommend updating as soon as possible for your role. Doing so will ensure that your experience on Elation feels more personalized to your practice. Click each page name to access the corresponding help center article.

Please note, this list is not meant to be exhaustive! It’s a good starting point, but please also review the other settings pages in Elation at your convenience. 

Recommendations at the user-level

Settings Page Actions
Account Details Select a Default Physician, whose calendar will be the first one that is displayed when you log in.

Recommendations at the practice-level

Reminder: Any edits made to these settings will apply to all users within the practice.

Settings Page Actions
Labs Edit and manage the list of vendor names that will appear in your lab order forms.

Note: To add vendor names for other order types (ex. imaging), please contact Elation.

For insurance-taking practices only

Settings Page Actions
Billing Speed up your code-entry process by saving the CPT and CPT-II codes that you commonly use. (If there are many codes that you’d like to add, Elation can import these codes on your behalf.)

Additionally, if you are using one of Elation’s integrated partners for your PMS, decide whether you want to enable “Delayed Bills”.
User Training

User Training

Show All Chart Management Scheduling Front Office Intake Clinical Intake Visit Note Documentation Procedures Prescriptions Orders & Results Referrals Billing Internal Communication Administrative Tasks

No videos found. Try changing the search terms.

Chart Management

1
Create new patient chart
record
2
Search for existing patient chart
find
3
Merge duplicate charts
multiple, extra
4
Change chart status (i.e. inactivate, delete chart)
inactive, deceased, decease, passed away

Scheduling

1
Change date & provider on Calendar view
schedule
2
See expanded Calendar view
schedule, week, multiple
3
Schedule appointment for patient
4
Edit existing appointment (reschedule)
5
Set up appointment reminders
automated, text, SMS

Front Office Intake

1
Check-in patient
appointment status, no show, canceled
2
Update demographics & insurance (from Appointment)
check in
3
Upload insurance card
scan
4
Document collected copay amount
payment, coinsurance
5
Upload documents into chart
consent, HIPAA, record(s), history

Clinical Intake

1
Create new visit note
encounter, start
2
Document chief complaint
CC
3
Document vitals
BP, blood pressure, height, weight, BMI, temperature, pulse
4
Document allergies and drug intolerances
facesheet, face sheet, CCDA
5
Document problem list
ICD, ICD-10, facesheet, face sheet, CCDA
6
Document history
medical history, family history, social history, habits, psych history, PHQ, GAD, AUDIT-C, HARK, surgical history, hx, facesheet, face sheet, CCDA
7
Document/reconcile medications
medication list, med list, discontinue, facesheet, face sheet, CCDA
8
Document patient’s other providers
care team, specialist, facesheet, face sheet, CCDA
9
Document historical immunizations
vaccine, vaccination, shot, facesheet, face sheet, CCDA
10
Move data from Clinical Profile to Visit Note
prep, export, import

Visit Note Documentation

1
Open and resume draft visit note
2
Use visit note template
document, macro, dot phrase, dotphrase, automate
3
Document the HPI
subjective
4
Document the ROS
review of systems, subjective
5
Document the PE
physical exam, objective
6
Document the Assessment
diagnosis, ICD, ICD-10, problem
7
Document the Plan
care plan, treatment, order, prescription, prescribe, refer, referral, task, delegate
8
Share patient handouts
education, VIS, vaccine, sheet
9
Sign visit note
finish, complete

Procedures

1
Document details of newly administered vaccination
vaccine, immunization, injection, flu, pneumococcal, covid, order
2
Document details for in-house procedure
EKG, spirometry, injection, blood draw, phlebotomy, biopsy, order

Prescriptions

1
Prescribe medication
Rx, eRx, order, eprescribe, EPCS, controlled, CS
2
Respond to electronic refill requests from pharmacy
renew

Orders & Results

1
Document results from in-house point-of-care test
strep, flu, urine, urinalysis, glucose, a1c, HIV, COVID, mono, order, rapid
2
eFax lab order
order, send, fax
3
Electronically send lab order
quest, labcorp, bioreference, dls, clh, pdl, cpl, scarlet, order
4
Review incoming reports (ex. lab results)
electronic results, HL7, test
5
Attach report to visit note
reference, link
6
Import test results from electronic lab report to visit note
HL7

Referrals

1
Refer patient to external provider
referral, specialist, fax, efax
2
Review incoming consults
referral, specialist

Billing

1
Enter billing details and codes
em, e/m, CPT, procedure, modifier, superbill, super bill
2
Submit billing details to billing software
PMS, practice management system, claim

Internal Communication

1
Communicate within the practice
task, delegate, message, instant message, contact, page
2
Set reminder for self or team member
future, post dated, upcoming, recurring, repeat

Administrative Tasks

1
Document general notes in chart (phone call/email conversation/misc. message)
non billable, non-billable
2
File inbound faxes
tray, efax, inbox, fax number
Configurations

Configurations

Elation’s Settings section includes everything that you can configure to customize your Elation account.

Our settings are grouped into 3 categories:

  1. User Settings: Configurations that affect your own user account 
  2. Practice Settings: Configurations that affect all users in the practice
  3. Admin Settings: Configurations that affect all users in the practice but can only be edited by admin-level users

Below is a short-list of settings that we recommend updating as soon as possible for your role. Doing so will ensure that your experience on Elation feels more personalized to your practice. Click each page name to access the corresponding help center article.

Please note, this list is not meant to be exhaustive! It’s a good starting point, but please also review the other settings pages in Elation at your convenience. 

Recommendations at the user-level

Settings Page Actions
Account Details Select a Default Physician, whose calendar will be the first one that is displayed when you log in.

Recommendations at the practice-level

Reminder: Any edits made to these settings will apply to all users within the practice.

Settings Page Actions
Practice Locations Add the practice locations that need to be used for scheduling and billing workflows.

For insurance-taking practices only

Settings Page Actions
Insurance Standardize how you record patient insurance details by saving your common insurance carriers and plans.
Billing Speed up your code-entry process by saving the CPT and CPT-II codes that you commonly use. (If there are many codes that you’d like to add, Elation can import these codes on your behalf.)

Additionally, if you are using one of Elation’s integrated partners for your PMS, decide whether you want to enable “Delayed Bills”.
User Training

User Training

Show All Chart Management Scheduling Front Office Intake Clinical Intake Visit Note Documentation Procedures Prescriptions Orders & Results Referrals Billing Internal Communication Administrative Tasks

No videos found. Try changing the search terms.

Chart Management

1
Create new patient chart
record
2
Search for existing patient chart
find
3
Merge duplicate charts
multiple, extra
4
Change chart status (i.e. inactivate, delete chart)
inactive, deceased, decease, passed away

Scheduling

1
Change date & provider on Calendar view
schedule
2
See expanded Calendar view
schedule, week, multiple
3
Schedule appointment for patient
4
Edit existing appointment (reschedule)
5
Set up appointment reminders
automated, text, SMS

Front Office Intake

1
Check-in patient
appointment status, no show, canceled
2
Update demographics & insurance (from Appointment)
check in
3
Upload insurance card
scan
4
Document collected copay amount
payment, coinsurance
5
Upload documents into chart
consent, HIPAA, record(s), history

Clinical Intake

1
Create new visit note
encounter, start
2
Document chief complaint
CC
3
Document vitals
BP, blood pressure, height, weight, BMI, temperature, pulse
4
Document allergies and drug intolerances
facesheet, face sheet, CCDA
5
Document problem list
ICD, ICD-10, facesheet, face sheet, CCDA
6
Document history
medical history, family history, social history, habits, psych history, PHQ, GAD, AUDIT-C, HARK, surgical history, hx, facesheet, face sheet, CCDA
7
Document/reconcile medications
medication list, med list, discontinue, facesheet, face sheet, CCDA
8
Document patient’s other providers
care team, specialist, facesheet, face sheet, CCDA
9
Document historical immunizations
vaccine, vaccination, shot, facesheet, face sheet, CCDA
10
Move data from Clinical Profile to Visit Note
prep, export, import

Visit Note Documentation

1
Open and resume draft visit note
2
Use visit note template
document, macro, dot phrase, dotphrase, automate
3
Document the HPI
subjective
4
Document the ROS
review of systems, subjective
5
Document the PE
physical exam, objective
6
Document the Assessment
diagnosis, ICD, ICD-10, problem
7
Document the Plan
care plan, treatment, order, prescription, prescribe, refer, referral, task, delegate
8
Share patient handouts
education, VIS, vaccine, sheet
9
Sign visit note
finish, complete

Procedures

1
Document details of newly administered vaccination
vaccine, immunization, injection, flu, pneumococcal, covid, order
2
Document details for in-house procedure
EKG, spirometry, injection, blood draw, phlebotomy, biopsy, order

Prescriptions

1
Prescribe medication
Rx, eRx, order, eprescribe, EPCS, controlled, CS
2
Respond to electronic refill requests from pharmacy
renew

Orders & Results

1
Document results from in-house point-of-care test
strep, flu, urine, urinalysis, glucose, a1c, HIV, COVID, mono, order, rapid
2
eFax lab order
order, send, fax
3
Electronically send lab order
quest, labcorp, bioreference, dls, clh, pdl, cpl, scarlet, order
4
Review incoming reports (ex. lab results)
electronic results, HL7, test
5
Attach report to visit note
reference, link
6
Import test results from electronic lab report to visit note
HL7

Referrals

1
Refer patient to external provider
referral, specialist, fax, efax
2
Review incoming consults
referral, specialist

Billing

1
Enter billing details and codes
em, e/m, CPT, procedure, modifier, superbill, super bill
2
Submit billing details to billing software
PMS, practice management system, claim

Internal Communication

1
Communicate within the practice
task, delegate, message, instant message, contact, page
2
Set reminder for self or team member
future, post dated, upcoming, recurring, repeat

Administrative Tasks

1
Document general notes in chart (phone call/email conversation/misc. message)
non billable, non-billable
2
File inbound faxes
tray, efax, inbox, fax number