Help Center

Filing Documents to a Patient Chart

Last Updated: Mar 16, 2018 10:28AM PDT

2 ways to get documents into a patient chart

  1. Upload and file via Document Manager
    Learn how to import documents and file them via Document Manager
  2. Drag and drop directly in the patient's chart (instructions below). NOTE: You can only use this feature for one document at a time.

Drag and drop a document into a patient's chart to upload it

  1. Find the document you want to file into your patient's chart on your computer
  2. Drag the file from the folder on your computer and drop it anywhere on the patient's chart in Elation

  3. Select the document type or Report Type, fill out the Reviewer's name, date of document, and add a title and/or report tags if desired.
  4. Wait for the document to upload and process.
  5. Once processed, your new report or note will appear at the top of the Requiring Actions Queue, awaiting sign-off.

Drag and drop a document into a patient's visit note to attach it to the note

1. While a visit note is open, drag and drop the desired file over the visit note.
2. Once the document is processed it will appear in a new Attachment section immediately below the Follow Up section.

Related Articles:

Learn how to customize the Report Types available for your practice.
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