Help Center

Report Types

Last Updated: Apr 27, 2015 05:03PM PDT

What are Report Types?
How do I change the Report Types available for my practice?
How do I add a new Report Type?
What if I can’t find the Report Type I want?
How do I remove a Report Type?
How do I change the order of my Report Types?
Can I merge reports from different sections?
What happens if I delete a Report Type that still has reports within it?

What are Report Types?

When you file a report into a patient chart in Elation, you must assign it a Report Type. The Report Type is a way for you to categorize that report and group it with similar reports within that chart. In Elation’s Settings, you can choose from over 60 different Report Types to use in your practice. Customize your set of Report Types to make Elation best fit the needs of your practice. 

For example, if your practice commonly refers patients to Physical Therapists, you could add the Physical Therapy Report Type to your practice and file consult notes from Physical Therapists as Physical Therapy Reports. Alternatively, if PT consults are infrequent for your practice, you could exclude that Report Type and choose to file them as Consult Reports instead.

Your practice has flexibility to decide how to best organize the reports in your charts.
 

How do I change the Report Types available for my practice?

For Admins Only
To edit Report Types in Settings, you must have Admin privileges. To become an Admin, you must ask for an existing Admin at your practice (most likely a primary physician account holder) to grant you privileges via Manage Accounts in Settings.​

Go to Settings > Report and Visit Note Types (under “Admin Users Only”)

On this page, you’ll see a list of your practice’s available Report Types. With the exception of Lab, Imaging, and Consult Report Types, you are free to remove any Report Type in the list and/or add new types. Continue reading to learn how to add or remove Report Types.
 

How do I add a new Report Type?

On the Report and Visit Note Types page,
  1. Click 
  2. Click the dropdown menu on the left side of the form that appears to search for a Report Type:


  3. Scroll through the list or start typing to find your desired Report Type


  4. Once you’ve found the Report Type that you want, click Save:


Note: If you add Pulmonary or Sleep Report Types to your list, all Pulmonary or Sleep orders will move under those tabs, respectively.
 

What if I can’t find the Report Type I want?

We surveyed the community and spent time developing the list of Report Types available to best accommodate the needs of all of the different providers and practices using Elation. If you can’t find a specific Report Type, we recommend that you try scrolling through the list to find an analogous type. While you cannot freely create new Report Types, if you feel strongly that there is no option to address your need, please let us know through the “I need help” button in the main menu.

How do I remove a Report Type?

On the Report and Visit Note Types page,
 
  1. Find the Report Type that you wish to remove in the list
  2. Click the “Remove” link

Note:
  • Lab, Imaging, and Consult Report Types cannot be removed.
  • If you remove the Pulmonary or Sleep Report Types and have previously ordered Pulmonary or Sleep tests, those orders will move under the Consult tab.
 

How do I change the order of my Report Types?

On the Report and Visit Note Types page, near the top, you will see a preview of the tab order that shows up in your Reports window in each patient chart. You can fit as many as 7 Report Types on each page of your Reports window:



To change the order of your Report Types:
 
  1. Click and hold the handle  of the left side of the Report Type
  2. Drag the Report Type to its desired position, then drop it in place. You can drag Report Types within or across pages.




Note: The order that you set for your Report Types in Settings will also show up in the dropdown under the "Reports" button in the main action menu in each patient chart:

Can I merge reports from different sections?

Yes! You can “Merge Into Another Report” right from the patient's Reports section instead of needing to re-file the documents into the Fax Inbox.
 
  1. Identify the reports within the patient chart that you would like to merge.
  2. Expand the report you would like to append and click “More Actions” at the bottom of that report (See Screenshot) and select “Merge Into Another Report”.
  3. Choose the report to which you would like to append and click “Merge Report with Selected”. These  reports will be merged and no longer display separately. NOTE: any tags and report notes associated with this report will NOT BE MERGED into the destination report.
  4. This action will create a “Non-visit Note” in the Chronological Record denoting that the reports were merged.
NOTE: The only type of report where merging will not work is interface lab reports. These are the lab reports that come in electronically through an interface between Elation and lab vendors.

What happens if I delete a Report Type that still has reports within it?

Good question! The deleted report tab will continue to exist in any chart that has a report previously filed as that report type. But, you will no longer be able to file new reports as that type and the tab will not appear in any charts that don't have any reports of that type.

For example, if you were to delete the "Hospital" Report type, any charts with Hospital Reports will continue to keep that tab and the tab will disappear from any charts that do not have Hospital reports. The Hospital Report tab will also jump to the end of the list by default for any of the charts with old Hospital reports. Your practice can decide whether to choose to re-categorize old hospital reports or keep them in that tab.
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