Help Center

Elation Visit Note Templates

Last Updated: Apr 23, 2018 05:04PM PDT

Welcome to our new Visit Note Templates! 

We designed this new feature to reduce repetitive documentation during and after a patient encounter. Templates also encourage consistent workflows across providers and staff by clearly laying out the steps and questions to be addressed. You can now: 

  • Create custom templates that suit your practice needs
  • Export templates across all visit note types 
  • Add one or multiple templates to a visit note
  • Associate CPT codes and billing items
  • Capture document tags to assist with reporting
  • Manage templates easily within your workflow


We introduced 6 Elation (E*) templates to get you started! You can reference this article to learn how to:

Templates are created using the Complete H&P Note (2-Column), however they can be applied to any visit note type. Click on the relevant note type to see how the fields export to the Simple note, SOAP note, Complete H&P Note (2-col-A/P) noteComplete H&P Note (1 Column) and Pre-Op Note

Visit the FAQ section or contact our User Success team if you have any questions in the meantime. We'd be happy to help! 

 

Access the visit note template management window 

There are two ways to open the visit note template management window. You can either: 
  1. Click on the new Templates icon in a Patient Chart
  2. Select Visit Note Templates from the dropdown menu

 

                               OR
  1. Open any visit note type in a Patient Chart
  2. Click on Visit Note Templates link on the top left hand side

          

This will display the template management window where you can create new templates and export, edit or delete active templates. We have created 6 templates to give you a kick start! 
 

Create a visit note template

You can customize visit notes with your own templates from the management window. 
  1. Click on the new Templates icon in a Patient Chart
  2. Select Visit Note Templates from the dropdown menu
  3. Press the + New Template button
  4. Enter a name for the template 
  5. Fill content into the appropriate sections  
  6. Include applicable document tags
  7. Add relevant billing items
  8. Press the Save Template button
  9. Confirm the name appears in the list of available templates

The images below highlight the new template button and provide a preview of the template itself, especially the billing section. 


      


All templates will be created in our Complete H&P Note (2-Column), however they can be applied across all visit note types. 



One of main benefits of Elation templates is that you can include billing items (which will associate the relevant CPT codes with the visit note) and document tags.




 

Export one or more templates to a visit note


One of the key benefits of our Elation visit note templates is that you can choose whether to add one template or add multiple templates. It's up to you! 
  1. Open the Visit Note Template management window 
  2. Select one or more checkboxes next to the template(s) of interest
  3. Press 'Export All Selected to Note' button


      

If you would like to select only one template, then simply click the Export to Note link directly next to the template. 




This will either create a new visit note based on your default type or apply the content to an already open visit note. The template information will be highlighted with a blue background to be distinguished from the rest of the content. 



 

View or edit a visit note template 

Templates can be adjusted at your discretion from the template management window. 
  1. Click on the Templates icon in the Patient Chart
  2. Select Visit Note Templates
  3. Find the template you would like to alter 
  4. Click Actions and select View/Edit from the dropdown menu
  5. Make the necessary changes
  6. Press the Save Template button

      

 

Duplicate a visit note template 

You can copy any template to quickly modify it for a similar purpose. For example, duplicate the E* Annual Wellness for Women template and modify the appropriate fields so it can be used for a men's wellness visit.
  1. Click on the Templates icon in the Patient Chart
  2. Select Visit Note Templates
  3. Find the template you would like to copy 
  4. Click Actions and select Duplicate from the dropdown menu
  5. Make the necessary changes
  6. Press the Save Template button


 

Delete a visit note template 

You can remove visit note templates that are no longer relevant from the template management window. 
  1. Click on the Templates icon in the Patient Chart
  2. Select Visit Note Templates
  3. Find the template you would like to delete 
  4. Click Actions and select Delete from the dropdown menu
  5. Confirm your desire to delete the template



 

How do the template fields map to the Simple Note?

The majority of the template fields are populated into the single box of the Simple Note, as highlighted in the image below, other than vital information which has designated fields. 
 



In order to review the template procedure or care plan details, you will need to click on the dedicated button (+ Add procedure or + Add instr) to expand the section. 




 

How do the template fields map to the SOAP Note?

The template fields are divided across the 4 sections so that:
  • Subjective information populates in the Prob section
  • Data field appears in the O section
  • Assessment is located in the A section
  • Test and Tx display the Plan section

 

The first image captured the Prob and O sections, while the second image captured the A and Plan sections. 








In order to review the template procedure or care plan details, you will need to click on the dedicated button (+ Add procedure or + Add instr) to expand the section. 

 

How do the template fields map to the Complete H&P Note (2-col-A/P) Note? 

The alignment is identical, except for Assessment, Tests and Tx which is located in the Assessment/Plan section of the note. 

In order to review the template procedure or care plan details, you will need to click on the dedicated button (+ Add procedure or + Add instr) to expand the section. 




 

How do the template fields map to the Complete H&P Note (1 Column) and the Pre-Op Note? 

The two main distinctions between these notes and the Complete H&P Note (2 Column) are that (1) HPI is located in Prob section and (2) Assessment, Tests and Tx will all be located in the Assessment/Plan section. 

In order to review the template procedure or care plan details, you will need to click on the dedicated button (+ Add procedure or + Add instr) to expand the section. 



FAQ


Do I have to have a visit note open to export a template?

No. The system will open a providers default visit note type or a Complete H&P Note (2-Column) for a staff member if they export a template from the template management window without a visit note open.

Why does some template text remain blue?

We highlight the text exported from the template into the visit note in blue to distinguish what information has been added. The blue color will be removed once you click into the section to either review, edit or add to the section.

How can I distinguish my templates from other providers at my practice?

We recommend adding your initials or name at the beginning of the template that way they are grouped together and easy to search within the toolbar. The Elation templates are a great example as they are all grouped with E*. 

Can I use templates to document in house lab results?

Yes! We added the E* Urine Dipstick template as example of how you can use templates to capture data cleanly within the visit note.

I use a 3rd party templating tool. Can I use both?

Elation visit note templates can serve as your primary templating tool or work alongside third party solutions. The distinct value of using Elation templates is that you can:

     - Export multiple templates to a visit note at once
     - Associate document tags to assist with reporting
     - Associate billing items to streamline visit note sign off

We have created 6 common templates so you can get a feel for the experience and determine what works best for your practice. 
 

 
support@elationpassport.com
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