Training: Clinical Workflows and Practice Operations

Below you will find three pre-recorded training videos that describe the before the visit, during the visit and after the visit workflows. One of the videos also describes the various administrative functionalities in Elation to assist with your Practice operations. These sessions are aimed at helping you understand the core functionalities of the software and guide you on how to connect various features together in your day-to-day workflows.

 

Contents

• Before the Visit & After the Visit
• During the Visit
• Practice Operations

Before the Visit & After the Visit

This training video will cover the various features you will need to prepare for a patient visit and follow up on after the visit responsibilities. This video is ideal for front office staff, anyone who manages appointments, faxes and patient communication. You can also skip to the following timeframes to view specific topics:



 

1. 1:07- Creating a New Patient Chart
2. 2:44- Finding Patient Charts
3. 4:13- Requiring Actions Queue
4. 6:55- Elation Schedule
5. 13:22- Appointment Reminders
6. 16:21- Fax Inbox Documents Management
   • 20:17- Manually Add Lab Values to Lab Reports
7. 23:12- Drag & Drop Documents into the Patient Chart
   • 25:20- Restore Deleted Reports or Visit Notes
8. 26:00- Patient Tags
9. 27:44- Document Tags
10. 29:57- Office Messages
11. 33:09- Patient Passport
    • 36:01- Patient Passport Messages
12. 39:48- How to Contact Support

 
 

During the Visit

This training video will walk you through the various features needed to document and complete a patient visit. This video is ideal for providers or anyone that manages clinical documentation and follow up for patients. You can also skip to the following timeframes to view specific topics:


 

1. 0:46- Finding the Patient Chart
2. 2:30- Navigating the Patient Chart
3. 5:18- Clinical Profile
4. 14:19- Visit Note Documentation
   • 22:14- Managing Patient Medications
   • 26:04- Medication History Download
   • 30:25- Ordering Tests
   • 35:51- Completing the Visit Note
5. 35:44- Provider Letters & Referrals
6. 40:36- Reviewing Lab Results
   • 42:13- Manually Add Lab Values to Lab Reports
7. 42:33- Elation Integrated Video
8. 45:14- How to Contact Support

 

Practice Operations

This training video will describe the various Administrative features in Elation and walk you through the customizations available within the Settings of the software. This video is ideal for anyone that manages office operations. You can also skip to the following timeframes to view specific topics:


 

1. 0:36- Administrative Reports
   1. 0:36- Patient List Report
   2. 2:49- Appointment Report
   3. 3:37- Billing Report
2. 5:57- Calendar Settings (Patient Forms & Booking Site)
   1. 5:57- Patient Forms
   2. 9:05- Virtual Visits
   3. 9:23- Appointment Types
   4. 11:16- Calendar View
   5. 11:37- Rooms
   6. 11:47- Appointment Reminders
   7. 12:48 Availability
   8. 13:20- Booking Site
3. 14:58- Billing Related Settings
   1. 14:58- Billing
   2. 16:14- Practice Locations
   3. 16:46- Insurance
4. 17:58- Other Practice Settings
   1. 18:08- Patient Tags
   2. 18:19- Document Tags
   3. 18:28- Templates
   4. 18:47- Print Headers
   5. 19:08- Clinical Care Measure Settings
   6. 19:36- Fax Usage & Settings
   7. 19:49- Prescriptions
   8. 19:57- Labs
   9. 20:43- Lab Orders
5. 20:56- Provider Level User Settings
   1. 20:56- Account Details
   2. 21:21- Preferences
   3. 21:52- Authorized Staff Delegates
   4. 22:20- Patient Sharing Defaults
6. 22:42 Admin Level User Settings
   1. 23:05- Manage Accounts
   2. 24:03- User Groups
   3. 24:36- Report & Visit Note Categories
7. 25:35- Patient Payments
8. 28:48- How to Contact Support