Contents
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:
- 0:36- Administrative Reports
- 0:36- Patient List Report
- 2:49- Appointment Report
- 3:37- Billing Report
- 5:57- Calendar Settings (Patient Forms & Booking Site)
- 5:57- Patient Forms
- 9:05- Virtual Visits
- 9:23- Appointment Types
- 11:16- Calendar View
- 11:37- Rooms
- 11:47- Appointment Reminders
- 12:48 Availability
- 13:20- Booking Site
- 14:58- Billing Related Settings
- 14:58- Billing
- 16:14- Practice Locations
- 16:46- Insurance
- 17:58- Other Practice Settings
- 18:08- Patient Tags
- 18:19- Document Tags
- 18:28- Templates
- 18:47- Print Headers
- 19:08- Clinical Care Measure Settings
- 19:36- Fax Usage & Settings
- 19:49- Prescriptions
- 19:57- Labs
- 20:43- Lab Orders
- 20:56- Provider Level User Settings
- 20:56- Account Details
- 21:21- Preferences
- 21:52- Authorized Staff Delegates
- 22:20- Patient Sharing Defaults
- 22:42 Admin Level User Settings
- 23:05- Manage Accounts
- 24:03- User Groups
- 24:36- Report & Visit Note Categories
- 25:35- Patient Payments
- 28:48- How to Contact Support
Read the Practice Home Introduction article to learn more about the Practice Home.
Read this article to learn more about searching for patient charts.
Learn more about the check-in process in this article.
Read our Patient Demographics Guide to learn more about this feature.
Read our Clinical Profile Guide to learn more about the feature.
Read the Fax Inbox Guide to learn more about this feature.
Read the
Patient List Report Guide for more information.
Creating Forms
Adding Forms to Appointment Types
Read the Patient Forms Introduction article to learn more about this feature.
Read the Elation Patient Passport Guide for more information about this feature.
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