Contents
Overview
What is the Calendar?
The Calendar is a scheduling tool used to manage provider availability and patient appointments.
What are the benefits of using the Calendar?
The Calendar offers visibility into a provider’s availability, helping reduce scheduling conflicts and support efficient, uninterrupted patient care.
Setup
Start by reviewing the Calendar Guide- How to set up the provider Calendar article to explore the configuration options available for optimizing each Provider’s Calendar experience and workflows.
Workflow Instructions
Viewing the Calendar
The Calendar is designed to provide an intuitive experience for managing appointments and providing visibility into each Provider Level User’s schedule.
Default behavior
- If you are a Provider Level User the Calendar will always default to showing your Calendar.
- If you are a Staff Level User,
- If the practice only has one Provider Level User, the Calendar will always default to showing that Provider's Calendar.
- If the practice has multiple Provider-level users, the Calendar will default to displaying your assigned Default Physician, as specified in your Account Details settings.
Calendar actions
- Select which Provider's schedule you want to view by clicking on the Provider dropdown (for multi-provider practices).
- Utilize the date picker or arrows at the top to navigate to different days.
- Click Today to see the schedule for the day.
- Click Print to print the Standard daily schedule.
- Search for a patient's appointment history.
- Add appointments, calendar blocks or placeholder events.
- Manage appointments, calendar blocks or placeholder events.
To support both quick schedule checks and more detailed calendar management, the Calendar offers two distinct views, outlined below.
💡 USER TIP
Appointments marked as Virtual will display a video icon in the appointment box, making it easy to distinguish virtual from in-person visits at a glance on the Elation Calendar.
Standard View vs Expanded View
The Standard View is the daily schedule for a single Provider Level User.
Click Expand to view the schedule for multiple days or multiple Providers.
The Expanded View provides a more detailed look at the Calendar by day or week, and allows you to view multiple provider schedules side by side. Select All Providers to see all schedules at once for easier practice management. To return to the Standard View, click the X in the top-right corner.
Using User Groups for the Expanded View
The User Groups feature lets you group specific providers together, making it easy to view their calendars side by side. You can create groups based on availability, specialty, or location.
To filter by a User Group, click All Providers and then click the dropdown menu highlighted in the red box below.
Click here for step-by-step instructions on creating User Groups.
Adding an appointment to the Calendar
| 1 |
Add appointments to the Calendar using either of the following options:
- Click on an open time slot directly in the Calendar.
- This option pre-populates the Start Time based on the time slot selected.
- Click + Appointment.
|
| 2 |
Fill in the following required fields
- Patient Name
- Appointment Type
💡 USER TIP Use the Calendar Guide to adjust your Appointment Type settings. Selecting an Appointment Type will automatically apply its associated settings, including Duration, color, tag, in-person or virtual designation, and any linked Visit Note Templates or Patient Forms.
- Start Time
- Duration
- Provider
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| 3 |
(Optional) Make it a recurring appointment by clicking Recurrence -> Custom….
- Specify the repeat interval by entering a number and selecting week or month.
- If week is selected, pick the day(s) of the week you want the appointment to repeat on.
- If month is selected, choose when you want the appointment to repeat each month. The available options are based on the date and day of the week of the first appointment.
- Select the end condition
- Select On if you want the series to end by a specific date and then enter the Date.
- The latest possible end date for a recurring appointment series is 18 months from the date it is created.
- Select After if you want the series to end after a certain number of recurrences and then enter the number of recurrences.
- The maximum number of allowed recurrences is 52.
- Click Save.
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| 4 |
Utilize these optional fields to add more details to each appointment as needed
- Description- chief complaint (CC)
- Text in this field will automatically be added to the Exam Reason (CC) field in the Visit Note created for the appointment.
- Location (Practice Location)
- In person/Virtual
- Visit instructions for patient
- If you chose Virtual above, Elation will automatically send your pre-set virtual visit instructions to patients.
- You can add extra details on top of the virtual visit instructions by entering text into this box.
- Patient Payment
- For recurring appointments, information added to the Patient Payment field will only apply to the first appointment in the series.
- Billing Note
- For recurring appointments, information added to the Billing Note field will only apply to the first appointment in the series.
💡 USER TIP Premium EHR Users can turn on a feature to require practice location selection when scheduling appointments for patients. If you are a Premium EHR User and you would like Elation to turn this feature on for you, ask an Admin Level User in the practice use the I need help -> Contact Elation Support button to send a request to our Support Team and a member of the Support Team will turn this feature on for you. Click here to learn more about this feature.
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| 5 |
Review scheduling conflicts.
- (For recurring appointments) If any conflicting appointments are detected while creating a recurring appointment, the conflicting dates will be listed at the top of the create appointment dialog.
- These conflicts must be resolved separately. You can find each overlapping appointment in the patient appointment search after the series is created and then solve each conflict separately.
- If the Appointment Type, Start Time, or Duration falls outside the provider's availability, a note will appear at the bottom of the appointment details to indicate the conflict.
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| 6 | Click Save to save the appointment(s) to the Calendar. |
💡 USER TIP
To book multiple appointments in the same time slot, click on the white space to the right of the time slot. The most recently booked appointment will appear on top.
Adding a Calendar Block to the Calendar
A Calendar Block lets you block off time on the calendar when a provider isn't available for appointments, like during lunch or a meeting. Calendar Blocks will prevent that time slot from appearing as available when
- you are using the Quick Reschedule feature or booking other appointments or Calendar Blocks.
- patients are booking appointments via the Booking Site.
| 1 |
Add Calendar Blocks to the Calendar using either of the following options:
- Click on an open time slot directly in the Calendar.
- This option pre-populates the Start Time based on the time slot selected.
- Click + Appointment.
|
| 2 | Choose Other Event and then select Type -> Calendar Block. |
| 3 | Enter the Event Title, Date, Start Time and End Time. |
| 4 |
Set whether or not you want the appointment to repeat under Recurrence. The options are:
- Frequency
- Don't Repeat
- Weekly
- Monthly
- Ends
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| 5 | Click Create Event to save the event to your Calendar. |
A Non-blocking Placeholder lets you show additional availability preferences on the calendar without preventing you from scheduling appointments or other calendar blocks during that time. This is especially useful for setting specific availability on a daily basis without locking those time slots. Patients will also still be able to book appointments during those times via the Booking Site if the Provider's main availability preferences (from the Calendar & Booking Site settings) allows it.
| 1 |
Add Calendar Blocks to the Calendar using either of the following options:
- Click on an open time slot directly in the Calendar.
- This option pre-populates the Start Time based on the time slot selected.
- Click + Appointment.
|
| 2 | Choose Other Event and then select Type -> Calendar Block. |
| 3 | Enter the Event Title, Date, Start Time and End Time. |
| 4 |
Set whether or not you want the appointment to repeat under Recurrence. The options are:
- Frequency
- Don't Repeat
- Weekly
- Monthly
- Ends
|
| 5 | Click Create Event to save the event to your Calendar. |
The following is an example of Availability preferences and placeholders being used simultaneously.
- Dr. Jones is available from 10am to 5pm on Fridays for all appointments but she would prefer the staff to book all of her appointments before 3pm when possible. This way she might be able to leave the office earlier on Fridays.
Managing appointments
Click in the shaded area of the appointment to open the appointment popover box. From here you can:
- view the patient's appointment details
- edit or delete the appointment (1)
- navigate to the patient’s chart or demographics (2)
- update the appointment status (3)
- start virtual video consults (4)
- resend visit instructions to the patient (5)
- view the status of Patient Forms and resend them if needed (6)
- quickly reschedule an appointment (7)
- start the appointment's visit note (8)
(see numbers in diagram below)
💡 USER TIP The
Start Visit Note button (8) appears only for appointments scheduled for today. Clicking this button triggers Visit Note Automation, which automatically populates the note with content based on the settings for the associated Appointment Type—such as Visit Note Categories and Visit Note Templates.
Click here to learn more about using visit note automation for appointments.
Editing appointments
Click Edit in an appointment to
- Update the appointment details.
- Input patient payment details and add billing notes.
- View the Activity Log to see changes and notifications sent.
Rescheduling appointments quickly
To quickly reschedule a patient’s appointment:
| 1 | Click in the shaded area of the appointment to open the appointment popover box. |
| 2 | Click Show suggested times next to Quick Reschedule. |
| 3 |
Select a new appointment time from the list of the next six available options, based on the appointment’s Location and Duration and the Provider’s Availability.
Click here for instructions on how to configure Provider Availability.
|
| 4 | Click Save new time. |
Viewing a Patient's upcoming & past appointments
To look at a patient's appointments:
| 1 | Enter the patient's name in the box above the Calendar (highlighted in the image below). |
| 2 | Select the matching patient's name to view a list of all past and upcoming appointments. |
| 3 | Click on an appointment to view its details. |
Frequently Asked Questions
Can I create a calendar for my staff?
Only Provider Level Users have Calendars. If you need a calendar for a Staff Level User, contact Elation Support using the I need help button, describe the use case to us and we will see what alternative options are available.
Can I create a recurring appointment?
Yes, you can create a recurring appointment.
Can I send text messages to patients about their appointment?
Yes, you can send text messages to patients about their appointment either as:
- automated appointment reminders.
- manual text via the Visit Instructions box of the appointment. Simply enter the text you want to send in the box, save the appointment and then click Send from the appointment popover.
Patients must be opted in to SMS in order to receive text messages.
Will patients see Non-blocking Placeholders on my Booking Site?
No, Non-blocking Placeholders are internal-only and will not appear on your Booking Site.
Can I change existing events to Non-blocking Placeholders?
Yes, you can change a Calendar Block to a Non-blocking Placeholder by editing the Calendar Block and updating the event type.
Can patients book recurring appointments themselves?
No, patients cannot book recurring appointments through the Booking Site.
Can I book recurring appointments for multiple patients at once?
You can only book recurring appointments for one patient at a time.
How far in advance can I schedule recurring appointments?
The latest possible end date for a recurring appointment series is 18 months from the date it is created or a maximum of 52 recurrences.
Can I change the “Repeats On” selection when editing a recurring appointment?
Yes, the Repeats On selection can be changed once the recurring appointment series has been created.
How are conflicting appointments handled when creating recurring appointments?
If any conflicts are detected while creating a recurring appointment, the conflicting dates will be listed at the top of the create appointment dialog. These conflicts must be resolved separately. You can find each overlapping appointment in the patient appointment search after the series is created and then solve each conflict separately.
Next Step
Start scheduling appointments in your Elation Calendar today!
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