User Groups Guide- Simplifying office messages & expanded calendar view

Recommended Reading

If you plan to use User Groups for Office messages, we recommend reading about the Office Message Feature first to familiarize yourself with its functionalities and then proceed with reading this article about User Groups.

Contents

• What are User Groups?
• Why are User Groups valuable?
• Managing User Groups
• Using User Groups in an Office Message
• Using User Groups for the Expanded View in the Calendar
• Using User Groups for Workspaces (Beta)

 

What are User Groups?

User Groups is a feature that allows you to group members of your practice together using a single word/phrase. Once User Groups are created, you can use the Group name in

• the "To" field of an Office Message instead of entering each individual's name one by one
• the Expanded view of the Calendar to easily view grouped provider's calendars side by side

Commonly used groups include:

• All Providers
• Billing
• Referrals
• Front Office
• Medical Assistants
• Telehealth Only
• Walk-ins Only

 

Why are User Groups valuable?

User Groups is a useful feature because it allows you to

• send messages to groups of users in your office based on the function or responsibilities they hold. If you have multiple members of your office who can assist with the same task, you can enter the Group name in the recipient field instead of entering each individual's name one by one. This eliminates the need to remember who is responsible for what tasks as well as saves you time. 
• view grouped provider's calendars side by side in the Calendar to easily manage their schedules. You can also compare schedules and find the best availability for patients.

 

Managing User Groups

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To create a new User Group:

1. ​Click 
2. Fill out the name of the group and then add members of your practice to the group. To add a member, start typing their name where it says “Add provider or staff in practice,” then select their name from the list that appears.
3. When finished adding members, click “Save"

 

To edit an existing User Group:

1. ​Click “edit” on the group you wish to edit.
   • Note: You cannot edit the default “Staff” group, which contains all staff members in your practice
2. Change the group name or add/remove members from the list
3. Click “Save"

 

To remove an existing User Group:

Click “remove” next to the name of the group you wish to remove.

 

Using User Groups in an Office Message

1. Open a new office message by clicking on the "Message" or "Msg" button from the gray navigation bar at the top of our Elation Practice Home page or the Patient's chart
2. In the "To:" field, type in the name of the User Group you want to send a message to
3. Finish drafting the message and click "Send"

All members of the User Group will see the message in their Requiring Action queue.

 

Using User Groups for the Expanded View in the Calendar

1. Click on "Expand" in your Calendar
2. Click "All Providers" to view provide calendars side-by-side
3. Click the drop down menu, highlighted in the red box below, to filter by which User Group's calendar you wish to view. 

 

Using User Groups for Workspaces (Beta)

Your practice can utilize the User Group functionality by creating a Workspace to segment users by designated operational scenarios. Please reference the Workspaces Introduction (Beta) for more information on this feature.


 

Related Articles

• Office Message Feature
• Calendar Guide- Using the Calendar for appointments & events
• Workspaces Introduction (Beta)
• Workspaces Guide- Common Use Cases (Beta)