HOW TO: Send a Letter or Referral

CLINICAL RECORD: Elation EMR

Important Note

✔ Only provider users can sign Referrals. Staff level users cannot sign Referrals unless they are an authorized delegate.

✔ Records that are unsigned and still in Requiring Actions or Outstanding Items cannot be attached. 

Finding Recipients

• Recipients with a *P next to their name have registered for an Elation Provider Portal account to access the secure online portal. 

• Recipients with an *E next to their name have their own Elation Account.

 

Following up on Sent Letters/Referrals

If the fax transmission fails, a notification will be sent to your Urgent inbox and will also be located at the top of the participant’s chart. Click on the Re-Fax option under the Actions dropdown menu.

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