HOW TO: Elation - File a Document into a Patient Chart

View this process in action, then check out the step by step guide below: 

Step by Step Guide to Uploading Documents in Elation:

1. Access Patient's Chart 0:02

• Start from a specific patient's chart.
• Ensure you are working with the relevant patient.

2. Minimize Screen for Side-by-Side View 0:12

• Minimize your screen to view both your documents and the Elation screen side by side.

3. Drag and Drop Document 0:31

• Locate the document on your computer.
• Drag the document onto the Elation screen and drop it to upload.

4. Fill in Document Details 0:41

• Enter your provider information 
• Select the document type.
• Fill in any additional details as needed.

5. Upload Document 0:57

• Click to upload the file.
• A banner will indicate that the upload is in progress.

6. Document Requires Action 1:08

• Once uploaded, the document will appear under 'requiring action' for provider sign-off.

7. Delegate Upload Option 1:29

• If you have delegate privileges, you can upload documents directly on behalf of the provider.

8. Alternative Upload Method via Fax Inbox 1:40

• Navigate to the practice home and select the fax inbox.

9. Upload Files from Fax Inbox 1:58

• Select 'Unfiled Images' and then 'Upload Files'.
• Choose the document to upload and select 'Open'.

10. Processing and Refreshing 2:12

• Wait for the document to process.
• Refresh the screen once the document has arrived.

11. File the Document 2:21

• Select the document and all necessary pages to file.
• Add them to the queue.

12. Add Patient Information 2:43

• Since you weren't in the patient's chart, add the patient details.
• Confirm provider and date, making any necessary changes.

13. Assign Document for Sign-Off 2:53

• Choose to assign the document for provider sign-off or file on behalf of the provider if you have privileges.

14. Return to Patient Chart 3:15

• Close the fax inbox queue.
• Navigate back to the patient chart to view both uploaded documents.

15. Accessing Uploaded Documents 3:25

• Find documents under reports by the category labeled.
• View and action documents as needed.