TABLE OF CONTENTS
1. Login to Elation
- Go to VH Client Details
- Click EHR tab
3. Find the client and scroll to right until you see For Enrollment Team only
4. Copy login username (ctrl C)
- Keep VH Client Details open and go to Elation
- Go to Email Address and click paste
7. Click Next
8. Go back to VH Client Details, click black box and copy (Ctrl C)
- Go to Elation, go to Password, and paste
- Click Sign in
- Click Send me the code
- Go to Gmail
- Verify new email from Elation Health received in Enrollment mail
- If there is no email, reload page
- If you do not have access to Enrollment mail, slack in tong-sbc-health-team channel and tag Enrollment team
- Click new email from Elation Health
- If there are multiple emails, scroll to the most recent one.
- Copy code (highlight and ctrl C)
- Go to Elation, go to Verification code, and paste (ctrl V)
- Click Verify
19. Stay Logged In to Elation
2. Check and Respond in Elation
- Go to Elation and see new message
- If you need to, click patient's name so that you may search up the patient's information
- Go to EHR Client Templates
- Find relevant message and copy
- Go to Elation and go to Quick Reply
- Paste message (ctrl V)
- Add initials and adjust message as needed
- Click Send
3. Check Gmail
- Go to Gmail
- Check inbox for messages to the Enrollment Team or any forwarded from team regarding Dr. Tong
- If there is an email, click email
- Verify if the patient is CC'ed in the email
- If yes, go to step 5
- If no, go to C. Respond to Doctor's Email in Elation
- Click Reply
- Go to From and make sure it is Enrollment Team
- Go to To and ensure patient's email is present
- Remove Doctor's email address by clicking X
- Click BCC
10. Go to BCC and add Enrollment Team
- Write message for patient
- Review Email and click Send
- Continue to Step 4 Respond to Doctor's Email in Elation
4. Respond to Doctor's Email in Elation
- Go to EHR Client Templates
- Find relevant message and copy
- Go to Elation
- Check if doctor sent a message regarding this patient in Elation
- If doctor sent a message regarding this patient in Elation, Go to Quick Reply and paste message (ctrl V)
- If there is no message in Elation regarding this patient, go to Step 7
- Add initials and adjust message as needed
- Click Send
7. Go to Find patient chart... and type patient's name
8. Click Patient's Name
9. Click Msg
- Go to To and add Doctor's Name
- Go to Msg and add message
- Add your initials to message
- Click Send











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