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Elation (In Beta)

Learn how the Elation EHR integration works within ChronicCareIQ. This article provides an overview of how patient clinical data from Elation, such as integration endpoints, appointments, medications, allergies, & bulk patient demographics, can be accessed and synced to support care coordination and accurate patient records.

PLEASE NOTE: Still in Beta, for more information, please reach out to CCIQ Support: [email protected]

Integration Points

Type

Description

Demographics

Single Patient

Single patient demographics can be manually fetched on demand from the monitoring dashboard by using the patient’s Elation ID.

Bulk Patient

Fetches demographics of all patients modified in the last year when first run.
Every 15 minutes after the first run, fetches the demographics of patients modified since last sync.

Providers

Providers

All provider info of an account is fetched once daily at midnight.

Care Plan Building

Appointments

Fetched manually from the clinical tab of patients chart.

Allergies

Fetched manually from clinical tab of patients chart.

Medications List

Fetched manually from the clinical tab of patients chart.


Clinical Tab Sync – Patient Data from Elation

Overview

If a customer has both the Elation integration and Care Plan Builder enabled, users can manually fetch patient clinical data directly from the Clinical tab in the patient’s chart.

The Clinical Tab Sync allows the system to retrieve the following patient data from Elation:

  • Patient Appointments

  • Patient Medications

  • Patient Allergies

This ensures the patient’s clinical information remains consistent between Elation and ChronicCareIQ.


Patient Appointments (Clinical Tab Sync)

Overview

If a customer has both an Elation integration and the care plan builder turned on, then they can manually fetch a patient’s appointments from the Clinical tab of the patient’s chart.

Scheduling in Elation

As a physician (provider) in Elation, you can schedule your time blocks for yourself and other physicians. The time blocks can represent anything that may be on a calendar – not necessarily an appointment.

Non-appointment time blocks are never tied to a patient, so, for this data feed, we only care about fetching the appointments of a patient.

Scheduling a time block can be done using the calendar on the Practice Home screen.


What’s Information May Be Attached to an Appointment in Elation?

When creating an appointment in Elation, the following fields are required:

  • Patient

  • Appointment Type

  • Date

  • Start Time

  • Duration

  • Provider

  • In-person vs. virtual flag

The following fields are optional:

  • Recurrence

  • Description

  • Location

  • Visit instructions

  • Billing Notes

  • Patient Payment

  • Referring Provider

  • State


Patient Medications (Clinical Tab Sync)

Overview

If a customer has both an Elation integration and the care plan builder turned on, then they can manually fetch the medications of a patient from the Clinical tab of the patient’s chart.


Elation Patient Medications

We get the following information from Elation regarding patient medications:

  • name

  • directions

  • start date

    • This is required

  • order_type

    • This can be ‘refill’, ‘new’, or ‘change’, but we only take medications with an order_type of ‘new’


Discontinued Medications

We do not import any medications from Elation for a patient that have been discontinued – to ignore such medications, the Thinkitive bridge passes a flag when hitting Elation’s API

(?discontinued=false).


Patient Allergies (Clinical Tab Sync)

Overview

If a customer has both an Elation integration and the care plan builder turned on, then they can manually fetch the allergies of a patient from the Clinical tab of the patient’s chart.


Allergies in Elation

Elation provides the following information about a patient’s allergies:

  1. The Elation ID of the allergy

  2. The status of the allergy

    1. ‘Active’ or ‘Inactive’ – we ignore inactive allergies

  3. The start date of the allergy

    1. This field is not required in Elation

  4. The reaction(s) the patient has to the substance they are allergic to

  5. The name of the substance the patient is allergic to

  6. The severity of the allergy

    1. ‘Mild’, ‘Moderate’, ‘Severe’


Bulk Patient Demographics

Overview

Bulk patient demographics are fetched from Elation on a regular cadence. The retrieval runs as a background process, meaning there is no need for manual input with retrieval.

How It Works

Upon first run for a customer, our system will fetch the demographics of all their patients that were modified in the last year. After the first run, our system will fetch the demographics of patients modified since the last run every 15 minutes.

Included Fields

CCIQ obtains all ‘normal’ demographics fields of patients during syncs, including full name, DOB, phone number(s), email, etc.

Additionally, Elation offers us insurance information of the patient, as well as the patient’s status.

Patient Status

A patient in Elation can be:

  1. Active

  2. Inactive

  3. Prospect

  4. Deceased

We import patients with any of the status other than prospect. In other words, if a patient is active in our system but we get their demographics and they say they are inactive or deceased, the patient should be updated accordingly in CCIQ.

Deleted Patients

Patients can be deleted in Elation. If they are, we do not import them into CCIQ.

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