One Login improves patient engagement and lets patients access their charts more easily

Patients using Elation Passport can now access their charts more easily than before using One Login for patients.  Now anyone who is responsible for the care of other patients on Elation can use a single login to see and manage all the patient charts in passport. Anyone who has multiple logins to patient passport can consolidate the charts to a master patient passport login.

What are the benefits of this feature?

  • Pediatric clinics can have parents take care of kids accounts more easily.
  • Care takers can manage their patients’ charts from a single login.
  • No more patient email alias addresses
  • Patient’s will be able to access charts with multiple providers from one Passport account

How does One Login work?

A provider invites a patient with an email address that already exists as a Passport account. The patient will then receive an email with a “claim your account” copy and links. The patient will then click on the link to claim the additional Passport account. Once the patient has entered the correct information, they will be taken to their Passport account with the new chart open.

Switching between multiple Passport Charts

A Passport owner with more than one chart will see the name of the person who’s chart they are viewing and the practice name to which it is associated. Please see the following clip how a patient can easily switch between multiple charts:

The Passport owner can view the dropdown menu in Passport by clicking on their name in the top right hand corner of the account to see a list of other charts they’ve claimed. Clicking on a different chart will change the view to the selected chart.

Claiming an Already Existing Passport Chart:

For patients that already have multiple existing Passport accounts with different providers using an email alias or multiple email addresses, then can claim multiple charts by taking the following steps:

  1. Click the name from the right hand corner anywhere in a Passport account
  2. From the dropdown menu, click “Claim Account”
  3. Enter the email address of the passport account the patient wishes to claim
  4. Click Send

After selecting the other Passport account you wish to claim, patient’s can log out of that account. From there, please have them log back into Passport using the alias or separate email address. From the second Passport account, please take the following steps:

  1. Click on the profile menu dropdown
  2. Click on Access Request
  3. Choose to grant access by checking the box
  4. If the person requesting access is a delegate (and not you) check the delegate box
  5. Click “Share chart”
  6. Log out of passport
  7. Log into passport with the requesting email address
  8. Click the dropdown menu and choose the new chart

This video clip walks the patient through claiming multiple charts already associated with a Passport account:

Who can use One Login?

This feature allows patients to gain access to multiple charts using a single passport login for the following use cases:

  • A passport owner with a chart and passport at clinic 1 who sees a doctor at clinic 2 can use the email address from clinic 1 to create the chart and passport invite at clinic 2.
    • Example: Sam sees 2 doctors at 2 different practices on Elation. He can now use the same email address for both charts.
  • A passport owner with a 2 passport accounts at the same clinic that have separate email addresses can use a single email address associated with their preferred passport account to claim both charts.
    • Example: Sam and his child, Sam Jr, both belong to the same practice. Sam Sr is responsible for all of Sam Jr’s encounters / interactions via passport. Sam Sr. can now claim the account for Sam Jr securely and see both charts from Sam Sr’s patient passport.
  • A provider can invite a passport user that is already in use on the Elation platform.

Still have questions? Email and we’d be happy to help!

Karin Feng
March 5, 2019


How to get the most out of using Elation’s EHR: November 2018

Hi Elation Community,

Whenever we can, we will post new features and tips for you to get the most out of your Elation experience. Here is what our developers have been working on recently. As always, if you have any suggestions or questions, feel free to contact our user success team.

New Features

Save time writing lab order by setting a default lab vendor

You can now designate a default lab vendor that will populate the lab order form when it is opened.

To set a default lab, just go into your Settings, select Lab Orders, then scroll down to Lab Order Settings then select your Default Lab Vendor from the list of your practice’s Lab Vendors.

If you need a refresher on how to set lab vendors for your practice, you can find more info here:

Save even more time by typing the desired lab in an order form

For those times when you need to send an order to a different lab vendor, you can start typing the name of the desired vendor when the lab order form opens to have the field update.

Embed links into patient letters

You can now embed a link into, individual or bulk, patient letters!

Just enter your message to a patient and include the relevant link.

Then when the patient receives the letter, the link will be clickable.

It’s just that easy!

Karin Feng
November 14, 2018


How to get the most out of Elation Go: The Mobile App for Practices

We’re excited to share details of the newly launched Elation Go app for our users.

Elation Go, is a secure communication app that extends the value of our EHR by providing a mobile-platform that enables providers and practice staff to more efficiently and effectively manage patient panels and perform practice activities.

With Elation Go, users can now:

  • Securely upload documents into patient charts directly from your mobile device
  • Quickly access the clinical profiles of patients with upcoming appointments
  • Capture profile photos of your patients and upload them directly into their charts
  • Easily compose and reply to patient letters when it’s top of mind to minimize disruptions in your day
  • Receive Push Notifications to quickly know when you have a new patient letter
  • Easily call patients or other providers on the Care Team to seamlessly collaborate across the care continuum

Once you download the app in the iOS App Store,  you will be able to log in with the same credentials you use when logging into Elation on a regular browser.

How can I upload patient profile photos?

To upload a patient’s profile photo, search for the patient in question and open their profile in the mobile app. When you click on the patient’s portrait, you will be given the option to “Take Photo” or “Remove Photo”. Once you’ve taken the photo, you’ll want to position the photo so the patient’s face is in the middle of the photo square, then click “Use Photo”

How can I scan and upload documents directly into a patient’s chart?

To scan and upload a document direct into a patient’s chart, search for the patient and open their profile in the mobile app. Click on “Scan” in to the top right corner, and you will be guided to capture images of the document with their phone camera. You can take up to 20 pages for a single document. Once all of the photos are taken, you can rearrange the order of the pages by holding on the image and dragging it to the desired position/order. You can also take the image to take a closer look at it, rotate the image, and/or delete the image. Once you’re satisfied with the images, click on “Next” to complete the following document details:

  • Reviewer
  • Date
  • Document Type
  • Tags (optional)
  • Title (optional)
  • Mark Urgent
  • File on behalf of Reviewer

Once you’ve added the document details, click on “Upload” to file the document into the patient’s chart. The images below will give you a better idea of what the document upload process looks like. To view the uploaded document, go to the patient’s chart on the Elation Desktop App.

How do I send a message via the app?

To send a message, click the New Message icon in the center of the tab bar at the bottom of the page (screenshot below). You’ll then be asked who you want to send your letter to, and be given the option to select from a list of your panel.

Learn more about Elation Go and its features here. Still have questions? Email and we’d be happy to help!

Sam Peirce
October 1, 2018


2-Way sync your Elation Schedule with Google Calendar

Elation users now have the ability to sync their Elation Schedule with Google Calendar. With Google Calendar 2-Way Sync, your independent practice can easily keep track of patient appointment and personal events in the same place. By using this feature, you can see patient appointments on your mobile device, reduce booking errors like double bookings, and manage your time even more effectively than before.

Why use Google Calendar 2-Way Sync?

When your work and personal calendars don’t talk to one another bad things happen, costing you time and money. Now you can take your Elation patient schedule with you wherever you go with Google Calendar 2-Way syncing. It’s HIPAA compliant, easy to activate and ensures you make the most of your time with your patients.

Some of the biggest benefits of activating Google Calendar Sync include:

  1. Real-time views of your work and personal events in Elation or Google Calendar.
  2. View your Elation calendar when you’re on the go.
  3. Reduce the chance of double bookings.
  4. Make the most of your availability.

How to get started with Google Calendar Sync

Activating Google Calendar Sync is easy.

  1. Log into your Elation provider account.
  2. Click on your name in the top right corner, and choose ‘settings’.
  3. Click Google Calendar Sync from the user settings panel on the left.
  4. Click ‘connect’ and authenticate your Google account.
  5. Choose the calendars you wish to sync, then click save.

How to get the most out of Google Calendar Sync

Once set up, all patient appointments will show up on your Google Calendar in a HIPAA compliant way, while personal events populate your Elation schedule at your desired level of privacy.

For personal events syncing from Google → Elation, the provider will have an option of whether to make their personal information private or public from the Google Calendar Sync settings.

Providers also have the option to make their selected Google Calendars visible to themselves or to staff to have further control over their calendar.

Google Events can also be used to block availability in Elation by blocking patients from being able to schedule during unavailable events. Practice staff will have the ability to book over Google Events in Elation at the discretion of the practice.

For more information and details on Google Calendar Sync, check out this help article.

Click below to start using this feature:


Dr. Sean O'Grady
September 21, 2018


What does it mean to have a certified EHR?

Electronic health record (EHR) systems must meet certain standards in order to be certified. The EHR must meet the functional and security requirements as well as meaningful use criteria as established by the Centers for Medicare & Medicaid Services (CMS). Independent physicians who participate in the Merit-Based Incentive Payment System (MIPS) must meet the requirements of meaningful use, which came to be known as the EHR Incentive Program.

CMS states that it “is now renaming the EHR Incentive Programs to the Promoting Interoperability (PI) Programs to continue the agency’s focus on improving patients’ access to health information and reducing the time and cost required of providers to comply with the programs’ requirements.”

Certified EHR Technology (CEHRT) is necessary “to avoid a Medicare payment adjustment or receive a Medicaid incentive payment,” according to CMS. CEHRT gives assurance to purchasers and other users that an EHR system or module offers the necessary technological capability, functionality, and security to help them meet the meaningful use criteria. Certification also helps health care providers and patients be confident that the electronic health IT products and systems they use are secure, can maintain data confidentially, and can work with other systems to share information.”

The Office of the National Coordinator for Health Information Technology (ONC) further explains that CEHRT supports:

  • Care Coordination:  Improving care coordination is a core strategy for improving quality of care for patients while reducing unnecessary costs that can arise when patients do not seamlessly transition between settings. Certified EHR technologies may support the interoperable exchange of critical health information so that providers can deliver informed, effective care regardless of setting.
  • Quality Measurement: Accurate, reliable quality measurement is crucial for clinicians seeking to understand and improve their performance on core measures used by APMs to inform payment. Certified health IT can help clinicians electronically record, calculate, and report quality measures, providing insights into care and reducing the burden associated with reporting on quality.
  • Improving Patient/Clinician Relationships: Patient engagement is an important objective for many APMs, which may reward participating clinicians based on measures of patient satisfaction. Certified health IT may offer tools for securely sharing health information with patients, delivering patient educational materials electronically, and engaging in secure messaging with patients.

Roy Steiner
September 18, 2018


2018 updates to Clinical Quality Measures (CQM) Dashboard

Clinical quality measures (CQMs) are integral in the successful completion of both MIPS and CPC+. Within Elation, physicians and staff have access to a CQM Dashboard for an easy and efficient way to track progress on CQMs and a practice’s current performance. By utilizing this dashboard, CPC+ and MIPs participants can stay on top of these quality programs.

As these programs have updated, Elation’s CQM Dashboard has also updated to reflect any new changes to these programs. This means your practice can worry less about program requirements and dedicate more time toward providing the phenomenal care that allows you to successfully participate in these programs.

Here is an overview of how you can utilize Elation’s CQM Dashboard:

To access the CQM Dashboard, click on the Reports dropdown and select “Clinical Quality Measures”.

Here, you will have access to your up to date dashboard with relevant CQMs for MIPS and insights into how your practice is performing against 30% and 70% benchmarks for CPC+.

If you have questions about a specific measure, simply click on the CMS link just below the name of the measure and you will be taken to a Help Center article which will provide a detailed overview of that measure. Each article also contains step-by-step instructions, complete with screenshots and GIFs, demonstrating how to meet the measure in Elation.

CPC+ Dashboard:

MIPS Dashboard:

Click on “View List” to see a breakdown of patients who are meeting measures versus the patients who are not meeting criteria for measures. From here, you can click on the patient’s name to access their chart and document completion of a screening, schedule the patient for a follow up visit, or take any other necessary actions.

Ultimately, we’re here to help make providing care simpler so that you can boost your performance for 2018 MIPS and CPC+ reporting. If you have any questions or need further guidance email us at We’re happy to help!



Sam Peirce
June 29, 2018


Are you eligible for MIPS in 2018? Use this new CMS tool to find out

Last week, CMS released a new online tool to make it easier for physicians to figure out whether or not they are eligible to participate in the 2018 Merit-based Incentive Payment System (MIPS).

You can access this new eligibility tool by clicking here. Once there, physicians can simply enter their NPI number to see if they should be participating in MIPS in 2018.

This is a huge improvement over 2017, where MIPS-eligible providers received notifications through the mail in May – months after the January start date. That’s why we recommend providers take advantage of this new tool to give themselves more time to participative and receive positive adjustments in the upcoming year.

What is the eligibility threshold for MIPS in 2018?

This year, CMS has updated the eligibility threshold in an effort to make it easier for small and solo practices to participate. This means in 2018 clinicians and groups are excluded from participating in MIPS if they:

  1. bill $90,000 or less in Medicare Part B allowed charges for covered professional services under the physician fee schedule, or
  2. furnish services covered under the physician fee schedule to 200 or fewer Medicare Part B patients.

What does this mean for Elation practices participating in MACRA?

For the independent practices participating in the 2018 alternative payment model (APM), CMS plans on releasing another similar tool that allows physicians to look up their participation status.

MIPS providers now have an easy-to-use tool that gives them the ability to proactively check their participation status rather than spending precious time just to reach out or wait for an confirmation over the mail.

Whether you are participating in MIPS or APMs, Elation is here to support and answer any questions you may have. Physicians can also reach out to CMS about the Quality Payment Program (QPP)  via email at or by calling (866) 288-8292.

Sam Peirce
April 17, 2018


How Elation’s import/export buttons reduce the risk of transcription error

Ensuring that patient information is collected accurately and efficiently has become a cornerstone of everyday life at an independent practice. Elation users have the ability to cut out time in their day and reduce transcription errors through the use of import/export buttons between the Clinical Profile and visit note.

How can you take advantage of Elation’s import/export buttons?

The Clinical Profile is your patient’s essential information organized for export to any visit note you may be drafting. Elation’s import/export buttons save you time by eliminating double documentation between the Clinical Profile and any visit note.

Within Elation, you can export any item — or all items — from each section of the Clinical Profile to your visit note’s HPI, Assessment or Billing sections with just one click.

Under “Actions” select “Export”. You can even export synopses from your Clinical Profile to your visit notes (see “2. Clinical Profile – Part I” in the Clinical Training Videos to learn more).

Overall, your practice can save time and improve accuracy by documenting a problem once and never retyping it again. Importing and exporting problems, medications, allergies, compose referrals, can all be done with one click.

We’re committed to helping your practice spend less time documenting and more time taking care of your patients. Feel free to reach out to us if your practice would like to learn more tips and tricks within Elation.

Erin Rieck
March 21, 2018


How to get the most out of Elation’s new pre-natal flowsheets

Elation recently released built-in prenatal flowsheets to enable OB/GYN practices and physicians to reduce time spent documenting and make things more easy-to-use and streamlined overall.

How do you create a new flowsheet?

OB/GYN providers can use prenatal flowsheets for all charts where the patient’s gender is listed as “female”. If you are an OB/GYN and do not have access to our prenatal flowsheets, contact us at so that we can turn it on for you!

  1. To create a new prenatal flowsheet, go to the Clinical Profile on the left-hand side of the chart and click the “+ Add Flowsheet” button, as seen in the screenshot below.
  2. The top of the flowsheet is designated for the entire pregnancy. The synopsis section can be used for a pregnancy-specific problem list, or any other notable elements about the pregnancy.
  3. At the bottom of the flowsheet, providers can add individual OB visits. The only required fields are the current date and gestational age. The gestational age calculates automatically once the Estimated Delivery Date (EDD) is completed.

When a patient checks into the hospital to deliver, provider can send the patient’s prenatal flowsheet along with key pregnancy lab results easily within Elation by attaching the patient’s flowsheet, relevant labs, and Clinical Profile to an outbound Letter and eFaxing it directly to the hospital. For more information on sending letters in Elation, refer to this Help Center article.

If a patient would like to have a copy of their flowsheet to bring directly to the hospital, anyone at the practice can print the flowsheet via the Actions dropdown.

Once a patient is no longer pregnant, open the patient’s prenatal flowsheet and click on the Actions dropdown to “End Flowsheet.”

How do the flowsheets enable collaboration?

Elation’s new dynamic built-in prenatal flowsheets for OB/GYN physicians and practices allows everyone at a practice to collaborate more easily. Because staff typically record weight, blood pressure, and urine, we’ve designed our prenatal flowsheets with those three vitals listed first. This format allows staff to record necessary vitals for individual OB visits and save them as a draft.

Any provider at a practice can access the prenatal flowsheet and simply open the saved draft and review/add any additional information before signing off on the visit.

Once the note is signed by the provider, a new row will appear on the flowsheet with their initials under the “Signed” column. You can then hover your mouse over the initials to see the provider’s full name and credentials.

Sam Peirce
February 28, 2018


How to leverage Clinical Decision Support at the point of care

How can Clinical Decision Support help you?

By leveraging Elation’s Clinical Decision Support reminders, Elation users can more easily identify patient needs at the point-of-care. Clinical quality measures are also embedded within Elation’s CDS reminders, meaning physicians can more efficiently provide care for their patients and spend less time looking for information on a patient’s chart to satisfy requirements.

Why CDS?

Clinical Decision Support has several benefits for independent primary care physicians, including:

  • Meet and exceed required clinical quality measurement goals with ease
  • Increase care quality and enhance patient care outcomes
  • Improve efficiency, financial savings, and provider-patient satisfaction

How exactly does CDS work in Elation?

During clinical encounters, Elation’s Clinical Decision Support reminders appear at the top of every visit note. This functionality automatically prompts users at the point of care so that problems can quickly and easily be addressed by a MA or physician.

Information is automatically pulled in based on information from a patient’s chart, problem lists, demographics, and historical items so that information is accurate, relevant, and specific to a patient’s needs.

Overall, Elation’s Clinical Decision Support reminders are a sophisticated set of features that can help you create a clinical workflow that is geared toward improving documentation and clinical efficiency. Having a system that supports CDS can enable your independent practice to stay on top of patient care.

Manisha Goud
December 30, 2017