Write Prescriptions More Easily with Elation’s new Rx Form

Elation is excited to announce that you can now opt-in to an upgraded Prescription form for Rx and OTC meds.

Turn it on for your practice today!

Spend less time writing and editing your Rx and OTC scripts with new features that allow you to easily complete and edit multiple medications in a single Rx order.

Initiate bulk refills of multiple meds with a click of a button from the patient’s medication list

Ensure patient safety with easy access to the drug-drug and drug-allergy interactions and alerts in a consolidated view on the right-hand side of the Rx form

How does this feature work?

For additional details, please visit our Help Center Article

How do I get access to this new Rx form?

Admin users within your practice can turn the new prescription form by using the toggle in Settings. To access the new Rx form:

  1. Navigate to your Settings page by clicking on your email address in the top right-hand corner of the page and selecting Settings from the dropdown menu
  2. Under Practice Settings in the leftmost pane, click Prescriptions
  3. Use the toggle to turn on the new Rx form for your practice

Turn it on for your practice today!


Karin Feng
October 1, 2019


Introducing the PHQ-9 Questionnaire to Elation

Easily document a patient’s PHQ-9 screening directly in the patient’s chart!

Elation is excited to announce that we have added the PHQ-9 depression screening questionnaire to the patient chart. Now you can easily capture a patient’s PHQ-9 screening answer directly in the patient’s clinical profile, and Elation will automatically calculate the PHQ-9 score based on what’s entered.

How does this help my practice?

  • Easily document PHQ-9 responses – Elation provides a structured PHQ-9 form that can be easily completed.
  • Automatically calculate the PHQ-9 score – Once the form is completed, Elation will also calculate the PHQ-9 score based on the responses.

How does this feature work?

How to start using this feature

Any provider or staff can access the PHQ-9 form directly in the patient’s chart.

  1. When in a patient chart, navigate to the history section of the patient’s clinical profile on the left-hand side.
  2. Under the Psych section, click the “Add special” dropdown and chose “Depression (PHQ-9 Questionnaire)”
  3. Click “Fill out form”
  4. Complete the questions, and a total score will be calculated based on the selected answers

What is PHQ-9 and why is it important?

PHQ-9 or the Patient Health Questionnaire is a nine-item depression scale questionnaire based on the nine diagnostic criteria for major depressive disorder in the DSM-IV. It is a multipurpose screening tool used to assist clinicians with diagnosing depression, measuring its severity, and monitoring treatment response. It can be used for adolescents as young as 12 years and can be administered rapidly in a variety of ways. It is particularly valuable in a clinical setting because it is well validated for a range of populations and is brief compared to other depression rating scales.

Click here to log into Elation and start using the new form today!

Karin Feng
June 25, 2019


Everything you need to know about Ohio’s Positive Identification Law and how Elation supports it

Prescribing drugs that are considered dangerous has become a major issue as the opioid crisis continues in the US. A number of healthcare organizations are taking steps to ensure these drugs do not fall into the wrong hands. Several states have also introduced additional regulations for drugs that may be misused or abused if the prescriptions are not safeguarded. Ohio is one of those states that has implemented requirements around how prescriptions are written and how patients can have those prescriptions filled.

The Ohio Positive Identification Law, introduced in 2016 and reviewed in 2019, establishes requirements for healthcare providers regarding Board of Pharmacy rules for what constitutes a valid prescription. The Law defines “Positive identification” as a “method of identifying an individual who prescribes, administers, or dispenses a dangerous drug.” The law also states that positive identification “shall always be used to document the:

(a) Dispensing, compounding, or repackaging of a drug;

(b) Removal and possession of a controlled substance to administer to a patient;

(c) Waste of a controlled substance.

(d) All activities relating to the practice of pharmacy.

All providers in Ohio must keep “a printout of every transaction that is verified and manually signed within a reasonable period of time by the individual who prescribed, administered, or dispensed the dangerous drug.” Elation helps providers follow this requirement by providing an Rx Report feature that documents all prescriptions made by each provider within a desired timeframe.

The Rx Report, when printed and manually signed by the prescribing provider every 24 to 72 hours (the Ohio State Board of Pharmacy highly recommends Rx Report documentation every 24 hours), satisfies positive identification requirements. Every minute of every day must be accounted for, including weekends and holidays. Positive identification documentation must be kept for three years and provided in the case of an audit.

Electronic prescriptions are legal and accepted in Ohio. In fact, the Ohio Board of Pharmacy has stated that it “understands the benefits of electronic drug record keeping systems” and the additional safeguards that can be seen in electronic prescriptions. Electronic prescriptions written by Ohio Elation providers will be received by pharmacies without a manual signature displayed, which will satisfy Ohio’s prescribing requirements and will improve the security of the prescription.

Karin Feng
June 21, 2019


Introducing Elation Smart Coding for BMI

Add patient vitals measurements and Elation instantly calculates the correct code in visit notes.

This feature is the first of a series of exploratory features aimed towards helping you spend less time in your note, while still meeting compliance and billing requirements, and allowing you to focus more time on patient care.

Elation is excited to announce our smart coding feature for body mass index assessments (BMI). Now when you enter a patient’s height and weight in the Vitals portion of the Visit Note, Elation will instantly add the resulting BMI value’s corresponding ICD-10 code in the billing section.

BMI assessments are an important quality metric for MIPS and Medicare Advantage programs. We’re releasing the coding automation to help our providers get credit and meet the benchmarks for quality programs.

How does this feature help my practice?

  • Spend less time documenting – Elation is using the documentation already present in your visit note in the structured vitals section to automate coding for the BMI assessment.
  • Get credit for care delivered – Elation is using the BMI value calculated from the entered height and weight to apply the appropriate ICD-10 code to the billing section of your note. Now there’s one less hoop to jump through to make sure that billing requirements are met in each visit.

How does this feature work?

When you enter a patient’s height and weight in the structured Vitals portion of the Visit Note, Elation will automatically enter the resulting BMI value’s corresponding ICD-10 code in the billing section.

How to start using this feature

Admin users within your practice can turn the automated coding feature for body mass index assessments on and off by using the toggle in the Settings section.

To access the automated coding toggle, please follow the steps below:

1.) Navigate to your Settings page by clicking on your email address in the top right-hand corner of the page and selecting Settings from the dropdown menu

2.) Under Practice Settings in the leftmost pane, click Billing and scroll to the bottom of the page to view the Automatic Coding section

3.) Use the toggle next to Body Mass Index to turn the automated coding feature on or off for your practice.

Click here to turn it on today!


Karin Feng
June 4, 2019


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 support@elationhealth.com 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: http://help.elationemr.com/customer/en/portal/articles/2952589-labs-settings

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 support@elationemr.com 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 support@elationemr.com. We’re happy to help!



Sam Peirce
June 29, 2018