A Seamless Switch: How Dr. Gu and Dr. Lee's Practice Modernized Care with Elation

Dr. Gu and Dr. Lee's family medicine practice, located in Alhambra, California, faced a challenge familiar to many long-established clinics: transitioning from a paper-based system to a modern digital one. When Dr. Joshua Lee joined the practice, he knew that to meet new CMS requirements and adapt to value-based care models, they needed to modernize quickly and efficiently.

The practice's needs were specific. They required a platform that could manage patient care across multiple settings, including clinics, hospitals, and nursing homes , and support their diverse patient population. As an affiliate of Astrana Health, they also needed a system that would integrate with the broader network to ensure continuity of care. The search for the right electronic health record (EHR) wasn't just about finding a new tool—it was about finding a partner that could make a smooth transition possible.

The Solution: A Collaborative and Efficient Onboarding

Dr. Lee and his team chose Elation, and their transition was anything but typical. The onboarding process was designed to be clear, collaborative, and fully supported, especially crucial for a practice moving entirely off paper.

Over a period of just eight weeks—much shorter than many other EHR implementations—the practice received structured guidance from Elation's team. This included weekly check-ins, a comprehensive project plan, and responsive support. Dr. Lee described the experience as smooth, with no major challenges or issues after the system went live. He even gave the onboarding process a "10 out of 10" rating, noting that the team's ability to set clear expectations and adapt to their needs helped build confidence and momentum.

Elation's clinical-first design, built specifically for primary care, allowed the team to adopt core workflows with minimal training. Thanks to strong engagement and a supportive onboarding process, they successfully transitioned to a fully integrated clinical and billing platform.

Key Wins and Lasting Impact

The structured onboarding experience did more than just bring the practice online; it created a strong foundation for future success. The practice now uses Elation's integrated clinical and billing workflows to streamline revenue operations and get paid more efficiently.

The transition has also had a significant impact on daily practice:

• Improved efficiency: The intuitive design and features like integrated e-faxing and a robust e-prescribing platform have helped reduce administrative overhead.

• Enhanced coordination: Interoperability tools like Carequality give the team visibility into hospitalizations and specialist visits, which is critical for coordinating care across the Astrana network and beyond.

• Confident adoption: Elation's team provided proactive change management, including personalized, hands-on walkthroughs with the billing team, which helped users feel confident in adapting to the new system.

Dr. Lee now sees Elation as more than just an EHR; he views it as a critical partner for Astrana practices looking to "future-proof" their operations and deliver more connected, patient-centered care. The successful transition from paper to a streamlined digital environment has allowed them to deliver more connected, proactive care across the Astrana network and confidently move toward a value-based care model.

Want to see how Elation can help your practice? Request a demo today.