Elation EHR

Explore the integration between IntakeQ and Elation EHR!

Scope of the Integration

  • When a patient submits an intake package via IntakeQ/PracticeQ, the forms are automatically uploaded as PDFs to the patient chart in Elation EHR. 
  • If the patient is new to the EHR, IntakeQ can create them a profile with their basic demographics populated. 
  • If they are an existing client in Elation EHR and parts of their demographics are missing, IntakeQ will populate the applicable missing data.
  • IntakeQ can automatically pull patient contact information from Elation EHR, making it easier to send them forms.
  • IntakeQ can pull primary and secondary insurance information from Elation EHR.

Enable the Integration

1. Initiate the request

  • Your practice can initiate a request during Elation implementation, and a member of the Elation Implementation team will reach out to our team to begin setting up the integration. 
  • Contact the Elation team at integrations@elationhealth.com.

2. Set up the interface

  • Once the practice is approved and all teams are ready to support setting up the interface, an Elation IMPL team member will securely send over the API credentials to the IntakeQ team for setup.

3. Take the interface live

  • PracticeQ/IntakeQ will confirm receipt of the credentials and let your practice and Elation know when the integration has gone live.

Map Practitioners

  • You may want to map each IntakeQ/PracticeQ practitioner account to a provider and a location in your EHR account; this will allow IntakeQ/PracticeQ to assign patients to the appropriate provider in the event that a new patient is created when a form is submitted.
  • To map the practitioners, go to https://intakeq.com/#/elationSettings.

  • After you map the practitioners to Elation providers, click Save to update the information.
  • That's it! Now, every time a patient submits a form, IntakeQ/PracticeQ will upload it to the patient's page in Elation EHR.
  • IntakeQ will also start to receive patient contact information from Elation EHR and replicate them into our database, which will make it easier for you to send out new forms.

Forms Options

  • By default, all intake forms upload to the Intake category in Elation EHR. 
  • To set a category for an Intake Form on Elation, click the Open Form Options button and choose a category for a form. 
  • Click the Save button to update IntakeQ.

  • You can also disable the sync for a specific Intake Form! Simply check the Disable Sync checkbox in the Forms Options window, then click Save. 
  • After that, the intake form and any patient information contained in the form will not be uploaded to Elation EHR.

Force Sync Patient Information

  • If you wish, you can force IntakeQ to pull all patients from Elation immediately and sync the database from Elation to IntakeQ. 
  • To do so, click the Pull Patients button under the Sync Patients heading.

Note: It may take some time for IntakeQ to finish the synchronization.

Sync Patient's Primary / Secondary Insurance Information

  • The information below covers the integration of primary/secondary insurance information between intakeQ and Elation EHR.

Requirements

  • The clinic must have an intake questionnaire with the primary and/or secondary insurance fields. 
  • These fields must be mapped to the insurance fields in the intakeQ client profile. 

Note: Some fields are required by Elation EHR, so the Is Required checkbox should be checked for those fields. See the table below to identify which fields are mandatory.

Field Required Profile Mapping
Date of Birth Yes Date of Birth
Primary Insurance Company Yes Primary Insurance Company
Primary Insurance Plan Yes Primary Ins. Plan
Member ID / Policy # No Primary Insurance Policy #
Group Number No Primary Insurance Group #
Client Relationship to Insured No Primary Ins. Relationship
Insured Name No Primary Insurance Holder
Insured Phone # No Primary Ins. Holder Phone
Insured Date of Birth No Primary Insurance Holder DOB
Insured Gender No Primary Ins. Holder Gender
Insured Street Address No Primary Ins. Holder Street Address
Insured City No Primary Ins. Holder City
Insured State No Primary Ins. Holder State
Zip Code No Primary Ins. Holder ZIP Code
  • Refer to the screenshot below; add the insurance questions to your intake questionnaire so that they are mapped to the client profile already:

  • To make the necessary fields required, click the gear wheel icon and check the Is Required checkbox.

IMPORTANT:

  • You must manually add a Text Box field, named Primary Insuarance Plan, to both your primary and secondary insurance questions. 
  • Once you have created this field, click the gear wheel icon and select Primary Ins. Plan in the Profile Mapping dropdown menu.
  • Note that you can adjust the field widths to have the fields display as you'd prefer on the form.

Enable the Insurance Sync

  1. Click More → Settings.
  2. Select the Integrations tab.
  3. Select the Elation Health Integration (https://intakeq.com/#/elationSettings)
  4. Check the box labeled Allow IntakeQ to sync patient insurance information in the EHR.
  5. Click Save.
  • IntakeQ will sync the Insurance Carriers from Elation to IntakeQ. The intake form will show a dropdown that will list all insurance carriers from Elation. See below:

Elation Insurance Carriers:


intakeQ Form - Insurance Company dropdown list:

  • The client must select a carrier from Elation EHR, and type in an insurance plan. If the insurance plan does not exist in Elation, IntakeQ will create a new insurance plan in Elation EHR.

Please reach out to hello@intakeq.com for assistance!

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