This article covers the integration between IntakeQ and Elation EHR.
Scope of the Integration
Currently, there are 2 main aspects to the integration:
- When a patient submits an intake package via IntakeQ, 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. Also, if it's an existing client in Elation EHR and parts of their demographics are missing, IntakeQ will populate that data too.
- IntakeQ can automatically pull patient contact information from Elation EHR, making it easier to send them forms.
Enabling the Integration
1. Initiating the request
The practice can initiate a requests during Elation IMPL and a member of of Elation IMPL team will reach out to IntakeQ team to start setting up the integration. You can reach the Elation team at firstname.lastname@example.org.
2. Setting 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 IntakeQ team to set up
3. Taking the interface live
IntakeQ will confirm receipt of the credentials and let the practice and Elation know when the integration has gone live.
You may want to map each IntakeQ practitioner account to a provider and a location in your EHR account. This will allow IntakeQ to assign patients to the appropriate provider in case a new patient is created when a form is submitted.
In order to map the practitioners, go to https://intakeq.com/#/elationSettings.
After you map the practitioners to Elation providers, you can click on the "Save" button to update the information.
And that's it. Now, every time a patient submits a form, IntakeQ will upload it to the patient's page on 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.
By default, all intake forms are uploaded to the "Intake" category in Elation EHR. You can set a category for an Intake Form on Elation, you just need to click on the "Open Form Options" button and choose a category for a form. Do not forget to click on the "Save" button to update IntakeQ.
You can also disable the sync for a specific Intake Form, you just need to check the option "Disable Sync" on the Forms Options window, and click on "Save". After that, the intake form and any patient information contained in the form will not be uploaded to Elation EHR.
Force to Sync Patients Information
You can force IntakeQ to pull all patients from Elation immediately, and sync the database from Elation to IntakeQ. You just need to click on the Pull Patients button. It could take some time for IntakeQ to finish the synchronization.