Elation EHR Insurance Information Sync
This article 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. Please note that some fields are required by Elation EHR, so the checkbox "Is Required" should be selected 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 |
You can see in the screenshot below how to add the questions that contain those fields to your intake questionnaire so that they are mapped to the client profile already:
To make them required, see below:
There is one additional field you nee to manually add to both primary and secondary insurance, "Primary Insurance Plan". It needs to be mapped to "Primary Ins. Plan" as shown below:
Note that you can adjust the field widths to have the fields display as you'd prefer on the form.
Enabling the Integration
- Navigate to "More > Settings > Integrations > Elation Health Integration" (https://intakeq.com/#/elationSettings), and select the option "Allow IntakeQ to sync patient insurance information in the EHR", and click on the "Save" button. See below:
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.
