Elation EHR Insurance Information Sync

Learn how to sync primary and secondary insurance information between intakeQ and Elation EHR.

Requirements

  • Your practice 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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