User Accounts Guide- Setting up Elation EHR accounts and Provider account authentication

​

What is EHR Account Setup?

​

How to complete EHR Account Setup

1. Go to your email inbox and look for an email from ‘sysadmin@elationemr.com’ with the Subject Line ‘Welcome to Elation! Quickly complete your account setup.’

__

2. Click the Get Started button in the body of the email.
3. Choose a password for your account and enter it in the Password field. The requirements for your password are as follows:
   • At least 12 characters long
   • At least 1 capital letter (uppercase letter)
   • At least 1 number
   • At least of the following special characters @ # * ( ) + = / ? ~ ; , . - _

4. Re-enter the same password in the Retype Password field.
5. Click Set Password to complete account set up.
6. **[PROVIDER LEVEL USERS ONLY]** Go to the ‘How Provider Level Users complete Account Authentication’ section of this article to proceed with the next step, Account Authentication. Staff Level Users have complete EHR account setup and have no additional steps.

​

What is Provider Level User Account Authentication?

​

Why is Account Authentication required for Provider Level Users?

​

How Provider Level Users complete Account Authentication

1. After you, the Provider Level User, set up your password, you will be brought to the Identify Verification page. Click the **Verify Identity **button to verify your identity with our identity verification service provider, Stripe. Click here for step by step instructions on the identity verification process.

2. Click the Continue Set Up button after you complete identity verification.
3. Review your account information in the Credential Verification page & select your timezone in the Timezone field.

• Important Note: If you do not have an NPI, select the “I do not have an NPI” option to proceed with credential verification.

4. Click “Yes, looks correct” once all the information on the Credential Verification page is accurate.
5. Lastly, you will set your electronic signature for your EHR account. To set your signature:

• Use your mouse or touchpad to draw your signature in the signature box OR
• Click the “Use a separate device” button to scan a QR code with a mobile device to draw your signature using the mobile device.

6. Click “Save & Complete” to save your electronic signature.
7. You will now have access to your EHR account and should see a ‘Congratulations….” box. This means you have successfully completed Provider Account Authentication.
8. Next, go to the ‘Provider Level User Profile Fields’ section below to see if you need to store any additional, optional identifiers in your EHR Profile. You can also edit your profile information in this section of your account at any time.

​

Email confirmation

​

Profile Level User Profile Fields

1. Click on your email address (username) at the time right corner of your EHR account
2. Click “Settings”
3. Click “Edit profile” in the Account Details page

• Account Details
• Credentials
• Authentication Documents
• Electronic Signature
• Lab Identifiers

​

Account Details

• Profile picture
  • Your profile picture appears in the Elation Provider Directory.
• First nameandLast name
  • This is how your name will display on all Elation records.
  Do not include credentials in these fields. You must enter your legal name. You can enter your credentials in the Credentials* field.
• Email*
  • This is the email address that you will use to log in to Elation and Elation will use this email to contact you.
• Credentials*
  • Your credentials will appear after your name on all Elation records.
• Tax ID Number (TIN)
• NPI*

​

Credentials

• Medical License State*
• Medical License Number***** (Next to the State* field)
• DEA Number
  • Enter your Drug Enforcement Administration (DEA) registration number. Your DEA number is a unique identifier assigned by the DEA that authorizes you to prescribe controlled substances.
  Your DEA number is necessary for ePrescribing controlled substances through Elation. If you do not have a DEA number or do not prescribe controlled substances, you may leave this field blank.
  Account authentication and your DEA number:

  • If your DEA number is not entered prior to being authenticated, your authentication email will only provide instructions for prescribing non-controlled substances.
  • If your DEA number is entered prior to being authenticated, your authentication email will also include instructions on how to sign up for ePrescribing Controlled Substances (EPCS).
• Supervising Provider
  • Your Supervising Provider must have their own Elation Provider Level User account. Afterwards you can select their name of this dropdown.
• Rx Authorization Number
  • Rx Authorization number is an optional field for NPs who have additional license numbers for ePrescribing.
  • If you have a supervising provider, invite them to create their own Provider Level User account in Elation. Afterwards, you only need to select their name in the Supervising Provider field. This will ensure their prescribing information (DEA number, etc.) is included on the prescriptions you prescribe.
• XDEA/NADEAN
  • XDEA/NADEAN is an optional field for Providers who have additional license numbers for prescribing controlled substance medications.

​

Authentication Documents

• Identity Verification
  • You may need to click “Verify identity through Stripe ID Proofing” again if you did not pass identity proofing the first time. Click here for detailed information about the identity proofing process.
• Medical License
  • Click the “Upload photo” buttons under Medical License to store a copy of your medical license if preferred.

​

Electronic Signature

• Click “Save & Close” after drawing your signature to save it.
• Elation will attach an image of the wet signature for providers whenever provider-signed records are printed or shared from their Elation account.
• If you prefer to use an alternative device to draw your signature, such as a tablet or phone, click the “Use a separate device for my signature” button to scan a QR code with the alternative device.

​

Lab Identifiers

​

Staff Level User Profile Fields

1. Click on your email address (username) at the time right corner of your EHR account
2. Click “Settings”
3. Click “Edit profile” in the Account Details page

• Profile picture
• First name
• Last name
• Email (username)
• Default physician

​

Related Articles

• How to Complete Identity Proofing with Elation
• User Accounts Guide- Managing Elation accounts for providers and staff