> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Elation Health Plugin for ChatGPT Guide — Connecting ChatGPT to your schedule, patients, and coverage

> Learn what the Elation Health plugin for ChatGPT is, what it can access, and how to connect it to ChatGPT to ask about your schedule, patients, and coverage.

## What is the Elation Health plugin for ChatGPT?

The Elation Health plugin for ChatGPT connects ChatGPT to your practice's information in Elation. Once you connect it, you can ask ChatGPT about your practice's schedule, patients, and insurance coverage in plain language. ChatGPT reads the information from Elation and answers in the conversation, so you can see what needs attention before each visit without opening each patient chart.

At its core, the plugin is an MCP server: Elation's own server built on the Model Context Protocol (MCP), an open standard for connecting AI apps to outside data. The sections below explain how MCP works.

The plugin is read-only. It reads scheduling, demographic, and insurance information from Elation, and your team makes every update in Elation.

### What is MCP?

MCP stands for Model Context Protocol. It is an open standard that lets an AI app such as ChatGPT connect to outside tools and data sources in a consistent way, instead of each company building a one-off, custom integration.

Think of MCP as a common plug. Once a company builds one MCP server, any AI app that supports MCP can connect to it the same way, without custom code for each AI company.

### How MCP works

MCP uses a client-server model made up of three parts:

* **Host** — the app you are using, such as ChatGPT.
* **Client** — the part built into the host that speaks MCP and connects to MCP servers.
* **Server** — a lightweight program connected to one specific data source or tool. The Elation Health plugin runs on Elation's MCP server, which is connected to your practice's information in Elation.

When you connect Elation Health in ChatGPT, ChatGPT is the host, its built-in client connects to Elation's MCP server, and you sign in with your own Elation account. The plugin is listed in the ChatGPT plugin directory as **Elation Health**, so you can connect to it directly from ChatGPT.

## Why is the plugin valuable?

Many front-desk problems start with a detail that is missing or out of date, such as a lapsed insurance policy or a patient with no mobile number on file. The plugin helps you find those details before the patient arrives:

* **Prepare the day in one question.** See who is on the schedule and which visits have a registration, insurance, or contact detail to sort out first, so the clinic runs on time.
* **Catch coverage problems before the claim.** Find patients whose insurance has ended or is missing a member ID, and review the most recent eligibility check on file, so claims start from the right information.
* **Collect missing details on one call.** When a patient is on the phone, see what is on file and what to confirm while you have them.
* **Reach patients in their preferred language.** See which patients prefer a language other than English so you can plan for an interpreter, and draft messages in each patient's language for your team to review and send.

## Who can use the plugin?

> [!NOTE]
>
> The plugin is available to Elation EHR practices in early access, starting with a limited group of practices.

To use the plugin, you need:

* An Elation EHR practice that is part of early access.
* Your own Elation user account. Each person signs in with their own account.
* A ChatGPT plan that supports the Elation Health plugin.

## How to access the plugin

The plugin is available to ChatGPT Enterprise customers. It is listed in the ChatGPT plugin directory as **Elation Health**, so you can connect to it directly from ChatGPT.

**New to Elation?** Try it in a sandbox environment with sample patients and schedules. Request access using this form: [https://www.elationhealth.com/contact-us/openai-release/](https://www.elationhealth.com/contact-us/openai-release/). Our team will set you up and show you how it works.

**1. Open Elation Health in ChatGPT**

Go to [https://www.elationhealth.com/contact-us/openai-release/](https://www.elationhealth.com/contact-us/openai-release/), or search for **Elation Health** in ChatGPT. If your organization manages a ChatGPT Enterprise workspace, your workspace admin may have already added it for you.

**2. Connect your Elation account**

Select **Connect**, then sign in with your Elation username and password. ChatGPT returns you to the conversation when the connection is complete.

**3. Ask your first question**

Ask a question about your practice, for example: "Who on tomorrow's schedule needs attention before they arrive?"

## What you can ask

Ask in your own words. These examples show common questions for each role. Replace the text in brackets with a real name, provider, or date.

### For clinicians

| When | Example question |
| - | - |
| The evening before clinic | "I'm seeing patients tomorrow morning. Who's on my schedule, and is anything missing that could hold up a visit?" |
| Planning the day | "Which of my patients tomorrow prefer a language other than English, so I can plan for an interpreter?" |
| Before prescribing | "Does \[patient name] have a preferred pharmacy on file before I send a prescription?" |

### For front desk staff

| When | Example question |
| - | - |
| Start of day | "Give me a front-desk huddle for today: who's on the schedule, with which provider, and who isn't ready yet?" |
| A patient calls in | "\[Patient name] is on the phone. What do we have on file for them, and what should I confirm while I have them?" |
| A patient calls in | "Find \[first name] \[last name], born \[MM/DD/YYYY]. Show their contact details, preferred language, and insurance on file." |
| Before check-in | "What did the last eligibility check say for \[patient name]?" |
| Fixing a coverage gap | "Draft a short text in English and Spanish asking \[patient name] to bring their new insurance card to tomorrow's visit." |

### For practice managers

| When | Example question |
| - | - |
| End of day, preparing for tomorrow | "Check Dr. \[provider]'s schedule for tomorrow. Who has registration, insurance, or contact problems I should fix before they arrive?" |
| Protecting revenue | "Which patients on tomorrow's schedule have insurance that has ended or is missing a member ID?" |
| Making sure patients can be reached | "Which patients on Thursday's schedule have no email or mobile number on file?" |

## What information the plugin can access

### What the plugin can read

* **Schedule** — appointments, including the date, time, and provider.
* **Patient details** — name, date of birth, contact details, preferred language, preferred contact method, primary care provider, and preferred pharmacy.
* **Insurance** — the insurance on file for each patient, including the member ID and whether coverage has ended.
* **Eligibility** — the most recent eligibility check on file for a patient's insurance. To run a new eligibility check, use [Real-time Eligibility](https://help.elationhealth.com/articles/Real-Time-Eligibility.md) in Elation.

### What the plugin does not include

* **Clinical chart data** — such as visit notes, medications, problems, and lab results.
* **Claims and payments** — such as Elation Billing claims, remittances, and patient balances.

## Reviewing answers and making updates

> [!NOTE]
>
> AI can make mistakes. Confirm important details in the patient chart before you act on them.

The plugin is read-only, so it can't write back to the API or make changes in the EHR directly. When ChatGPT flags a problem, such as a missing email or an ended insurance policy, make the update in the patient's demographics in Elation. See the [Patient Demographics Guide](https://help.elationhealth.com/articles/Patient-Demographics-Guide.md) and the [Insurance Management Guide](https://help.elationhealth.com/articles/Patient-Demographics-Insurance-Management.md) for steps.

When ChatGPT drafts a message for a patient, review it before you send it. The plugin does not send anything to patients.

## Tips

* Name the provider and the date when you ask about the schedule, for example "Dr. \[provider]'s schedule for Thursday."
* Use the patient's full name and date of birth to find the right patient, especially when two patients share a name.
* After you update a patient's details in Elation, ask again to confirm the problem no longer appears.

## Frequently Asked Questions

### Which LLMs can use the plugin today?

ChatGPT, from OpenAI. The plugin is listed in the ChatGPT plugin directory as **Elation Health**. See [How to access the plugin](#how-to-access-the-plugin) to connect.

### Can the plugin change information in Elation?

No. The plugin is read-only. It reads information from Elation, and your team makes every update in Elation.

### Does the plugin send messages to patients?

No. ChatGPT can draft reminders and follow-up messages, including in a patient's preferred language. Your team reviews each draft and sends it.

### Can I run an eligibility check through the plugin?

No. The plugin shows the result of the most recent eligibility check on file. To run a new check, use [Real-time Eligibility](https://help.elationhealth.com/articles/Real-Time-Eligibility.md) in Elation, then ask again.

### Can I ask about visit notes, medications, or lab results?

Not with the plugin. It covers scheduling, patient details, and insurance coverage. For questions about a patient's clinical record, use [Elation AI](https://help.elationhealth.com/articles/elation-ai-faq.md) in the patient chart.

### Can my team share one connection?

No. Each person connects with their own Elation account, so every connection belongs to one user.

### Who do I contact for help?

For help with your Elation account or the plugin, contact [Elation Support](https://app.elationemr.com/support/). For help with your ChatGPT plan or account, contact OpenAI.

## Related Articles

* [Patient Demographics Guide](https://help.elationhealth.com/articles/Patient-Demographics-Guide.md)
* [Patient Demographics Guide - Insurance Management](https://help.elationhealth.com/articles/Patient-Demographics-Insurance-Management.md)
* [Real-time Eligibility Guide - Checking for patient's insurance eligibility in real-time (Paid Add-On)](https://help.elationhealth.com/articles/Real-Time-Eligibility.md)
* [Elation AI — Frequently Asked Questions](https://help.elationhealth.com/articles/elation-ai-faq.md)
