Skip to main content

​
Overview

Patients will automatically have access to the following once they activate their Passport account:
  • Messaging
    • Patients can receive written messages and attachments from your practice.
      • Settings are available to control whether patients can respond to your message and start their own message threads.
  • Demographics
    • Patients have real-time access to the following demographics information from their chart:
      • Date of birth
      • Emergency Contact
      • Provider Assigned in Practice
  • Clinical Profile
  • Visit summaries
    • Patients will automatically receive generated summaries when you sign a visit note. This includes the information documented in the following sections of signed visit notes:
      • Vitals
      • Proc (Procedures)
      • Tests/Treatments
      • This includes any Referrals, medications and diagnostic test orders.
      • Care Plan (Instructions)
      • F/U (Follow-up)
  • Appointment details
Any other details or records not mentioned above must be shared manually via a Patient Letter .

​
Workflow Instructions

​
Sharing visit summaries

Once a patient registers for their Patient Passport account, they’ll immediately see all past visit summaries from signed visit notes. After that, new visit summaries will be automatically shared with them whenever a note is signed in Elation. The patient will get an email or text—based on their notification preference—telling them to log in to their Passport account to view the new summary.

​
Sending messages & records via a Patient Letter

To manually share records or message a patient, use the Patient Letter feature.
1Create a Patient Letter by clicking Letter -> To Patient .
2Fill out the remaining fields of the Patient Letter. Click here for a detailed breakdown of the different fields. Subject: Provide a brief overview or context to explain the purpose of the message.Body: Type the main content of your message. Use Wordsmith, our generative AI tool, to help you draft your correspondence if needed. Settings Post Date: Select a future date to send the Patient Letter.Unread Alert: Alert yourself if the Patient Letter has not been read by the patient by a specific timeframe.Print Header: Select the Print Header you want to appear on this Patient Letter.
3Adjust/Add attachments as needed. Click here for a detailed breakdown of the attachment options. Default behavior If you initiated the letter from a patient record, the record will automatically be included as an attachment. Options for attaching records: Select Chart Items to Attach: Use this option to pick and choose individual patient records to attach to the letter. Attach Everything in Chart: Use this option to attach all attachable records, referenced below, to the letter. Records available as attachments include: Patient demographicsClinical ProfileImmunization HistoryMedication ListMedication HistorySigned Visit Notes & NotesSigned ReportsSigned OrdersPatient HandoutsCompleted office messagesOther signed letters or referralsGrowth Charts
4Select the Do not allow patient to respond to this letter box if you want to prevent the patient from replying to your message.
5Sign & Send the correspondence. Click here for a detailed breakdown of the different Send options. Sign & Send: Signs the letter and sends it to the patient’s Patient Passport account. Sign & Print: Signs the letter and prints the entire letter and its attachments.Sign, Send & Create Follow-up Letter: Signs the letters, sends it to the patient’s passport account and then creates a new draft letter.

​
Responding to messages from Patients

Look for new patient messages in the Patient Letters inbox on your Practice Home page. To reply, click Reply . Patient Letters stay in this inbox until someone from your practice either replies to the message or clicks Sign Off & End Conversation , which files the letter in the patient’s Chronological Record.
  • Clicking Sign Off & End Conversation also:
    • Prevents the patient from replying to the Patient Letter.
    • Logs the user and the date and time the conversation ended in the Chronological Record.

​
Importing attachments from messages

If the patient’s message comes with attachments (indicated by a paperclip icon), signing off on the letter will prompt you to file the attachments to the patient’s chart as a Report. Select the attachments you want to file, then click Sign Off & File Checked Items as Reports . They will be filed under Misc Reports.

​
Reviewing notifications about unread messages

Notifications for unread patient messages will appear in the Reminders inbox on your Practice Home page if a letter has not been opened by the patient by a specific date. You can also view these notifications in the Requiring Action section of the patient’s chart. Options for addressing the notification are:
  • Resend - Send the Patient Letter again.
  • Acknowledge - Dismiss the notification.
  • Write Message - Open an office message draft.
  • Notify me again later - Postpone the notification by entering a new timeframe in the Update Notification box that appears.
  • Elation Patient Passport Introduction
  • Elation Patient Passport Guide - Setting up Patient Passport
  • Elation Patient Passport Guide - Managing Passport invitations
  • Elation Patient Passport Guide - Helping patients troubleshoot Passport issues
  • Elation Patient Passport Guide - Patient’s Point of View