Elation Patient Passport Guide - Communicating with patients & sharing records

​

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
  • Patients have real-time access to the following Clinical Profile details from their chart:
    • Allergies
    • Drug Intolerances
    • Medications
    • Vaccines
  • Settings can be configured to automatically share more of the Clinical Profile. Click here to review the four levels of sharing and learn how to set a preferred default.
• 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
  • Date of upcoming appointment
  • Date of last appointment
  • Link to your Booking Site (if your Elation Patient Booking Site has been set up)

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.

​

Responding to messages from Patients

Look for new patient messages in the Patient Letters inbox on your Practice Home page. To reply, click Reply . Unlike Office Messages, Patient Letters don’t support editing the recipient list, so there’s no way to remove yourself from a Patient Letter or reassign it to another staff member. Replying or signing off are the only two ways to clear a Patient Letter from your inbox. 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.

​

Related Articles

• 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