Elation EHR
Customize Patient Guidance for Passport Messages
Provide instructions and set expectations for patients before they send a message, including when to use the feature and when to seek urgent care, with new customizable settings for each Patient Passport message type. The patient-level guidance appears in a “Before you send a message” screen once the patient selects a message type and before they start typing. Practice Admins set the guidance for each message type in Settings > Patient Passport Messages under Message guidance; each note can be up to 250 characters. If you do not specify custom guidance for a message type, patients continue to see Elation’s default guidance, shown in their selected language. Patients see the default guidance automatically if your practice has enabled patient-initiated messaging. For more information, see Setting message guidance for patients.Self-Service Order Test Management
Drive clinical consistency and maintain orderable tests without a support ticket. You can now create, edit, and delete your imaging, cardiac, pulmonary, and sleep order tests, and add CPT codes to them, in Settings > Order Test Management. Select practices see this labeled as Lab & Order Test Management. Use the Manage [Order Type] Tests option in the Test field’s dropdown list to jump straight to the right section of Settings. These settings follow the Admin-Only toggle, so only approved users can manage them. A test’s CPT code is sent with the order so the imaging or testing center can see it. For more information, see Order Test Management Guide.New Layout and Chat History for Elation AI
Pick up where you left off with Elation AI. Elation AI, previously referred to as Clinical Insights, now opens in a floating dialog with a new Chat History sidebar, so you can view and continue earlier conversations. The experience should feel familiar if you already use Elation AI, and the update lays the groundwork for adding new capabilities over time. For more information, see Elation AI.Easily Manage Your Support Cases
Resolve support requests without leaving the support chat. You can now action cases directly in the chat:- Add a note to a case. Admins can also add notes to cases opened by other users in their practice.
- Close a case.
- Reopen a recently closed case.
- See the live status of an open or closed case.
Searchable Letter, Referral, and Rx Template Lists
Find the right template faster, even with a large library. A new search option has been added to the Referral, Letter, and Rx template lists. The searches also load twenty-five templates at a time instead of loading all templates at once, reducing delays. To access the search fields in the Referral and Letter activities, select Templates > See All Templates. The search field displays at the top of the Rx Templates list by default.Enhanced Appointment Type Settings
Make appointment types easier to edit. Settings > Calendar & Booking > Appointment Types now opens in a screen with left-hand navigation across four sections: Appointment details, Auto-created visit note, Patient forms, and Booking site. Each section has a short description under its heading, replacing the hover tooltips, and the dialog keeps you focused on the appointment type you’re creating or editing. For more information, see Calendar Guide.Elation Billing
Deleted and Merged Charts Now Handled in Billing
Keep new claims on the right chart. When a patient chart is deleted or merged in the EHR, Elation Billing follows the change, preventing new claims on the obsolete records. Additionally, undeleting or unmerging a chart in the EHR also makes it active again in Elation Billing.- Hidden from new work: These charts no longer appear in patient search, the All Patients list, or the patient picker for new claims.
- Clear notice: The patient page still opens from an existing claim or a direct link, and shows a notice that the chart is inactive. For merged charts, the notice links to the active chart. Edit and EHR Record are disabled on these pages. The chart that remains after a merge also lists the charts merged into it.
- History stays intact: Existing claims can still be opened, edited, and resubmitted, and payments, ERA posting, balances, statements, and history are unchanged.