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What are custom reports?

Custom reports are reports for EHR data that is not available within the existing Reporting options provided by the Elation application. Custom reports are generated in the backend by our Data Services Team and will come with a fee that is dependent on the requirements and complexity of the reporting needs. Existing free Reporting options are as follows and these reports are all available within the “Reports” dropdown at the top of your Elation account:
  • Patient List Report
  • Appointment Report
  • Billing Home
  • Patient Payment Report
  • Membership Report

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How does the custom report process work?

Elation’s Data Services Team will review each and every request to determine whether or not such a report can be made available. If a report can be made available, Elation will offer a quote on the cost for the service. Customers can review the cost and timeframe for delivery and then sign a Statement of Work if they would like to use this service. The report will then be delivered to the customer securely within the agreed upon time frame.
Elation cannot guarantee delivery of every requested report.

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How do I request custom reports?

To request a custom report, use the “I need help” -> “Contact Elation Support” option and send the following details to the Support Team:
  1. Preferred contact Name & Email Address
  2. What is the business purpose of the report you are requesting?
  3. What information do you need included in your report? (Ex. Patient’s Name, Date of Birth, Full Address, etc)
  4. Do you require this report one time, or is this something you will need on a recurring basis?
An Elation Team member will follow up with you within 10 business days about your request.

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How will custom reports be delivered to me?

Custom reports will be delivered securely to the preferred contact listed in the request. The preferred contact will have 7 days to download the report from the secure link provided.

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Frequently Asked Questions (FAQ)

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What are the kinds of reports I can request?

Customers usually request reports that are tied to their patient data and can include, but are not limited to: full demographics exports, appointments, medications prescribed, outgoing referrals, patient documents, problem diagnosis, immunizations, medical/surgical/family/social histories, etc. If you have a particular report in mind, do not hesitate to send in a request and our Data Services Team will provide you with feedback on whether or not the request report can be made available.

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How long will it take for us to receive the requested report?

The request will be reviewed within 10 business days. A Statement of Work will be provided if Elation is able to supply the requested report. The Statement of Work will come with a timeframe of when the report will be delivered. The timeframe is dependent upon the complexity of the requested report. The average timeframe for delivery of the report is 5 business days from when the Statement of Work is signed.