> ## 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 AI

> Learn how to use Elation AI, a single entry point inside your patient chart where you can ask questions in natural language and get answers grounded in clinical data.

## What is Elation AI?

Elation AI is a conversational interface built into the patient chart that lets you ask questions in natural language and get answers grounded in the patient's record. It brings together several AI-powered tools — [Clinical Insights](/articles/using-the-search-tool-in-your-patient-chart#what-is-elation-ai), Quick Actions, and the [PREVENT™ Calculator](/articles/prevent-calculator) — into a single, unified experience.

Instead of navigating to separate features, you can open Elation AI and type or speak a question. Elation AI identifies the right tool, retrieves the relevant information, and returns a response — all within the patient chart you are currently viewing.

## Who can use Elation AI?

Elation AI is available to all paying Note Assist user. No separate activation is required.

## Where to find Elation AI

You can open Elation AI from two places while viewing a patient chart:

* **Elation AI button** — Located in the top navigation bar across the EHR.
* **Middle pane** — Available within the Requiring Actions queue.

Both entry points open the same Elation AI interface, scoped to the patient you are currently viewing.

<Frame>
  <img src="https://mintcdn.com/elationhealth/8cdPjVBZ2Z-Ixc5f/images/Elation-AI-Buttons.png?fit=max&auto=format&n=8cdPjVBZ2Z-Ixc5f&q=85&s=7e259ef4cae5d28c9781ea907e5b8053" alt="Elation AI button highlighted in the top navigation bar and in the middle pane, with the New Elation AI session panel open showing Quick Actions and example prompts." width="3324" height="1718" data-path="images/Elation-AI-Buttons.png" />
</Frame>

## What Elation AI can do

Elation AI currently supports the following capabilities:

### Chart Insights

Ask questions about a patient's clinical history and get answers sourced from their chart. Chart Insights searches through the patient record and identifies patterns, trends, and relevant clinical context.

**Example prompts:**

* "How does this patient's latest A1c compare to their previous labs?"
* "Summarize this patient's medication changes over the past year."
* "What is the status of this patient's care plan?"

<Note>
  Chart Insights surfaces clinical context and evidence-based guidance. It does not include clinical decision support.
</Note>

### Quick Actions

Use pre-built prompts for common clinical scenarios. Quick Actions are predefined queries layered on top of the patient chart that help you quickly retrieve relevant information without crafting a prompt from scratch.

**Example prompts:**

* "Patient is coming in for a sick appointment. When did I last see them and what is the status of their care plan?"
* "Summarize this patient's recent visit history."

Quick Actions can be customized in **AI Settings** with a specific query and title so your practice can pre-build the prompts that matter most to your workflow.

### PREVENT™ Calculator

Assess cardiovascular risk using the AHA PREVENT™ equations directly within the Elation AI conversation. This is helpful when you want to have a conversation with your patient about their cardiovascular health during a yearly physical or wellness visit.

For detailed information about the PREVENT™ Calculator, see the [PREVENT™ Cardiovascular Risk Calculator Guide](/articles/prevent-calculator).

### Speech-to-text

You can speak your questions instead of typing them. Elation AI supports speech-to-text input so you can interact hands-free while working with a patient. Simply click the microphone button to use speech-to-text.

### Letter drafting

Ask Elation AI to draft a letter based on the patient's chart. For more information on auto-drafting letters, see [Auto-drafting letters and referrals with Wordsmith](/articles/Auto-drafting-letters-and-referrals-with-Wordsmith).

## What Elation AI cannot do yet

Elation AI does not currently take actions on your behalf such as placing orders, scheduling appointments, or sending messages. When a request falls outside its current capabilities, Elation AI will let you know and indicate whether the capability is planned for a future release.

## Privacy and session ownership

Elation AI conversations are private. Each conversation is scoped to both the patient chart and the individual provider — your colleagues cannot see your Elation AI sessions when they open the same patient chart.

Your Elation AI conversations are also not part of the patient record.

## Settings and customization

Elation AI settings are managed in **AI Settings**, where you can:

* **Configure custom instructions** for Elation AI to tailor how AI responds to your questions.
* **Create Quick Actions** with a custom query and title that appear as preset buttons in the Elation AI interface.

## Tips for getting started

If you are new to Elation AI, start with a question you already ask during a typical visit:

* "Does this patient have a current tetanus vaccine?"
* "Summarize their CHF management plan."
* "When was their last colonoscopy?"

Quick Actions are a good starting point if you prefer not to type out a prompt — they provide pre-built queries for common scenarios.

## Frequently asked questions

<Accordion title="Can my colleagues see my Elation AI conversations?">
  No. Conversations are scoped to the chart and the individual provider. Other providers opening the same chart will not see your session.
</Accordion>

<Accordion title="Do my AI conversations become part of the patient record?">
  No. Elation AI conversations are kept separate from the patient's chart record. They are not clinical documentation.
</Accordion>

<Accordion title="Is Elation AI generating new information?">
  No. Answers are grounded in the patient's actual chart data or established clinical sources. Elation AI surfaces and synthesizes information that already exists in the record.
</Accordion>

<Accordion title="Does this replace Clinical Insights?">
  No. Elation AI unifies Clinical Insights, Quick Actions, and other tools under a single entry point. Your existing Clinical Insights workflows, custom instructions, and settings remain unchanged in AI Settings.
</Accordion>

<Accordion title="Is there a usage limit?">
  There is a usage cap, but it is set high enough that the vast majority of practices will not reach it.
</Accordion>

<Accordion title="What happens when Elation AI cannot answer my question?">
  When a request is outside the current scope, Elation AI responds with a clear explanation rather than a generic error. It will distinguish between capabilities that are coming soon, requests that are outside EHR scope, and requests that are being tracked for future development.
</Accordion>

## Related Articles

* [Elation AI — Frequently Asked Questions](/articles/elation-ai-faq)
* [PREVENT™ Cardiovascular Risk Calculator Guide](/articles/prevent-calculator)
* [Auto-drafting letters and referrals with Wordsmith](/articles/Auto-drafting-letters-and-referrals-with-Wordsmith)
* [Elation Health - Building Clinical-First AI](/articles/Building-Clinical-First-AI)