Skip to main content

​
Can I email a progress note instead of downloading it?

Elation does not send Provider Letters or Referrals directly by plain email. A progress note (a signed visit note in Elation) is shared securely instead—delivered to another Elation EHR user’s chart, by Direct message, by fax, or through the Elation Connect secure portal. You can send it this way without downloading or printing it. When email is involved, it is only a generic notification that prompts the recipient to log in to a secure portal; the email itself never includes the note or any PHI.

​
Sending a signed visit note without downloading it

Only signed records can be attached to a Provider Letter or Referral, so the visit note must already be signed before you can attach and send it. Signed notes appear under the Signed Visit Notes & Notes attachment category.
  1. Create a Provider Letter or Referral—either from the patient chart or from the Actions menu on the signed visit note.
  2. Enter or select the recipient in the To field.
  3. Under attachments, choose Select Chart Items to Attach.
  4. Attach the signed visit note from Signed Visit Notes & Notes.
  5. Click Sign & Send.
The correspondence is delivered based on the selected recipient or contact type and the contact details on file:
RecipientHow it’s delivered
Another Elation EHR userDelivered directly to their Elation account and the patient’s chart
Contact with a Direct addressSent by Direct message
Contact with a fax numberSent by fax
Non-Elation contact selected from your Provider Directory with an email or fax number on fileInvited to view the correspondence through Elation Connect, Elation’s secure Provider Portal
Depending on the contact’s details and the delivery banner shown before you send, a faxed correspondence may also include an online-access option. In Elation Connect, the recipient can view what was shared and may optionally download the records after logging in to the secure portal. For more detail, see Sending correspondences to other Elation EHR users and the Letter & Referral Introduction.

​
Why isn’t there a plain-email option?

Email is not a HIPAA-compliant way to share clinical information, so Elation does not send Provider Letters, Referrals, or their attachments by plain email. A recipient may receive a generic email notification prompting them to log in and view the shared clinical information securely, but the email itself never contains the visit note or any PHI.