Visit Note is the heart of Elation EMR. Each visit note contains a list of bullet and each bullet belongs to a category and has free-text value.

Working with visit notes via the API

Signing a visit note through the API requires the practice to have API document signing enabled. Supplying signed_by and signed_date signs the note only when the feature is turned on for the authoring practice; otherwise the request returns 400 and the note is not signed. Requests that omit both fields are unaffected. Request that Elation enable it for the practice before building a workflow that signs. See Getting Help. Listing visit notes returns top-level bullets only. A GET to the list endpoint serializes each bullet without children, note_item, or handout, and child bullets do not appear as entries of their own. Retrieving a note by id returns the full bullet tree, as does the response to a create. Fetch the note by id when you need child bullets or bullet attachments.

Field notes

checklists holds the Review of Systems (ROS) and Physical Exam (PE) entries.
type draws from the visit note types a practice configures in its settings. See The Visit Note Type Object.

Notes on visit note bullets

Parent bullets can have child bullets depending on the category and visit note template. If the bullet does support child bullets, the child bullet, itself, cannot have its own child bullets. Every visit note template supports varies on what bullet categories are supported, whether multiple bullets of that category are allowed, and whether that bullet category can support child bullets. The details for each template are listed below.

”Simple” template bullet format

Supported bullet category	Supports multiple parent bullets of the same category	Supports child bullets
Followup	No	No
Instr	Yes	Yes
Narrative	No	No
Orders	Yes	No
Procedure	Yes	No
Reason	No	No
Referenced	Yes	No

”SOAP” template bullet format

Supported bullet category	Supports multiple parent bullets of the same category	Supports child bullets
Assessment	No	No
Followup	No	No
Instr	Yes	Yes
Objective	No	No
Orders	Yes	No
PE	Yes	No
Plan	No	No
Problem	No	No
Procedure	Yes	No
Reason	No	No
Referenced	Yes	No
ROS	Yes	No

”Complete H&P (1 col)” bullet format

Supported bullet category	Supports multiple parent bullets of the same category	Supports child bullets
Allergies	Yes	Yes
Assessplan	Yes	Yes
Data	Yes	No
Family	No	No
Followup	No	No
Habits	No	No
Hpi	No	No
Instr	Yes	Yes
Med	Yes	Yes
Orders	Yes	No
Past	Yes	Yes
PE	Yes	No
Procedure	Yes	No
Reason	No	No
Referenced	Yes	No
ROS	Yes	No
Social	No	No
Surgical	Yes	Yes

”Complete H&P (2 col)” bullet format

Supported bullet category	Supports multiple parent bullets of the same category	Supports child bullets
Allergies	Yes	No
Assessment	Yes	Yes
Data	Yes	No
Family	Yes	No
Followup	No	No
Habits	Yes	No
Instr	Yes	Yes
Med	Yes	No
Past	Yes	No
PE	Yes	No
Problem	Yes	Yes
Procedure	Yes	No
Reason	No	No
ROS	Yes	No
Social	Yes	No
Surgical	Yes	No
Test	Yes	No
Tx	Yes	No

”Complete H&P (2 col A/P)” bullet format

Supported bullet category	Supports multiple parent bullets of the same category	Supports child bullets
Allergies	Yes	No
Assessplan	Yes	Yes
Data	Yes	No
Family	Yes	No
Followup	No	No
Habits	Yes	No
Instr	Yes	Yes
Med	Yes	No
Orders	Yes	No
Past	Yes	No
PE	Yes	No
Problem	Yes	Yes
Procedure	Yes	No
Reason	No	No
ROS	Yes	No
Social	Yes	No
Surgical	Yes	No

”Pre-Op” bullet format

Supported bullet category	Supports multiple parent bullets of the same category	Supports child bullets
Allergies	Yes	Yes
Assessplan	Yes	Yes
Attending	No	No
Consultant	No	No
Data	Yes	No
Dateprocedure	No	No
Family	No	No
Followup	No	No
Habits	No	No
Hpi	No	No
Instr	Yes	Yes
Med	Yes	Yes
Orders	Yes	No
Past	Yes	Yes
PE	Yes	No
Procedure	Yes	No
Reason	No	No
Referenced	Yes	No
ROS	Yes	No
Social	No	No
Surgical	Yes	Yes

API Reference

REST API

FHIR API

HL7 Interface

The Visit Note Object

Working with visit notes via the API

Field notes

Notes on visit note bullets

”Simple” template bullet format

”SOAP” template bullet format

”Complete H&P (1 col)” bullet format

”Complete H&P (2 col)” bullet format

”Complete H&P (2 col A/P)” bullet format

”Pre-Op” bullet format

​Working with visit notes via the API

​Field notes

​Notes on visit note bullets

​”Simple” template bullet format

​”SOAP” template bullet format

​”Complete H&P (1 col)” bullet format

​”Complete H&P (2 col)” bullet format

​”Complete H&P (2 col A/P)” bullet format

​”Pre-Op” bullet format

Working with visit notes via the API

Field notes

Notes on visit note bullets

”Simple” template bullet format

”SOAP” template bullet format

”Complete H&P (1 col)” bullet format

”Complete H&P (2 col)” bullet format

”Complete H&P (2 col A/P)” bullet format

”Pre-Op” bullet format