For patients and caregivers · 8 min readThis guide covers everything you need to use Elation Patient Passport, a patient portal feature that your care team uses to interact with patients — from registering for the first time to sending messages, viewing appointments, and managing your health records. Use the cards below to jump to the section you need.
Set up your account
Register for the first time or link a new chart/practice to your existing Passport account
Using Patient Passport
Log in, send messages, view appointments, and manage health records
Use the Passport app
Download the app for iPhone or Android and learn what’s different from the web version.
Get help
Common questions and troubleshooting tips
Setup
Register your account
A practice sends you an invitation to join Patient Passport. To register:1
Log in to your email account and look for the most recent Passport invitation email. It is from the email domain “elationpassport.com” with one of the following subject lines:
- Passport Account Registration
- [Doctor’s Name] has a secure message for you
2
Open the email and click Create Your Account. A new page will open up. If your email is text-based, copy and paste the long URL at the center of the email body into your web browser.
3
Verify the First Name and Last Name you want to appear on the account (especially for messages to the care team), then enter a unique password twice. Your password must be at least 8 characters and include at least one number or special character.Next, review the terms of service and then check I agree to Elation’s Terms of Service if you agree to the terms and click Submit.
4
Enter the date of birth of the patient chart you’re verifying access for; even if it’s for your own chart. Then click Confirm.
- If you click I’ll do this later then you will not have access to the chart’s information until you verify access later on.
5
You will then be taken to your Passport account.
Link a new chart to your existing account
If you have multiple providers who use Elation, you can use the same Passport account to access all of your charts. Just use the same email address!1
Log in to your email account and look for the most recent Passport invitation email. It is from the email domain “elationpassport.com” with one of the following subject lines:
- New Chart Access
- [Doctor’s Name] has a secure message for you
2
Open the email and click Log In. A new page will open up. If your email is text-based, copy and paste the long URL at the center of the email body into your web browser.
3
Log in to your existing Passport account to verify your identity.
4
Click Verify for access to access the new chart that you were invited to.
5
Click Verify for access to access the new chart that you were invited to.
- If you click I don’t need access to this record then you will not gain access to the new chart unless the practice grants you access again.
6
Enter the date of birth of the person whose account you’re claiming in MM/DD/YYYY format (slashes included). This could be your own date of birth if you’re linking multiple accounts from different providers.
7
Click Confirm.
Workflow Instructions
Logging in to your Passport account from a web browser
1
Go to Patient Passport
Open any web browser on your computer or mobile device and navigate to app.elationpassport.com.If you’re using the Elation Passport App on your iOS or Android mobile device then open the App.
2
Enter your credentials
Type your Email and Password, then click Log In.
3
Specify your relationship with the 'patient'
You may be prompted to specify your relationship with the ‘patient’. Choose from one of the following options and then click Continue:
- This is me — You are the patient.
- I manage their care — You are the parent, guardian, or caregiver.
- Remove this chart — You do not recognize it or do not want access.
4
Confirm your Account Name, Mobile number & Notification Methods
You may be asked to confirm your Account Name — the name that appears when you message any practice(s) from the Passport account. This does not have to be your legal name or the legal name of any of the charts you have access to. Choose the name you actually go by and want to be addressed by, then save.You can enter a preferred Mobile number and set Notification Methods as well.Afterwards, click Confirm and continue to Passport to continue to the Passport account.
Switching between linked charts
If there are multiple charts linked to your account, switch to a different chart by following these steps:1
Click on the current profile name at the top right of the account.
2
Click on the name of the profile you want to switch to.
Sending and receiving messages
Appointment reminders, new message alerts, and visit summary notifications are sent from a do-not-reply address. Replying to these emails will not reach the care team. To send a message, select Messages in Patient Passport and send from there.
If the practice has turned off patient messaging, you will not be able to send new messages or reply to existing ones.
1
Select Messages in the navigation.
2
Select New message. You will see a What do you need help with? list of topics. Each option shows who the message routes to — topics that go to a provider show that provider’s name (for example, Routes to Michaela Quinn, MD), and other topics show Routes to practice staff. Select the topic that matches your question and select Continue.
3
Type your message in the message field.
4
(Optional) Select the attachment icon to include a file from your device.
5
Select Send to send it to the practice. It will appear in your list of messages after it is sent.
1
Select the message you want to reply to from your inbox.
2
(Optional) Select the attachment icon to include a file from your device.
3
Type your response in the message field at the bottom of the thread.
4
Select Send to send it to the practice.
Viewing and managing appointments
Select Appointments in the navigation to see scheduled visits. Each appointment card shows the date and time, provider name, appointment type, and location.
1
Select the appointment you want to cancel.
2
Select Cancel appointment and confirm when prompted.
If the practice has turned off patient self-cancellation, you will not be able to cancel appointments.
Reviewing health records
Select Visit Summaries to see signed visit notes from appointments, most recent first. Select a visit to read the full summary.
- Allergies
- Drug intolerances
- Permanent Rx Meds
- Permanent OTC Meds
- Immunizations
- Problem list
- Download my records — Downloads a structured data file containing the patient’s health summary (medications, allergies, diagnoses, immunizations). This file is in a technical format called a C-CDA (Clinical Document Architecture), designed to be imported into another provider’s electronic health record (EHR) system. It is not a PDF and is not meant to be read directly — when opened, it may appear as a blank page or a file full of code. This is expected.
- Email my records — Send the clinical summary directly to another provider’s email address.
- Download or print immunization history — Save or print just the immunization history as a separate document. Helpful for school enrollment, sports physicals, or sharing with another provider. If the patient has a preferred name that differs from their legal name, Patient Passport shows a confirmation dialog letting them know the document will include both names. The preferred name appears as the primary name on the download, with the legal name in smaller text beneath it. When the two names match — or no preferred name is on file — only the legal name is shown. The legal name is always retained so the record stays valid for schools, employers, travel, and insurance.
- Fax my clinical profile — Send the clinical profile to a fax number.
- Print — Print a copy of the clinical profile.
Looking for a lab report? Lab results are not included in this download. Providers send lab reports as attachments in a message through Patient Passport — patients can find them by going to Messages and opening the message from their provider. If they have not received a message with their results, they should contact the provider’s office directly.
Managing your profile and account
Select Patient Profile → Patient Demographics to view and update the following personal information for the chart:- Contact Information
- Primary phone number and phone type
- Address
- Emergency Contact
- Patient Details
- Full Name (if different from legal) — the chosen name for the patient, shown throughout Passport and visible to the care team
- Pronouns
- Gender identity
- Sexual orientation
- Account Name — The name the patient’s care team sees when you message them. This is separate from the patient’s Legal name and from the patient’s Full name in Demographics. You set it during your first login and can change it anytime here.
- Mobile Phone Number — Add or update your mobile phone number.
- Notification methods — Choose whether to receive notifications by Email or SMS.
- Email — Change the email address you use to log in.
- Password — Change your login password.
- Usage log — View recent login activity on the account.
Using the Elation Passport app
The Elation Passport app is a free download from the App Store (iPhone) or Google Play (Android). It’s separate from the Passport web version — you don’t need to download anything to use the web version at app.elationpassport.com. The app generally provides the same experience as the web version — the same navigation, features, and steps described throughout this guide all apply.Unique features of the Elation Passport app
A few things work differently or are only available in the downloaded app: Biometric login On iPhone, you can use Face ID or Touch ID to sign in instead of typing your password. On Android, you can use fingerprint authentication. After your first login, follow your device’s prompt to enable biometric login, or turn it on in your device settings. Push notifications The app supports push notifications for new messages, visit summaries, and appointment reminders. You will be prompted to allow notifications when you first open the app. You can manage your notification preferences in Account Settings at any time. Privacy screen When you switch away from the app, your health information is automatically blurred in your device’s app switcher to protect your privacy. Profile photo Your provider’s office decides whether you can upload or change your profile picture from Patient Passport. If the option is turned off, the edit photo button does not appear on your profile — any photo already on file stays visible, but you cannot add or replace it from the portal. Contact your provider’s office if you need to update it. When updating your profile picture, you can take a photo directly with your device’s camera or choose an existing photo from your library.Switching between linked charts is only available from Patient Passport at app.elationpassport.com in a web browser.
Printing records or message threads is best done from Patient Passport in a web browser. Print behavior may vary by device in the app.
Resetting your password
1
Open the following login page in a web browser: https://app.elationpassport.com/patient-portal/login?next=/patient-portal/
OR open the Elation Passport App on your iOS on Android device.
OR open the Elation Passport App on your iOS on Android device.
2
Click Forgot password?.
3
Type your email address and submit the form. Elation will send you a password reset link.
4
Open the email and follow the link to create a new password.