Integrating Zentake Data with Elation Overview

Introduction

In this article, we'll walk you through the various ways Zentake integrates with Elation to streamline patient data management. Whether it's syncing patient details, PDFs, clinical profile data, or visit notes, Zentake automates data transfer, saving time and reducing manual entry errors.

Key Information to Know:

• Syncing Patients: Once Zentake is synced with Elation, all existing patients in Elation will automatically be created in Zentake.
• Patient Chart Management: Depending on your workflow, Zentake can either create new patient charts or update existing ones.
• Automated Form Sending: Forms and packets can be sent automatically when scheduling appointments in Elation. (For more details, see our Automations Article

Key Integration Categories

Zentake integrates with Elation across several categories, each designed to keep patient information consistent and accessible. Here’s an overview of the integration points:

1. Patient Details

   Sync all patient demographic, emergency contact, insurance data ensuring records are always up to date.

   Learn more about integrating patient details here: Integrate Data to Patient Details

   
   

2. PDF Integration

   Automatically integrate completed forms and documents into the patient's record in PDF format.

   Learn more about integrating patient details here: Integrate Signed Forms and PDF

   
   

3. Clinical Profile

   Import key medical data, such as medical history and allergies, directly into a patient’s clinical profile in Elation.

   Learn more about integrating patient details here: Integrate Data to the Clinical Profile

   
   

4. Visit Notes

   Automatically transfer form data related to a patient’s visit, such as assessments or other medical forms, into Elation's visit notes.

   Learn more about integrating patient details here: Integrate Data to Visit Notes

   
   
5. Other Miscellaneous Areas:

Category

• Notes: This category is used to integrate data into Non-visit Notes
• Reports: Used to integrate other files the patient may upload with our file upload question. Ex. vaccination history, Photo ID etc.
• Fax Inbox: Incoming Files (non-fax) Similar to reports

Other pointers that might be helpful that other practices like.

1. Create Patient Tags automatically.
2. Auto-Sign Off integrated Files/PDF's

If you have any questions or need a specific integration flow please reach out to support@zentake.com and we'll be happy to help!