Elation - Integrate Data to Patient Details
Introduction
This article will guide you through syncing essential patient demographic information from Zentake to Elation, keeping records current and accurate without manual data entry.
Steps:
Step 1: Navigate to the form you are wanting to integrate .
Step 2: Choose the question you want to integrate.
Step 3: In the tool bar to left expand the Elation Settings Section
Step 4: Under Elation Settings you will see a Category field. There are multiple categories depending on where information can be placed. The following are for the Patient Details Area in Elation.
- Patient Demographic
- Garantor
- Primary Insurance
- Primary Insurance Policy Holder
- Secondary Insurance
- Secondary Insurance Policy Holder
- Emergency Contact
Step 5: After selecting the category, you can choose the specific endpoint or field where you want the question's data to be sent.
Step 6: Connect any other questions you want to integrate into Elation and save the form.
- Now any time the form is submitted the integration will automatically trigger.
- If there is existing data in Elation it will be updated with the data from the form.