Elation - Integrate Data to Patient Details

Introduction

This article explains how to sync key patient demographic information from Zentake to Elation. Once configured, patient details submitted through a Zentake form will automatically update the corresponding fields in Elation, eliminating the need for manual data entry.

Steps:

Step 1: Open the form you want to connect to Elation.

Step 2: Select the question whose data you want to send to Elation.

Step 3: In the left-hand toolbar, expand the Elation Settings section.

Step 4: In Elation Settings, select a Category. Each category corresponds to a specific section in Elation where the information will be stored. Available categories include:

Patient Demographic
Guarantor
Primary Insurance
Primary Insurance Policy Holder
Secondary Insurance
Secondary Insurance Policy Holder
Emergency Contact

These categories map to fields in the Patient Details area within Elation.

Step 5: After selecting a category, choose the specific field (endpoint) where the question’s data should be sent.

Step 6: Repeat this process for any additional questions you want to sync with Elation, then save the form.

What Happens Next

Once the form is submitted, the integration runs automatically.

If the patient record already exists in Elation, the submitted data will update the existing fields.

The only exceptions are the Notes and Chart Management field. Any information from the form will be added to this field rather than replacing existing data.