Elation - Integrate Data to Visit Notes

Introduction

This article explains how to set up Zentake to automatically sync visit-related data into Elation’s visit notes.

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 what Visit Note you plan to use. The following are the different Visit Notes you can use.

• Simple Note
• SOAP Note
• Complete H&P Note (1 column)
• Complete H&P Note (2 column)
• Complete H&P Note (2 col-A/P)

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: Add a Label. A label is used to add context to the answer if needed

Example: If you ask the question, "Do you have a history of any chronic illnesses?" and the patient answers "Yes," Elation will only display "Yes." However, if you add the label "Chronic Illnesses:", it will display as "Chronic Illnesses: Yes."

Step 7: 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. A new visit note will be created and the data will be placed in the newly created visit note.

If there are fields that are missing that you want to integrate with don't hesitate to reach out.

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