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Elation Integration

Keep patient records, orders, and payer info aligned between Elation and XY without double entry.

Overview​

The Elation integration connects XY to your Elation EHR system, enabling workflows and agents to access patient records, clinical data, orders, and payer information. This integration supports bidirectional data synchronization to eliminate manual data entry.

Authentication & Setup​

  1. Navigate to the Integrations section in the XY Web App
  2. Select Elation from the integration directory
  3. Click "Connect" and complete the Elation OAuth authentication flow
  4. Grant XY the necessary permissions to access your Elation account
  5. Configure which data types and endpoints XY should access

Post-Authentication Configuration​

After connecting, configure:

  • Data Access Scope: Select which types of data XY can access (patients, orders, clinical notes, payer info)
  • Sync Frequency: Set how often XY should sync data with Elation
  • Capability Settings: Enable or disable specific read/write operations
  • Practice Selection: If multiple practices, select which ones XY should access

Endpoints & Capabilities​

Read Operations​

  • Get Patient: Retrieve patient demographic and medical information
  • List Patients: Search and retrieve patient records
  • Get Order: Retrieve order details (lab orders, referrals, etc.)
  • List Orders: Query orders by type, status, or patient
  • Get Clinical Note: Retrieve clinical documentation and notes
  • Get Payer Information: Retrieve patient insurance and payer details
  • Get Visit Information: Retrieve visit and encounter data

Write Operations​

  • Create Patient: Add new patient records
  • Update Patient: Modify patient demographic or medical information
  • Create Order: Create new orders (lab orders, referrals, etc.)
  • Update Order: Modify existing orders
  • Create Clinical Note: Add clinical documentation
  • Update Payer Information: Modify patient insurance details

Configuration​

  • Set Sync Frequency: Configure how often to sync data with Elation
  • Manage Data Access: Enable or disable access to specific data types
  • Configure Capabilities: Control which read/write operations are available
  • Practice Settings: Configure access to multiple practices if applicable

Use Cases​

  • Patient Data Synchronization: Keep patient information synchronized between systems
  • Order Management: Automate creation and tracking of orders
  • Clinical Documentation: Automate creation and updates of clinical notes
  • Payer Information Management: Keep insurance and payer information up to date
  • Data Entry Automation: Automate data entry from external sources into Elation