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Elation Integration

Elation can be used with XY workflows in organizations that rely on Elation as part of their operating stack.

What this integration is for​

At a high level, the Elation connection helps workflows work with the patient and operational context your team already maintains in Elation.

Typical use cases​

  • workflows that need patient context from Elation
  • workflows that support operations tied to Elation records
  • processes where XY and Elation need to stay aligned without unnecessary manual re-entry

Setup approach​

If your organization is using Elation with XY:

  1. Open Integrations in the XY Web App.
  2. Connect Elation.
  3. Confirm the connection is available to the workflows that need it.

Important note​

The exact Elation workflow design can vary by customer use case. If your team is planning a new Elation-based workflow, validate the intended behavior inside your workspace before rolling it out broadly.