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Troubleshooting Common Issues With Elation EMR

This article covers common problems, error messages, and solutions to problems with the Elation EMR integration to help you resolve them quickly.

Attend Health Team avatar
Written by Attend Health Team
Updated over 2 weeks ago

While the Elation integration is designed to work seamlessly, you may occasionally encounter issues. This article covers common problems, error messages, and solutions to help you resolve them quickly.

If you can't resolve an issue using this guide, contact [email protected] for assistance.


Profile Not Linked Error

Error Message

"Your profile needs to be linked to your EHR physician record. Please contact support to help set up this connection"

What This Means

Your Attend account is not properly mapped to your Elation physician account. This prevents the integration from functioning.

Why This Happens

This error occurs when:

  • Your first name, last name, or email in Attend doesn't exactly match what's in Elation

  • You recently changed your name or email in one system but not the other

  • Your account mapping wasn't completed during initial setup

  • You don't have a clinician role in Elation

How to Fix It

Step 1: Verify Your Information

  1. Check your name and email in Attend

  2. Log into Elation and check your user profile

  3. Compare the information for exact matches (including spaces, capitalization, punctuation)

Common mismatches:

  • "Bob" vs "Robert"

  • Extra spaces in names

  • Different email addresses

  • Middle initials present in one system but not the other

Step 2: Contact Support

If your information doesn't match, or if you're unsure why you're seeing this error:

Include in your message:

  • Your name as it appears in Attend

  • Your email address in Attend

  • Your name and email as they appear in Elation

  • Your organization name

  • Screenshot of the error message (optional but helpful)

Step 3: Wait for Profile Update

The support team will update your account mapping and confirm when it's complete. This typically takes one business day.

💡 Tip: After your profile is updated, try accessing the patient selection window again to verify the connection is working.


Elation API Unavailable

Error Message

"The Elation API is currently unavailable. Please try again later." (or similar message indicating connectivity issues)

What This Means

Attend is unable to communicate with Elation's systems at this moment.

Why This Happens

This is a rare issue that occurs when:

  • Elation's API services are experiencing temporary downtime

  • There's a network connectivity issue between the systems

  • Elation is performing scheduled maintenance

How to Fix It

Step 1: Wait and Retry

  1. Wait 2-3 minutes

  2. Try your action again (sending a note or accessing patient information)

  3. If it works, you're all set

Step 2: Check Elation Status

  1. Try logging into Elation directly

  2. If Elation itself is slow or unavailable, the issue is on Elation's side

  3. Wait for Elation services to be restored

Step 3: Try Again Later

If the error persists:

  • Wait 15-30 minutes and try again

  • You can continue generating notes in Attend

  • Send notes to Elation once connectivity is restored

Step 4: Contact Support if Persistent

If the error continues for more than an hour or happens frequently:

Include:

  • When you first encountered the error

  • Whether you can access Elation directly

  • How many times you've tried

  • Screenshot of the error message

💡 Tip: Continue working in Attend during API issues. You can copy notes manually to Elation or send them through the integration once connectivity is restored.


Patient Not Found

Issue

You can't find a patient when searching or they're not on your schedule.

Solutions

For detailed troubleshooting, see the article "Finding and Selecting Patients."

Quick fixes:

  • Check your spelling (most common issue)

  • Try searching by date of birth

  • Click the circular arrow button in the top right to refresh your schedule

  • Verify the patient exists in Elation

  • Try alternate spellings or the patient's legal name vs nickname

If patient is truly not in system:

  • Add the patient to Elation first

  • Wait a few minutes for sync

  • Search again in Attend


Note Didn't Appear in Elation

Issue

You sent a note to Elation but don't see it in the patient's chart.

Step-by-Step Troubleshooting

Step 1: Refresh the Page

  1. Navigate to the patient's chart in Elation

  2. Refresh your browser (F5 or Ctrl+R on Windows, Cmd+R on Mac)

  3. Look for the draft note again

Browsers cache content, and refreshing ensures you see the latest data.

Step 2: Check for Success Message

Think back to when you sent the note:

  • Did you see a success confirmation message in Attend?

  • If yes, the note was sent and should appear after refreshing

  • If no, the send may not have completed

Step 3: Verify Patient Selection

  • Did you select the correct patient?

  • Check a different patient's chart if you think you may have selected the wrong one

  • The note will be in whichever patient's chart you selected

Step 4: Check Draft Notes Section

In Elation:

  1. Go to the patient's chart

  2. Look specifically in the section where draft/unsigned notes appear

  3. The note will be in draft status, not signed

Step 5: Wait a Moment

In rare cases, there may be a slight delay:

  • Wait 1-2 minutes

  • Refresh the page again

  • Check for the note

Step 6: Check Send History in Attend

  1. Go back to the encounter in Attend

  2. Hover over the "Send to EHR" button

  3. Check if it shows a timestamp of when the note was last sent

  4. If no timestamp appears, the note may not have been sent successfully

Step 7: Try Resending

If you still don't see the note:

  1. Click "Send to EHR" again in Attend

  2. Select the patient

  3. Look for the success message

  4. Refresh Elation and check again


Send Button Grayed Out or Not Available

Issue

The "Send to EHR" button is grayed out, disabled, or not visible.

Possible Causes and Solutions

Cause 1: Account Not Linked

  • Your profile may not be mapped to Elation

  • See the "Profile Not Linked Error" section above

Cause 2: Integration Not Enabled

  • Your workspace may not have the Elation integration enabled

  • Contact your administrator or [email protected] to inquire about enabling it

Cause 3: No Note Generated

  • You must have a completed note before you can send it

  • Complete your encounter and generate the note first


Schedule Not Showing Appointments

Issue

Your schedule appears empty when you know you have appointments today.

Solutions

Step 1: Refresh Your Schedule

  1. Click the circular arrow button in the top right of the schedule screen

  2. Wait for the schedule to reload

  3. Your appointments should appear

Step 2: Check Elation Directly

  1. Log into Elation

  2. View your schedule for today

  3. Verify appointments are actually scheduled

  4. Ensure appointments are assigned to you specifically (not another provider)

Step 3: Use Search Instead

  • If the schedule isn't loading, use the search function

  • Search for your patients by name

  • You can still select patients and continue your workflow


Multiple Draft Notes in Elation

Issue

You see multiple draft notes for the same patient on the same day.

Why This Happens

This is expected behavior when:

  • You sent a note, made edits in Attend, and resent it

  • You sent separate notes for different encounters with the same patient

Remember: Resending from Attend creates a new draft note; it doesn't update existing notes.

How to Handle It

Step 1: Review Each Note

Open each draft and review the content to determine which version you want to keep.

Step 2: Delete Unwanted Drafts

In Elation:

  1. Open the draft note you don't want

  2. Delete it using Elation's note deletion feature

  3. Keep only the final version you want to sign

Step 3: Sign the Final Note

Sign the note you want to keep as the official documentation.

💡 Tip: To avoid multiple drafts, finalize your note in Attend before sending. Make edits in Attend rather than sending, editing, and resending multiple times.


Context Not Loading from Elation

Issue

When trying to add context from Elation, you can't see notes, reports, or health profile information.

Solutions

Step 1: Verify Patient Selection

  • Make sure you've successfully selected a patient

  • The context screen should show after selecting a patient

Step 2: Check if Patient Has Content

  • The patient may not have any recent notes or reports in Elation

  • Check the patient's chart in Elation to verify content exists

  • If the patient is new, there may not be any history to pull

Step 3: Refresh and Try Again

  1. Cancel out of the context selection

  2. Start a new encounter

  3. Try adding context again

Step 4: Check API Connectivity

  • If you see connectivity errors, see the "Elation API Unavailable" section above

  • Try again in a few minutes

If context consistently fails to load, contact [email protected].


General Troubleshooting Steps

When you encounter any issue not covered above, try these general steps:

1. Refresh Your Browser

Many issues resolve with a simple browser refresh:

  • Windows/Linux: F5 or Ctrl+R

  • Mac: Cmd+R

2. Clear Cache and Cookies

Browser cache can sometimes cause issues:

  1. Clear your browser's cache and cookies for Attend

  2. Log out and log back in

  3. Try your action again

3. Log Out and Log Back In

Sometimes simply logging out of Attend and logging back in resolves connectivity issues.

4. Check Elation Directly

If integration features aren't working:

  • Log into Elation separately

  • Verify Elation is functioning normally

  • Check if you can access patient charts

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