Spruce <> Elation Integration: Sync Patient Demographics and Communication – Spruce Health

Elation Health is an electronic health record (EHR) that integrates with Spruce to seamlessly update your patient's medical record without leaving Spruce. By integrating Elation and Spruce, you can sync demographic information and the content of your Spruce conversations to the patient chart in Elation.

Setting Up Your Spruce-Elation Integration

To utilize this feature, you should have an existing Elation account and be on the Spruce Communicator Plan.

To enable the integration:

Any admin from your organization will navigate to your Spruce settings and then click on "Integrations"
Click "Request Integration" on the Elation row, which will kick off the flow for the Elation and Spruce teams to activate the integration.
Once Spruce-Elation have been connected, we will message you in Team Spruce with some questions we'll need answered to complete the activation.

Customizing Your Spruce-Elation Integration

Syncing of demographic information across platforms

When your Elation and Spruce accounts are first connected, a one-time import of all patients will be imported as Spruce contacts, including name, phone number, email address, date of birth, and gender. You will have two options for how the two systems sync contacts on an ongoing basis.

Demographic ongoing sync off (recommended)

Any edits to the patient information in Elation or Spruce will not sync with each other. This is helpful if you would like to edit patient names in Spruce with names that may differ from their medical record in Elation.

Demographic ongoing sync on

Any edits to the patient information in Elation or Spruce will edit the other system record. For example, if you change a name in Spruce, it will change the name in the medical chart in Elation and vice versa.

Syncing conversations to Elation

The integration allows you to sync any content within Spruce, such as texts, voicemails, call logs, transcriptions, etc, to the patient's chart in Elation. When connecting to your Elation account, we can configure the type of syncing your account will have. We offer two types of syncing:

Selective syncing (recommended)

Selective sync allows you to pick and choose what information should be added to the Elation chart and when it should be added. Items you choose will become Visit Note called Spruce Conversation in Elation. You can add an optional "Note Subject" that will populate under the "Exam Reason (CC) field in the Visit Note in Elation. Please note that the provider must sign off on all Visit Notes. This cannot be configured.

Selective sync is great for practices that work with families. For example, if one Spruce conversation is managed by a guardian who may discuss the care of multiple children, you can choose which Elation chart to send a certain message to (e.g., the guardian, child A, or child B), based on the content and context of the message. Please note this can only be done from the web version of Spruce.

Selective Sync Visit Note Example.png

Automatic syncing

Automatic sync will sync any and all new activity in a Spruce conversation to its corresponding Elation chart as a Miscellaneous Report every 24 hours. These reports are within the patient chart and must be signed off on. This sync can include all activity (including internal notes) or patient-facing activity (excluding internal notes). Automatic syncing is the less frequently chosen option as most clinicians found that too much non-health-related information was going into the chart, and it needed to be signed off on.

Note on syncing pictures, videos, and attachments.

When you sync a message that contains a picture, audio file, PDF, video, or attachment, including Spruce Visits, it will populate in Elation as a link to the attachment in Spruce. The link will open a new window with the attachment, but you must be logged into Spruce to gain access. If you want to have the original attachment transferred fully to Elation, you must download the file from Spruce and upload it to Elation. You can also drag and drop the attachment from Spruce to Elation.

Note on syncing transcriptions / summaries

When you sync a message that contains a voicemail / call transcription or summary, the full transcript and summary will be synced to the Elation record.

Syncing Tags from Elation to Spruce

There is an option to automatically sync provider tags from Elation to Spruce. If you’d like this configured, please let the Spruce Support team know and provide the desired tag you want applied in Spruce for each provider in your organization.

Note: no other tags can be automatically synced from Elation to Spruce.

How to Selectively Sync to Elation from Spruce

Once your account is connected to Elation, you can copy content directly to the patient chart. You can sync communication from linked or unlinked contacts in Spruce. Here is how to get started:

Open your patient conversation on the web version of Spruce.
Hover over any messages and click on the three small vertical dots that appear to the right of the message.
Select the "Select Message" option from the menu.
Checkboxes will appear to the left of each message. Select the messages you want to copy to Elation; they are selected when blue.
If your integration is connected, at the top of the conversation, below the patient name or number, you will see buttons "Copy Message" and "Sync to Elation", choose Sync to Elation.
A box will pop up, and if this patient is already linked to their patient chart in Elation, it will be populated under the patient; if blank, search for the patient by full first and/or full last name. You can also edit to a different patient than what was prefilled. If there is no patient linked, see the next section.
Create an optional Note Subject that will populate under "Exam Reason (CC) field in the Visit Note in Elation and click "Save."

Watch this demo video of selectively syncing to Elation

Linking Patients to Elation

Linking a patient to Elation is connecting your patients from Spruce to Elation. This process should be mostly automated when your Elation account is initially integrated into your Spruce account. To start, you must ensure your integration has been turned on (Settings > Integration). You may need to manually link a patient if their phone number was already in Spruce when you created the patient chart in Elation or other scenarios that our system isn't positive it's the right patient to link. In these cases, you must manually link the patient's Spruce contact to the right Elation patient. This will happen at the contact level instead of conversation, so you only need to link each patient once instead of per conversation. You can link a patient by clicking the Spruce contact from within a conversation by clicking their name, going to the contact tab and finding the patient, or by searching for the contact in the search box. Linking can only be done on the web version of Spruce.

Select the patient's contact in Spruce to open the contact card.
Scroll down to Integrations and select Link Contact to EHR.
Select Elation from the drop down menu.
Search for the patient by the name or ID number as used for that patient in Elation. This search must have the full first or last name to pull up the patient. It is not case sensitive.
Once the correct patient appears, select and verify that the information from Elation matches the information you have in Spruce.
Select Establish Link to connect the Elation chart with the Spruce contact.

Watch this video to see this in action.

To remove a link, follow the above instructions, and when under Integrations, hover over the integration you want to unlink, and you will see it will say "Remove Link" when you are hovered over.

Additional resources can be found on Elation's Help Center

Frequently Asked Questions

Does Spruce integrate with Elation Health?

Yes. The Elation integration is available on the Communicator plan and lets practices sync demographic info and communication history.

Is the Elation integration available on the Basic plan?

No. The Elation integration requires the Communicator plan.

How do conversations sync from Spruce to Elation?

They can either sync automatically every night or selectively (recommended), which allows you to choose which conversation items you want to sync.

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