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Migrating to Elation Health Patient Sync V2
Migrating to Elation Health Patient Sync V2
Greg Hilkert avatar
Written by Greg Hilkert
Updated over a week ago


We are pleased to announce that we have released a new version of our patient sync with Elation Health! It now syncs patient demographic and contact information between both systems. This means changes made in Elation Health will now be reflected in Hint.

We will be rolling this out slowly over the next few months, but if you would like to migrate now reach out and let us know. You can reach out to either the Hint or the Elation Health teams.

Major Changes & New Workflows

Patients Currently Syncing

Patients syncing with Elation Health today will continue to sync after you migrate to the new version. Newly created patients will require a provider assignment in Hint in order to sync.

Required Provider Assignment

Newly created patients in Hint will now only be synced to Elation Health if an Elation linked provider is assigned to the patient. There are more details about linking providers here. Existing patients will continue to sync, even if they don't have a provider assignment in Hint.

This change affects patients entered from any source, so you will want to verify your new patient workflows to ensure a provider is being assigned.

  • Ensure you have providers created in your Hint account

  • Ensure patients are being assigned a provider when enrolling

    • Verify this for patient signup pages, you can require a provider or default one on your signup pages.

    • Verify this for employer sponsors

    • Verify this for new patients you create via the API

  • Consider requiring a provider on all new patients. To learn more about how to do this go here.

If you do not want some patients created in Elation Health you can either assign them to a provider who is not linked to Elation Health, or you can not assign a provider at all. This can be useful if you assign prospective patients to a waitlist, or have other needs to keep patients in Hint without creating a chart in your EHR.

If you do not want to assign providers to new patients automatically, but you still need the patients synced to Elation Health, reach out to Elation support and explain your new patient workflow. Ask about having a system account set up as a placeholder provider for this scenario.

Insurance Information

Only set once, when a new chart is created in Elation by Hint

  • Insurance payer/carrier name

  • member id

  • group id

Once a patient record is created in Elation, insurance information will no longer sync between the systems. We recommend keeping insurance information up to date in Elation Health.

Start using the enhanced integration today

1. Verify your provider links between the systems

View and Update the links between providers in both system in the patient sync configuration page. Remember that newly created patients must be assigned to a provider who is linked to Elation, or else a chart in Elation will not be created for them.

Patient Sync Link Providers

2. Activate the new version

Once you are done with provider linking, click next to finalize the configuration. Choose if you want patients created in Elation to be created in Hint, if you are unsure we recommend leaving this setting on.

Click "Activate" to complete the process!

Patient Sync Overview


Q: Why do I need to migrate?

A: We built the new patient sync from the ground up, and there are a few differences from how the current version works. These provide significant performance increases as well as enhanced functionality that will make working with both systems easier.

Q: I don't want to assign a provider to new patients, but I do want them to sync to Elation Health, how can I do this?

A: Reach out to Elation Support and explain your new patient workflow. Ask about having a system account set up as a placeholder provider for this scenario.

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