Help Center

Retrieving Previous Medication History For Your Patients

Last Updated: Jun 18, 2019 08:18AM PDT

Elation has a Medication History Download feature that takes the patient's demographic and insurance information, packages it and sends it to Surescripts (Elation's e-Prescribing provider) to ask them to retrieve the patient's last 6 months of medication refill history. Surescripts takes the information and searches through the various pharmacy benefits managers in their network to see if they can find any medication refill history based on the package of data Elation sent. Pharmacy benefits managers are companies that administers, or handles, the drug benefit program for the different health plans in the USA. If Surescripts is able to find a match, they will send Elation the last 6 months of medication refill history and Elation will place it in the patient's chart in the "Outstanding Items" section for a provider to review and sign off. The medication history retrieved can also include the medications that have been prescribed by other physicians. The two ways of using the Medication History Download feature are described below.

Option A: For Scheduled Appointments
Option B: For walk-ins or impromptu visits
Incorporating the Medication Information Into Patient's Medication List
Pre-requisites for this Feature

Option A: For scheduled appointments

In order to retrieve the patient's medication information, the patient must have an appointment scheduled in ElationEMR. ElationEMR will automatically retrieve the medication information for patients who have an appointment scheduled for the next day.

Option B: For walk-ins or impromptu visits

For patients scheduled and seen on the same day, you can retrieve the medication information by adding the patient into the Scheduler and completing the following steps:

1. Change the appointment status from "Scheduled" to "Checked In" when the patient arrives at the office.

You can change the status by clicking on the "Actions" button that appears next to the appointment and click on the "Status: Check In" button.

A new dialog titled "Patient's Medication Coverage Eligibility & Medication Fills" will appear once the appointment status has been changed to "Checked In".

2. Click on the "Check Eligibility & Retrieve Meds" button, as shown below.

ElationEMR will retrieve the information about what medications are covered by the patient's insurance company as well as the patient's medication information.

Note: There may be patients who do not have any medications to retrieve. A note will appear at the top of the patient's chart above Requiring Action Items to indicate the last date when ElationEMR has tried to retrieve medications on your behalf. 

Incorporating the Medication Information Into Patient's Medication List

The medication information is automatically filed into the patient's chart. The next time you open the patient's chart, a summary of the medications that have been retrieved will display in the Outstanding Items queue. You will not see a task in your practice home inbox to notify you that the medication information has been retrieved.

The medication information is not immediately incorporated into the patient's chart. You have the opportunity to review the medication information retrieved by clicking on the Medication Fills Summary text in blue.

Once you have had an opportunity to review the medications retrieved, click on the "Sign Off and Add to Meds List" button to incorporate the retrieved medication information into the patient's chart. If you would only like to via the medication but not incorporate the medications into the medication list of your chart, you can click the "Sign Off & Do Not Add to Med Lists" button instead. The summary of the medication retrieved will always be documented in the Chronological Record.

Pre-requisites for this Feature

In order use the Medication Fills Download feature, you must use the following:

  • e-Prescribing
  • Appointment Scheduler
  • ​Basic Patient Demographic Information

Note: To enable electronic prescribing, please complete the application form titled Surescripts Vendor Release Form (attached at the bottom of this page) and email the signed form to

The basic patient demographic information required includes:

  • First Name
  • Last Name
  • Date of Birth
  • Gender
  • Zip Code

Without the information noted above, we will not be able to retrieve any medications for that patient.  


(1) What's the effectiveness for medication history download?
Only 60-70% of patients in a regular fee-for-service patient panel will have medications available for download.

(2) Why is the Medication History Download feature not successful for some patients?

  1. Surescripts does not have enough information about the patient, resulting in multiple patients that could match the criteria Elation sent to Surescripts. To avoid HIPAA violations, Surescripts defaults to not sending us information if there is ambiguity around whether we are referencing the same patient.
  2. A patient just changed insurance plans (even if it is a different plan with the same insurer). All of this information depends on what information is stored at the patient's insurance plan's pharmacy benefits management system. If there is a change in insurer or pharmacy benefits manager (this is determined by the insurer or self-insured employer), the pharmacy benefits manager will not have the patient's medication refill history because they just started managing that patient's medication usage.
  3. The patient has decided to pay for each of his medications with cash and did not use insurance to help cover the bill.
  4. The patient's insurer is using a pharmacy benefits management system that is out of network with Surescripts. Approximately 90% of the pharmacy benefits management companies in the USA participate in the Surescripts network.

(3) Which insurers or insurances plans are supported?

Since insurers can change pharmacy benefits managers or use multiple pharmacy benefits managers depending on the plan, Surescripts avoided making this system dependent on participating insurers. 90% of the pharmacy benefits management companies participate in the Surescripts network. 

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