Overview

What is Patient Passport?

Patient Passport is a secure online portal that gives your patients 24/7 access to health information you've shared. It also allows you and your patients to send secure messages to each other. Patient Passport is accessible via web browsers and the Elation Passport iOS app.

Who can use Patient Passport?

Patients and/or their caretakers can use Patient Passport to access a patient’s health information as long as they have an email address they can use for Patient Passport registration.

What are the benefits of Patient Passport?

With Patient Passport, you can:

Make it easy for patients or their caretakers to access their health information anytime, anywhere—whether through a web browser or the iOS mobile app.
Improve communication through secure, non-urgent messaging.
Support care coordination by enabling patients to share their records.

It’s a great way to enhance patient engagement and streamline communication.

What patients can see by default in Passport (for practices)

Patients will automatically have access to the following once they have an active Passport account:

Patient Letter messages and attachments you explicitly send
- Patients can receive written messages and attachments from your practice.
  - Settings are available to control whether patients can respond to your message and start their own message threads.
Demographics
- Patients have real-time access to the following demographics Information from their chart:
  - Date of birth
  - Emergency Contact
  - Provider Assigned in Practice
Clinical Profile
- Patients have real-time access to the following Clinical Profile details from their chart:
  - Allergies
  - Drug Intolerances
  - Medications
  - Vaccines
- Settings are available to share more from the Clinical Profile.
Visit summaries for all signed visit notes
- Patients will automatically receive generated summaries when you sign a visit note. This includes the information documented in following sections of signed visit notes:
  - Vitals
  - Proc (Procedures)
  - Tests/Treatments
    - This includes any Referrals, medications and diagnostic test orders.
  - Care Plan (Instructions)
  - F/U (Follow-up)
Appointment details
- Date of upcoming appointment
- Date of last appointment
- Link to your Booking Site (if your Elation Patient Booking Site has been set up)

What is not shared automatically

Visit notes in Requiring Action or Outstanding Items – Visit summaries cannot be shared until they are signed off.
Confidential records – Notes in the Confidential section of the Clinical Profile are never shared via Passport.
Other chart documents – Lab reports, imaging results, and other records are only shared if you explicitly attach them to a Patient Letter.

Clinical Profile sections and default sharing settings

Items in the patient's Clinical Profile can also be shared automatically; the specific sections and amount of information depend on the chosen sharing options:

Objective Data Only
Satisfies MIPS Requirements
Entire Clinical Profile except the Confidential section
Entire Clinical Profile, Expanded Summary, excluding Confidential

Passport sharing settings can be customized for each patient within the Passport dialog (globe icon) in their chart. The default sharing behavior is set via Patient Sharing Defaults in a provider's User Settings. These defaults apply to patients who have that provider listed as their Provider Assigned in Practice under their demographics. Any updates to the default settings will only affect newly invited patients.

Click here for more details and instructions for customizing default sharing settings.

Patient Passport Guides

For your practice

	Quick Start	Advanced
Setup	Set a default for how much of the Clinical Profile is shared. Turn on/off patient-initiated messages.	Override the Clinical Profile sharing default per patient. Set notifications for unopened Patient Letters. Specify best practices for staff workflows.
Inviting patients to Passport	Send invitation to a patient who’s new to Patient Passport.	Invite patients to link passport accounts or invite legal representatives. Manage invitations for complex use cases.
Sending messages to patients	Write a Patient Letter.
Responding to patient messages	Respond to a Patient Letter.

For your patients

	Quick Start	Advanced
Registration	Register for a Passport account for first time.	Reuse an email for Passport registration. Link multiple Passport accounts to a single email.
Using Patient Passport	Message your Provider.	Switch between linked Passport accounts.
Mobile access	Navigate the Patient Passport iOS app.

Frequently Asked Questions

Can I customize Passport access on a per-patient basis?

Yes. Sharing options can be overwritten on a per-patient basis when Patient Sharing Defaults do not suffice.

You can:

Override Clinical Profile sharing per patient – Click the Passport button (globe icon) in the patient's Clinical Profile and select a different option under Passport Sharing Options.
Choose what you send to each patient – You decide which letters, lab results, or other records to attach to Patient Letters for individual patients.

The behavior for visit summaries and default Clinical Profile sharing remains global per provider. Changes to your sharing defaults only apply to patients who register for Passport after the update; for patients already registered, adjust sharing settings individually in their chart.

Additional Resources

Troubleshooting registration & access issues

Click here for troubleshooting tips.

Properties

URL Name elation-patient-passport-an-introduction

Elation Patient Passport Guide

Contents