Contents
Overview
Quickly find what you're looking for in a patient's chart using the search box or filters at the top of the Chronological Record. You can also use AI-powered Clinical Insights to get a summarized view of relevant information, or enter special search terms to pull up corresponding data tables. Combine the search tool with Document Tags to build stronger searches.
Documents in Requiring Action or Outstanding Items are excluded.
What are Clinical Insights?
The AI-powered Clinical Insights feature lets you search a patient’s chart, then surfaces and summarizes relevant information, displaying the results with citations at the top of the chart. The Clinical Insights feature is optimized for searching for the following:
- Conditions - searches for a known diagnosis/condition.
- Medication - searches for the drug name (generic or brand).
- Symptom - searches for a clinical sign/symptom.
- Preventive screening - searches for information about a preventive procedure or test.
You can view multiple Clinical Insights searches at once to keep each clinical question distinct to compare findings, preserve your search history, and share results.
ℹ️ NOTE
Clinical Insights is an informational tool only and is not intended to replace professional medical judgment or serve as a clinical decision-making tool. Always verify information and make clinical decisions based on your own expertise and the patient’s complete medical record.
What are the benefits of Clinical Insights?
Clinical Insights summarizes key information for you, so you don't have to spend time searching for it yourself. This helps you quickly find the information you need in reports and notes, so you don't have to spend time searching or requesting data that's already available.
Setup
Configuring Clinical Insight display settings
By default, Clinical Insights can only be accessed on demand when you search the Chronological Record. You can enable a setting to generate insights automatically when you search by following these steps:
| 1 | Click on your email address in the upper right corner of Elation. |
| 2 | Click Settings. |
| 3 | In the left-hand menu, click AI Personalizations. |
| 4 | Under the Clinical Insights section, go to Display Settings and select Automatic (recommended). |
You can launch a preset Clinical Insights search from the search bar at the top of the patient's chart. To define your preset search:
| 1 | Click on your email address in the upper right corner of Elation. |
| 2 | Click Settings. |
| 3 | In the left-hand menu, click AI Personalizations. |
| 4 |
Under the Clinical Insights section, go to Search Bar Quick Action and update the following data for the preset search:
- Button Label - The name of the button that will appear under the chronological record search bar.
- Search Title - The title of the search that will appear at the top of the search results.
- Search Query - The query that will automatically be triggered when you click the Button Label.
The default search is "Summarize the patient's most recent visits, highlighting any care plan items that need follow up."
|
Configuring custom instructions for Clinical Insights
While using Clinical Insights doesn’t require personalization, you have the option to tailor the responses to better match your preferences. Each user must set their own custom instructions.
| 1 | Click on your email address in the upper right corner of Elation. |
| 2 | Click Settings. |
| 3 | In the left-hand menu, click AI Personalizations. |
| 4 |
Under the Clinical Insights section, go to Custom Instructions and click + Add New Instruction to type a custom rule (e.g. “List lab results as a bulleted list”) or select one of our sample instructions from the provided list.
- Click the trash can icon if you’d like to delete a rule.
|
| 5 | Changes are automatically saved. |
Workflow Instructions
Searching for documents using keywords
To look for all documents related to a specific topic, type a related search word or phrase into the search box (e.g. diabetes or accident). After you search, the chart will display related information and documents at the top of the chart. You'll see any matching text in the documents highlighted in yellow. To search for multiple topics, type the additional search term in the search box after the results for the first search term is generated.
To return to the full chart view, simply clear your search by clicking the X next to the search term(s).
Viewing Clinical Insights
Search for conditions, medications, symptoms or preventative screening information using Clinical Insights. You will see one of two behaviors depending on which display setting you have enabled for Clinical Insights:
- Automatic: After you type a search term, AI automatically finds relevant insights and displays them in the Clinical Insights section.
- Manual: After you type a search term, click Generate Clinical Insights for… to surface clinical insights related to your search.
All insights include citations, so you can easily see where it came from. Click on the citation numbers to open the referenced chart record.
The Clinical Insights Search Bar Quick Action button is located right below the chronological record search bar at the top of the chart. The button will have the 
gem symbol followed by the Button Label you chose in your AI Personalization Settings. Click the button to run your preset search.
Using search filters
The following built-in filters let you quickly search for specific types of documents:
- Note Type - Surface all visit notes with a specific visit note category.
- Document Type - Surface all documents that match one of the following document types:
- Letters & Referrals
- Medications
- Messages
- Non-Visit Notes
- Order
- Pt Summaries (CCD/CCDA)
- Reports
- Visit Notes
The following quick view buttons under the chronological record search lets you pull up the following data with the click of a button.
- My Last Visit Note - Jump to the last signed visit note.
- Vitals - Opens the vitals trend table.
Using special search terms
Vitals
To see a patient’s vitals trend table, click the Vitals filter under the chronological record search box.
Lab Results
To see tables related to electronic lab results, manually entered lab values or lab results recorded using the Point-of-Care Labs feature, type in related search terms. Reference the table below for search terms you can use and the results they will yield:
- Lab values in blue = within normal reference range
- Lab values in red = outside of normal reference range
Next Step
Explore the Chronological Record Search today to narrow your search for specific records!
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