To learn more about how Twine integrates with Elation and what fields are updated between the two technologies, view Twine's Elation Integration Overview article. See below for some frequently asked questions about this integration.
- How are patients in Elation linked to patients in Twine?
If the integration is enabled before patients are added to Twine, and all patients are created in Elation (recommended), each patient will be created in Twine using the ID of the patient in Elation. However, if a customer has been using Elation and Twine, and patients exist in both systems before the integration is enabled, Twine needs to match up the existing patients and attempts to avoid creating duplicates during the initial import. The primary (and most reliable) method of matching a patient in Elation to a patient in Twine is using the Elation patient ID as an external identifier on the patient in Twine. If a patient in Twine exists with an external identifier for an existing Elation patient ID, we will use this ID to link the patient. That is, you can manually add the Elation ID to an existing patient in Twine to ensure that the desired patients are linked together. This should be done before performing the import for any patients for which the fuzzy matching (below) fails to link the patients correctly. Alternatively, the Elation ID can be added to a patient after the initial import (when the integration has already been enabled) to resolve import problems. For patients in Twine with no Elation ID (external identifier), we use the following rules to attempt to match patients correctly:
- If no patient in Twine matches the Elation patient ID, we will attempt to match by name and email address.
- If the Elation patient has no email address, we will attempt to match by name and birth date.
- If there is no match for any of the above, a new patient will be created in Twine.
- Why am I seeing two patient profiles in Twine for the same patient?
Every patient record in Elation is associated with a unique ID. When the Elation integration is initially enabled with Twine, we attempt to match existing patients (see above) but if no matching patient is found (such as when a patient has a slightly different name in Elation vs Twine, like Bob and Bobby) a new patient is created in Twine and is associated with the Elation patient ID. If a patient profile in Twine was created prior to the Elation integration being enabled, and the Elation patient could not be linked to an existing Twine patient, Elation will create a new patient profile.
- What do I do if the Elation integration creates a duplicate patient profile in Twine?
Ensure that the patient profile you wish to keep has the Elation ID in the patient's External Identifiers list. (Have questions on where to find the Elation ID? Refer to Step 1 here.) Then, remove the Elation ID from the patient's Twine profile that you wish to delete. Also, ensure that only the appropriate patient has an email address, and the duplicate patient does not. Once you've done this, type @support into the messaging stream of the patient profile you wish to delete, and request that they delete the duplicate patient profile.
- When Elation creates a patient profile in Twine, where does that profile go?
Patient profiles created by Elation live in the Not Enrolled Dashboard. Once your patients register their accounts or are manually enrolled by a coach, they will move to the Enrolled Dashboard.
- Once my patients are added to Twine from Elation, how do I invite them to register their accounts?
Patient profiles created by Elation live in the Not Enrolled Dashboard until patients have registered. You can send your patients an invitation email to register their accounts by tapping the red "enroll" button to the right of the patient's name.
This opens a slide out menu on the right. So long as the patient has an email address associated with his Twine profile, you will see a red button to send invite email to [email address].
- Where do I see Plan Notes from Twine in Elation?
Plan Notes created in Twine are sent to Elation as items Requiring Action.
Tapping Sign Off opens a window containing the Plan Note, including the note details (ex. new health actions that were added to a patient's Health Action Plan in Twine) and the author of the note.
Signing Off on the Twine Plan Note saves it as a Chronological Record.
To review saved Twine Plan Notes in a patient's chart in Elation, navigate to Chronological Records. Plan Notes will appear in order of when they were created. Tapping on an individual Twine Plan Note will once again open a window containing the note details. Tapping on the External Report Detail link brings you to the patient's profile in Twine.
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