Elation Create visit note

POSThttps://preview.ontross.com/api/integrations/elation/create-visit-note

input.patient_id

string

required

Patient whose chart is read or written, from search-patients.

Example

"712044851039930"

input.template_id

string

Visit-note template for the draft, from list-visit-note-templates.

Example

"931328802380433"

input.template_name

string

Template by display name, resolved against list-visit-note-templates.

Example

"CCM monthly"

auth_id

string

required

Saved connection to run this operation through, from the Authentication page. It decides which practice and login the call uses.

Example

"00000000-0000-4000-8000-000000000000"

note

object

Unsigned visit record returned after applying the selected layout.

note.id

string

Visit record identifier accepted by note editing operations.

Example

"999000000000701"

note.patient_id

string

Patient whose chart is read or written, from search-patients.

Example

"999000000000101"

note.physician_id

string

Physician record id, the id field from list-physicians, not user_id.

Example

"999000000000202"

note.note_type

string

Visit note type name, usually empty on a fresh draft.

Example

"CCM"

note.is_on_hold

boolean

Whether the item is unsigned and still sitting on hold.

Example

true

note.document_date

string

Chart date Elation stamped on the note or document.

Example

"01/08/2026 09:30:00 -0600"

note.bill_id

string

Bill record Elation keeps for this visit note.

Example

"999000000000801"

note.service_lines_revision

string

Concurrency token the next billing save has to send back.

Example

"72c09b64-4918-4fb2-a8df-0492d0c7e381"

note.bullets

array

Section bullets the applied template created, their text still empty.

note.bullets[].id

string

Section entry identifier accepted for targeted text replacement.

Example

"999000000000702"

note.bullets[].category

string

Note section to overwrite, such as Reason or Problem.

Example

"Reason"

note.bullets[].text

string

Current written content of this section entry.

Example

"Monthly chronic care management follow-up."

note.bullets[].sequence

integer

Where the bullet sits within its note section.

Example

0

note.bullets[].version

integer

Concurrency counter Elation bumps each time the bullet saves.

Example

2

template_id

string

Visit-note template for the draft, from list-visit-note-templates.

Example

"999000000000601"

curl --request POST \
  --url https://preview.ontross.com/api/integrations/elation/create-visit-note \
  --header 'X-API-Key: REPLACE_KEY_VALUE' \
  --header 'content-type: application/json' \
  --data '{"input":{"patient_id":"712044851039930","template_id":"931328802380433","template_name":"CCM monthly"},"auth_id":"auth_uuid_here"}'

Request BODY

{
  "input": {
    "patient_id": "712044851039930",
    "template_id": "931328802380433",
    "template_name": "CCM monthly"
  },
  "auth_id": "auth_uuid_here"
}

Response BODY

{
  "id": "string",
  "workflow_id": "string",
  "auth_id": "string",
  "status": "string",
  "input": {},
  "output": {
    "note": {
      "id": "999000000000701",
      "patient_id": "999000000000101",
      "physician_id": "999000000000202",
      "note_type": "CCM",
      "is_on_hold": true,
      "document_date": "01/08/2026 09:30:00 -0600",
      "bill_id": "999000000000801",
      "service_lines_revision": "72c09b64-4918-4fb2-a8df-0492d0c7e381",
      "bullets": [
        {
          "id": "999000000000702",
          "category": "Reason",
          "text": "Monthly chronic care management follow-up.",
          "sequence": 0,
          "version": 2
        }
      ]
    },
    "template_id": "999000000000601"
  },
  "files": null,
  "created_at": "2019-08-24T14:15:22Z",
  "started_at": "2019-08-24T14:15:22Z",
  "completed_at": "2019-08-24T14:15:22Z"
}