⭐ Excelleris Integration: An Overview

⚠️ Important Note: The Excelleris integration is not enabled automatically for all clinics. Submit the required Excelleris registration documents well before your planned go-live date. Review, validation, and setup can take up to four weeks.

In This Article

Description
How the Excelleris-Aeon Integration Works
Supported Report Types
🔹Extraction of Data from Reports and Creation of Measurements
Setup
What Excelleris Requires
Permissions
Additional Information

Description

Excelleris is a Canadian health information exchange that delivers clinical reports from participating healthcare organizations directly to electronic medical records.

The Excelleris integration allows your clinic to receive reports electronically in Aeon. Reports may come from laboratories, hospitals, medical imaging providers, specialists, or other participating healthcare organizations.

Unlike standard faxed documents, Excelleris reports include structured information that allows Aeon to automatically:

Match the report to a patient
Match the report to a practitioner
Categorize the report
Display supported report types using structured layouts
Extract supported laboratory results into the patient’s Measurements history

This reduces manual processing and makes clinical information available throughout the Patient Profile.

Learn more about Excelleris at https://www.excelleris.com/

How the Excelleris-Aeon Integration Works

Excelleris delivers clinical reports to Aeon regardless of who originally requested the test or service.

Your clinic may receive a report because:

A practitioner at your clinic created the original requisition
Another practitioner copied your clinic or one of your practitioners on the report
A patient received care or testing during a hospital visit
Another participating healthcare organization sent the report to your clinic

Report workflow

Receive a clinical report through Excelleris A participating healthcare organization sends the report electronically through Excelleris
Deliver the report to Aeon Excelleris sends the report and its structured information to Aeon
Match the patient and practitioner Aeon attempts to match the report to an existing patient and practitioner

When Aeon finds a match

Aeon adds the report to the patient’s Files
Aeon categorizes the report
Aeon creates a File Review Task for the practitioner
Aeon adds supported structured laboratory results to the patient’s Measurements history

Matched Excelleris reports do not require staff to process them through the Inbox. The practitioner receives the report through their File Review Tasks.

When Aeon cannot find a match

Aeon sends the report to the Inbox
Staff review and triage the report
Staff link the report to the appropriate patient and practitioner
Aeon creates a File Review Task for the assigned practitioner

🎓 Training Tip: Requisitions

A report does not need to begin with a requisition created in Aeon. Your clinic may receive reports requested or sent by other healthcare providers.

To learn more about creating requisitions in Aeon, click here.

🎓 Training Tip: Organizations That Do Not Use Excelleris

Not all healthcare organizations participate in Excelleris. Reports from organizations that do not use Excelleris may arrive by fax and follow your clinic’s standard Inbox triage process.

To learn more about managing incoming files, click here.

Supported Report Types

Excelleris can deliver many types of clinical reports from participating healthcare organizations.

Depending on the sending organization, your clinic may receive:

Laboratory results
Medical imaging reports
Pathology reports
Cardiology reports
Consultation reports
Hospital reports
Discharge summaries
Other supported clinical reports, notes, and consultations

The reports available to your clinic depend on the healthcare organizations participating in the Excelleris network. Some reports may continue to arrive by fax and follow your clinic’s manual triage process.

Extraction of Data from Reports and Creation of Measurements

Only structured laboratory results received through Excelleris automatically populate the patient’s Measurements history.

Other report types received through Excelleris do not automatically create Measurements. These may include:

Consultation reports
Medical imaging reports
Hospital reports
Discharge summaries
Other non-laboratory reports

Faxed documents also do not automatically create Measurements.

Where appropriate, staff or practitioners must manually add Measurements from these reports to the patient’s Measurements history.

Setup

⚠️ Important Note: Begin the Excelleris setup process well before your planned go-live date. Review, validation, and configuration can take up to four weeks.

Launchpad is a separate Excelleris product. Your clinic does not need Launchpad simply to receive Excelleris reports within Aeon. Excelleris can deliver reports through its Launchpad portal or directly to an integrated EMR such as Aeon.

Step 1: Contact Excelleris

Contact Excelleris to configure electronic report delivery for your clinic
Tell Excelleris that your clinic uses or is moving to Aeon

If your clinic already receives reports through Excelleris, ask Excelleris to update your delivery configuration.

If your clinic is new to Excelleris, Excelleris will guide you through registration and setup.

Step 2: Complete Excelleris Onboarding

Complete the registration and authorization forms provided by Excelleris
Provide the requested clinic and practitioner information

Excelleris reviews the submitted information and configures your clinic and participating practitioners.

📝 Practitioners Who Work at Multiple Clinics

Tell Excelleris and Aeon when a practitioner works at more than one clinic. Excelleris may require separate configuration for each clinic so reports are delivered to the correct location.

Step 3: Allow Excelleris to Activate the Connection

Wait for Excelleris to complete its review and configuration
Collect any provider configuration, certificate, or login information supplied by Excelleris

The information provided depends on your clinic’s configuration and the services being activated.

Step 4: Contact Aeon Support

Contact Aeon Support after Excelleris confirms that its setup is complete
Provide the configuration information supplied by Excelleris

Aeon Support will complete the remaining integration steps in Aeon.

Your clinic will begin receiving electronic reports after Excelleris and Aeon complete the required configuration.

What Excelleris Requires

Excelleris may request registration forms and identifying information to configure report delivery and confirm participating clinics and practitioners.

Be prepared to provide:

Clinic or organization name
Clinic address
Primary clinic contact information
Names of participating practitioners
Practitioner billing numbers or other requested identifiers
Completed registration or authorization forms
Information about practitioners working at multiple clinic locations

The exact requirements may vary based on your clinic, participating practitioners, and existing Excelleris services. Excelleris will confirm which information and forms your clinic must submit.

Permissions

Practitioners can:

Receive File Review Tasks for matched or assigned reports
Open and review reports
Acknowledge completed reviews
Create follow-up Tasks or take other clinical action
Manually create Measurements when required

Staff can:

Review unmatched reports in the Inbox
Link reports to the correct patient
Assign reports to the appropriate practitioner
Manage reports received outside the Excelleris integration
Manually create Measurements when appropriate

Aeon automatically:

Retrieves reports delivered through Excelleris
Attempts to match the patient and practitioner
Categorizes supported reports
Adds matched reports to the patient’s Files
Creates File Review Tasks
Extracts Measurements from supported structured laboratory results
Tracks report review and acknowledgement