INFO: Advanced Directive Documentation

Overview

Patient tags in CareHub and Elation provide a quick, at-a-glance indicator of a Participant’s advanced directives status. However, the tags themselves do not store the underlying documentation. This article explains where to upload and reference the actual advanced directive and consent documents in both CareHub and Elation.

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CareHub: Uploading Advanced Directives

In CareHub, advanced directive documents should be stored directly on the Participant’s profile.

How it works:

• Upload the advanced directive file to the Participant Profile

• Once uploaded, the document will be available under File Attachments

This ensures the document is easily accessible from the Participant’s record while allowing tags to serve as a visual reference.

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Elation: Uploading Advanced Directives and Legal Documents

In Elation, advanced directives and consent forms are stored in the Legal section of the patient chart.

Legal Section Overview

The Legal section allows users to:

• Document legal notes for the patient

• Upload and reference legal documents within the chart

Uploading Legal Documents

You can add legal documents using the drag-and-drop feature. Documents uploaded to the Legal section will appear under the Legal Reports category within the patient’s Clinical Profile.

This section is commonly used for:

• Advanced Directives

• Consent forms

• Release forms

• Intake forms

• Patient identification (e.g., driver’s license, passport)

• Other legal documentation

Document Tags

When uploading documents in the Legal section, you can apply Document Tags. These tags make it easy to identify:

• Which legal documents are on file

• Which documents may still be missing for a patient

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Why Advanced Directives Appear in the Legal Section

Advanced directives and consent forms are typically configured and mapped as legal-type documents in Elation. Because of this configuration:

• Any documents filed under Directives or Consent report categories automatically appear in the Legal section

• This ensures consistent storage and visibility across patient charts

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Key Takeaway

• Tags provide quick visibility of advanced directive status

• Documents must be uploaded and referenced in the appropriate system location

  • CareHub: Participant Profile → File Attachments

  • Elation: Legal Section → Legal Reports