Manage RevIntake settings as a new subscriber or an existing subscriber using the RevIntake Settings Portal settings.revintake.com
Enable RevIntake and Login to the RevIntake Settings Portal
Once you have subscribed to RevIntake you need to enable the service in RevolutionEHR.
- Enable RevIntake in RevolutionEHR.
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- Access Admin > General > Practice Preferences > Partner Integrations. See Example
- In the Practice Management section, beside RevIntake, select the “Enabled” button. This action generates credentials necessary to set up your practice in the RevIntake Settings Portal. See Example
- Using the username and temporary password sent to you in your Welcome to RevIntake email, login to the RevIntake Settings Portal. See Example
- Create a new password See Example
Visit the following tabs in the RevIntake Settings Portal to configure settings for the following:
Locations
Sync your RevolutionEHR environment, select the locations that should be set up with RevIntake and upload your practice logo.
Communication
Manage your communication preferences including when to send messages, how many times patients should be contacted, and what the message will say.
Registration and Intake Documentation
Manage your intake and registration preferences by selecting questions from a question library that mirrors fields in the patient chart in RevolutionEHR and choose which forms should be enabled for each encounter type.
Insurance
Manage the list of insurance companies patients see during registration and indicate which should display according to insurance type.
Scheduling
Manage your online scheduling settings by selecting the appointment type(s) and provider(s) to display on your website.
Patient Surveys
Manage patient surveys or online reviews by selecting when to send message requests.
User Access
Provide access to the RevIntake Settings Portal to other staff members.
Summary
Review your RevIntake configuration settings.