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've subscribed to RevIntake you'll need to enable the service in RevolutionEHR.
Step 1: Enable RevIntake in RevolutionEHR. To do this, head to Admin > General > Practice Preferences > Partner Integrations
Find “RevIntake” under the Practice Management section, and select the “Enabled” button. This will generate credentials necessary to set up your practice in the RevIntake Settings Portal
Step 2: Using the username and temporary password sent to you in your Welcome to RevIntake email, login to the RevIntake Settings Portal
Step 3: Create a new password
Confirm the RevIntake services you've subscribed to. If you'd like to add additional RevIntake services please contact firstname.lastname@example.org
Visit the following tabs in the RevIntake Settings Portal to configure settings for the following:
Sync your RevolutionEHR environment, select the locations that should be set up with RevIntake and upload your practice logo.
Manage your communication preferences including when to send messages, how many times patients should be contacted, and what the message will say.
Manage your intake and registration preferences by uploading your entire patient registration forms either as a PDF or word document and choose which forms should be enabled for each encounter type.
Manage your online scheduling settings by selecting the appointment type(s) and provider(s) to display on your website.
Manage patient surveys or online reviews by selecting when to send message requests.
Provide access to the RevIntake Settings Portal to other staff members
Review your RevIntake configuration settings