The majority of doctors that select RevolutionEHR as their electronic health record solution are moving from an existing practice management solution. As part of the setup process, we will work with you to transfer the data from your previous system into RevolutionEHR. The exact data that can be imported into RevolutionEHR depends entirely on what resides in your existing system, the format of that data, and the export functionality of that system.
The following provides a summary of the data items which typically can be imported:
| Patient Demographics | Last Exam |
| Salutation | Last Exam Date |
| First Name | Last Exam Type1 |
| Middle Name | Appointment |
| Last Name | Date |
| Prof Credentials | Time |
| DOB | Type1 |
| Gender | Provider |
| Location | |
| SSN | Note/Comment |
| Marital Status | Recall |
| Address 1 | Date |
| Address 2 | Type1 |
| City | Insurance2 |
| State | Company Name |
| Zip | Policy # |
| Home phone | Group # |
| Work phone | Plan Name |
| Cell phone | Accounting3 |
| Other phone | Patient Balance |
| General Note | Notes |
| Active/Inactive | General note |
| Primary Provider | Alerts |
| Primary Location | Alert text |
| Preferred Language |
1 - In RevolutionEHR, exams, appointments, and recalls all MUST be associated with an encounter template that is configured within the system. As a result, in order to import that data from your existing system, we must either choose a default template to use, or you must provide a mapping from the respective types in your existing system to the encounter templates configured in RevolutionEHR.
2 - For insurance import, we are unable to import policies for which the patient is not the policy holder (relationship = self).
3 - For patient balances, this is the balance only and does not include any details for the charges presented by the balance. We recommend you close out existing receivables in your current system and begin putting new charges in RevolutionEHR.