If your current practice management or EHR software is hosted in the cloud or managed by a third-party vendor, you are responsible for obtaining an export of your data from that vendor and securely providing it to RevolutionEHR for conversion. Without a complete export, we may not be able to convert all required information.
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 | LASTEXAM | CLRx (cont.) |
| First Name | Last Exam Date | OS Axis |
| Middle Name | NOTES | OD Base |
| Last Name | Note Date | OS Base |
| Nickname | Note | OD Add |
| Address | Recalls | OS Add |
| Address2 | Recall Date | SpecRx |
| City | Recall Type | Rx Date |
| State | Appointments | Rx Expiration Date |
| Zip Code | Appointment Date | OD Sphere |
| Home Phone | Appointment Time | OS Sphere |
| Work Phone | Appointment Location | OD Cylinder |
| Appointment Provider | OS Cylinder | |
| Status | Appointment Type | OD Axis |
| Provider | Confirmed Appointment | OS Axis |
| Location | PATIENT-BALANCE-ALERT | OD Add |
| Birth Date | Balance (as Alert) | OS Add |
| Gender | CLRx | OD Horiz. Prism |
| SSN | Provider Id | OS Horiz. Prism |
| Position | OD Lens Type | OD Horiz. Dir |
| Employment Status | OS Lens Type | OS Horiz. Dir |
| Marital Status | Rx Date | OD Vert. Prism |
| Race | OD Model | OS Vert. Prism |
| Ethnicity | OS Model | OD Vert. Dir |
| Language | OD Sphere | OS Vert. Dir |
| Insurance | OS Sphere | |
| Insurance Company Name | OD Cylinder | |
| Insurance Plan Type | OS Cylinder | |
| Insurance Plan Name | OD Axis |
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.