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 | Appointment |
| Salutation | Date |
| First Name | Time |
| Middle Name | Type1 |
| Last name | Provider |
| Nickname | Location |
| DOB | Note/Comment |
| Gender | Recall |
| Date | |
| SSN | Type1 |
| Marital Status | Comment |
| Address 1 | Diagnoses |
| Address 2 | ICD9 |
| City | Dx Date |
| State | Resolution Date |
| Zip | Eye |
| Home phone | Comment |
| Work phone | Insurance |
| Cell phone | Company name |
| Other phone | Policy # |
| Employer | Group # |
| Occupation | Plan Name |
| General Note | Policy holder Relationship |
| Create Date | Policy Holder Patient ID |
| Primary Provider | Policy Holder First Name |
| Primary Location | Policy Holder Last Name |
| Notes/Comments | Policy Holder DOB |
| Policy Holder Address | |
| Policy Holder Home Phone | |
| Policy Holder Gender |
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.