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 | Last Exam1 |
| Salutation | Last Exam Date |
| First Name | Last Exam Type2 |
| Middle Name | Appointment |
| Last Name | Date |
| DOB | Time |
| Gender | Type2 |
| Note/Comment | |
| SSN | Accounting3 |
| Create Date | Patient Balance |
| Address 1 | Spec Rx |
| Address 2/Apt | Sphere |
| City | Cylinder |
| State | Axis |
| Zip | Add |
| Home phone | |
| Work phone | |
| Cell phone | |
| Other phone |
1 - For last exam/visit date information, we can import the date and associate it with a particular RevolutionEHR template. Note, this is only the date and does not include any exam data. If you are importing exam/EHR data we well, then we will be transferring exam dates/types as part of that process.
2 - 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.
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.