The following information outlines the practice and patient data that is copied from one RevolutionEHR environment into another in the event of a practice split.
Patient Data via PDF and Image Files
- Past Patient Encounters: These are imported as PDF files/documents for each patient. These files will be imported to Documents/Images within the patient's file for easy future reference.
- Documents and Images: All files from Documents/Images are transferred over in their original format.
- Orders and invoices: These are imported as PDF files/documents for each patient. These files will be imported to Documents/Images within the patient's file for easy future reference.
Practice Level Data
If requested, the following practice data may be copied from the environment of the source practice to the environment for the new practice:
| Insurance Companies | External Providers |
| Pharmacies | Vendors (all types) |
| Care Plans (Templates and Items) | Encounter Templates |
| Manufacturers | Roles/Permissions |
| Data Configuration | Common Dx |
| Common Modifiers | Common Meds |
| CDS rules and Patient education | Patient searches |
Location Level Data
If requested, the following location data may be copied from the environment of the source practice to the environment for the new practice:
- Services
- Products
- Physical Inventory
Patient Data
| Patient Demographics | Appointments (past and future) |
Last Exam |
| Salutation | Type | Last Exam Date |
| First Name | Provider | Last Exam Type |
| Middle Name | Location | Insurance |
| Last Name | Note/Comment | Company name |
| Suffix | Appointment ID | Policy # |
| Nickname | Patient ID | Group # |
| DOB | Start Date and time | Plan Name |
| Gender | End Date and time | Policy Holder Relationship |
| Appointment Status | Policy Holder Person ID | |
| SSN | Employee | Policy Holder First Name |
| Marital Status | Role | Policy Holder Last Name |
| Address 1 | Summary | Policy Holder DOB |
| Address 2 | Create date | Policy Holder Address |
| City | Create by | Policy Holder Home Phone |
| State | Updated date | Policy Holder Gender |
| Zip | Updated by | CL Rx |
| Home phone | Confirmation Status | All fields |
| Work phone | Confirmation date | Notes |
| Cell phone | Insurance validity | |
| Other phone | Insurance comment | |
| Pager | Insurance Verification date | |
| Fax | Insurance Verified by | |
| General Note | Recalls | |
| Primary Provider | Date | |
| Primary Location | Type | |
| Patient ID | Comment | |
| External patient ID | Patient ID | |
| Person ID | Recall status | |
| Create date | Last Communication Date | |
| Patient Status (act/inact/dec) | Number of Communications | |
| Patient Type (new/established) | Related appointment ID | |
| Start Date | Created date | |
| Professional Credentials | Updated date | |
| Date of death | Diagnoses | |
| Preferred phone | ICD10 | |
| Race | Dx Date | |
| Ethnicity | Spec Rx | |
| Primary language | Sphere | |
| Religion | Cylinder | |
| Employer | Axis | |
| Position | Add | |
| Employment status | Vertical Prism | |
| Employer Address 1 | Vertical Prism Orientation | |
| Employer Address 2 | Rx Date | |
| Employer City | Patient ID | |
| Employer State | Balanced | |
| Employer Zip | Near Add | |
| Guarantor | Intermediate Add | |
| Distance PD | ||
| Near PD | ||
| Exp Date |
Important Note: Family relationships are NOT retained in the copy.