You must be subscribed to RevDirect and in receipt of a confirmation message from RevolutionEHR before following the steps below. To subscribe, head to RevolutionEHR - RevDirect and complete the "Get Started" form.
Note:
- Your office must have a valid Location name, Main Phone, Email, State/Prov, and Zip code configured for each location within Admin> General > Locations > open a location > Location Details tab.
- If you're using a nine-digit zip code, you'll need to temporarily edit it to five digits during the setup process. Once complete, add the four-digit extension.
- The setup process includes configuring your location(s), employee(s), and external provider(s).
- After completing the setup instructions below log out and log in to see changes associated with your practice.
Direct Address Set Up
Step 1: Create a location Direct address
A location address is not used by any employee of the practice but is shown as the “From” address when a patient transmits information from the patient portal, RevolutionPHR, to another provider.
The “location address” can be created by navigating to Admin > Vendor/Partners> RevDirect. Click the + button, select your Location from the Location dropdown and enter a “Location Direct Address” of your choice and Save. See Example
Once you click save, log out of RevolutionEHR and back in for the change to take place.
Step 2: Create individual Direct address(es)
RevDirect provides you with the ability to create a Direct address for any and all employees of the practice per your preference. Individual addresses can be created by accessing each employee through Administration > Employee/Roles > Employees > Select employee > External System IDs tab > Enabled
Once you click enabled a RevDirect address will automatically be displayed. You can proceed with clicking on the Validate button or enter in a unique direct address followed by Validate. Selecting “Validate” allows the address to be checked for availability. Click Save once the address has been validated. See Example
*Once an address has been established for the practice or staff member it cannot be changed.
Step 3: Obtain and document Direct addresses of external providers
With your internal addresses established, the final configuration step is to make sure you have Direct addresses of the providers with whom you’d like to communicate logged in their profiles in RevolutionEHR. External provider profiles can be accessed through Admin > Vendors/Partners > External Providers and Direct addresses are entered on the Contact Information tab: See Example
Once the three steps above have been completed, you’re ready to start communicating securely: