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.
- 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 slider.
- 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 > General > your location > External System IDs slider > Edit. Check the “Enabled” box in the RevDIRECT messaging box and enter a “Location Direct Address” of your choice:
Selecting “Validate” allows the address to be checked for availability:
Once the address has been verified as unique, selecting “Update” will establish the “Location Direct Address”:
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 slider > Edit The process to establish individual addresses for staff members is identical to that for the practice as described above.
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 slider within the provider profile:
Once the three steps above have been completed, you’re ready to start communicating securely: