Data Configuration Overview

Data Configuration customizes user options throughout the system. Many of the data configuration categories have a default list that has been created for all practices by RevolutionEHR. Practices can deactivate, change, and/or add to the list of options. The order of the items within the lists can also be rearranged. 

Data Types: There are two types of data - data for dropdown menus and data for lists. 

• Data for dropdown menus typically have fewer options available to the user and may or may not have consistency from practice to practice, (e.g., reasons for spectacle use, allergy categories, discount reasons, statement message reasons). 
• Data for lists typically have many options available to the user and are consistent from practice to practice. Also, list options are pulled from a database unique to our industry, (e.g., medications, diagnosis codes, modifiers).

Instructions

Add Items to a Dropdown Menu

1. Access Admin > Data Configuration > select a category > select the list name.
2. Click the + icon.
3. Input information into the fields:
   • Name: Text entered into this field will display in the dropdown menu.
   • Description: Text entered into this field does not display within the system. It is for internal informational purposes.
4. Click 'Save.' Note: Items added to the system cannot be deleted, they can only be deactivated.

Edit or Deactivate

1. Access Admin > Data Configuration > select a category > select the list name.
2. Update the text to edit; uncheck the box for Active to deactivate. Note: Items on the list cannot be deleted, only deactivated.
3. Click 'Save.'