RevolutionEHR Integration

This article covers the integration between IntakeQ and RevolutionEHR.

Scope of the Integration

• When a patient submits an intake package via IntakeQ, the forms are automatically uploaded as PDFs to the patient chart in RevolutionEHR. 
  • If the patient is new to RevEHR, IntakeQ will create them a profile with their basic demographics populated. 
  • If the client is an existing client in RevEHR and parts of their demographics are missing, IntakeQ will populate that data to the client profile.
• IntakeQ automatically pulls patient contact information from RevolutionEHR, making it easy to send them forms.

Enable the Integration

Before enabling the integration within your IntakeQ account, there are four actions that need to be done in your RevolutionEHR account:

1. Create a Folder for IntakeQ Documents

For IntakeQ to be able to upload documents to your EHR account, you must create an “IntakeQ" folder for your patients. 

• In your RevolutionEHR account, search for any patient, and go to Documents/Images. 
• Right click, select New Folder and name it IntakeQ. 
• Creating the IntakeQ folder for one patient will create it for all patients. 

Note: You must create this folder in the Root folder.

2. Generate API Credentials

In order for IntakeQ to connect to your EHR account, you must generate credentials to be used in IntakeQ.

• In your RevolutionEHR account, click the the gears icon.
• Navigate to General → Practice Preferences → Partner Integrations.
• Select IntakeQ from the list and click it to enable the integration. 
• Once the credentials are generated, keep the tab open; we will need them in the next step.

3. Enter Credentials in IntakeQ

• Log in to your IntakeQ account and navigate to More → Settings → Integrations. 
• Click RevolutionEHR.
• The integration page will request the credentials you generated in the previous step. These credientials will allow IntakeQ to connect to RevolutionEHR's API. 
• Enter the credentials obtained in step 2.
• Click Connect; you will see a message saying that the connection is active.

4. Map Practitioners

• Next, locate the Practitioner Mapping heading.
• Map each IntakeQ practitioner account to a provider and a location in your RevEHR account. 
• This will allow IntakeQ to assign patients to the appropriate provider in case a new patient is created when a form is submitted.
• That's it! Now, every time a patient submits a form, IntakeQ will upload it to the patient's page in RevolutionEHR.
• IntakeQ will also start to pull patient contact information from RevolutionEHR and replicate them into the IntakeQ database, making it easy for you to send new forms.

Send Forms to Patients

If the patient you send the form to is not in RevolutionEHR yet, click Add New to create a new patient in the EHR directly from IntakeQ.

Add Forms to Your Website

• Instead of sending forms to patients, you can make them available in your website. This article shows how to obtain the public URL for an intake packet. 
• When a patient fills out a form using the public URL (as opposed to being sent a form via email/SMS), IntakeQ will attempt to find a match for that patient in RevolutionEHR in order to upload the completed form. 
• A successful match will occur when 3 pieces of information are the same: 
  
  • First Name 
  • Last Name 
  • At least one of these: Date of Birth, Email, Phone Number 
• If IntakeQ is unable to find a match, a new patient will be created in RevolutionEHR.

Map One IntakeQ Account to Multiple EHR Providers (Optional)

• Some customers prefer to have a single IntakeQ practitioner account handle all intakes while still having patients assigned to the proper provider in the EHR. 
• There is a way to let IntakeQ know which provider a patient should be assigned to by using a custom field in the client profile and mapping it to a intake form field. 
• If you are interested in this option, please contact us at hello@intakeq.com and our team will create the mapping for you.

The "Allow IntakeQ to update patient demographics" setting

Please note that even when the Allow IntakeQ to update patient demographics setting is unchecked, IntakeQ will write information back to Revolution EHR in the following scenarios:

• Patient's last name is empty on the Revolution EHR side and not empty on the IQ side
• Patient's email is empty on the Revolution EHR side and not empty on the IQ side
• Patient's home phone is empty on the Revolution EHR side and not empty on the IQ side
• Patient's work phone is empty on the Revolution EHR side and not empty on the IQ side
• Patient's cell phone is empty on the Revolution EHR side and not empty on the IQ side
• Patient's gender is empty on the Revolution EHR side and not empty on the IQ side
• Patient's street address is empty on the Revolution EHR side and not empty on the IQ side