Upgrade Your RevolutionEHR Integration

If you connected IntakeQ to your RevolutionEHR account before May 26th, 2020, you can upgrade to a more efficient version of the integration.

How version 1 of the integration works:

  • IntakeQ pulls all patients from RevolutionEHR to your IntakeQ account and keeps them in sync in 10 minute intervals. 
  • This approach works well most of the time, but since there is a delay between the time a patient is added/updated in RevolutionEHR and the time IntakeQ pulls the most recent data, it can lead to the creation of duplicate patients.

How the new version of the integration works:

  • IntakeQ does not pull all patients from RevolutionEHR. 
  • When opening the Send Form dialog, IntakeQ will show patients directly from RevolutionEHR, without the need to pull that data to your IntakeQ account. 
  • Only when you send a form to a patient will IntakeQ pull that patient from RevolutionEHR and save it as a client in IntakeQ.
  • If the patient you are sending the form to is not in RevolutionEHR yet, you can click Add New to create a new patient in the EHR directly from IntakeQ.
  • If you are using IntakeQ for forms only, this new method is more efficient because it keeps your IntakeQ client database smaller and prevents most of the issues related to syncing patient data between both systems.

Upgrade to the New Version

  1. Log in to IntakeQ and click More → Settings.
  2. Select the Integrations tab.
  3. Click RevolutionEHR. 
  4. If your account is using the original integration, you will see an Upgrade button.

Once you upgrade your integration, patients who had been pulled from RevolutionEHR will be removed from IntakeQ, unless they have any other associated data in the account, such as a form or an appointment.

Prevent Duplicate Patients

Another addition to this new integration is the ability to prevent IntakeQ from creating new patients in the EHR. When you allow patients to fill out a form using a public URL, there is the potential for duplicate records to show up in the EHR. This happens because when a patient submits a form, IntakeQ tries to find that patient based on the information they provide (first name, last name and date of birth). If IntakeQ does not find an exact match, it creates a new patient in the EHR.

Click here to learn how to prevent this behavior.

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