RevolutionEHR Insights ™

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How can you print a List, Report or Grid?
Posted: July 9, 2018

Flash provides a “hotkey” available for all users that will allow you to export a “grid” the resides in a ...  read more

Firefox Flash Update
Posted: September 21, 2017

We are aware of an issue with flash in Firefox caused by a recent update. Below are instructions on how ...  read more

Error 4 Explanation
Posted: July 19, 2016

This error is generated by having more than 4 diagnosis codes on 1 line item on the invoice. The error ...  read more

Search Field Tips
Posted: February 12, 2016

Did you know that there are many ways to easily find patients using the simple patient search?

A search requires a minimum ...  read more

Inventory Management Guide
Posted: August 28, 2015

This document highlights product catalog management which is the first phase of a larger enhancement. When all phases are complete, ...  read more

Claim Preparation and Filing Overview in U.S.
Posted: June 17, 2015

For an overview of claim preparation and filing for the U.S., please click here. read more

Configuring RevolutionEHR to integrate with ClinicAid in British Columbia
Posted: June 17, 2015

For an overview of configuring RevolutionEHR to integrate with ClinicAid in B.C., please click here. read more

Configuring RevolutionEHR to integrate with ClinicAid in Alberta
Posted: June 17, 2015

For an overview of configuring RevolutionEHR to integrate with ClinicAid in Alberta, please click here. read more

Claim Preparation and Filing Overview in Alberta
Posted: June 17, 2015

For an overview of claim preparation and filing in Alberta, please click here. read more

Claim Preparation and Filing Overview in British Columbia
Posted: June 17, 2015

For an overview of preparing and filing claims in British Columbia, please click here. read more

Looking for Task Notifications?
Posted: February 18, 2015

On February 5th we applied a patch that moved the notification for Task status updates to the secure Messaging Module.  ...  read more

Helpful Links
Posted: January 7, 2015

In this post you can find quick links to RevolutionEHR, RevolutionPHR and MyRev.  Links for our production and sandbox systems ...  read more

Clearing Your Browser Cache
Posted: November 20, 2014

From time to time, you will need to clear your browser cache when using RevolutionEHR. This will be necessary upon ...  read more

Updating Your Browser to the Latest Version
Posted: October 15, 2014

In order to ensure the best user experience possible with RevolutionEHR, we recommend using the latest version of a supported ...  read more

Syncing Windows Time With RevolutionEHR Server Time
Posted: October 6, 2014

If the date and time of your local PC differs from RevolutionEHR’s cloud servers, certain applications like the RevIntegrator, MarcoConnect and ...  read more

Progressive Lens Entry Tips
Posted: September 8, 2014

This flowchart demonstrates the few ways a progressive lens can be correctly entered into RevolutionEHR.  Click here to view. read more

Updating Your Browser on Windows XP
Posted: March 27, 2014

The highest version of Internet Explorer supported by Windows XP is IE 8.   Because the most recent version of IE ...  read more

My appointments and slots are off by one hour on some of my computers
Posted: March 5, 2014

If you have one or more computers that are displaying your appointments and/or slots off by an hour,  the first ...  read more

Updating Your General Contacts
Posted: September 10, 2013

There are three General Contacts (Billing, Administrative and Technical) for your practice that can be configured in RevolutionEHR.  These contacts ...  read more

How do I upload a scanned document?
Posted: August 21, 2013

1)      Open up the patient file

2)      Click the show more tab, located on the right side of the screen

3)      Choose ...  read more

How do I obtain my username and password to utilize one of your partner integrations?
Posted: August 21, 2013

RevolutionEHR has partnered with several companies to bring our users the latest, most sophisticated integrations. In almost all cases, the ...  read more

Google Chrome Disappearing Cursor Issue
Posted: July 12, 2013

A recent update of Google Chrome has caused a problem with a disappearing cursor in RevolutionEHR.  If you are experiencing ...  read more

New Exam Tests Available
Posted: July 10, 2013

We've added several new exam tests.  Here is the list:

  CLtests (CL Over-Autorefraction, CL Near Over-Refraction)
  ...  read more

Emergency Access
Posted: January 2, 2013

Emergency access is a feature that we added for Stage 1 Certification for MU.  It required a certified EHR technology ...  read more

Attached Paperwork Type Descriptions for Electronic Claims
Posted: January 2, 2013

The 5010 Claim Code tab contains a field called Attached Paperwork Type. However, the descriptions were too long to include ...  read more

Google Chrome Time Issues
Posted: October 8, 2012

When Google Chrome is used as the browser for running RevolutionEHR, by default Chrome will use a plug in to ...  read more

How do you mark a patient as deceased?
Posted: October 1, 2012

If you have a patient that has passed away, you may mark that patient as deceased in RevolutionEHR.

 Here are the ...  read more

How do you post an insurance payment?
Posted: October 1, 2012

Below you will find the steps to posting a payment from the insurance company:

1)      Go to the accounting module located ...  read more

How can you deactivate a patient from the system?
Posted: October 1, 2012

Once a patient file is created in RevolutionEHR, it is impossible to delete that person from your system. However, you ...  read more

Shortcuts for Entering Data
Posted: May 29, 2012

Here is a list of 15 commonly used keyboard and mouse short cuts for entering data.

1)  F8 (Fn/F8 on a ...  read more

Why is screen size and screen resolution important in RevolutionEHR and how do I adjust resolution?
Posted: April 5, 2012

Screen resolution pertains to the amount of data displayed on the screen while screen size pertains to the size of ...  read more

I'm getting an error message that has an exclamation point with a circle around it. What does this mean?
Posted: April 5, 2012

That is an Adobe Flash Player error screen and not coming directly from RevolutionEHR.  Here is an excerpt from an ...  read more

On the list of “Today’s patients, it defaults to the doctors primary location. What if they are working at one of the other locations, how do you change the today’s pt list to the list for that other location they are working at?
Posted: March 7, 2012

“Today’s Patients” will display the patients scheduled for the doctor’s default log in location for that day.   This location is ...  read more

How do you search for the next available appointment with a specific doctor?
Posted: March 7, 2012

This depends on whether your office is using appointment "slots" or not.  Slots are a way to specify in the ...  read more

Patient Electronic Notes Update
Posted: February 26, 2012

RevolutionEHR now has fields that contain “searchable” text fields. A few of the fields are counted for MU, and many ...  read more

If a patient has an exam and places an order on the same day, how do you link the invoices together?
Posted: February 26, 2012

In many cases you will want to combine billing for exam and order (eyeglass, contact lenses, etc.) on the same ...  read more

What should you do if the patient pays their co-pay before an invoice for that charge has been created?
Posted: February 26, 2012

1) From patient file>account, create a new patient invoice.

2) Authorize the empty invoice, click receive payment.

3) Apply all payment information. ...  read more

How should you manage recalls?
Posted: February 26, 2012

In the assessment & plan portion of the exam, the doctor will choose a recall based on when he/ she ...  read more

How do you link the policy holder to the patient’s insurance?
Posted: February 26, 2012

In order to list someone as policyholder other than ‘self’, that person should be connected as a family member or ...  read more

Where do I document a patient's dominant eye?
Posted: January 22, 2012

The patient's dominant eye can be entered 2 ways in the patient file:

1) Click on the patient quick view which ...  read more

Is there a way to run a report to see if there are any unassigned exam services?
Posted: November 21, 2011

We do have a report available called the 'Unassigned Items Report', which will allow you to search for any services ...  read more

Why isn't the 'Print Statement' Button available to click in accounting?
Posted: November 18, 2011

When printing patient statements, you may find that the 'print statements' button is inactive. If so, please verify that all active invoices ...  read more

Why does the insurance copay always show as a negative on the invoice?
Posted: November 18, 2011

When you use the "add patient portion" button on the insurance invoice and you apply a copay it creates a ...  read more

How do you handle a NSF check on a paid invoice?
Posted: November 14, 2011

You have three options and you may want to consult with your accountant and ask them for their recommendation.

If you ...  read more

What if your schedule is not printing the correct time?
Posted: August 2, 2011

The print out from your schedule will reflect the time, date and time zone set on your computer (NOT the ...  read more

What type of labels are compatible with RevolutionEHR and how do I print them?
Posted: July 25, 2011

When printing address labels from the system, you have to use the standard sheets of labels called Avery 5160. There ...  read more

How do you see which procedure codes are used most frequently?
Posted: July 22, 2011

This is an Accounting Report.  Go to the Accounting Module, and in the module header bar look to the far ...  read more

In the DPA's used, can I combine specific med types or do I always have to pick both of them separately?
Posted: July 22, 2011

Due to the fact that RevolutionEHR is a web based software, we have the same datebase for all users. There is ...  read more

How do I find out which employee updated the demographics in a patient's file?
Posted: July 22, 2011

An audit log has been added that can be run to track certain actions by users. The audit log report ...  read more

What is the soft CL & BC suggestions used for?
Posted: July 22, 2011

These are fields that are meant to be filled in by you, to fill in your suggestions based on the ...  read more

Is there a way to search for a list of patients that have all purchased a particular frame?
Posted: July 20, 2011

This is an Accounting Report. Go to the Accounting Module, and in the module header bar look to the far ...  read more

How do you create an order for frame only?
Posted: July 20, 2011

A "frame only" order can be created from either the Orders Module or the Order History component found under Show ...  read more

How Much RAM Should My Computer Have?
Posted: July 20, 2011

We recommend a minimum of 4 Gb of RAM to effectively run RevolutionEHR. read more

Can you edit items in inventory that have been imported?
Posted: July 19, 2011

"Imported" items come from a master database. Though the items show up in your product catalog, what you are really ...  read more

How do you create a contact lens order from a contact lens trial?
Posted: July 7, 2011

Using a trial to place a revenue order is really associating that order to a non-authorized prescription. We would recommend ...  read more

Do we recommend running RevolutionEHR on a mobile device or tablet?
Posted: July 5, 2011

Any device that supports Flash can run the program. However, these tablet devices might be attractive in concept for their ...  read more

How do you add more RGP materials?
Posted: June 30, 2011

Go to Administration>Data Configuration> Prescriptions> RGP Materials. There you will see the list that currently populates the Material drop down. ...  read more

Why do I still have an active invoice for an insurance company even though I have already received and posted the payment?
Posted: June 27, 2011

Ideally, when a pt purchases materials on a day they are receiving services the fees for services and items should ...  read more

Why can't I print more than 1 page when clicking the 'print' button in a letter?
Posted: June 23, 2011

There is a know issue with printing multiple page letters using the print button. Until we get that fixed, if ...  read more

If you plan to use RxNT for E-prescribing, do you still need to set up pharmacies in Admin?
Posted: June 23, 2011

It's the customer's decision. Their entries in the Pharmacy component won't transfer over to RxNT, nor will the info from ...  read more

Why is it so important for each user to have their own individual user name and password?
Posted: June 21, 2011

Although there is no law that is violated by creating general passwords, for general purpose terminals in an office, the ...  read more

Why can't I find medications in the "Common Drugs" list for Care Plan items?
Posted: May 5, 2011

If medications are not available when creating the Care Plan Item then my guess is that they are not part of ...  read more

Why can't we have a "Pull-Forward" option for all of the tests in the encounter?
Posted: May 2, 2011

In optometry we often see patients with similar workflow each time they visit the office. While nothing in eye care ...  read more

How do you view and/or pull data forward from previous test findings?
Posted: April 5, 2011

Each test within an encounter contains a view test history button found in the upper right corner of the test ...  read more

How do you add tint colors to your RGP drop down menu?
Posted: April 1, 2011

The colors that are available in the tint drop down on RGP's come from the product options in Inventory for ...  read more

What should you do if you get a "Cookie" Error Message?
Posted: April 1, 2011

In your browser, you have a tool icon at the top of the screen. Click the tool icon> Internet options> privacy. ...  read more

Why can't I edit data after I unsign the encounter?
Posted: March 25, 2011

When an encounter is first opened, the data fields load as not being editable if that encounter has already been signed. ...  read more

Where do I find Punctal Plugs in the EHR?
Posted: March 14, 2011

The option for Punctal Plugs, can be found under Slit Lamp findings in the Adnexa multiselect. read more

What does P/U Acc. Amp and PBU Near Add mean in the test accommodation/near add?
Posted: March 9, 2011

Push-up Accommodative Amplitude is a fairly standard test to analyze accommodative capability. The tester uses an appropriate accommodative target (usually ...  read more

Why is Pyramid not listed in DPA menu?
Posted: March 8, 2011

You will find Paramyd listed as 0.25% tropicamide/1.0% hydroxyamphetamine in the drop down. We avoided brands due to the variable ...  read more

How do you add an External Provider on the fly?
Posted: March 8, 2011

From the patient's file go to the "provider" component under "Show More". If the external provider does not yet exist ...  read more

How do you change an eyeglass order after it has been approved?
Posted: March 8, 2011

If the charges are already on an invoice, you can void the invoice if no payment was made. This will ...  read more

What if Medicare replacement plans do not show the PQRS Alert in coding?
Posted: March 8, 2011

In order for PQRS alerts to show, the insurance classification must be set as medicare. Selecting Medicare for a Medicare ...  read more

How do you remove "busy" times and "slots" in the schedule?
Posted: March 8, 2011

To remove busy times or slots, you can double click on the time slot. On the right hand side of ...  read more

Why is the "Task" module the only pod seen at log in?
Posted: March 7, 2011

The Modules that you have access to are controlled by what user role(s) is assigned in your employee file. If ...  read more

How do you remove the tax ID from printing on patient statements?
Posted: February 22, 2011

You have the ability to remove the tax ID from populating on patient statements if you would like. To change ...  read more

How do you set up encounter sub categories?
Posted: February 16, 2011

In administration> Encounters> Encounter Templates you have a list of your different exam types. Each one of those encounter templates ...  read more

How is the service date set on an invoice?
Posted: February 16, 2011

The service date is triggered by the date of the encounter. If the order is not associated to an encounter, ...  read more

How can you find unassigned or unfinished encounters in RevolutionEHR?
Posted: February 11, 2011

You can run a report to find unsigned encounters as well as encounters that have not been completed yet. Go ...  read more

What does it mean if I get a "Session Expired" error message?
Posted: February 11, 2011

This can occur when RevolutionEHR is open on the computer in multiple browser tabs or even multiple browser windows for ...  read more

How do the PQRS codes populate in the coding screen?
Posted: February 7, 2011

When you look at the coding screen, you will see a PQRS alert button if your patient has Medicare set up as insurance ...  read more

How do you view a cancelled Rx?
Posted: February 2, 2011

When an Rx is cancelled, it is still available for viewing but will not be displayed by default. If you wish ...  read more

What are the websites to test speed and packet loss?
Posted: February 2, 2011

You can find your download and upload speed at When the test is complete you will see a button that says ...  read more

How do you enter a patient's medications without filling in the dosage?
Posted: February 2, 2011

When adding a patient's medications, you have the option to mark the prescription as being internal or external. This can ...  read more

Where do account numbers for vendors and labs get entered into the system?
Posted: January 31, 2011

Go to Administration> Vendors / Partners and you will find frame suppliers, contact lens suppliers and spectacle labs. Click the 'Add' ...  read more

How do you add an external provider to a patient's file?
Posted: January 31, 2011

From the patient's file go to the "provider" component under "Show More". If the external provider does not yet exist ...  read more

Why can't I remove services from the coding screen in an encounter?
Posted: January 31, 2011

The services that you are trying remove from the coding screen are most likely already assigned to an invoice. If you go ...  read more

Why is there an asterisk next to the patient's name?
Posted: January 20, 2011

The asterisk next to the patient’s name means that they are a new patient. If you see an asterisk but the ...  read more

Why wouldn't the recall date be saving?
Posted: January 20, 2011

Recalls must be set up in the "Recall" category in your Care Plan Item library. If it was set up ...  read more

Why am I getting an error message when trying to delete a user role?
Posted: January 13, 2011

If the user role is currently associated in any way, the system will not allow you to delete it. For ...  read more

Why do I keep getting logged out on a Mac while using a "Touch Mouse"?
Posted: January 13, 2011

When you swipe two fingers left or right across the surface of the touch mouse on a Mac , that ...  read more

How do you add a test to a screen?
Posted: January 7, 2011

Go to Administration>Encounters>Screen Library and follow these steps:

1) Click on the appropriate screen category and then open the screen that ...  read more

Why am I required to login twice when my session expires?
Posted: January 6, 2011

Security of patient data is really becoming scrutinized with EHR adoption. Thus, during our certification process, we were required to ...  read more

How do you reduce your frame inventory through the order?
Posted: January 5, 2011

When in the Frame Information slider of the Eyeglass Order, you click on the blue lookup to choose the Frame ...  read more

How do you print patient account activity for a specific date range?
Posted: January 3, 2011

In the patients Account Pod, select the Service Date Range and choose the Status option from the drop down and ...  read more

Why do I get spinning clocks while running year-end reports?
Posted: December 30, 2010

Accounting reports in RevolutionEHR can be drilled down to different levels, so the amount of data compiled for each report is ...  read more

What does the "Call Failed" error message mean?
Posted: December 30, 2010

This error message means internet connection is being lost. It may only be for a moment but when an error ...  read more

How do you re-authorize an expired Rx?
Posted: December 30, 2010

If the patient has an expired prescription that exists in RevolutionEHR, you can use the "refill" button to create a ...  read more

Are you having trouble printing from Internet Explorer?
Posted: December 30, 2010

Sometimes there is a security setting in Internet Explorer (IE) that needs to be changed. With IE open (doesn’t matter ...  read more

How do you break down the deposit report by individual insurance companies?
Posted: December 27, 2010

This is an Accounting Report. Go to the Accounting Module, and in the module header bar look to the far ...  read more

Can you enter prescriptions into the system before the patient comes in for their encounter?
Posted: October 5, 2010

Yes, you can enter medications, eyeglass Rx and contact lens(CL) Rx into RevolutionEHR in the Rx component prior to starting ...  read more

How and Why Do I Set Up Appointment Slots?
Posted: September 27, 2010

Slots are used to place appointments in pre-configured spots. This can be set up in the scheduling module and customized ...  read more

How do you add employee office hours?
Posted: September 27, 2010

You can add employee hours to the schedule to indicate what hours the doctors are working to make scheduling during ...  read more

How do you choose lens treatments in an order?
Posted: September 27, 2010

When placing an order, you have the option to either use the blue look up button or the drop down ...  read more

What is the difference between Care Plan Items and Care Plan Templates?
Posted: September 27, 2010

Your care plan item library contains items that you want to suggest to patients. General, education, medRx and recall are the categories ...  read more

How do you create an exception for the "" domain in Google Chrome?
Posted: September 23, 2010

Please follow these steps to create an exception for the "" domain in Google Chrome:

1) Open Google Chrome and then ...  read more

Can you alphabetize the order of general categories?
Posted: September 17, 2010

The app allows you to change the order in which your general care plan items are listed so it will ...  read more

How do you add something to the list of 'other allergies'?
Posted: September 17, 2010

You have the ability to add options to the list of 'other allergies'. To add to this list, go to ...  read more

Are you having trouble viewing RevolutionEHR in firefox?
Posted: May 26, 2010

If you are unable to view your RevolutionEHR in Firefox but you are able to view RevolutionEHR in other browsers ...  read more

What if data within the encounter appears not to be saving?
Posted: May 21, 2010

Information that is stored in the database cannot be different from one computer to the next. What is happening is ...  read more

Can I transfer a credit from one account to another in the same family?
Posted: February 8, 2010

RevolutionEHR does not currently allow for the transfer of credits. If this function was allowed, it would consist of removing ...  read more

Are you having trouble uploading scanned documents?
Posted: February 8, 2010

It is possible that you are scanning at a fairly high resolution and the file is too big for upload. ...  read more

What's the best way to print out year-end payment records for a patient?
Posted: January 13, 2010

1) Go to the accounting home screen
2) Change the status to 'paid' and change the payor type to 'patient payors'

3) ...  read more

How do you set up Gmail as your default mail client?
Posted: January 13, 2010

You can designate Gmail as your default mailto handler. This means that when you click on any hyperlinked email address, ...  read more

How do you determine an employee's action in an order?
Posted: January 12, 2010

To find out which employee took a specific action on an order (created the order, approved the order, transmitted, etc) ...  read more

How do you handle a collections situation and apply payment?
Posted: January 12, 2010

Before you can enter collection payments, make sure your collection agency is set up in administration. Go to Admin> Vendors/ ...  read more

How do you start an encounter without a scheduled appointment?
Posted: January 12, 2010

You have the ability to start an encounter without an appointment and we call this starting an encounter 'on the ...  read more





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