To enable the RevolutionEHR integration, please complete the following steps:
In RevolutionEHR
Navigate to Admin > General > Practice Preferences > Additional Preferences > Partner Integration
Select Kno2 from the list
Select Enable
In Kno2
Navigate to Settings and select API
Select Create New (”+”) and select RevolutionEHR from the drop-down
Enter credentials obtained from Revolution EHR
Select Save
Check the connection (click circle with checkmark)
Once the RevolutionEHR integration is setup, please ensure the following setup items are completed in your Kno2 account:
Under Settings > Document Types, add document types that match the major categories of how you would like documents to be grouped in RevolutionEHR. If you already have existing document folders in Revolution, please be sure to add these in Kno2. Each document type in Kno2 will correspond to a folder in RevolutionEHR for upload of documents.
NOTE: The main folder in RevolutionEHR must be named Root to ensure Document Types in Kno2 function properly.