This article explains how to set up and use the RevolutionEHR integration with Kno2 Connected®. You'll learn how to enable the integration, configure settings, and use integration features for patient search and document upload.
What is the RevolutionEHR Integration
The RevolutionEHR integration connects Kno2 with your RevolutionEHR system, enabling seamless document management and patient data exchange. This integration allows you to search for patients, upload documents directly to patient records, and streamline your workflow between both systems.
Integration Capabilities
Patient Search
Search for active patients in RevolutionEHR directly from Kno2
Search by patient first name (full or partial)
Search by patient last name (full or partial)
Search by date of birth (DOB)
Search by gender
Document Upload
Easily upload documents to patient records in RevolutionEHR
Documents organize into folders based on Document Types
Automatic folder creation when needed
Preserve file names from Kno2
New Patient Add (Coming Soon)
Add new patients to RevolutionEHR from Kno2
Transfer basic patient details automatically
Continue document processing after patient creation
Before You Start
System Requirements
Active RevolutionEHR account with administrator access
Active Kno2 account with administrator access
RevolutionEHR Partner Integrations feature enabled
Document Types configured in Kno2
Prerequisites
Understand your document organization structure in RevolutionEHR
Know which Document Types you need in Kno2
Have RevolutionEHR administrator credentials available
Steps to Enable RevolutionEHR Integration
Step 1: Configure in RevolutionEHR
Navigate to Partner Integrations
Go to Admin > General > Practice Preferences > Partner Integrations
Enable Kno2/Consensus Integration
Select Kno2/Consensus from the integration list
Click Enable to activate the integration
Copy Integration Credentials
Copy the Username provided by RevolutionEHR
Copy the Password provided by RevolutionEHR
Keep these credentials secure for the next steps
Step 2: Configure in Kno2
Navigate to API
Go to Settings > API in Kno2
Create New API Connection
Click Create New (the + button)
Select RevolutionEHR from the dropdown menu
Enter Integration Credentials
Enter the Username obtained from RevolutionEHR
Enter the Password obtained from RevolutionEHR
Click Save to store the credentials
Verify the Connection
Click the circle with checkmark icon to test the connection
Confirm successful connection status
Troubleshoot any connection errors before proceeding
Step 3: Configure Document Types
Review RevolutionEHR Folder Structure
Identify existing document folders in RevolutionEHR
Note the folder names you want to use
Critical: Ensure the main folder in RevolutionEHR is named Root
Add Document Types in Kno2
Go to Settings > Document Types
Add Document Types that match your RevolutionEHR folder structure
Use the same names as your existing RevolutionEHR folders
Each Document Type in Kno2 corresponds to a folder in RevolutionEHR
Verify Document Type Setup
Confirm all necessary Document Types are created
Check spelling matches RevolutionEHR folder names exactly
Ensure the Root folder requirement is met in RevolutionEHR
Using Patient Search
How to Search for Patients
Access Patient Search
Open the message or document requiring patient assignment
Click the Patient Search function
Enter Search Criteria
Enter patient first name (full or partial)
Enter patient last name (full or partial)
Add date of birth for more specific results
Select gender if known
Select Patient from Results
Review search results returned from RevolutionEHR
Select the correct patient from the list
Patient details populate automatically in Kno2
Continue Document Processing
Proceed with document assignment to the selected patient
Complete any additional required fields
Upload document to RevolutionEHR by clicking the cloud icon.
How Document Upload Works
Automatic Document Organization
When documents are uploaded from Kno2 to RevolutionEHR:
Document Type Mapping
The Document Type selected in Kno2 determines the target folder
Documents route to the corresponding folder in RevolutionEHR
Folder names must match exactly between systems
Automatic Folder Creation
If the folder doesn't exist in RevolutionEHR, it's created automatically
New folders appear under the Root folder
Folder structure organizes according to Document Types
File Naming
Documents retain the file name shown in Kno2
File names are editable in Kno2 before upload
Original file names help with document identification
Important Notes
Document Date field in Kno2 is not used by RevolutionEHR integration
Document Notes field in Kno2 is not used by RevolutionEHR integration
Only the Document Type and file content transfer to RevolutionEHR
Locating Documents in RevolutionEHR
After Upload to RevolutionEHR
Log In to RevolutionEHR
Access your RevolutionEHR system with your credentials
Search for Patient
Go to Patients in the upper left
Search for your patient using patient search criteria
Click the Search button
Select the patient from the results list
Navigate to Documents
Select Documents/Images from the left-hand menu
Navigate to the Document Type folder you selected in Kno2
Select the folder to view its contents
Locate Your Document
Browse the list of documents in the folder
Find the document you uploaded by its file name
Open or download the document as needed
New Patient Add Feature (Coming Soon)
Future Capability
When a document is received for a patient who doesn't exist in RevolutionEHR:
Enter Patient Details in Kno2
Enter patient first name
Enter patient last name
Enter middle initial or middle name (optional)
Enter date of birth (DOB)
Select gender
Enter address (optional)
Add Patient to RevolutionEHR
Click Add New Patient from Kno2
Patient is created in RevolutionEHR with provided details
Minimum required: first name, last name, DOB, gender
Continue Document Upload
Assign document information to the newly created patient
Upload attached documents to the new patient record in RevolutionEHR
Complete processing as normal
Troubleshooting Integration Issues
Problem: Connection test fails in Kno2
Solution:
Verify username and password are copied correctly from RevolutionEHR
Confirm the integration is enabled in RevolutionEHR
Check that you have administrator access in both systems
Contact support if credentials are correct but connection fails
Problem: Documents aren't uploading to RevolutionEHR
Solution:
Verify the main folder in RevolutionEHR is named "Root"
Check that Document Types in Kno2 Connected® match folder names exactly
Confirm the integration connection is active
Test with a single document to isolate the issue
Problem: Patient search returns no results
Solution:
Verify the patient exists in RevolutionEHR as an active patient
Check search criteria spelling and formatting
Try searching with different criteria combinations
Ensure the integration connection is active
Problem: Documents appear in wrong folder
Solution:
Review Document Type selected in Kno2 Connected®
Verify folder names match exactly between systems
Check for spelling differences or extra spaces
Update Document Types in Kno2 Connected® if needed
Best Practices for RevolutionEHR Integration
Document Type Management
Create Document Types in Kno2 Connected® before processing documents
Use consistent naming between Kno2 Connected® and RevolutionEHR
Match existing folder structure in RevolutionEHR when possible
Avoid creating unnecessary Document Types
Patient Search Efficiency
Use multiple search criteria for more accurate results
Include date of birth when possible to narrow results
Verify patient details before assigning documents
Train staff on proper search techniques
File Naming
Edit file names in Kno2 Connected® before upload to be descriptive
Use consistent naming conventions for easy identification
Include relevant details like document type or date when helpful
Keep file names professional and clear
Ongoing Maintenance
Regularly review Document Types in both systems
Update folder structure when workflows change
Monitor integration connection status
Train new users on integration features