Overview
Setting up your PM Software in OneSpot is a key step toward streamlining your workflow and enabling seamless communication between platforms. This guide will walk you through the initial configuration of key information about your practice management system.
Once completed, you’ll be ready to move forward with connecting RevolutionEHR and OneSpot—unlocking features like data syncing, file imports, and more.
Instructions
1. Select Admin > Externals.
2. From Your PM Software, select Setup or Manage PM Software.
3. Open the Your PM Software dropdown and select RevolutionEHR.
4. Optional: Fill in the following fields:
-
PM Software Website/Login URL: Enter a link to your PM software’s login page, customer support site, knowledge base, or any other relevant web resource.
- Tip: If you have multiple helpful links, you can paste them into the Special Instructions field.
- Phone/Alternate Phone: Add your PM software’s customer support number or any other phone number you'd like associated with the software.
- Special Instructions: Include any additional notes that may assist users—such as login guidance, troubleshooting steps, or access instructions for the knowledge base.
- Remit Information: If your PM software receives remits and you’d like a reminder to check for them, select a frequency from the Check for Remits dropdown. This setting determines how often your software will appear in the Posting Worklist, helping ensure remits are reviewed consistently and not missed during your posting workflow.
5. When finished, select ‘Save’ to apply your changes, or select ‘Cancel’ to discard them.
Documents, Notes, and History Tabs
Refer to the Documents Tab, Notes Tab, and History Tab documentation for instructions on configuring the data within those tabs.
RevolutionEHR - OneSpot Connection
To initiate the RevolutionEHR and OneSpot connection that will allow for syncing or importing of items such as admin data, aging files, claim preview files, and scrubbing files, please complete the below steps:
1. Create the profile that will allow RevolutionEHR and OneSpot to sync with one another. View RevolutionEHR - Create OneSpot Employee for these steps.
2. After completing the above steps, initiate the connection by following the instructions outlined in: RevolutionEHR - Create OneSpot Connection.