Overview
OneSpot connects with RevolutionEHR to sync key Admin data—including Locations, Providers, Payers, as well as Aging Files, Claim Notes, and Scrubbing Files.
Note: Only users with the Administrator role can complete the setup steps below. Follow these instructions to configure the connection and load or refresh Admin data in OneSpot.
Admin Data Details: What Gets Synced?
When you sync Admin data from RevolutionEHR to OneSpot, the key information from your practice management system is mirrored in OneSpot—reducing manual setup and ensuring consistency. Any new providers, payers, or locations added in RevolutionEHR will automatically carry over to OneSpot during a sync, so your team always has the most up-to-date data when working claims.
| Locations | Providers | Payers |
|---|---|---|
| Name | First & Last Name | Name |
| Address | Individual NPI | Payer Website |
| Phone | Phone | |
| Fax | Phone | Fax |
| Group NPI | Status | Payer ID |
| Tax ID | Status | |
| Status |
Before You Begin
Make sure the following setup steps are completed before configuring the connection. Without these, you won’t be able to proceed:
Initiate the RevolutionEHR Connection
1. Navigate to the Admin module in OneSpot.
2. Select Manage RevolutionEHR > Setup Connection.
3. Input the RevolutionEHR-OneSpot Username and the Password that you created in RevolutionEHR.
- Make sure the temporary password for the OneSpot employee has been reset in RevolutionEHR.
- Unsure if it's been reset? Login to RevolutionEHR using the OneSpot employee credentials. If the password hasn't been reset yet, the system will prompt you to do so.
- Once reset, return to OneSpot and enter the updated password to proceed. Then proceed with the next step.
4. Select Verify.
- If status shows Verified, select Save Connection.
-
If status shows Not Yet Verified, confirm credentials and try again.
- Still not working? Contact OneSpot Customer Support.
Load or Refresh Admin Data
Once the connection is verified:
1. Select Load Admin Data (or Update Admin Data if you need to refresh your previously synced Admin data).
2. A pop-up will appear, select Load Admin Data.
- A message and progress bar will show while the sync runs.
- If successful, the Last Updated timestamp will reflect the current date and time (ET).
If an error occurs:
-
You’ll see an alert message with error details explaining what issue occurred.
- Last Updated will indicate the last time the Admin data was successfully processed.
- Last Run will indicate the process was initiated, but not successful.
-
Review the error message, correct any issues if possible, and try again.
- If you're unsure how to resolve the issue, please contact OneSpot Customer Support.