Revolution EHR Integration with CBOX

Revolution EHR Integration with CBOX


IMPORTANT NOTE:  This User Manual is designed to provide practices all fundamental information required to perform the setup without assistance. However, if assistance is needed, we request that a call be scheduled with Customer Support. Due to the technical component and time required when assisting practices with device integration, a scheduled call will ensure that the appropriate Subject Matter Expert is available and has sufficient time to provide the help needed. To request a call with a Subject Matter Expert, please email customersupport@revolutionehr.com.   

  In addition, if you have a device rep coming onsite to help set up any new or existing equipment that will integrate with RevolutionEHR, be sure to email ahead if you believe you will need assistance from RevolutionEHR.  

Supported Devices  


Essilor devices are integrated with RevolutionEHR through the RevolutionEHR Integrator software and the following devices are supported:  

Supported Devices  

AKR550  

AKR750  

ALM500

ALM700:  

APH550

WAM-700

Vision-R 800


 

Support Contact Information  

  

For help with installation and configuration specific to the Essilor devices please contact your account rep, or refer to the following:  

Essilor Instruments  

Support: 1-855-393-4647, Option 4  

Website: https://www.essilorinstrumentsusa.com/customer-service/  

  

To verify the setup and configuration of RevolutionEHR, please contact:  

RevolutionEHR Customer Support  

Phone: 1-877-REVEHR1 (1-877-738-3471)   

Email: integrator@revolutionehr.com  

  

       


  RevolutionEHR Integrator  


The RevolutionEHR Integrator is free software developed by RevolutionEHR that is installed on one or more computers in your office and acts as the bridge between the actual device/instrument and the RevolutionEHR servers. It will communicate with the selected device(s), read the data from the device, and then send the data to the RevolutionEHR database to the exam/patient selected by the user.  

Download this RevolutionEHR Integrator software from this web page:  

http://insight.revolutionehr.com/?p=4352  

  



Installing and Configuring the RevIntegrator Software

  

To download and install the RevolutionEHR Integrator visit the INSIGHT web page, click the Download button.  On the RevolutionEHR.Setup.msi file is downloaded, click Open.  

  


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When attempting to install this software on Windows 10, Windows SmartScreen might display the warning shown below:  

   

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This is due to the fact that RevolutionEHR does not digitally sign its installations.  Click the checkbox "I understand the risk and want to run this app".  Then click the Run anyway button to start the installation process.  

   

Click the Next button to continue to install this software.  

  

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Either change the installation folder or click Next:  


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Click Next on the Confirm Installation screen, and finally click Finish.  The RevolutionEHR Integrator is now installed on this computer.  

     

Launch the RevolutionEHR Integrator software by clicking on the Desktop icon:  

  

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Or from the Start Menu, under RevolutionEHR:  

  

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Once the RevolutionEHR Integrator opens, the Login screen appears:  


The first time you open the software, from the Login screen, click the Connection Settings button.  The Connection Settings dialog box appears:  


In Environment, choose US or Canadian Production and then the Username, Password and Location Id is obtained by logging into the RevolutionEHR web application, then click Admin (screenshots below)  

  

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Visit General > Practice Preferences. On the Partner Integration tab, you will see a “Device Interfaces” section that will list the various device interfaces like this:  

  


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Select the RevEHR Integrator row and press the Enable button. It will then appear something like this:  


Cut and Paste the username and password fields from the grid into the Username and Password fields in the RevolutionEHR Integrator configuration/setup screen.  

  

     

For the Location ID, you can find the location/office ID from the Administration screen under Locations, like this (ID is the first column):

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Click Save the Connection Settings dialog box will close. 

When a user Logs into the RevolutionEHR Integrator following this set-up they will do so with the same credentials used to log into the RevolutionEHR web application. 



CBOX XML Files Integration  

  

The Essilor CBOX is capable of connecting to a number of Essilor and other manufacturers’ devices, including Essilor DBOX.  The CBOX creates an XML file that’s filled with measurements.  The RevolutionEHR to Essilor CBOX XML integration picks up those XML files and then parses and maps the results to Patient Encounters.  This integration requires the RevIntegrator to be installed and running on a Windows-based PC.  The instructions below will explain the setup and configuration of this integration.  

  

CBOX Supported Devices  

  

Device  

AKR-550  

AKR-750  

ALM-500  

ALM-700  

APH-550  

WAM-700  

Vision-R 800

  

  

If assistance is needed installing the RevIntegrator, please refer to page 4 of this guide.    

     

Once that software is installed, from the Settings screen, click the Add Device button and then select the Essilor CBOX XML device, then click Add Device.  

     

Once the Essilor CBOX XML device is added, the Path setting might need to be updated to match your PC or your CBOX’s configuration.  



 


The File Connection Path field will need to be edited to point at “R:\”

To do so, click the “…” button on the line Path under File Connection > Path.
Using the Windows Pop, highlight “R:\” from “This PC” and click “Select Folder.”

Confirm that the correct selection is entered for “Path” and click “Save.” 

  

CBOX XML Basic Workflow 
Please Note: All CLARIFYE+ Forms must be printed from the CLARIFYE+ tablet prior to completing these steps for an exam.

  

To capture patient measurements and upload them to RevolutionEHR please follow this basic workflow.  


1) From RevIntegrator’s main screen, select the Patient from the list of today’s active encounters.  Select the Essilor CBOX XML device.  If there’s only one device hooked up and configure, it will be automatically selected.  Click the Capture Data button in the lower right-hand corner.  




2) A file list screen will open. Click the Search field and scan the QR code for the patient. 

This QR code can be displayed from CLARIFYE+ by selecting the same patient in the CLARIFYE+ Exam app on the iPad.

The QR code is displayed next to the patient on the List of the Day or on the patient’s summary screen.  







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3) Scanning the QR code will autofill the Search field with the patient’s ID and narrow the Files results to only files for the patient.
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4) From the list of files, select the file that corresponds to this patient’s measurements, then click the Select button.    


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  1. The next Preview Data screen will be displayed, unless the Disable Preview checkbox was checked on the Device Settings screen.  Finally click the Send to RevolutionEHR button and the measurements will be uploaded to this patient’s encounter.  

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  1. The Data Submission dialog box will be displayed, unless the Disable Ok setting was selected on the Device Settings screen:  


  1. Repeat this for each of the CLARIFYE+ machines used in the exam. 

  2. To view the results open the RevolutionEHR web application, find the patient, find their encounter.  Each encounter has multiple tests so please refer to the next page for the tests that each device maps to.  

  

NOTE: If the results are not displaying on-screen, click the Refresh button in the lower center of your RevolutionEHR encounter screen.  This forces the latest results to be displayed.  

  

     

CBOX XML RevolutionEHR Test Configuration
 

The following tests are required to be present within an encounter to successfully import all XML files generated by the CLARIFYE+ exam. Missing tests will cause an error to display when importing data.



Autorefraction:
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Final Refraction with Prism:
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Keratometry:
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Lensometry with Prism:

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NCT:

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Optical Pachymetry:

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Pupils:

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Vision-R 800:

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Creating Prescriptions Using the Vision-R 800 Test


  1. Exam data should be present within the test:

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  1. Right-Click “Refractions” in the exam header. Then click the refraction you would like to create a new glasses prescription with.
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  1. Prescriptions can be viewed, authorized, and printed on the Eyeglass Review screen.

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*Note the test “Final Refraction with Prism” will be populated with Subjective Day Standard by default* 



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