How to Automate RevolutionEHR

The exam, the frame sale and the claim share one RevolutionEHR record

RevolutionEHR, or RevEHR for short, is a cloud-based EHR and practice management system written for optometry. The doctor charts the exam in it and the front desk books the next visit in its scheduler. In the optical, staff scan a frame's barcode onto the patient's invoice, and RevolutionEHR generates a packing slip that gives the lab the prescription and the lens details. The biller sends the claim through RevClear, the clearinghouse built into RevolutionEHR.

Because it runs in a browser, the chart goes with the doctor to a nursing home visit, or to the kitchen table on a Saturday when a patient rings about a red eye. An owner with several offices can open every location's schedules and reports from anywhere. RevolutionEHR also carries vision therapy diagnostic tests, and low vision tests a practice can customize, so a practice with a therapy room keeps that work in RevolutionEHR next to the eye exams.

Recall gaps and therapy letters wait until the last patient leaves

Before the doors open, one person at the front desk goes down the day's schedule and briefs the doctor: who is new, who carries an old balance, whose glasses came back from the lab wrong. Recall is a weekly job, and it waits for the end of the clinic day: someone works out which patients are past their recall date and still have nothing booked despite the reminders, then picks the ones worth a phone call.

A vision therapy room adds its own paperwork. Families paying out of pocket ask for a superbill after each block of sessions. The pediatrician who referred a child is owed a letter at discharge that sets the first evaluation's findings against the final exam's. When a child misses two sessions in a row, the scheduler shows two gaps a week apart, and the pattern can go unnoticed until the package of sessions runs out.

RevEngage sends what the schedule tells it to send

RevEngage sends appointment reminders, 30-day save-the-dates, recall reminders and order notifications, and runs two-way texting from the practice's landline. RevEngage+ adds a digital waitlist that tells the patients on it when an appointment opens. RevIntake sends intake forms by visit type, provider and location, and completed forms land in the patient's profile. RevCheck by ABB Verify rechecks eligibility several times in the week before a visit and puts the benefits in the scheduler.

AI Scribe, included with the exam module at no extra charge, listens during the exam and fills the most-used test screens; the doctor approves everything it captured before saving the chart.

Each of these starts from something RevolutionEHR already holds: an appointment, a recall date, the exam in the room. None of them opens a medical plan's website to see whether vision therapy is covered, or picks which overdue patients deserve a call rather than another text. Setting a child's first evaluation beside the discharge exam and writing to the pediatrician is the doctor's job, and RevDirect can then send the letter from the RevolutionEHR inbox to the other provider as an attachment.

The huddle post is written overnight from the RevolutionEHR schedule

The doctor and the front desk run the morning huddle from a post in the practice's Slack channel, written overnight from the day's schedule: two new patients, a balance left over from March, a contact lens refit whose trial pair came in yesterday, a child due for a progress check. On Mondays the receptionist works recall from one list: every patient past their recall date with nothing booked, oldest first, and a personal message ready for each patient, to send as written or change first.

The vision therapist hears about a family in the week it misses a second session in a row, and a check-in text for that family waits for approval. At discharge, the doctor corrects and signs a letter to the referring pediatrician that already sets the first evaluation beside the final exam. Before each new evaluation, the biller has a note of what the family's medical plan shows about vision therapy on the plan's provider site.

Everything patient-facing waits for someone at the practice

The front desk builds those lists today by opening appointments in the RevolutionEHR scheduler one at a time and reading the exam and the account behind them. WebRun is an AI agent that works a real Chrome browser, signed in as you. Its access is one RevolutionEHR staff login, and with it the agent does that reading, opening a payer's website as well when coverage is the question.

Recall emails sit in the front desk's Gmail drafts until someone there sends them, and check-in texts wait for the vision therapist's approval. A discharge letter reaches the doctor as an email draft, and it goes to the pediatrician through RevDirect or by fax only after the doctor has signed it. The practice can switch off the agent's typing in the exam record entirely, and deleting that staff login ends its access.

The workflows below cover the front desk and the vision therapy room, and each page lists its steps in RevolutionEHR.