Editing, Testing, and Deleting EHR Connections

This guide provides comprehensive instructions for managing your EHR connections in Revenue Recovery, including how to edit connection details, test connections to verify functionality, and safely delete connections when needed. These operations help ensure your EHR integrations remain reliable and secure.

Editing an EHR Connection

You can modify existing EHR connection details to adapt to changes in your EHR system configuration, update credentials, or modify data transfer settings.

Accessing Connection Settings

Navigate to EHR Connection from the main navigation menu
Locate the organization whose connection you want to edit
Click the kebab menu (three dots) next to the organization
Select Edit from the dropdown menu

Editing Connection Details

The edit process follows the same multi-step wizard used during initial setup:

Step 1: Organization Details

Update organization name or description
Modify transfer frequency (Hourly, Every 12 hours, Daily)
Change start time for data transfers
Add or remove administrator users
Update EHR system vendor selection

Step 2: EHR Connection Configuration

Update connection credentials (database username/password, API keys)
Modify server addresses or ports
Update database names or connection strings
Test the updated connection before saving

Step 3: Confirmation

Review all changes before applying
Confirm the updated configuration

Important Considerations

⚠️ Connection Impact

Changes to connection details may temporarily disrupt data flow
Schedule updates during maintenance windows when possible
Test connections thoroughly after making changes

🔐 Security Requirements

Sensitive credential changes may require re-authentication
All configuration changes are logged for audit purposes
Administrators are notified of significant configuration changes

Testing an EHR Connection

Testing EHR connections is crucial for verifying that your integrations are working properly and can access the required data from your EHR system.

When to Test Connections

During Initial Setup: Before finalizing a new EHR connection
After Configuration Changes: When updating credentials or connection details
Troubleshooting Issues: When experiencing data flow problems
Regular Maintenance: Periodic verification of connection health

Testing a Connection

From the Organization List

Go to EHR Connection in the main navigation
Find the organization you want to test
Click the kebab menu (three dots) next to the organization
Select Test Connection from the dropdown

During Setup or Editing

Connection testing is automatically available during the organization creation or editing process in Step 2 (Connect to EHR System).

Test Connection Process

When you initiate a connection test, Revenue Recovery performs the following validations:

Network Connectivity: Verifies the system can reach your EHR server
Authentication: Validates login credentials or API keys
Database/API Access: Confirms permissions to access required data
Data Retrieval: Tests ability to query essential tables or endpoints

Expected Test Results

✅ Successful Connection

Green indicator with "Connection Successful" message
Confirmation that all required data sources are accessible
Estimated data volume and transfer capabilities
Ready to begin data synchronization

❌ Failed Connection

Red indicator with specific error details
Error code and technical description
Recommended resolution steps
Links to troubleshooting guides

Testing During Organization Creation

Connection testing is integrated into the organization setup wizard to ensure your EHR connection is working before completing the configuration.

Deleting an EHR Connection

Deleting an EHR connection permanently removes the organization and all associated data from Revenue Recovery. This action cannot be undone and requires careful consideration.

Before You Delete

⚠️ Critical Warning: Deleting an EHR connection will:

Permanently remove the organization and all its data
Stop all data synchronization from your EHR system
Delete all historical claims, recommendations, and reports
Remove all user access permissions for this organization

Deletion Process

Step 1: Access Deletion Options

Navigate to EHR Connection
Locate the organization you want to delete
Click the kebab menu (three dots)
Select Delete from the dropdown

Step 2: Review Impact Warnings

The system will display comprehensive warnings about the deletion impact:

Data Loss Warning: All claims data and recommendations will be permanently deleted
User Access Impact: Users will lose access to this organization's data
Integration Termination: EHR data synchronization will stop immediately
Audit Trail: Deletion will be logged for compliance purposes

Step 3: Confirm Deletion

To prevent accidental deletion:

Read all warning messages carefully
Type "DELETE" in the confirmation field (case-sensitive)
Click the Delete button (only enabled after typing DELETE)
Confirm final warning in the popup dialog

Post-Deletion Effects

After successful deletion:

Organization disappears from the EHR Connection list
All associated users lose access to organization data
Data synchronization stops immediately
Administrators receive email notification of the deletion
Deletion is logged in the system audit trail

Common Error Messages and Resolutions

Connection Authentication Errors

Error: "Invalid Database Credentials"

Cause: Username, password, or database name is incorrect Resolution Steps:

Verify credentials with your EHR system administrator
Check that the database name matches exactly (case-sensitive)
Confirm the user account has appropriate permissions
Test credentials directly against your EHR database
Update connection details and re-test

Network and Connectivity Errors

Error: "Connection Timeout - Unable to Reach Server"

Cause: Network connectivity issues or incorrect server address Resolution Steps:

Verify the server IP address or domain name is correct
Check that the port number matches your EHR configuration
Confirm your firewall allows outbound connections on the specified port
Test network connectivity from your location to the EHR server
Contact your network administrator if connectivity issues persist

Error: "SSL Certificate Verification Failed"

Cause: SSL/TLS certificate issues with the EHR server Resolution Steps:

Verify the EHR server has a valid SSL certificate
Check that the certificate hasn't expired
Confirm the server hostname matches the certificate
Contact your EHR vendor if certificate issues persist
Consider using trusted certificate authorities

Data Access and Permission Errors

Error: "Access Denied to Required Tables"

Cause: Database user lacks permissions to access essential data Resolution Steps:

Grant the database user READ permissions on required tables
Verify access to claims, patient, and billing data tables
Check that views and stored procedures are accessible
Confirm the user has CONNECT permissions to the database
Work with your database administrator to review and update permissions

Error: "Database Not Found or Inaccessible"

Cause: Database name is incorrect or database is offline Resolution Steps:

Verify the exact database name (case-sensitive)
Confirm the database is running and accessible
Check that the database server is online and responding
Verify network connectivity to the database server
Contact your EHR system administrator for database status

Getting Additional Help

If you continue to experience issues after following these resolution steps:

Contact Support: Use the "Contact Support" option within the application
Include Error Details: Provide the exact error message and error code
Share Configuration: Include relevant (non-sensitive) connection details
Describe Environment: Mention your EHR system type and version
Document Steps: List the troubleshooting steps you've already attempted

The Revenue Recovery support team can provide additional assistance with complex configuration issues or work with your EHR vendor to resolve integration challenges.