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GoRev Account Notation Tutorial

Welcome to the GoRev Account Notation Tutorial. In this tutorial, we will focus on the process of utilizing the Account Notation area of the Patient Overview Module in GoRev.

1 : Navigating to the Patient Overview Module

In order to navigate to the Patient Overview Module, first, begin by entering the required Patient’s Name, Account Number, or Social Security Number into the corresponding field in the Search area of the GoRev Homepage.

As you are entering this information, existing Patient Accounts will appear below the field that you are filling. Once you locate the correct Patient Account, please use the arrow keys to highlight this Patient Account and hit “Enter” on your keyboard.

2 : Locating the Account Notation Area

At this point, the Patient Overview Module for the selected Patient will appear on your screen. The Account Notation area, located in the bottom right corner of this window, is comprised of four tabs, which are titled “Notes”, “All Notes”, “Linked Visits”, and “Ledger”.

3 : Navigating to the "Notes" Section

In order to navigate to the first section of the Account Notation area, titled “Notes”, please click on the corresponding tab provided.

4 : Beginning the Note Creation Process

At this point, the Notes section will appear on your device. As a GoRev User, the Notes section will allow you to Create New Notes for a Patient’s Account. To begin, click on the “Comment” button in this section.

5 : Entering the Required Patient Note

After the “Comment” window becomes visible, please enter the Patient Note that you require into the “Your Comment” field in this window.

6 : Putting Special Emphasis on the Entered Note

Now, if you would like to put special emphasis on the entered Patient Note, please click on the “Alert Comment” checkbox on your screen.

Utilizing the “Alert Comment” checkbox will cause the entered Patient Note to be visible during the creation of a New Visit for this Patient.

Additionally, clicking on the “Alert Comment” checkbox will, also, cause the entered Patient Note to appear at the top of the Patient Overview Module for this Patient.

7 : Utilizing the "Optional Details" Section

Once you have successfully entered the required Patient Note, you may use the fields in the “Optional Details” section of the “Comment” window to enter the Name of the individual that you spoke with, their Contact Information, and any Website Link relevant to the situation.

8 : Defining Workflow Status

Next, if applicable, please use the “Workflow Status” drop-down menu in the “Follow Up” section of the “Comment” window to define the Workflow Status of your entered Patient Note.

9 : Entering a Follow-Up Date

Now, if needed, please enter the appropriate Follow Up Date for your entered Patient Note into the corresponding field provided.

10 : Assigning Follow-Up to a GoRev User

After entering this information, you will have the ability to assign any follow up needed for the entered Patient Note to the appropriate individual at your workplace. To begin, please enter the Username, First Name, or Last Name of the required individual into the “Assign To” field in this window.

As you are entering this information, existing GoRev User Profiles will appear below the field that you are filling. Once you locate the required GoRev User Profile, please use the arrow keys to highlight this Profile and hit “Enter” on your keyboard.

11 : Applying the Note to Multiple Patient Encounters

Now, in the event that you would like to apply this comment to multiple visits for this patient, please use the “Apply to multiple encounters” checkbox to complete this task.

12 : Finalizing the Note Creation

Lastly, in order to finalize the creation of this Patient Note, please click on the “Submit Comment” button in this window.

13 : Navigating to the "All Notes" Section

In addition to the Notes section, the Account Notation area, also, contains an All Notes section, which will allow you to View and Edit all Notes that have been saved to the Patient’s Account. Now, in order to navigate to this section, please click on the “All Notes” tab in this area.

14 : Beginning the Note Revision Process

After the All Notes section becomes visible, you will have the ability to View and Edit any Patient Notes that you require. To begin, please click on the “Edit” button that corresponds to the required Patient Note.

15 : Editing a Patient Note

At this point, the “Comment” window will appear on your device. To continue, please Edit any information in this window that you require. Once you are finished, click on the “Submit Comment” button on your screen.

16 : Navigating to the "Linked Visits" Section

In addition to the All Notes section, the Account Notation area, also, contains a Linked Visits section, which will allow you to View information related to any Visits that are Linked to the Patient’s Account. Now, in order to navigate to this section, please click on the “Linked Visits” tab in this area.

17 : Locating the Required Linked Visit

At this point, any information pertaining to Linked Visits for this Patient’s Account will be present in the Account Notation area. If you have difficulty locating a specific Linked Visit, please use the “Search” field in this area to aid in your search.

18 : Navigating to the "Ledger" Section

Lastly, in addition to the Linked Visits section, the Account Notation area, also, contains a Ledger section, which will allow you to View Financial Status Information relating to the Patient’s Account. Now, in order to navigate to this section, please click on the “Ledger” tab in this area.

19 : Viewing Patient Financial Information

At this point, any Financial Information pertaining to the Patient’s Account will be present in the Account Notation area. In the event that you have difficulty locating a specific piece of Financial Information relating to the Patient’s Account, please use the “Search” field in this section to aid in your search.

Additional Resources

GoRev Account Notation Video Tutorial

GoRev Support Team

If you have any additional questions or concerns regarding the process of Utilizing the Account Notation Area of the Patient Overview Module in GoRev, please contact the GoRev Support Team at (1-(832)-658-2209).

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