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public:gorev:accountnotation [2018/09/19 19:30]
sgriffin [GoRev Account Notation Video Tutorial] 		public:gorev:accountnotation [2020/04/08 19:20] (current)
mgriffin [17 : Utilizing the "Ledger" Section]
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 ===== GoRev Account Notation Tutorial ====== ===== 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.+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. 
 + 
 +**Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require. 
  
 ====== 1 : Navigating to the Patient Overview Module ====== ====== 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**.  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**. 
  
-{{:public:gorev:step_1_name_account_and_ssn_field.png?800|}}+{{:public:gorev:step_1_part_1_navigate_to_the_required_patient_overview_window.png?900|}} 
 + 
 +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 account and hit “**Enter**” on your keyboard.  
 + 
 +{{:public:gorev:step_1_part_2_drop_down_to_the_required_patient.png?900|}} 
 + 
 +====== 2 : Locating and Understanding 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 titled “**Notes**”, “**All Notes**”, “**Linked Visits**”, and “**Ledger**”.  
 + 
 +{{:public:gorev:step_2_part_1_understanding_the_account_notation_section.png?900|}} 
 + 
 +==== Notes ==== 
 +First, the **Notes** section of the **Account Notation** area contains all **Patient Notes** entered for the currently viewed **Patient Visit**.  
 + 
 +{{:public:gorev:step_2_part_2_locating_the_notes_section.png?900|}} 
 + 
 +==== All Notes ==== 
 +Second, the **All Notes** tab of the **Account Notation** area contains all **Patient Notes** entered for all **Patient Visits** in the current **Facility**.  
 + 
 +{{:public:gorev:step_2_part_3_locating_the_all_notes_section.png?900|}} 
 + 
 +==== Linked Visits ==== 
 +Third, the **Linked Visits** section of the **Account Notation** area contains **GoRev Accounts** that are **Linked** to the current Patient Account. For instance, if you are in an **Institutional Account** for this Patient, the corresponding **Professional Account** information will be present in the **Linked Visits** section of the **Account Notation** area and Vice Versa. 
  
-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. +{{:public:gorev:step_2_part_4_locating_the_ledger_section.png?900|}}
  
-{{:public:gorev:step_1_part_2_drop_down_meny_of_the_name_account_ssn_field.png?800|}} +==== Ledger ==== 
-====== 2 : Locating the Account Notation Area ====== +Lastly, the **Ledger** tab of the **Account Notation** area contains **Account Status and History** for all **Patient Visits** in the current **Facility**. Specifically, the **Ledger** tab will provide you with the current and past **Visit Status**, **Coding Status**, and **Financial History** of each Patient Visit in this **Facility**. 
-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**”. +
  
-{{:public:gorev:step_2_notes_section_with_highlighted_tabs.png?800|}}+{{:public:gorev:step_2_part_5_locating_the_ledger_section.png?900|}}
  
 ====== 3 : Navigating to the "Notes" Section  ====== ====== 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. +Now, in order to enter a **Patient Note** on a **Patient's Account**,first, begin by navigating to the **"Notes"** section of the **Account Notation** area by clicking on the corresponding tab provided. 
  
-{{:public:gorev:step_3_notes_tab.png?800|}}+{{:public:gorev:step_3_navigating_to_the_notes_section.png?900|}}
  
 ====== 4 : Beginning the Note Creation Process ====== ====== 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. +After the **Notes** section becomes visible, please click on the **"Comment"** button in this area. 
  
-{{:public:gorev:step_4_comment_button_in_notes_tab.png?800|}}+{{:public:gorev:step_4_click_the_comment_button.png?900|}}
  
 ====== 5 : Entering the Required Patient Note ====== ====== 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.  +At this point, the **"Comment"** window will, now,  be visible. To continue, please enter the **Patient Note** that you require into the **"Your Comment"** field in this window. 
- +
-{{:public:gorev:step_5_your_comment_field.png?800|}}+
  
 +{{:public:gorev:step_5_entering_the_required_patient_comment.png?900|}}
 ====== 6 : Putting Special Emphasis on the Entered Note ====== ====== 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. +**Note:** If you would like to put special emphasis on the entered **Patient Note**, please click on the **"Alert Comment"** checkbox on your screen. 
  
-{{:public:gorev:step_6_alert_comment_button.png?800|}}+{{:public:gorev:step_6_part_1_select_the_alert_comment_box.png?900|}}
    
-Utilizing the “**Alert Comment**” checkbox will cause the entered **Patient Note** to be visible during the creation of a **New Visit** for this **Patient**. +Utilizing the **"Alert Comment"** checkbox will cause the entered **Patient Note** to appear at the top of the **Patient Overview Module** for this Patient.
  
-{{:public:gorev:step_6_part_2_alert_comment_in_new_visit.png?800|}}+{{:public:gorev:step_6_part_2_alert_comment_is_now_visible_on_launch.png?900|}}
  
-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 ======
  
-{{:public:gorev:step_6_part_3_alert_comment_at_the_top_of_patient_overview_window.png?800|}}+==== Utilizing the Optional Details Fields ==== 
 +Once you have successfully entered the required **Patient Note**, if applicable, please enter the **Name of the individual you spoke with**, their **Contact Information**, and any **Website Link** relevant to the situation into the corresponding fields of the **Optional Details** section of this window. 
  
 +{{:public:gorev:step_6_part_3_fill_in_the_website_link_fax_number_etc.png?900|}}
 +==== Linking Patient Files to the Patient Note ====
  
-====== 7 : Utilizing the "Optional Details" Section ====== +Now, if you would like to link the entered **Patient Note** to a **Patient File** currently uploaded to the Patient's Account, first, begin by clicking on the **"Linked Files"** drop-down menu in this area. 
-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. +
  
-{{:public:gorev:step_7_optional_details_for_notes_section.png?800|}}+{{:public:gorev:step_6_part_4_now_link_the_files_.png?900|}}
  
 +After the **Linked Files** drop-down menu becomes visible, please click on the **Checkbox(es)** next to the **Patient File(s)** that you would like to **Link** to the entered **Patient Note**. 
 +
 +{{:public:gorev:step_6_part_5_select_the_file_or_files_to_link.png?900|}} 
 +
 +Then, click **"Ok"** to finalize the **Linking** process. 
 +
 +{{:public:gorev:step_6_part_6_finalize_the_linking_files_process_.png?900|}}
 +==== Messaging the Patient ====
 +Now, in the event that you would like to **Message the Patient** on their Patient Portal, please utilize the corresponding checkbox provided to complete this task. 
 +
 +{{:public:gorev:step_6_part_7_now_message_the_patient_if_needed_.png?900|}}
 ====== 8 : Defining Workflow Status ====== ====== 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**. +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**. 
  
-{{:public:gorev:step_8_workflow_status_drop_down_menu.png?800|}}+{{:public:gorev:step_8_fill_in_the_workflow_status_.png?900|}}
  
 ====== 9 : Entering a Follow-Up Date ====== ====== 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.  Now, if needed, please enter the appropriate **Follow Up Date** for your entered **Patient Note** into the corresponding field provided. 
  
-{{:public:gorev:step_9_follow_up_date_drop_down_menu.png?800|}} +{{:public:gorev:step_9_fill_in_the_follow_up_date.png?900|}}
 ====== 10 : Assigning Follow-Up to a GoRev User ====== ====== 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. +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. 
  
-{{:public:gorev:step_10_assign_to_field.png?800|}}+{{:public:gorev:step_10_now_assign_the_comment_to_an_individual_.png?900|}}
  
-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. +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. 
  
-{{:public:gorev:step_10_part_2_highlighted_drop_down_for_assign_to_field.png?800|}}+{{:public:gorev:step_10_part_2_assign_to_drop_down_menu_present.png?900|}}
  
-====== 11 : Applying the Note to Multiple Patient Encounters ====== +**Note:** if you would like to assign the **Follow Up** for this **Comment** to yourself, please click on the **"Take"** button in the **"Comment"** window. 
-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. +
  
-{{:public:gorev:step_11_apply_to_multiple_encounters_button.png?800|}} +{{:public:gorev:step_10_part_3_assign_to_take_button_.png?900|}}
  
-====== 12 : Finalizing the Note Creation ====== +Now if needed, please utilize the **Patient Financials Follow Up** check box by clicking on the provided field. 
-Lastly, in order to finalize the creation of this **Patient Note**, please click on the “**Submit Comment**” button in this window. +
  
-{{:public:gorev:step_12_submit_comment_button.png?800|}} +{{:public:gorev:step_10_part_4_patient_financials_follow_up.png?900|}}
-====== 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. +
  
-{{:public:gorev:step_13_all_notes_section.png?800|}} +====== 11 : Setting the Coding Status ====== 
-====== 14 : Beginning the Note Revision Process ====== +At this point, set the **Coding Status** to the required status by using the drop down menu present on your screen.
-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**. +
  
-{{:public:gorev:step_14_edit_button_in_all_notes_section.png?800|}}+{{:public:gorev:step_11_now_set_the_coding_status.png?900|}}
  
-====== 15 : Editing a Patient Note ====== +====== 12 : Applying the Note to Multiple Patient Encounters ====== 
-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. +Now, if you would like to apply the created **Comment** to multiple Visits for this Patient, please click on the **"Apply to Multiple Encounters"** checkbox in this window. 
  
-{{:public:gorev:step_15_submit_comment_for_all_notes_section.png?800|}}+{{:public:gorev:step_12_apply_it_to_multiple_encounters.png?900|}}
  
-====== 16 : Navigating to the "Linked Visits" Section ====== +====== 13 : Finalizing the Note Creation ====== 
-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. +Lastly, in order to to finalize the creation of this **Patient Note**, please click on the **"Submit Comment"** button in this window. 
  
-{{:public:gorev:step_16_linked_visits_button.png?800|}}+{{:public:gorev:step_13_now_save_the_new_comment.png?900|}}
  
-====== 17 : Locating the Required Linked Visit ====== +====== 14 : Locating the New Patient Note ====== 
-At this point, any information pertaining to **Linked Visits** for this **Patient’s Account** will be present in the **Account Notation** area. +At this point, the newly created **Patient Note** will be present in the **Account Notation** area of the **Patient Overview** window. 
-If you have difficulty locating a specific **Linked Visit**, please use the “**Search**” field in this area to aid in your search.  +
  
-{{:public:gorev:step_17_search_field_for_linked_visits.png?800|}}+{{:public:gorev:step_14_newly_created_comment_is_now_present.png?900|}} 
 +====== 15 : Utilizing 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 both **View** all **Patient Notes** from all **Patient Visits**, and add **Notes** to to all **Visits** in the current **Facility** for this Patient. To begin, click on the **"All Notes"** tab in the **Comment** area. 
  
 +{{:public:gorev:step_15_part_1_navigate_to_all_notes.png?900|}}
  
 +At this point, the **"All Notes"** section will, now, be visible. In order to add a **Patient Note** to all **Patient Visits** in the current **Facility**, please utilize the **"Comment"** button in this area and the steps discussed above to complete this task. 
  
-====== 18 : Navigating to the "Ledger" Section ====== +{{:public:gorev:step_15_part_2_create_a_comment_for_all_visits.png?900|}}
-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. +
  
-{{:public:gorev:step_18_ledger_section.png?800|}}+====== 16 : Utilizing 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**.  In order to navigate to this section, please click on the “**Linked Visits**” tab in this area. 
  
-====== 19 : Viewing Patient Financial Information ====== +{{:public:gorev:step_16_part_1_navigate_to_the_linked_visits_section.png?900|}} 
-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. + 
 +At this point, the **"Linked Visits"** tab will, now, be present on your screen. The **"Linked Visits"** tab will allow you to view the **External Facility** acronym, the **External Patient ID**, and the **External Visit ID** for each Patient Account that is **Linked** to the current Patient Account. If you have difficulty locating the **Linked Visit** that you require, please utilize the **Search** field in this area to aid in your search.  
 + 
 +{{:public:gorev:step_16_part_2_navigate_to_the_linked_visits_section_search_bar.png?900|}} 
 + 
 +====== 17 : Utilizing 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 the current and past **Visit Status**, **Coding Status**, and **Financial History** of each Patient Visit in the current **Facility**. In order to navigate to this section, please click on the **"Ledger"** tab in the **Comment** area.  
 + 
 +{{:public:gorev:step_17_part_1_navigate_to_the_ledger_section.png?900|}} 
 + 
 +At this point, the **Ledger** tab will be present on your device. If you have difficulty locating any information in this window, please utilize the **Search** field in this area to aid in your search.  
 + 
 +{{:public:gorev:step_16_part_2_ledger_search_field.png?900|}}
  
-{{:public:gorev:step_19_ledger_section_search_field.png?800|}} 
  
 ======= Additional Resources ====== ======= Additional Resources ======
Line 121: Line 164:
  
 ==== GoRev Support Team ==== ==== 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**).  + 
- +If you have any questions, concerns, or problems regarding the process of utilizing the **Account Notation** area of the **Patient Overview** module, please contact the **GoRev Support Team** by submitting an **IT Support Ticket**, by phone at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**.  
 + 
 +**Note:** Always submit an **IT Support Ticket** detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue.  
 + 
 +If you are not sure how to submit an **IT Support Ticket** in GoRev, please see the [[public:gorev:itsupportticketcreation|GoRev IT Support Ticket Creation Tutorial]] for assistance. 
  
 [[:public:GoRev:start|Back to GoRev Guides]] [[:public:GoRev:start|Back to GoRev Guides]]
  
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