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public:gorev:advancedsearch [2018/11/16 20:34]
sgriffin [9 : Finishing the Advanced Search]
public:gorev:advancedsearch [2020/01/12 15:04] (current)
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 ====== GoRev Advanced Search Tutorial ====== ====== GoRev Advanced Search Tutorial ======
-Welcome to the GoRev Advanced Search Tutorial. In this tutorial, we will focus on the process of performing an Advanced Search for a Patient’s Account in GoRev. +Welcome to the **GoRev Advanced Search Tutorial**. In this tutorial, we will focus on the process of performing an **Advanced Search** for a Patient’s account 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 : Beginning an Advanced Search ====== ====== 1 : Beginning an Advanced Search ======
-In the event that you have difficulty locating a patient that has been previously entered into the system, please perform an **Advanced Search** for the **Patient’s Account** in one of three ways. First, an **Advanced Search** for a patient may be performed during the **Creation of a New Visit** by clicking on the **Advanced Search**” button located in the Demographics area of the Patient Information window. +In the event that you have difficulty locating a Patient that has been previously entered into the GoRev system, please perform an **Advanced Search** for the Patient’s account in one of three ways. First, an **Advanced Search** for a Patient may be performed during the creation of a **New Visit** by clicking on the **"Advanced Search"** button located in the **Demographics** area of the Patient Information window. 
  
-{{:public:gorev:step_1_advanced_search_button_during_new_visit.png?800|}}+{{:public:gorev:advanced_search_step_1_part_1_new_visit_advanced_search_final.png?800|}}
  
-Second, an **Advanced Search** for a patient may be performed while **Completing a Stat Check In** for the patient by clicking on the **Advanced Search**” button present in the Demographics area of the Patient Information window. +Second, an **Advanced Search** for a Patient may be performed while completing a **Stat Check In** for the Patient by clicking on the **"Advanced Search"** button present in the **Demographics** area of the Patient Information window. 
  
-{{:public:gorev:step_1_part_2_advanced_search_button_for_stat_check_in.png?800|}}+{{:public:gorev:advanced_search_step_1_part_2_stat_check_in_advanced_search_final.png?800|}}
  
-Lastly, an **Advanced Search** for a patient may be performed while **Creating an Appointment** for the patient by clicking on the **Advanced Search**” link present in the Patient Names area of the New Appointment Window+Lastly, an **Advanced Search** for a Patient may be performed while **Creating an Appointment** for the Patient by clicking on the **"Advanced Search"** link present in the **Patient Names** area of the New Appointment window
  
-{{:public:gorev:step_1_part_3_advanced_search_button_when_creating_an_appointment.png?800|}}+{{:public:gorev:advanced_search_step_1_part_3_scheduling_appt_advanced_search_final.png?800|}} 
 + 
 + 
 + 
 +====== Note ====== 
 +An **Advanced Search** for a Patient searches for the Patient in all of the **Facilities** in your **Server**. 
  
 ====== 2 : Entering Visit Details ====== ====== 2 : Entering Visit Details ======
-After clicking on an **Advanced Search**” button in GoRev, the Advanced Search window will appear on your device. To continue, please enter any **Patient Information from a Previous Encounter** that you have into the **Visit Details** section of this window. +After clicking on an **"Advanced Search"** button in GoRev, the Advanced Search window will appear on your device. To continue, please enter any **Patient Information from a Previous Encounter** that you have into the **Visit Details** section of this window. 
  
-{{:public:gorev:step_1_highlighted_visit_details.png?600|}}+{{:public:gorev:advanced_search_step_2_visit_details_final.png?500|}}
  
 ====== 3 : Entering Patient Demographic Information  ====== ====== 3 : Entering Patient Demographic Information  ======
 Next, please enter any **Patient Demographic Information** that you have into the **Patient** section of the **Advanced Search** window. Next, please enter any **Patient Demographic Information** that you have into the **Patient** section of the **Advanced Search** window.
  
-{{:public:gorev:step_2_highlighted_patient_details.png?600|}}+{{:public:gorev:advanced_search_step_3_patient_final.png?500|}}
  
 ====== 4 : Entering Guarantor Demographic Information ====== ====== 4 : Entering Guarantor Demographic Information ======
 Now, please enter any **Guarantor Demographic Information** that you have into the **Guarantor** area of this window. Now, please enter any **Guarantor Demographic Information** that you have into the **Guarantor** area of this window.
  
-{{:public:gorev:step_3_highlighted_guarantor_details.png?600|}} +{{:public:gorev:advanced_search_step_4_guarantor_final.png?500|}}
 ====== 5 : Entering Other Patient Information ====== ====== 5 : Entering Other Patient Information ======
-Next, if applicable, please enter the appropriate **Phone Number**, **ICN**, and **Address** into the corresponding fields present in the "**Other Fields**section of this window. +Next, if applicable, please enter the appropriate **Phone Number**, **ICN**, and **Address** into the corresponding fields present in the **Other Fields** section of this window. 
  
-{{:public:gorev:step_4_highlighted_other_fields.png?600|}}+{{:public:gorev:advanced_search_step_5_other_fields_final.png?500|}}
  
-====== 6 : Editing Entered Information ====== +====== 6 : Clearing Entered Information ====== 
-In the event that you would like to remove all of the information in a particular section of the Advanced Search window, please click on the **Clear**” button in the corresponding section of this window. +In the event that you would like to remove all of the information in a particular section of the Advanced Search window, please click on the **"Clear"** button in the corresponding section of this window. 
  
-{{:public:gorev:step_5_all_clear_buttons_highlighted.png?600|}}+{{:public:gorev:advanced_search_step_6_clearing_information_final.png?500|}}
  
 ====== 7 : Performing the Advanced Search ====== ====== 7 : Performing the Advanced Search ======
-Once you are satisfied with the entered information, click on the **Search**” button present on your screen. +Once you are satisfied with the entered information, click on the **"Search"** button present on your screen. 
  
-{{:public:gorev:step_6_highlighted_search_button.png?600|}}+{{:public:gorev:advanced_search_step_7_perform_search_final.png?500|}}
  
 ====== 8 : Selecting the Correct Patient Account ====== ====== 8 : Selecting the Correct Patient Account ======
-After the **Search Results** become visible, please select the correct **Patient Account** from the list present on your screen+After the **Search Results** become visible, please select the correct **Patient Account** from the list on your device.
  
-{{:public:gorev:step_7_advanced_search_results_highlighted.png?600|}}+{{:public:gorev:advanced_search_step_8_part_1_selecting_the_correct_patient_account_boxed.png?500|}}
  
-If you would like to further narrow your **Search Results**, please use the **Search**” field in this window to decrease the number of results returned. +If you would like to further narrow your **Search Results**, please use the **"Search"** field in this window to decrease the number of results returned. 
  
-{{:public:gorev:step_8_advanced_search_search_bar_highlighted.png?600|}}+{{:public:gorev:advanced_search_step_8_part_2_selecting_the_correct_patient_account_boxed.png?500|}}
  
 ====== 9 : Finishing the Advanced Search ====== ====== 9 : Finishing the Advanced Search ======
-Once you have selected the correct **Patient Account**, please finish the **Advanced Search** process by clicking on the **Use Selected**” button present on your screen.+Once you have selected the correct **Patient Account**, please finish the **Advanced Search** process by clicking on the **"Use Selected"** button present on your screen.
  
-{{:public:gorev:step_9_advanced_saerch_use_selected_button_highlighted.png?600|}}+{{:public:gorev:advanced_search_step_9_finishing_the_advanced_search.png?500|}} 
 + 
 +At this point, the **Patient Account** information will be auto-filled into the appropriate fields on your screen. 
 ====== Additional Resources ====== ====== Additional Resources ======
  
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 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the **GoRev Advanced Search Process**, please contact the **GoRev Support Team** at **1-(832)-658-2209 )**. +If you have any questionsconcerns, or problems regarding the **GoRev Advanced Search** process, 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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