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GoRev Navigating Batching Tutorial

Welcome to the GoRev Navigating Batching Tutorial. In this tutorial, we will focus on the process of navigating the Batching 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 Batching Module

In order to navigate to the Batching module, click on the “Batching” icon present in the GoRev Homepage toolbar.

2 : Locating & Understanding the Batch Items Area

At this point, the Batching module will appear on your screen. In this window, the Claims that make up your current Batch will be present in the “Batch Items” area of this window.

Note: Claims that are ready to be Batched will be green.

3 : Locating the Batching Drop-Down Menus

In addition to the Batch Items area, the Batching module, also, contains three drop-down menus titled Insurance, Statements, and Reporting.

4 : Navigating to the Insurance Drop-Down Menu

To begin, click on the “Insurance” drop-down menu in the Batching Toolbar.

5 : Navigating the Insurance Menu

Institutional, Professional, Acknowledgements, and Previous Batches are the four options contained in the Insurance menu.

Institutional

First, the Institutional option will allow you to filter the Claims in your Batch for only Institutional Claims via the “Pending Institutional Claims” button in the Institutional menu.

Additionally, the Institutional menu, also, allows you to rebill a single, Institutional claim via the “Generate Single Account” option in this menu.

Professional

Second, the Professional option will allow you to filter the Claims in your Batch for only Professional Claims via the “Pending Professional Claims” button in the Professional menu.

Similar to the Institutional menu, the Professional menu will, also, allow you to rebill a single, Professional claim via the “Generate Single Account” option in this menu.

Acknowledgements

Third, the Acknowledgements option will allow you to upload 277CA documents (Claim Acknowledgement Files) for Claims that have been Manually Batched via the “Upload Acknowledgement” button in the Acknowledgements menu.

In addition, the Acknowledgements menu will, also, allow you to view previous acknowledgements via the “Previous ACKs” button in this menu.

The last function in the Acknowledgements menu is “Upload Status”, which will inform you whether or not the appropriate File for your Batch successfully reached the Clearinghouse.

Previous Insurance Batches

Lastly, the “Previous Batches” option in the Insurance menu will allow you to view the submitted File for previous Batches.

6 : Navigating to the Statements Menu

In addition to an Insurance menu, the Batching module, also, contains a Statements drop-down menu. To begin, click on the “Statements” icon in the Batching Toolbar.

7 : Navigating the Statements Menu

The Statements drop-down menu is comprised of two options titled Pending Statements and Previous Batches.

Pending Statements

First, the Pending Statements option will allow you to view the Patient Statements that are ready for Batching.

Previous Statement Batches

Second, the Previous Batches option will allow you to view Patient Statements that were previously Batched.

8 : Navigating to the Reporting Menu

In addition to an Statements menu, the Batching module, also, contains a Reporting drop-down menu. To begin, click on the “Reporting” icon in the Batching Toolbar.

9 : Navigating the Reporting Menu

The Reporting menu is comprised of three options titled Inpatient Reporting, Outpatient Reporting, and Reporting Batches.

Inpatient Reporting

First, the Inpatient Reporting option will allow you to create and Batch an Inpatient 837 File, containing Patient Accounts from a particular Date of Service Range, for THCIC Reporting.

Outpatient Reporting

Second, the Outpatient Reporting option will allow you to create and Batch an Outpatient 837 File, containing Patient Accounts from a particular Date of Service, for THCIC Reporting.

Reporting Batches

Lastly, the Reporting Batches option will allow you to view all previously Generated Reporting Batches.

10 : Locating Additional Functions in Batching

In addition to three drop-down menus, the Batching module, also, contains eight individual, functional icons located in the Batching Toolbar.

11 : Navigating the Additional Batching Window Functions

Generating Batches

First, the Generate icon in the Batching Toolbar will allow you to create a Batch and Generate or send it to the Clearinghouse.

Note: The Validate checkbox analyzes the Claims in your Batch and reports whether or not each individual Claim is likely to be accepted or rejected by the Clearinghouse, as well as gives reasoning for the likely rejection.

Utilizing the Validate function before sending the Batch to the Clearinghouse allows you to avoid the time costs associated with Clearinghouse rejections.

Second, the Print icon in the Batching Toolbar will allow you to print various documents for select Patient Accounts or all of the Patient Accounts that are currently present in the Batch Items area of the Batching window.

Patient Overview

Third, the Patient Overview icon in the Batching Toolbar will allow you to access the Patient Overview window for the Patient Account that you have selected in the Batch Items area of this screen.

Patient Financials

Fourth, the Patient Financials icon in the Batching Toolbar will allow you to navigate to the Patient Financials window for your highlighted Patient Account.

Workflow

Fifth, the Workflow icon will allow you to access the Workflow window for the Patient Account that you select.

Charging Module

Sixth, the Charging icon will allow you to access GoRev's Charging Module from the Batching window.

Coding Module

Seventh, the Coding icon will allow you to navigate to the Coding window for the highlighted Patient Account.

Notating Accounts

Lastly, the Notate icon will allow you to leave a note on the selected Patient Account that will appear on all Patient notation screens.

Additional Resources

Additional Batching Resources

Claim Batch GenerationA guide on how to submit institutional and professional claims to your clearinghouse.
Patient Statement GenerationA guide on how to generate patient collection statements.
THCIC State Reporting GenerationA guide on how to generate the documentation for THCIC state reporting

GoRev Support Team

If you have any questions, concerns, or problems regarding the usage of the Batching module as an Administrator in GoRev, 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.

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 GoRev IT Support Ticket Creation Tutorial for assistance.

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