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public:gorev:batching [2019/09/27 17:40]
beth.murphy
public:gorev:batching [2020/01/12 20:24] (current)
sgriffin
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-===== GoRev Batching Module ===== 
  
-This page will describe the batching module within GoRev.  This module is used to generate claimspatient statements, and THCIC state reporting.+===== GoRev Navigating Batching Tutorial ===== 
 +Welcome to the **GoRev Navigating Batching Tutorial**In this tutorialwe will focus on the process of navigating the **Batching** module in GoRev.
  
-===== Batching Navigation ===== +**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
-|[[venture:gorev:ClaimBatchGeneration|Claim Batch Generation]]|A guide on how to submit institutional and professional claims to your clearinghouse.+
-|[[venture:gorev:PatientStatementGeneration|Patient Statement Generation]]|A guide on how to generate patient collection statements.| +
-|[[venture:gorev:THCICStateReporting|THCIC State Reporting Generation]]|A guide on how to generate the documentation for THCIC state reporting|+
  
-===== General Settings ====+====== 1 : Navigating to the Batching Module ====== 
- ===Pending Insurance=== +In order to navigate to the **Batching** module, click on the **"Batching"** icon present in the GoRev Homepage toolbar
-{{:public:gorev:2019-09-27_12_44_15-lauepsl_-_batch_generator_-_gorev.png?100|}}+
  
-Pending insurance allows you to select the type of claim batch you would like to generate. You have three choicesAll, Professional(837P), and Institutional(837I).\\+{{:public:gorev:step_1_navigate_to_the_batching_button_1_.png?800|}}
  
-{{:public:gorev:2019-09-27_12_44_49-snipping_tool.png?200|}} +====== 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. 
- ===Patient Collections===+
  
-{{:public:gorev:patientcollections.jpg|}}+{{:public:gorev:step_2_batch_items_area_is_now_visible_1_.png?800|}}
  
-The Patient Collections button displays all patients with an approved patient balance that are due for a patient statement to be sent out\\ +**Note:** **Claims** that are ready to be **Batched** will be green
----- +
- ===Account Navigation===+
  
-{{:public:gorev:2019-09-27_13_22_58-lauepsl_-_batch_generator_-_gorev.png?400|}}+====== 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**.
  
-By selecting a patient within the Batch Creation or Patient Collections screen you may utilize the functionality of the patient navigation buttonsNavigate to the patient overview, patient financials, workflow, charging and coding screens for the highlighted account. +{{:public:gorev:step_3_locating_batching_drop_down_menu_s_1_.png?800|}}
----- +
-===Printing Services===+
  
-{{:public:gorev:2019-09-27_12_49_24-erfac_-_batch_generator_-_gorev.png?100|}}+====== 4 Navigating to the Insurance Drop-Down Menu  ====== 
 +To begin, click on the **"Insurance"** drop-down menu in the **Batching Toolbar**
  
-The Print button allows you to select from a list of different print services for printing a selected row(s) or all rows within the Batch Creation or Patient Collections screen.\\+{{:public:gorev:step_4_boxed_insurance_drop_down_1_.png?800|}}
  
-{{:public:gorev:2019-09-27_13_27_16-lauepsl_-_batch_generator_-_gorev.png?800|}} +====== 5 Navigating the Insurance Menu ====== 
----- +**Institutional**, **Professional**, **Acknowledgements**, and **Previous Batches** are the four options contained in the **Insurance** menu. 
-===Generate===+
  
-{{:public:gorev:2019-09-27_12_50_57-lauepsl_-_batch_generator_-_gorev.png?100|}}+{{:public:gorev:step_5_part_1_insurance_menu_boxed_1_.png?800|}}
  
-Once you have your claim batch or patient collections' information in the batching screen clicking the "Generate" button will allow you to create your batch. \\ +==== Institutional ====
-More on this here: [[venture:gorev:ClaimBatchGeneration|Claim Batch Generation]]\\ \\ +
----- +
-===Previous Batches===+
  
-{{:public:gorev:2019-09-27_12_51_31-snipping_tool.png?150|}}+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
  
-Previous batching will allow you to view and download all historical batch generation informationThere are two different lists that can generate with this button. If you have claim batch information generated it will display the previous batches submitted to the clearinghouse. If you have patient collections information displayed it will display all statement batches.\\ +{{:public:gorev:step_5_part_2_insurance_menu_pending_institutional_claims_boxed_1_.png?800|}}
----- +
-==Notate===+
  
-{{:public:gorev:notatebutton.jpg|}}+Additionally, the **Institutional** menu, also, allows you to rebill a single, **Institutional** claim via the **"Generate Single Account"** option in this menu
  
-This feature is available for claim batchingBy highlighting an account within a claim batch and clicking on the "Notate" button, you will be able to leave a note that will appear on all patient notation screens. \\ +{{:public:gorev:step_5_part_3_insurance_menu_generate_single_account_under_institutional_1_.png?800|}}
----- +
-===Acknowledgments===+
  
-{{:public:gorev:previous_acks.jpg?200|}}+==== Professional ====
  
-This drop-down has two different functions available +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. 
-  Upload Acknowledgement - By selecting this option you can download a 227CA (Claim Acknowledgment file) from your clearinghouse +
-  Previous ACKs - This option allows you to view all of those files\\+
  
----- +{{:public:gorev:step_5_part_4_insurance_professional_menu_pending_professional_claims_boxed_1_.png?800|}}
-===State Reporting===+
  
-{{:public:gorev:2019-09-27_12_46_49-snipping_tool.png?300|}}+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. 
 +  
 +{{:public:gorev:step_5_part_5_insurance_professional_menu_generate_single_account_boxed_1_.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_5_part_6_upload_acnowledgement_boxed_1_.png?800|}} 
 + 
 +In addition, the **Acknowledgements** menu will, also, allow you to view previous acknowledgements via the **"Previous ACKs"** button in this menu.  
 + 
 +{{:public:gorev:step_5_part_7_previous_acks_boxed_1_.png?800|}} 
 + 
 +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**.  
 + 
 +{{:public:gorev:step_5_part_8_upload_status_boxed_1_.png?800|}} 
 + 
 +  
 + 
 +==== Previous Insurance Batches ==== 
 + 
 +Lastly, the **"Previous Batches"** option in the **Insurance** menu will allow you to view the submitted **File** for previous **Batches**.  
 + 
 +{{:public:gorev:step_5_part_9_previous_batches_boxed.png?800|}} 
 + 
 +====== 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**.  
 + 
 +{{:public:gorev:step_6_statements_section_boxed.png?800|}} 
 + 
 + 
 +====== 7 : Navigating the Statements Menu ====== 
 +The **Statements** drop-down menu is comprised of two options titled **Pending Statements** and **Previous Batches**.  
 + 
 +{{:public:gorev:step_7_part_1_box_around_statement_options.png?800|}} 
 + 
 +==== Pending Statements ==== 
 + 
 +First, the **Pending Statements** option will allow you to view the **Patient Statements** that are ready for **Batching**.  
 + 
 +{{:public:gorev:step_7_part_2_box_around_pending_statements_.png?800|}} 
 + 
 +==== Previous Statement Batches ==== 
 + 
 +Second, the **Previous Batches** option will allow you to view **Patient Statements** that were previously **Batched**.  
 + 
 +{{:public:gorev:step_7_part_3_box_around_previous_batches.png?800|}} 
 + 
 +====== 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**.  
 + 
 +{{:public:gorev:step_8_reporting_icon_boxed.png?800|}} 
 + 
 +====== 9 : Navigating the Reporting Menu ====== 
 +The **Reporting** menu is comprised of three options titled **Inpatient Reporting**, **Outpatient Reporting**, and **Reporting Batches**.  
 + 
 +{{:public:gorev:step_9_box_around_menu_reporting_options.png?900|}} 
 + 
 +==== 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**.  
 + 
 +{{:public:gorev:step_9_part_2_box_around_inpatient_reporting.png?800|}} 
 + 
 +==== 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**.  
 + 
 +{{:public:gorev:step_9_part_3_box_around_outpatient_reporting.png?800|}} 
 + 
 +==== Reporting Batches ==== 
 + 
 +Lastly, the **Reporting Batches** option will allow you to view all previously **Generated** **Reporting Batches**.  
 + 
 +{{:public:gorev:step_9_part_4_box_around_reporting_batches.png?800|}} 
 + 
 +====== 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**. 
 + 
 +{{:public:gorev:step_10_box_around_icons.png?800|}} 
 + 
 +====== 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**.  
 + 
 +{{:public:gorev:step_11_part_1_box_around_generate_button.png?800|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:step_11_part_2_validating_checkbox_boxed.png?800|}} 
 + 
 +Utilizing the **Validate** function before sending the **Batch** to the **Clearinghouse** allows you to avoid the time costs associated with **Clearinghouse** rejections.  
 +==== Print Services ==== 
 + 
 +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.  
 + 
 +{{:public:gorev:step_11_part_2_box_around_print_button.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_11_part_3_box_around_patient_overview_button.png?800|}} 
 + 
 +==== 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**. 
 + 
 +{{:public:gorev:step_11_part_4_box_around_patient_financials_button.png?800|}} 
 + 
 +==== Workflow ==== 
 + 
 +Fifth, the **Workflow** icon will allow you to access the **Workflow** window for the **Patient Account** that you select.  
 + 
 +{{:public:gorev:step_11_part_5_box_around_workflow_button.png?800|}} 
 + 
 +==== Charging Module ==== 
 + 
 +Sixth, the **Charging** icon will allow you to access GoRev's **Charging Module** from the **Batching** window.  
 + 
 +{{:public:gorev:step_11_part_6_box_around_charging_button.png?800|}} 
 + 
 +==== Coding Module ==== 
 + 
 +Seventh, the **Coding** icon will allow you to navigate to the **Coding** window for the highlighted **Patient Account**.  
 + 
 +{{:public:gorev:step_11_part_7_box_around_coding_button.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_11_part_8_box_around_notate_button.png?800|}} 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 +====== Additional Resources ====== 
 + 
 + 
 +==== Additional Batching Resources ==== 
 +|[[venture:gorev:ClaimBatchGeneration|Claim Batch Generation]]|A guide on how to submit institutional and professional claims to your clearinghouse.| 
 +|[[venture:gorev:PatientStatementGeneration|Patient Statement Generation]]|A guide on how to generate patient collection statements.| 
 +|[[venture:gorev:THCICStateReporting|THCIC State Reporting Generation]]|A guide on how to generate the documentation for THCIC state reporting|
  
-This drop-down allows you to go through the process of either Outpatient or Inpatient THCIC state reporting.\\ +==== GoRev Support Team ====
-More on this here: [[venture:gorev:THCICStateReporting|THCIC State Reporting Generation]]\\ \\ +
----- +
-===Other===+
  
-{{:public:gorev:2019-09-27_12_53_49-snipping_tool.png?400|}}+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 
  
-This drop-down includes the ability to generate a batch for a single claim and to marked something "Billed By".\\+at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**
  
- - Generate a single account batch\\+**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. 
  
-{{:public:gorev:generatesingleact.jpg|}}+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
  
-Simply enter the account number in the space available and click "OK"+[[:public:GoRev:start|Back to GoRev Guides]]
  
- - Mark Billed By\\ 
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