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public:gorev:charging [2019/09/13 16:59]
beth.murphy [GoRev Charging]
public:gorev:charging [2020/01/12 19:57] (current)
sgriffin
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-===============GoRev Charging============== +===============GoRev Charging Tutorial==============
-UNDER CONSTRUCTION // //+
  
-Welcome to the GoRev **Charging** Tutorial. In this tutorial, we will talk about a ***Charge Capture Tool*** that supports barcode scanning and explosive charging  +Welcome to the **GoRev Charging Tutorial**. In this tutorial, we will focus on the process of navigating the **Charging** 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: What is a Charging Capture Tool=============== +==========1: Navigating to the Charging Module =============== 
- ***Charge Capture Tool*** is barcode scanner that will allow for faster entry of **Charges** at the **Time of Service**. This is done by Creating **Barcodes** and utilizing **Explosive Charges**, adding to a patient's account that is regularly used for a specific service\\ \\ +As a GoRev user, the **Charging** module will allow you to add **Charges** to patient's account by scanning **Bar Codes**, entering **Quick Charges**, and/or by utilizing **Charge Templates**. To begin, click on the **"Charging"** button present in the GoRev Homepage toolbar. 
 + 
 +{{:public:gorev:step_1_navigate_to_the_charging_window.png?800|}} 
 +==========2: Searching For A Patient Account =============== 
 +Once the **Charging** module becomes visible, please search for the patient account that you require by, first, clicking on the **"Patient Search"** button in the **Charging** toolbar.  
 + 
 +{{:public:gorev:step_2_search_for_the_patient_account.png?800|}} 
 +==== Entering the Patient's Name ==== 
 + 
 +After the Patient Search window appears, please enter the patient's name into the **Patient Name** field.  
 + 
 +{{:public:gorev:step_2_part_2_fill_in_the_patient_name.png?800|}} 
 + 
 +==== Selecting the Required Patient Visit ==== 
 + 
 +At this point, the patient's list of visits should be present in the Patient Search window. To continue, please select the **Visit** that you require from the list.  
 + 
 +{{:public:gorev:step_2_part_3_choose_the_required_visit.png?800|}} 
 + 
 +**Note:** If you have difficulty locating the **Patient Visit** that you require, please utilize the **Search** box in this window to aid you in your search.  
 + 
 +==== Loading the Patient Visit into the Charging Module ==== 
 +Now, in order to successfully load the patient account into the **Charging** module, please click on the **"Load Selected Patient Visit"** button in this window.  
 + 
 +{{:public:gorev:step_2_part_4_load_the_selected_patient_visit.png?800|}} 
 + 
 +At this point, the selected patient visit will be present in the **Charging** window.  
 + 
 +{{:public:gorev:step_2_part_5_patient_account_header_boxed.png?800|}} 
 +==========3: Patient Overview Charging Module Access=============== 
 +**Note:** The **Patient Search** process can be bypassed by accessing the **Charging** module directly from the **Patient Overview** window of the required **Patient Visit**.  
 + 
 +{{:public:gorev:step_3_charging_button_present_in_patient_overview.png?800|}} 
 + 
 +Additionally, please note that you must be in the specific **Patient Visit** in the Patient Overview window that you require, as the **Charging** module will open with the current Patient Visit information loaded.  
 + 
 +{{:public:gorev:step_3_part_2_visit_drop_down_highlighted.png?800|}} 
 + 
 +========== 4: Adding Charges by Entering Quick Charges  =============== 
 +Once the required patient information has been loaded into the **Charging** module, you will have the ability to add **Charges** to the patient's account by entering **Quick Charges**, by utilizing **Charge Templates**, and/or by scanning **Bar Codes**. First, in order to add a **Quick Charge** to the patient's account, please search for and select the required **Charge** using the **"Quick Charge"** field in this window.  
 + 
 +{{:public:gorev:step_4_part_1_highlight_the_quick_charge_field.png?800|}} 
 + 
 +Now, the selected **Charge** should be present in the Charges list in this window.  
 + 
 +{{:public:gorev:step_4_part_2_new_charge_should_be_visible.png?800|}} 
 +========== 5: Adding Charges by Utilizing Charge Templates  =============== 
 +Second, the **Charging** module will allow you to add **Charges** to the patient's account by utilizing **Charge Templates**. To begin, please select the **Charge Template** that you require from the **"Templates"** drop down menu in the **Template Charges** area of this window.  
 + 
 +{{:public:gorev:step_5_part_1_highlight_the_templates_drop_down.png?800|}} 
 + 
 +At this point, the selected **Charge Template** should be present in the **Template Charges** area.  
 + 
 +{{:public:gorev:step_5_part_2_charge_templates_list_visible.png?800|}} 
 + 
 +Nowin order to add **Charge** from the template to the patient's account, please select the **Charge** that you require from the list and click on the **"Add"** button in this area or double-click on the **Charge** using your mouse.  
 + 
 +{{:public:gorev:step_5_part_3_add_the_charge_from_the_template.png?800|}} 
 + 
 +**Note:** Please repeat this process for each **Charge** in the **Charge Template** that you would like to add to the patient's account.  
 + 
 +========== 6: Adding Charges by Bar Code Scanning  =============== 
 + 
 +==== GoRev Bar Code Scanning Equipment ==== 
 + 
 +Lastly, the **Charging** module will allow you to quickly add **Charges** to patient's account at the **Time of Service** by utilizing it's **Bar Code Scanning** feature. In order to utilize this feature, you must have access to a **Charge Capture Tool** similar to the one pictured below
  
 {{:public:gorev:inateck_barcode_scanner.wireless.jpg?300|}} {{:public:gorev:inateck_barcode_scanner.wireless.jpg?300|}}
-{{:public:gorev:inatek_barcode_scanner_tool.jpg?300|}} \\ \\+ 
 +**Note:** While many **Bar Code Scanner** brands are usable with the GoRev **Bar Code Scanning** function, there are particular brands that are immediately compatible with GoRev's **Charging** module, such as **Inatek** brand **Bar Code Scanners**. Additionally, it is important to note that **Dymo LabelWriter** is the **Bar Code** label printing software program that is compatible with **GoRev**.  
 + 
 +==== GoRev Bar Code Scanning Readiness ==== 
 +The GoRev **Bar Code Scanning** feature is ready to be utilized if it says **Scanning Enabled** in the bottom left corner of the **Charging** window.  
 + 
 +{{:public:gorev:step_6_gorev_barcode_scanning_readiness_part_1.png?800|}} 
 + 
 +However, if you have not clicked on the **Charging** window, it will state that the **Scanning** is **Disabled**. To remedy this, please click anywhere in the **Charging** window.  
 + 
 +{{:public:gorev:step_6_gorev_barcode_scanning_readiness_part_2.png?800|}} 
 +==== GoRev Bar Code Scanning Process ==== 
 +Now, in order to utilize the **Bar Code Scanning** process, please use your **Bar Code Scanner** to scan the required **Bar Code** on your printed **Charge Template**. 
 + 
 +{{:public:gorev:example_charge_template_image.png?800|}} 
 + 
 +Once the **Bar Code** is successfully scanned, the corresponding **Charge** will be present in the **Charges** list of the **Charging** window.  
 + 
 +{{:public:gorev:step_6_gorev_barcode_scanning_readiness_part_5.png?800|}} 
 + 
 + 
 +==========7: Editing the Quantity of Added Charges =============== 
 +Next, in the event that you need to change the **Quantity** of a **Charge** that is added to the patient's account, first, begin by clicking on the **Quantity** field for the required **Charge** in the list.   
 + 
 +{{:public:gorev:step_7_red_box_around_quantity.png?800|}} 
 + 
 +At this point, the **Edit Quantity** window for the selected **Charge** should be visible. To continue, please use the **"New Quantity"** field to enter the required **Quantity** for this **Charge**. 
 + 
 +{{:public:gorev:step_7_part_2_red_box_around_new_quantity.png?800|}} 
 + 
 +Once you are finished, please click on the **"Save Edit"** button in this window to finalize the **Quantity** change.  
 + 
 +{{:public:gorev:step_7_part_3_save_edit.png?800|}} 
 + 
 +==========8: Reversing Added Patient Charges =============== 
 +Now, if you need to remove a **Charge** that has been added to the patient's account, please utilize the **"Reverse"** button for the required **Charge** in the list to complete this process.  
 + 
 +{{:public:gorev:step_8_reverse_the_charge.png?800|}} 
 + 
 + 
 +==========9: Other Features =============== 
 +In addition to the above mentioned features, the GoRev **Charging** module has several extra tools located in the window toolbar.  
 + 
 +==== Patient Overview Tool ==== 
 +In the **Charging** module, the **"Patient Overview"** button will allow you to navigate to the **Patient Overview** window for the selected Patient.  
 + 
 +{{:public:gorev:step_9_part_1_patient_overview_button.png?800|}} 
 +==== Edit Diagnosis Tool ==== 
 +Additionally, the **Charging** module will allow you to navigate to the **Add/Edit Diagnosis** window for the selected Patient by utilizing the **"Edit Diagnosis"** button in the window toolbar.  
 + 
 +{{:public:gorev:step_9_part_2_edit_diagnosis_button.png?800|}} 
 + 
 +==== Upload Patient File Tool ==== 
 +Next, the **"Upload Patient File"** button in the **Charging** toolbar will allow you to upload a file to the system for this patient.  
 + 
 +{{:public:gorev:step_9_part_3_upload_patient_file.png?800|}} 
 + 
 +==== View Patient File Tool ==== 
 +Lastly, the **"View Patient Files"** button in the **Charging** module will allow you to view all current documents uploaded to the selected patient's account.  
 + 
 +{{:public:gorev:step_9_part_4_view_patient_files.png?800|}} 
 + 
  
    
  
-There are various brands of scanners, but there are scanners that work right out the box with GoRev. There is a specific software program, Dymo LabelWriter, that is compatible with GoRev. \\ 
-**Inatek**\\ 
-*A combination of a longer range of locations, like supply closets or areas that don't have a PC very close\\ 
-*Scanner's for areas where a PC is within close proximity \\ \\ 
  
 +====== Additional Resources ======
 +
 +==== GoRev Support Team ====
 +
 +If you have any questions, concerns, or problems regarding the **GoRev Charge Capturing** 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]]
  
  
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