No ACL setup yet! Denying access to everyone.
No ACL setup yet! Denying access to everyone.

GoRev File Management Tutorial

Welcome to the GoRev File Management Tutorial. In this tutorial, we will focus on the process of Uploading and Retrieving Patient Files 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

As a GoRev user, you will have the ability to Upload and Retrieve Patient Files in the File Management area of 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.

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.

2 : Locating the File Management Area

At this point, the Patient Overview Module for the selected Patient will appear on your screen. The File Management section, located in the upper right corner of this window, will allow you to Upload and Retrieve Files for this Patient.

3 : Beginning the File Upload Process

In order to Upload Patient Files to this account, first, begin by clicking on the “Upload Files” button present in the File Management area.

4 : Selecting a Patient File to Upload

Once the File Browser appears on your device, please select the File that you would like to Upload to the Patient's Account by clicking on the corresponding File in this window.

Then, click “Open”.

5 : Beginning the File Categorization Process

At this point, the “Multi-Document Upload” window will, now, be visible. To continue, please click on the Checkbox next to the File that you would like to Upload to the Patient's Account.

6 : Categorizing the Selected Patient File

Next, please select a Category for the File. To begin, please click on the “Set Category” button in this window.

Once the Set Category drop-down menu becomes visible, please select the appropriate Category from the list.

7 : The Multi-File Upload Process

Beginning the Multi-Document Upload Process

Note: If you would like to Upload multiple Patient Files simultaneously, first, begin by clicking on the “Choose Files” button in the “Multi-Document Upload” window.

Selecting the Required Patient File

After a File Browser window becomes visible, please select the File that you would like to Upload to the Patient’s Account. Then, click “Open”.

Categorizing the Patient File

At this point, the Patient File will be present in the “Multi-Document Upload” window. Now, in order to select a Category for the Patient File, first, begin by clicking on the Checkbox next to the corresponding Patient File on your screen.

Next, please select the Category for this Patient File using the “Set Category” button in this window.

Note: If you would like to Upload additional Patient Files at this time, please use the above procedure for each Patient File that you require.

8 : The File Removal Process

Beginning the File Removal Process

Conversely, if there is a Patient File or multiple Patient Files in the “Multi-Document Upload” window that you do not want to Upload to the Patient’s Account at this time, please begin the File Removal process by clicking on the Checkbox next to the Patient File(s) that you do not want to Upload.

Unchecking Patient Files Not to be Removed

Next, please make sure that the Checkbox next to each Patient File that you do not wish to Remove is unchecked.

Removing the Selected Patient Files

Now, in order to remove the Selected File(s), click on the “Remove File” button in the “Multi-Document Upload” toolbar.

9 : Final Selection of Patient Files to be Uploaded

At this point, the Selected File(s) will no longer be present in the “Multi-Document Upload” window. To continue the File Upload process, please finalize the list of Patient Files to be Uploaded to the Patient's Account by adding or removing any Files that you require using the steps discussed above.

10 : Uploading the Selected Patient Files

Once you are finished, click on the “Confirm Upload” button in this window to Upload the Files to the Patient Account.

11 : Locating the Uploaded Patient Files

At this point, the Uploaded Patient File(s) will be present in the File Management area of the Patient Overview Module.

12 : Retrieving Previously Uploaded Patient Files

In addition to the Uploading of Patient Files, the File Management area will, also, allow you to Retrieve Patient Files from the Patient’s Account. As a GoRev User, you may Retrieve a Patient File from a Patient’s Account by double-clicking on the corresponding Patient File present in the File Management area of the Patient Overview Module.

After double-clicking on the appropriate Patient File, the selected File will appear on your device.

13 : Uploading Patient Files During New Visit Creation

Beginning the File Upload Process During New Visit Creation

In addition to the Patient Overview Module, Patient Files can, also, be Uploaded to a Patient's Account using the “Upload Files” area in the “Finalize Visit Creation” window of the New Visit module.

To begin Uploading a File to the Patient's Account, please click on the “Browse” button in this area.

Selecting the Patient File to Upload

Once the File Browser appears on your screen, please click on the Patient File in this window that you would like to Upload and then click “Open”.

Locating the Selected Patient File

After completing the Upload process, the corresponding Patient File will be present in the “Pending Uploads” section of the Upload Files area.

If you would like to Upload additional Files to the Patient's Account, please complete the above process for each File that you require.

Removing a Patient File from the Pending Uploads List

Note: In the event that you need to remove a Patient File from the Pending Uploads list, please begin by selecting the appropriate Patient File from the list.

Then, click on the “Remove” button present in the Upload Files area to complete the removal process.

If you need to remove additional Patient Files from the list, please repeat the above process for each Patient File that you require.

Additional Resources

GoRev File Management Video Tutorial

GoRev Support Team

If you have any questions, concerns, or problems regarding the process of Uploading, Removing, and Retrieving Patient Files 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.

Back to GoRev Guides

QR Code
QR Code public:gorev:filemanagement (generated for current page)