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GoRev Follow Up Tutorial

Welcome to the GoRev Follow Up Tutorial. In this tutorial, we will focus on the process of navigating to and understanding the Follow Up 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 Follow Up Module

As a GoRev user, the Follow Up module will allow you to organize and filter Patient Accounts from Workflow so that Follow Up on these accounts is a smoother, more streamlined process. In order to access the Follow Up module, please click on the “Follow Up” button in the Billing Modules toolbar.

2 : Viewing the Follow Up Buckets

At this point, the Follow Up Buckets should, now, be visible. In GoRev, Patient Accounts are sorted into Follow Up Buckets, which categorize Patient Accounts by various criteria. The largest Follow Up Buckets are titled “Any Balances”, “By User”, “Insurance Balances”, “Patient Balances”, and “Zero Balances”.

3 : Navigating the Any Balances Bucket

The “Any Balances” Follow Up Bucket contains all Patient Accounts, even those with Zero Balances. To begin, click on the “Any Balances” tile on your screen.

Insurance Carrier Filter

At this point, the First Level Filters for the Any Balances Follow Up Bucket will be visible. The First Level Filters for the Any Balances Bucket will allow you to filter the Patient Accounts included in the final list by Insurance Carrier. To continue, please click on the required Insurance Carrier tile in this window.

Note: If you would like to include Patient Accounts from ALL Insurance Carriers in the final list, please utilize the “All Carriers” tile on your screen.

Second Level Filters

Once you have selected the required Insurance Carrier filter, the Second Level Filters will be visible. The Second Level Filters will allow you to filter the Patient Accounts included in the final list by Age, Denial Category, Priority, and by Status. To continue, please select the Second Level Filter that you require.

Third Level Filters

After selecting a Second Level Filter, the corresponding Third Level Filters will be present on your screen.

BY AGE— First, if you selected the “By Age” Level 2 Filter, the Third Level Filters will allow you to filter the Patient Accounts in the final list by Patient Account Age in Days. To continue, please click on the Patient Account Age grouping tile that you require.

Note: The By Age Bucket allows you to work claims in the traditional Age Buckets. This Follow Up Bucket is useful for working new claims, ensuring everything in your 0-30 Age Bucket has been properly Coded/Filed, making sure that no Patient Account is denied for Timely Filing using the 61-90 Age Bucket, etc.

BY DENIAL CATEGORY— Second, if you selected the “By Denial Category” Level 2 Filter, the Level 3 Filters will allow you to filter Patient Accounts by 7 Denial Categories. In order to reach the final Patient Account Follow Up list, please select the Denial Category that you require.

Note: The “By Denial Category” allows you to work Claims with Denials that have been imported into GoRev either via a direct integration to Waystar or via Line Item Posting being performed by your Posting Team. This Follow Up Bucket is one of the most important Buckets to work because doing so will ensure that no Claims exist without Follow Up.

BY PRIORITY— Third, if you selected the “By Priority” Level 2 Filter, the Level 3 Filter titled “Top 200 By Balance” will allow you to view the 200 Patient Accounts with the highest Balance for the selected Insurance Carrier. To reach the final Patient Account list, please click on the Top 200 By Balance tile in this window.

BY STATUS— Lastly, if you selected the “By Status” Level 2 Filter, the Level 3 Filters will allow you to filter Patient Accounts by Follow Up Status. In order to finalize the Patient Account list, please click on the Follow Up Status that you require.

4 : Navigating the Insurance Balances Bucket

The “Insurance Balances” Follow Up Bucket contains all Patient Accounts that have an Insurance Balance, including those that have both an Insurance and a Patient Balance. To begin, click on the “Insurance Balances” tile on your screen.

Insurance Carrier Filter

At this point, the First Level Filters for the Insurance Balances Follow Up Bucket will be visible. The First Level Filters for the Insurance Balances Bucket will allow you to filter the Patient Accounts included in the final list by Insurance Carrier. To continue, please click on the required Insurance Carrier tile in this window.

Second Level Filters

Once you have selected the required Insurance Carrier filter, the Second Level Filters will be visible. The Second Level Filters will allow you to filter the Patient Accounts included in the final list by Age, Denial Category, Priority, and by Status. To continue, please select the Second Level Filter that you require.

Third Level Filters

After selecting a Second Level Filter, the corresponding Third Level Filters will be present on your screen.

BY AGE— First, if you selected the “By Age” Level 2 Filter, the Third Level Filters will allow you to filter the Patient Accounts in the final list by Patient Account Age in Days. To continue, please click on the Patient Account Age grouping tile that you require.

BY DENIAL CATEGORY— Second, if you selected the “By Denial Category” Level 2 Filter, the Level 3 Filters will allow you to filter Patient Accounts by 7 Denial Categories. In order to reach the final Patient Account Follow Up list, please select the Denial Category that you require.

BY PRIORITY— Third, if you selected the “By Priority” Level 2 Filter, the Level 3 Filter titled “Top 200 By Balance” will allow you to view the 200 Patient Accounts with the highest Insurance Balance for the selected Insurance Carrier. To reach the final Patient Account list, please click on the Top 200 By Balance tile in this window.

BY STATUS— Lastly, if you selected the “By Status” Level 2 Filter, the Level 3 Filters will allow you to filter Patient Accounts by Follow Up Status. In order to finalize the Patient Account list, please click on the Follow Up Status that you require.

5 : Navigating the Patient Balances Bucket

The “Patient Balances” Follow Up Bucket contains all Patient Accounts that have a Patient Balance, including those with both a Patient and an Insurance Balance. To begin, click on the “Patient Balances” tile on your screen.

Insurance Carrier Filter

At this point, the First Level Filters for the Patient Balances Follow Up Bucket will be visible. The First Level Filters for the Patient Balances Bucket will allow you to filter the Patient Accounts included in the final list by Insurance Carrier. To continue, please click on the required Insurance Carrier tile in this window.

Second Level Filters

Once you have selected the required Insurance Carrier filter, the Second Level Filters will be visible. The Second Level Filters will allow you to filter the Patient Accounts included in the final list by Age, Priority, and by Status. To continue, please select the Second Level Filter that you require.

Third Level Filters

After selecting a Second Level Filter, the corresponding Third Level Filters will be present on your screen.

BY AGE— First, if you selected the “By Age” Level 2 Filter, the Third Level Filters will allow you to filter the Patient Accounts in the final list by Patient Account Age in Days. To continue, please click on the Patient Account Age grouping tile that you require.

BY PRIORITY— Third, if you selected the “By Priority” Level 2 Filter, the Level 3 Filter titled “Top 200 By Balance” will allow you to view the 200 Patient Accounts with the highest Patient Balance for the selected Insurance Carrier. To reach the final Patient Account list, please click on the Top 200 By Balance tile in this window.

BY STATUS— Lastly, if you selected the “By Status” Level 2 Filter, the Level 3 Filters will allow you to filter Patient Accounts by Follow Up Status. In order to finalize the Patient Account list, please click on the Follow Up Status that you require.

Note: The Patient Responsibility Follow Up Bucket displays Patient Accounts by MRN. As a result, each row in this Follow Up list represents a Patient MRN not a single Patient Visit since Patient Responsibility includes all Patient Responsibility amounts from all Patient Visits at that Facility.

6 : Navigating the Zero Balances Bucket

The “Zero Balances” Follow Up Bucket contains all Patient Accounts that have No Insurance or Patient Balance, which can be useful when auditing Patient Accounts. To begin, click on the “Zero Balances” tile on your screen.

Insurance Carrier Filter

At this point, the First Level Filters for the Zero Balances Follow Up Bucket will be visible. The First Level Filters for the Zero Balances Bucket will allow you to filter the Patient Accounts included in the final list by Insurance Carrier. To continue, please click on the required Insurance Carrier tile in this window.

Second Level Filters

Once you have selected the required Insurance Carrier filter, the Second Level Filters will be visible. The Second Level Filters will allow you to filter the Patient Accounts included in the final list by Age and by Status. To continue, please select the Second Level Filter that you require.

Third Level Filters

After selecting a Second Level Filter, the corresponding Third Level Filters will be present on your screen.

BY AGE— First, if you selected the “By Age” Level 2 Filter, the Third Level Filters will allow you to filter the Patient Accounts in the final list by Patient Account Age in Days. To continue, please click on the Patient Account Age grouping tile that you require.

BY STATUS— Second, if you selected the “By Status” Level 2 Filter, the Level 3 Filters will allow you to filter Patient Accounts by Follow Up Status. In order to finalize the Patient Account list, please click on the Follow Up Status that you require.

7 : Navigating the By User Bucket

The “By User” Follow Up Bucket contains all Patient Accounts categorized by who the Patient Accounts are Assigned To. To begin, click on the “By User” tile on your screen.

Note: Access to the “By User” Follow Up Bucket requires Manager level GoRev Permissions.

User Filter

At this point, the First Level Filters for the By User Follow Up Bucket will be visible. The First Level Filters for the By User Bucket will allow you to filter the Patient Accounts included in the final list by Assigned User. To continue, please click on the required User tile in this window.

Second Level Filters

After you have selected the required User filter, the Second Level Filters will be visible. The Second Level Filters will allow you to filter the Patient Accounts included in the final list by Follow Up Status. To finalize the Patient Account list, please select the Second Level Filter that you require.

8 : Viewing & Understanding the Follow Up Report

Once you have finalized the Filter selection process, your Follow Up list will be present on your screen.

Beginning a Workflow Session

In order to begin a Workflow session for a Patient Account, first, click on the row that corresponds to the required Patient Account.

Then, click on the “Workflow” button in the Follow Up toolbar.

Additional Batching Resources

Navigating Follow Up ReportsA guide on how to navigate a Follow Up report.

Additional Resources

GoRev Support Team

If you have any questions, concerns, or problems regarding the GoRev Billing Follow Up module, 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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