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public:gorev:followup [2020/01/12 20:16]
sgriffin
public:gorev:followup [2020/02/10 03:31] (current)
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-====== GoRev Followup System ====== 
  
-This guide will walk you through how to use the GoRev Followup system (updated ​to newest version ​in 2019.10.1008 and after)+===============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. ​ **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. ​
  
-To access this area in GoRev click on the Billing tab --> Followup and you will see the below window. ​ The top tier of this system lets you filter ​workflows into 4 categories:​ +====== 1 : Navigating to the Follow Up Module ====== 
-  - Any Balances = Includes all accounts even one'​s ​that have zero balance +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 processIn order to access the **Follow Up** module, please click on the **"​Follow Up"** button ​in the **Billing Modules** toolbar
-  - Insurance Balances = All accounts ​where an insurance balance ​is present. ​ This could also include accounts where both an insurance balance and patient balance exists. +
-  - Patient Balances = All accounts where patient balance is present This could also include accounts where both a patient balance and insurance balance exists. ​ This mode is set to an MRN level as in you will only see one row of data per patient instead of one row of data per claim  +
-  - Zero Balances = All accounts where no patient balance or insurance balance exists. ​ Useful for reviewing closed out accounts to audit for various issues+
  
-{{:​public:​gorev:​newfupmain.png?800|}}+{{:​public:​gorev:​step_1_navigate_to_follow_up.png?800|}}
  
-===== Insurance Balances Mode =====+====== ​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"​**.
  
-When you click into this mode you will see tiles broken out by the carriers you have setup in your system:+{{:public:​gorev:​step_2_follow_up_buckets.png?​800|}}
  
 +====== 3 : Navigating the Any Balances Bucket ​ ======
  
-{{:​public:​gorev:​insruancebalancesmain.png?600|}}+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
  
-When clicking into a specific carrier tile you will see 4 modes to work claims. +{{:​public:​gorev:​step_3_part_1_any_balances.png?800|}}
-  - By Age allows you to work claims in the traditional 0-30, 31-60, 61-90, etc age buckets. ​ This is useful for working new claims and ensuring everything in your 0-30 bucket has been properly coded/​filed. ​ Many companies routinely work the 61-90 bucket as well to ensure no account slips through and becomes denied for timely filing. +
-  - By Denial Category allows you to work 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 is one of the most important modes to work and ensure no claims exist without followup. +
-  - By Priority presents you with the top 200 accounts with the highest balance +
-  - By Status presents you individual tiles set to your custom list of followup actions. ​ This is useful to audit specific sets of accounts sitting in a specific followup status for example, Appeal COB.+
  
 +==== Insurance Carrier Filter ====
  
-{{:​public:​gorev:​insurancebal2.png?600|}}+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.
  
 +{{:​public:​gorev:​step_3_part_2_insurance_tile.png?​800|}}
 +
 +**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.
 +
 +{{:​public:​gorev:​step_3_part_3_all_carriers_tiles.png?​800|}}
 +
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_3_part_4_second_level_filter.png?​800|}}
 +
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_3_part_5_third_level_filter.png?​800|}}
 +
 +**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. ​
 +
 +{{:​public:​gorev:​step_3_part_6_by_denial_category.png?​800|}}
 +
 +**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. ​
 +
 +{{:​public:​gorev:​step_3_part_7_by_priority.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_3_part_8_by_status.png?​800|}}
 +
 +====== 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. ​
 +
 +{{:​public:​gorev:​step_4_part_1_insurance_balances.png?​800|}}
 +==== 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.
 +
 +{{:​public:​gorev:​step_4_part_2_insurance_bucket.png?​800|}}
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_4_part_3_second_level_filters.png?​800|}}
 +
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_4_part_4_third_level_filters.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_4_part_5_denial.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_4_part_6_top_200.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_4_part_7_by_status.png?​800|}}
 +
 +====== 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. ​
 +
 +{{:​public:​gorev:​step_5_part_1_balances_bucket.png?​800|}}
 +
 +
 +
 +==== 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.
 +
 +{{:​public:​gorev:​step_5_part_2_insurance_area.png?​800|}}
 +
 +==== 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. ​
 +
 +
 +{{:​public:​gorev:​step_5_part_3_second_level_reports.png?​800|}}
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_5_part_4_by_age.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_5_part_5_by_priority_.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_5_part_6_by_status.png?​800|}}
 +
 +**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. ​
 +
 +{{:​public:​gorev:​step_6_part_1_zero_balances.png?​800|}}
 +==== 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.
 +
 +{{:​public:​gorev:​step_6_part_2_insurance_.png?​800|}}
 +
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_6_part_3_pick_a_filter.png?​800|}}
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_6_part_4_account_age_filter_tiles.png?​800|}}
 +
 +---**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. ​
 +
 +{{:​public:​gorev:​step_6_part_5_by_status.png?​800|}}
 +====== 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. ​
 +
 +{{:​public:​gorev:​step_7_by_user_bucket.png?​800|}}
 +
 +**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.
 +
 +{{:​public:​gorev:​step_7_part_2_by_users.png?​800|}}
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_7_part_3_second_level_filter.png?​800|}}
 +
 +
 +====== 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. ​
 +
 +{{:​public:​gorev:​step_8_part_1_follow_up.png?​800|}}
 +==== 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. ​
 +
 +{{:​public:​gorev:​step_8_part_2_follow_up.png?​800|}}
 +
 +Then, click on the **"​Workflow"​** button in the Follow Up toolbar. ​
 +
 +{{:​public:​gorev:​step_8_part_3_work_flow.png?​800|}}
 +
 +==== Additional Batching Resources ====
 +|[[venture:​gorev:​Navigating Follow Up Reports|]]|A guide on how to navigate a Follow Up report.|
  
-Once you click into a final tier of a mode you will be presented with actual accounts to followup on.   ​Simply click a row and click the workflow button to begin your workflow session on the account. ​  One new feature was added that will now allow you to see all accounts that have a followup date set into the future. ​ Simply click the Future button and the grid will reset to only show those accounts. ​ Unclick it to revert back to showing only accounts where no followup has been performed or followup is past due. 
  
  
-{{:​public:​gorev:​examplegrid.png?​1000|}} 
  
  
-===== New By User User Interface ===== 
  
-When clicking into By User to review your own followup items you will now be presented with a listing of all status tiles with counts of how many exist in each. To get back to the list of ALL accounts attached to your name needing followup simply click the All Statuses tile. 
  
-{{:​public:​gorev:​byuser.png?​1000|}} 
  
  
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