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GoRev Charge Templates Tutorial

Welcome to the GoRev Charge Templates Tutorial. In this tutorial, we will focus on the process of Navigating the Charge Templates Module in GoRev.

1 : Defining a Charge Template

A Charge Template is a customizable sheet of Barcodes for a Group of Charges that are regularly used for a specific service. Utilizing Charge Templates will allow for faster entry of Charges at the Time of Service.

2 : Navigating to the Charge Templates Module

As a GoRev User, the Charge Templates Module will allow you to Create New Charge Templates, Print Charge Templates, Edit and View Existing Charge Templates, and Delete Unwanted Charge Templates. To begin, click on the “Charge Templates” button present in the Clinic Modules Toolbar.

3 : Utilizing the "New" Function

At this point, the Charge Template Module will appear on your device. In order to Create a New Charge Template, first, begin by clicking on the “New” button in this window.

4 : Navigating to the "Add a Charge" Window

Next, click on the “Add Charge” button on your screen.

5 : Searching for a Charge

After the “Add a Charge” window becomes visible, please search for the Charge that you require using the corresponding field provided.

As you are entering this information, Existing Charges will appear below the field that you are filling. Once you locate the correct Charge, please use the arrow keys to highlight this Charge and hit “Enter” on your keyboard.

6 : Adding Additional Charges

At this point, the Added Charge will be present in the Template Items list of the Charge Template Module. To continue, please repeat the above process for each additional Charge that you would like to add to the Charge Template.

7 : Utilizing the Series Checkboxes

Additionally, if you would like to add Charge Groups, which are organized by the First Digit of their Charge Numbers, to your Charge Template, please begin by clicking on the corresponding Series checkboxes present in the “Add a Charge” window.

8 : Navigating to the "Bulk Add Series" Window

Now, in order to continue adding the Charge Group(s) to your Charge Template, please click on the “Add All” button in this window.

9 : Adding the Selected Charge Group(s)

At this point, the “Bulk Add Series” window will appear on your device. In order to finish adding the Selected Charge Group(s) to your Charge Template, click “Yes”.

10 : Finalizing Charges Added

Once you are finished adding Charges to your Charge Template, click on the “Finish Adding Charges” button in the “Add a Charge” window.

11 : Selecting a Charge to Delete

At this point, a list of Charges included in your Charge Template will be present in the Template Items area of the Charge Template Module

Now, in the event that you need to Delete any of the Charges included in your Charge Template, first, begin by clicking on the appropriate Charge in the Template Items list.

12 : Removing the Selected Charge

Next, click on the “Remove Charge” button in this window to finalize the Charge Removal process.

13 : Selecting a Charge to Relocate

In addition to Charge Removal, the Charge Template Module will, also, allow you to change the order of the Charges included in your Charge Template. To begin, click on the Charge that you require from the Template Items list on your screen.

14 : Relocating the Selected Charge

Next, please use the “Move Up” and “Move Down” buttons in this window to Relocate the Selected Charge to the appropriate position in the template.

Please repeat this process for each Charge that you would like to Relocate.

15 : Alphabetically Sorting the Charges

Now, if you would like to Alphabetically Sort the Charges included in your Charge Template by Charge Description, please use the “Sort Ascending” or “Sort Descending” buttons in the toolbar of the Charge Template Module to complete this task.

16 : Navigating to the "Save Charge Template" Window

Lastly, in order to save your Newly Created Charge Template, first, begin by clicking on the “Save” button in this window.

17 : Entering a Charge Template Name

After the Save Charge Template window becomes visible, please enter a Name for your Charge Template into the corresponding field provided.

18 : Saving the Charge Template

Once you are finished, click on the “Save Template” button in this window.

19 : Printing the Charge Template

Now, in order to print your Charge Template, please use the “Print” button present in the toolbar of the Charge Template Module to complete this task.

20 : Navigating to the "Load Charge Template" Window

In addition to the Creation of New Charge Templates, the Charge Template Module will, also, allow you to Edit and View Existing Charge Templates. To begin, click on the “Open” button in the toolbar of the Charge Template Module.

21 : Selecting the Required Charge Template

Once the Load Charge Template window becomes visible, please select the appropriate Charge Template from the list present on your screen.

If you have difficulty locating the existing Charge Template that you require, please use the “Search” field in this window to aid in your search.

22 : Opening the Selected Charge Template

Now, click on the “Open Template” button present in the Load Charge Template window.

23 : Editing the Selected Charge Template

After the Selected Charge Template appears on your device, please follow the steps discussed earlier in this tutorial to Edit the Charge Template to your satisfaction.

24 : Saving the Edited Charge Template

Once you are finished, click on the “Save” button in the toolbar of the Charge Template Module to save the changes that you have made to the template.

25 : Opening a Charge Template to Delete

In addition to the viewing and modification of Existing Charge Templates, the Charge Template Module will, also, allow you to Delete Unwanted Charge Templates. To begin, please follow the steps discussed above to Open the Charge Template that you require.

26 : Deleting the Open Charge Template

At this point, the Selected Charge Template will appear on your screen. Now, in order to Delete the Charge Template, please use the “Delete Template” button in the toolbar of the Charge Template Module to complete this task.

Additional Resources

GoRev Charge Templates Video Tutorial

GoRev Support Team

If you have any additional questions or concerns regarding the Navigation of the Charge Template Module in GoRev, please contact the GoRev Support Team at (1-(832)-658-2209).

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