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public:gorev:laboratoryneworderpt1 [2018/09/19 18:09]
sgriffin [2 : Entering Patient Demographics]
public:gorev:laboratoryneworderpt1 [2020/03/01 13:28] (current)
sgriffin [22 : Continuing the Laboratory New Order Process]
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 ====== GoRev Laboratory New Order Tutorial: Part I ====== ====== GoRev Laboratory New Order Tutorial: Part I ======
-Welcome to Part 1 of the GoRev Laboratory New Order Tutorial. In this tutorial, we will focus on Part 1 of the Laboratory Order Creation Process in GoRev. +Welcome to Part 1 of the **GoRev Laboratory New Order Tutorial**. In this tutorial, we will focus on Part 1 of the Laboratory Order Creation Process 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 : Beginning Part I of the Laboratory New Order Process ====== ====== 1 : Beginning Part I of the Laboratory New Order Process ======
-As a GoRev user, you will begin the **Laboratory Order** **Creation Process** by creating a **New Visit** for the **Patient**. To begin, click on the “**New Order**” button present in the **Lab Modules** tab on the **GoRev Homepage**.+As a GoRev user, you will begin the **Laboratory Order** **Creation Process** by creating a **New Visit** for the Patient. To begin, click on the “**New Order**” button present in the **Lab Modules** tab of the GoRev Homepage toolbar.
  
-{{:public:gorev:step_1_new_order_button.png?800|}}+{{:public:gorev:lab_new_order_pt_1_new_order_button.png?900|}}
  
 ====== 2 : Entering Patient Demographics ====== ====== 2 : Entering Patient Demographics ======
-Once the Patient Information” window appears on your screen, please enter the **Patient’s** **Name**, **Date of Birth**, **Social Security Number**, **Gender**, and **Ethnicity** into the corresponding fields present in the **Demographics** area of this window. +Once the Patient Information window appears on your screen, please enter the **Patient’s** **Name**, **Date of Birth**, **Social Security Number**, **Gender**, and **Ethnicity** into the corresponding fields in the **Demographics** area of this window. 
  
-{{:public:gorev:step_2_enter_demographic_info.png?800|}}+{{:public:gorev:lab_new_order_pt_1_patient_demographics.png?900|}}
  
 If you are unable to obtain the **Patient’s** **Social Security Number**, please click on the “**No SSN**” checkbox in this area.  If you are unable to obtain the **Patient’s** **Social Security Number**, please click on the “**No SSN**” checkbox in this area. 
  
-{{:public:gorev:step_2_part_2_no_ssn_checkbox_new_order.png?800|}}+{{:public:gorev:lab_new_order_pt_1_no_ssn.png?900|}} 
 +====== 3 : Utilizing the Optional Demographic Fields  ====== 
 +Now, if you would like to enter the **Patient's Suffix**, **Marital Status**, **Preferred Language**, **Occupation**, **Employment**, **Employer**, and/or **Communication Preferences**, first, begin by clicking on the **"Show More"** button in this area. 
  
 +{{:public:gorev:lab_new_order_pt_1_show_more.png?900|}}
  
 +Once the **Optional Demographic Fields** become visible, please enter any additional Patient information that you require into the corresponding fields provided. 
  
 +{{:public:gorev:lab_new_order_pt_1_optional_fields.png?900|}}
  
 +In the event that you need to close the **Optional Demographic Fields**, please utilize the **"Hide More"** button in this area to complete this task. 
  
-====== 3 Entering Patient Contact Information  ====== +{{:public:gorev:lab_new_order_pt_1_hide_more.png?900|}}
-Now, please enter the **Patient’s** **Address** and **Contact Information** into the corresponding fields present in the **Contact** area of the “Patient Information” window+
  
-{{:public:gorev:step_3_enter_contact_info.png?800|}} +====== Note ====== 
-====== 4 : Searching For An Existing Patient  ====== +If a Patient is already in the GoRev System for your **Facility**, you can allow GoRev to auto-fill the Patient's information into all of the fields in the Patient Information window by utilizing the **Patient Account** drop-down menu that will appear on your screen as you begin entering the Patient's Demographic information.
-In the event that you have difficulty locating **Patient** that has been previously entered into the GoRev system, please utilize the “**Advanced Search**” function in the **Demographics** area to perform a more detailed search for the **Patient**+
  
-{{:public:gorev:step_4_advanced_search.png?800|}}+====== 4 Patient Advanced Search  ====== 
 +Now, in the event that a Patient has a previous Visit in another **Facility** in your **Server**, you can pull this Patient information into the Visit that you are creating by utilizing the **"Advanced Search"** button in this window
  
-====== 5 Entering the Guarantor's Information  ====== +{{:public:gorev:lab_new_order_pt_1_advanced_search.png?900|}}
-Now, if the **Patient** is not the **Guarantor**, please begin by clicking on the “**Guarantor is Different from Patient**” checkbox present in the “Patient Information” window+
  
-{{:public:gorev:step_5_guarantor_is_different_from_patient_checkbox.png?800|}}+Additionally, if you are having difficulty finding a Patient in the GoRev System and you believe that the Patient should be in the system for this **Facility**, the **"Advanced Search"** function can be used to Search for the Patient
  
-After the **Guarantor** **Demographics** and **Contact** areas become visible, please enter the **Guarantor’s** information into the corresponding fields provided+**Note**: If you are unfamiliar with the GoRev **Advanced Search** module, please see the [[public:gorev:advancedsearch|GoRev Advanced Search Tutorial]].
  
-{{:public:gorev:step_5_part_2_enter_guarantor_info.png?800|}} +====== Entering Patient Contact Information  ======
-====== Navigating to the "Visit Information" Window  ====== +
-Once you are satisfied with the entered **Patient** and **Guarantor** information in this window, click “**Next**”.+
  
-{{:public:gorev:step_6_once_window_is_filled_click_next.png?800|}}+==== Entering Patient Address & Contact Information ==== 
 +Next, please enter the Patient's **Address** and **Contact Information** into the corresponding fields in the **Contact** area.
  
 +{{:public:gorev:lab_new_order_pt_1_contact_information.png?900|}}
  
-====== 7 : Entering Physician Information  ====== +==== Entering an International Address ==== 
-At this point, the “Visit Information” window will appear on your device.  To continue, please enter the **Patient’s** **Attending Physician** and/or **Referring Physician** information into the corresponding fields provided+To enter **Contact Information** for Patients with **International Addresses**, first, begin by clicking on the **"International Address"** checkbox in this area
  
-{{:public:gorev:step_7_enter_attending_and_or_referring_physician.png?800|}}+{{:public:gorev:lab_new_order_pt_1_international_address.png?900|}}
  
-If the **Attending Physician** and/or **Referring Physician** is not in the GoRev system, please add the missing doctor to the system by utilizing the “**Add Doctor**” function in the corresponding sections of this window+Once the **International Contact** fields become visible, please fill in the Patient'**Contact Information** into the fields provided
  
-{{:public:gorev:step_7_part_2_use_add_doctor_function.png?800|}} +{{:public:gorev:lab_new_order_pt_1_international_address_fields.png?900|}}
-====== 8 : Entering Patient Admission Information  ====== +
-Now, please enter the **Patient’s** **Admission** information into the corresponding fields provided. +
  
-{{:public:gorev:step_8_enter_patients_admission_info.png?800|}}+====== 6 Entering the Guarantor's Information  ====== 
 +Now, if the **Guarantor** is different from the Patient, please enter this individuals's information into the GoRev system. To begin, click on the **"Guarantor is Different from Patient"** checkbox in this window
  
-====== 9 Navigating to the "Patient Payer Information" Window  ====== +{{:public:gorev:lab_new_order_pt_1_guarantor_checkbox.png?900|}}
-After the **Visit Information** has been entered to your satisfaction, click “**Next**”.+
  
-{{:public:gorev:step_9_once_visit_info_is_entered_click_next.png?800|}} +After the **Guarantor Demographics** and **Contact** areas become visible, please enter the **Guarantor's** information into the corresponding fields provided
-====== 10 : Utilizing Existing Patient Payer Information ====== +
-At this point, the “Patient Payer Information” window will be present on your screen. If the **Patient’s** **Payer Information** has been auto-filled into the fields provided, please confirm the accuracy of the information and click “**Next**+
  
-{{:public:gorev:step_10_confirm_insurance_info_and_click_next.png?800|}}+{{:public:gorev:lab_new_order_pt_1_guarantor_information.png?900|}}
  
 +====== 7 : Navigating to the Visit Information Window  ======
 +To continue, please navigate to the Visit Information window by clicking **"Next"**. 
  
 +{{:public:gorev:lab_new_order_pt_1_next_button_1.png?900|}}
  
-====== 11 Adding Patient Insurance  ====== +====== Entering Physician Information  ====== 
-Howeverif you need to **Add Insurance** to the **Patient’s Account**, please begin by clicking on the “**Add Payer**” button in this window.+Once the Visit information window becomes visibleplease enter the Patient'**Referring Physician** and/or **Attending Physician** information into the corresponding fields provided
  
-{{:public:gorev:step_11_add_payer_button.png?800|}}+{{:public:gorev:lab_new_order_attending_referring_physician.png?900|}}
  
-Once the **Primary Insurance** area appears on your device, please enter the **Patient’s Insurance** information into the corresponding fields provided+If the **Referring Physician** and/or **Attending Physician** is not in the GoRev System, please add the missing doctor to the system by utilizing the **"Add Doctor"** function in the corresponding sections of this window
  
-{{:public:gorev:step_11_part_2_enter_patients_insurance.png?800|}} +{{:public:gorev:lab_new_order_pt_1_add_doctor.png?900|}}
-====== 12 : Utilizing Previously Entered Patient Insurance Information  ====== +
-Additionally, in the event that the **Patient** has **Active Insurance** that was previously entered into the GoRev system, please use the “**Payer History**” function in the “Patient Payer Information” window to add this information to the **Patient’s Lab Order**.+
  
-{{:public:gorev:step_12_payer_history_button.png?800|}}+**Note:** If you are unfamiliar with **Adding a Physician** to the GoRev System, please see the [[public:gorev:addingphysician|GoRev Adding a Physician Tutorial]]. 
 +====== 9 : Entering Patient Admission Information  ====== 
 +Next, please enter the Patient’s **Admission** information into the corresponding fields provided. 
  
 +{{:public:gorev:lab_new_order_pt_1_admission_information.png?900|}}
 +====== 10 : Navigating to the "Patient Payer Information" Window  ======
 +Now, please navigate to the Patient Payer Information window by clicking **"Next"**.
  
-====== 13 Adding Worker's Compensation Information  ====== +{{:public:gorev:lab_new_order_pt_1_next_button_2.png?900|}}
-Alternatively, if you need to **Add Worker’s Compensation Information** to a **Patient’s Account**, please use the “**Add Worker’s Comp**” button in the “Patient Payer Information” window to complete this task.+
  
-{{:public:gorev:step_13_add_workers_comp.png?800|}}+====== 11 Utilizing Existing Patient Payer Information ====== 
 +If the Patient Payer Information window contains existing Patient Payer Information, please verify the accuracy of the information provided and click **"Next"**
  
-====== 14 Utilizing the "Self Pay" Function  ====== +{{:public:gorev:lab_new_order_pt_1_existing_insurance.png?900|}}
-Lastly, if the **Patient** does not have Insurance, please click on the “**Self Pay**” checkbox in this window+
  
-{{:public:gorev:step_14_self_pay_checkbox.png?800|}} +====== 12 Adding Patient Insurance  ====== 
-====== 15 Navigating to the "Finalize Visit Creation" Window  ====== +However, if the Patient Payer information is not present in this window and the Patient does not have existing Payer information in the GoRev systemplease add the information to the system
-After successfully entering the **Patient’s Payer Information**click “**Next**”+
  
-{{:public:gorev:step_15_after_entering_insurance_info_click_next.png?800|}}+==== Utilizing the Add Payer Button ==== 
 +To begin, click on the **"Add Payer"** button in this window
  
 +{{:public:gorev:lab_new_order_pt_1_add_payer.png?900|}}
  
-====== 16 : Utilizing the Quick Payment Function  ====== +==== Entering Primary Insurance ==== 
-At this point, the “Finalize Visit Creation” window should, now, be visible. As a GoRev user, this window will allow you to record a **Quick Payment** for the **Patient**.  To begin, please enter the appropriate monetary value into the “**Payment Amount**” field present in the **Quick Payment** area of the “Finalize Visit Creation” window.+Once the **Primary Insurance** area appears on your device, please enter the Patient'**Insurance** information into the corresponding fields provided 
  
-{{:public:gorev:step_16_payer_amount_field.png?800|}} +{{:public:gorev:lab_new_order_pt_1_entering_primary_ins.png?900|}}
  
-After entering this information, please select the appropriate **Payment Type** from the drop-down menu present in this area to finalize the **Quick Payment** process.+**Note:** If you are unfamiliar with **Adding Insurance** to the GoRev System, please see the [[public:gorev:addinginsurance|GoRev Adding Patient Insurance Tutorial]]. 
 +====== 13 : Utilizing Previously Entered Patient Insurance Information  ======
  
-{{:public:gorev:step_16_part_2_payment_type_drop_down.png?800|}} +**Note:** If the Patient has previously entered Payer information in the GoRev System and you would like to add this information to the **Lab Order**, please utilize the **"Payer History"** button in this window to complete this task
-====== 17 : Uploading Patient Files  ====== +
-Now, in order to **Upload Patient Files** to the GoRev system, please click on the **Browse**” button present in the **Upload Files** area of this window and upload the appropriate **Patient File** from your device.+
  
-{{:public:gorev:step_17_browse_button.png?800|}}+{{:public:gorev:lab_new_order_pt_1_payer_history.png?900|}}
  
-====== 18 : Locating the Newly Added Patient File  ====== 
-At this point, the **Patient File** to be **Uploaded** will be present in the “**Pending Uploads**” section of the **Upload Files** area.   
  
 +====== 14 : Adding Worker's Compensation Information  ======
 +Next, if the Patient Lab Order is being processed as **Worker's Compensation**, please use the **"Add Worker's Comp"** button in the Patient Payer Information window to enter the necessary information. 
  
-{{:public:gorev:step_18_uploaded_file_present_in_pending_uploads.png?800|}}+{{:public:gorev:lab_new_order_pt_1_add_workers_comp.png?900|}} 
 + 
 +**Note:** If you are unfamiliar with **Adding Worker's Compensation** information to the GoRev System, please see the [[public:gorev:addingworker_scompensation|GoRev Adding Worker's Compensation Tutorial]]. 
 + 
 +====== 15 : Utilizing the "Self Pay" Function  ====== 
 +Now, in the event that the Patient does not have active coverage of any kind, click on the **"Self Pay"** checkbox in this window.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_self_pay.png?900|}} 
 + 
 +====== 16 : Navigating to the "Finalize Visit Creation" Window  ====== 
 +Once you are satisfied with the entered Patient Payer information, please navigate to the Finalize Visit Creation window by clicking **"Next"**.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_next_button_3.png?900|}} 
 + 
 + 
 +====== 17 : Utilizing the Quick Payment Function  ====== 
 +In the Finalize Visit Creation window, you have the ability to process a **Quick Payment** for the Patient. 
 + 
 +==== Entering the Payment Amount ==== 
 +To begin, please enter the appropriate monetary value into the **"Payment Amount"** field present in the **Quick Payment** area of this window.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_payment_amount.png?900|}} 
 + 
 +==== Selecting the Payment Type ==== 
 +Then, select the appropriate **Payment Type** from the drop-down menu on your screen to finalize the **Quick Payment** process.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_payment_type.png?900|}} 
 + 
 +====== 18 : Uploading Patient Files  ====== 
 +Next, if you would like to upload a File to the Patient's account, please click on the **"Browse"** button present in the **Upload Files** area of this window and select the appropriate **Patient File** from your device.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_browse_button.png?900|}} 
 + 
 +At this point, the **Patient File** to be **Uploaded** will be present in the **Pending Uploads** section of the **Upload Files** area.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_file_pending_upload.png?900|}}
  
 ====== 19 : Removing a Patient File  ====== ====== 19 : Removing a Patient File  ======
-Now, in the event that you need to **Remove** a **Patient File** from the **Pending Uploads**” section, please begin by selecting the **Patient File** that you require from the list present on your screen.+Now, in the event that you need to **Remove** a Patient File from the **Pending Uploads** section, please begin by selecting the Patient File that you require from the list present on your screen.
  
-{{:public:gorev:step_19_select_uploaded_file_to_remove.png?800|}}+{{:public:gorev:lab_new_order_pt_1_select_file_to_remove.png?900|}}
  
-After selecting the appropriate **Patient File**please click on the **Remove**” button present in the **Upload Files** area to finalize the removal process. +Then, click on the **"Remove"** button present in the **Upload Files** area to finalize the removal process. 
  
-{{:public:gorev:step_19_part_2_click_remove.png?800|}} +{{:public:gorev:lab_new_order_pt_1_remove_file.png?900|}}
-====== 20 : Reviewing and Editing the Entered Information  ====== +
-Now, please review the entered information for accuracy. If any edits need to be made, please use the **Back Arrow** button in this window to complete any necessary edits to the entered information.+
  
-{{:public:gorev:step_20_back_arrow.png?800|}} +====== 21 : Reviewing and Editing the Entered Information  ====== 
-====== 21 : Finishing Part 1 of the Laboratory New Order Process  ======+**Note:** Please utilize the **Back Arrow** button in this window to complete any necessary edits to the previously entered information.  
 + 
 +{{:public:gorev:lab_new_order_pt_1_back_button.png?900|}} 
 + 
 +====== 22 : Finishing Part 1 of the Laboratory New Order Process  ======
 Once you are finished, click on the “**Save Visit**” button present in the bottom right corner of the “Finalize Visit Creation” window to complete **Part 1** of the **Laboratory New Order** **Process**. Once you are finished, click on the “**Save Visit**” button present in the bottom right corner of the “Finalize Visit Creation” window to complete **Part 1** of the **Laboratory New Order** **Process**.
  
-{{:public:gorev:step_21_select_save_visit.png?800|}}+{{:public:gorev:lab_new_order_pt_1_save_visit.png?900|}}
  
 ====== 22 : Continuing the Laboratory New Order Process  ====== ====== 22 : Continuing the Laboratory New Order Process  ======
-At this point, the “Edit Lab Order” window should be visible. Now, in order to continue the **New Lab Order** **Creation Process**, please see **Part 2** of the **Laboratory New Order Tutorial** linked in the description box below.+At this point, the “Edit Lab Order” window should be visible. Now, in order to continue the **New Lab Order** **Creation Process**, please see **Part 2** of the **Laboratory New Order Tutorial** linked below.
  
-{{:public:gorev:step_22_edit_lab_order_window_now_visible.png?800|}}+{{:public:gorev:lab_new_order_pt_1_edit_lab_order.png?900|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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 {{youtube>528SjbzssRs?900x500&rel=0}} {{youtube>528SjbzssRs?900x500&rel=0}}
 +
 +==== GoRev Laboratory New Order: Part II Tutorial ====
 +
 +[[public:gorev:laboratoryneworderpt2|GoRev Laboratory New Order: Part II Tutorial]]
  
 ==== GoRev Support Team ==== ==== GoRev Support Team ====
-If you have any additional questions or concerns regarding **Part 1** of the **Laboratory New Order** **Process** in GoRev, please contact the **GoRev Support Team** at (**1-(832)-658-2209**)+ 
 +If you have any questionsconcerns, or problems regarding **Part 1** of the **GoRev Laboratory New Order** 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]] [[:public:GoRev:start|Back to GoRev Guides]]
  
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