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GoRev Line Item Posting Module

This page will describe the line item posting module and procedures. There are two methods to post transactions. One, create a manual batch and enter each transaction one at a time. Two, upload an 835 file from your clearinghouse and the system will auto-create each transaction in the batch.

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.

Line Item Posting Top Ribbon ICON breakdown

Section 1- New Batch- creates a new posting batch, Open Pending- open any pending or soft saved batch, Find Batch- search any previous batch, Import- Used to Load 835 File from clearinghouse

Section 2- Ignore Errors Admin use only, Finalize- Save posting to accounts, Save Pending- “soft save” will save your progress but not attach posting to account(works in conjunction with “Open Pending” button from Section 1

Section 3- New Payment- adds a new row for next patients info, New Line- adds a new line for the existing patient row, Bulk Action- inserts patient charges, Copy Down- copies selected field to the whole column, Delete- will delete a single row or all rows attached to selected patient account.

Section 4- Find Patient- Opens advance search window to look up patients, Reverse Batch- Admin use only, Patient Screens- pulls up selected patients overview or financials page.

Section 5- Workflow- Opens up posting workflow, Mark Complete- move opened workflow item to complete, Waiting for Documentation- move open workflow item to Waiting for Documentation, Put On Hold moves open workflow item to on hold.

Post a Manual Batch in line item posting

Click the Line Item Posting icon on the billing modules tab

and the below window will appear.

The system will automatically either A) start a new batch for you, or B) re-open the last auto-saved batch from your local computer.

Insurance Payers

Starting from the Facility column going left to right, add in your facility, check number, account number, and payer information. Once this information is added then select the “Bulk Action” Button from the top ribbon to insert patient charges for the selected account number and date of service.

Once “Insert Patient Charges” is selected all charges for this patient will auto-populate on the Line Item Posting Screen. (Note: the patient's insurance will have to be added to every charge, this can be done manually or by using the “Copy Down” button on the top ribbon)

Starting at the payment column going left to right add in the specific payment amount, coinsurance amount, copay amount, deductible amount, adjustment code and the adjustment amount(under Adj# column) from the explanation of benefits for each specific charge(note there are multiple columns for adjustment codes and adjustment amounts for when the explanation of benefits has multiple adjustment codes/amounts for a charge). Then repeat for every charge starting at the top and working your way down the list of charges.

Please note, DENIALS can be posted by leaving the Payment, Coinsurance, Copay and Deductible fields as 0.00. You can post a denial adjustment by populating the Adj Code1 and Adj1 columns and leaving all others as 0.00.

To add a row for another patient's payment select “New Payment” button on the top ribbon. Then repeat the previous steps for each patient the insurance has processed on the explanation of benefits

Self/Cash Pay

Self-pay posting is much simpler. You only need to select self-pay under Payer and fill out the Payment Amount and Adjustment fields.

Other columns in line item posting

Classification- Select from a list of pre-loaded payment classifications

Notes- Type in a note to have it appear on the patient finance screen under notes

Post a 835 Batch in line item posting

In the ribbon at the top, select the Import button and you will be greeted by a standard Browse for File dialog box. Look for your .edi file from your clearinghouse and select it.

Once you click open all the transactions in the 835 will auto-populate into the batch as shown below.

You will now need to click on each line and validate the numbers as well as go through any patient responsibility posting. Not all 835 files from payers are accurate so you should be sure to validate each line and post according to your facility's posting guidelines.

Note about Error icons The line Item posting screen will have error icons (red circle with white X) next to any line that has an error. Simply click the icon and see what the error is(see below). All errors must be addressed before you can save. The example below is corrected by selecting the active payer from the drop-down box.

When you are done verifying all transactions and all errors are addressed click Finalize on the top ribbon and the below window will appear. Please ensure you name your batch appropriately so you can search for it later if needed. Best practice is to name it as Carrier Name + Check Number. Also, it is very important you Click the Browse button and upload the image of the EOB(if not already attached from the 835). This will save the actual check images to every patient account within your batch.

Note Expected Payment and Actual Payment will have to match to be able to save unless in specific cases the Expected Amounts are Incorrect box is checked. In those cases please consult your supervisor.

Posting Reconciliation Workflow

This functionality will allow you to track all outstanding remittance needing posting. The workflow should be done as follows: 1. Every morning you should add all new checks and payments from your clearinghouse or bank deposit individually to the posting workflow by clicking the Workflow button and Add as shown below. Be sure to attach the 835 or EOB if you have it. If you do not have an 835 or EOB put the payment into waiting on documentation.

When you are actively posting a batch place it into “In Progress.”

2. All posting should now be done by clicking on the Workflow button and working through the batches listed here.

Additional Resources

GoRev Support Team

If you have any questions, concerns, or problems regarding the GoRev Line Item Posting 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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