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public:gorev:locations [2019/02/20 08:04]
bgriffin [Step 3 --> Edit existing location]
public:gorev:locations [2020/03/08 13:04] (current)
sgriffin
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-===== GoRev Locations Module ===== +===== GoRev Administrative Locations Tutorial ===== 
-----+Welcome to the **GoRev Administrative Locations Tutorial**. In this tutorial, we will focus on the process of navigating, creating, and editing **Locations** for your GoRev Facility as an Administrator in GoRev.  
  
-This module is where you setup your physical and billing addresses  +**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
  
-===== Step --> Click on the admin tab ===== +=====: Navigating to the Locations Module ====== 
----- +As GoRev Administratorthe **Locations** module will allow you to setup and manage physical and billing addresses for your GoRev Facility  
-Then click the "Configuration" icon to populate drop down menuthen select "Locations" as shown below.+
  
 +==== Utilizing the Configuration Menu ====
 +In order to navigate to the **Locations** module, first, begin by clicking on the **"Configuration"** menu in the Admin Toolbar. 
  
-{{:public:gorev:admin_locations.png?600|}}+{{:public:gorev:admin_locations_configuration_button.png?900|}}
  
-===== Step 2 --> Fill out information ===== +==== Selecting the Locations Option ==== 
----- +Once the **Configuration** menu becomes visibleplease click on the **"Locations"** menu option from the list
-You should see the below window.  While not all areas or fields are requiredmany are necessary in order to properly file claims.  At a minimum, you will need to fill out the General, Billing Provider, Service Location, and Pay to Address tabs.  The general tab is shown by default as seen below.  Each field explains its contents and more specifically where on a claim form the information is utilized.+
  
-{{:public:gorev:location1.png?600|}}+{{:public:gorev:admin_locations_locations_button.png?900|}}
  
-==== Billing Provider Tab ====+====== 2 : The Locations Module Layout ====== 
 +At this point, the **Locations** module for the current **Facility** will be visible. The **Locations** module is comprised of 9 major tabs titled **"General"**, **"Billing Provider"**, **"Service Location"**, **"Pay to Address"**, **"Lab Options"**, **"Eligibility"**, **"Extra Options"**, **"Sales"**, and **"Patient Portal"**. 
  
-{{:public:gorev:location2.png?600|}}+{{:public:gorev:admin_locations_tabs.png?900|}}
  
 +====== 3 : Adding Locations ======
 +As a GoRev Administrator, you will have the ability to add **Locations** to your GoRev Facility. 
  
-==== Service Location Tab ====+==== Utilizing the Plus Button ==== 
 +To begin, click on the **Plus** button in this window.
  
-{{:public:gorev:location3.png?600|}}+{{:public:gorev:admin_locations_plus_button.png?900|}} 
 +==== Defining the Location Name & Location Type ==== 
 +Once the **New Location** window becomes visible, please enter the **Location Name** and select the **Location Type** that you require using the corresponding field and drop-down menu provided. 
  
 +{{:public:gorev:admin_locations_new_location_window.png?900|}}
  
-==== Pay To Address Tab ====+==== Saving the New Location ==== 
 +Now, please save the new Location by clicking on the **"Save New Location"** button in this window. 
  
-{{:public:gorev:location4.png?600|}}+{{:public:gorev:admin_locations_save_new_location.png?900|}}
  
 +====== 4 : Defining General Tab Information ======
 +At this point, the **General** tab of the newly created **Location** will be visible. 
  
-==== Lab Options Tab ==== +==== Classifying as Default Location ==== 
-This set of fields is specific to use of the GoRev LIS.   Some fields in this section require setup of custom forms and other items.  For example, in order to utilize a custom cover page on faxed results, the custom form would first need to be created. (GoRev support can help with this) +To continue, if necessary, please set this **Location** as the **Default Location** in your Facility by clicking on the **"Default Location"** checkbox on your screen
-See GoRev LIS Guide for more details.+
  
-{{:public:gorev:location5.png?600|}}+{{:public:gorev:admin_locations_default_location_checkbox.png?900|}}
  
-==== Eligibility Tab ====+==== Uploading a Location Image ==== 
 +Now, please upload an image for your **Location** by utilizing the **Browse** button in this window. 
  
-Use Default eligibility service type codes is set by default on all GoRev units This tells the insurance to send back all eligibility sections regardless of your entity type.   You can restrict down to just your speciality by checking on one or more individual service types.  Please be advised, not all carriers support a very restricted set of service types and may not return eligibility at all in some scenarios.  Test eligibility after changing this setting to ensure it continues to function as expected for each carrier.  +{{:public:gorev:admin_locations_browse_button.png?900|}}
  
-{{:public:gorev:location6.png?600|}}+==== Defining the Location Type ==== 
 +Next, please verify that the **Location Type** for this **Location** is accurate, as this field is placed on professional claims electronically in Loop 2300 CLM05
  
 +{{:public:gorev:admin_locations_location_type.png?900|}}
  
-==== Extra Options Tab ====+==== Setting the Required Permission Level  ==== 
 +Once you are finished, please define the **Required Permission** necessary for a user to have access to this **Location** by utilizing the **Required Permission** drop-down menu provided. 
  
-{{:public:gorev:location6.png?600|}}+{{:public:gorev:admin_locations_required_permission.png?900|}}   
  
-===== Step 3 --Edit existing location ===== +==== Overriding Claim Type ==== 
-----+**Note:** If you would like to override the **Default Claim Type** for a specific **Facility** in the GoRev System Registry, please select the required option from the **Override Claim Type** menu in this window.  
 + 
 +{{:public:gorev:admin_locations_override_claim_type.png?900|}} 
 + 
 +==== Defining a Sub Acronym ==== 
 +Now, if necessary, please enter the appropriate **Sub Acronym** into the corresponding field provided.  
 + 
 +{{:public:gorev:admin_locations_sub_acronym.png?900|}} 
 + 
 +**Note:** **Sub Acronyms** are suffixed onto the Facility acronym on Claims.  
 + 
 +==== Setting a Default Physician ==== 
 +Lastly, if applicable, please utilize the **Default Physician** field to define the **Default Physician** for your **Location**. 
 + 
 +{{:public:gorev:admin_locations_default_physician.png?900|}} 
 + 
 +**Note:** The **Default Physician** is the physician that will be applied as the **Default Attending Provider** when checking in Patients.  
 + 
 +====== 5 : Defining Billing Provider Tab Information ====== 
 + 
 +==== Navigating to the Billing Provider Tab ==== 
 +After completing the information in the General tab, please navigate to the **Billing Provider** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_billing_provider_tab.png?900|}} 
 + 
 +==== Entering Billing Provider Location Information ==== 
 +At this point, the **Billing Provider** tab will be visible. To continue, please enter the **Name**, **Address**, **Phone Number**, **Fax Number**, and **Email Address** of the Billing Provider into the corresponding fields provided.  
 + 
 +{{:public:gorev:admin_locations_billing_provider_location_contact.png?900|}} 
 + 
 +==== Defining the ID Type & Identifier ==== 
 +Next, please select the required **ID Type** and enter the appropriate **Identifier** for the Billing Provider using the corresponding drop-down menu and field in this window.  
 + 
 +{{:public:gorev:admin_locations_id_type_identifier.png?900|}} 
 + 
 +==== Defining the Tax ID Type & Tax ID ====  
 +Now, please select the required **Tax ID Type** and enter the appropriate **Tax ID** for the Billing Provider by utilizing the corresponding drop-down menu and field provided.  
 + 
 +{{:public:gorev:admin_locations_tax_id.png?900|}} 
 + 
 +==== Entering the Taxonomy Code ==== 
 +Lastly, please enter the Billing Provider's **Taxonomy Code** into the corresponding field in the Billing Provider tab.  
 + 
 +{{:public:gorev:admin_locations_taxonomy_code.png?900|}} 
 + 
 +==== Note ==== 
 +The information present in the fields in this tab will be placed on all Electronic Claims in the location specified next to each field in this window.  
 + 
 +{{:public:gorev:admin_locations_field_locations_1.png?900|}} 
 +====== 6 : Defining Service Location Tab Information ====== 
 + 
 +==== Navigating to the Service Location Tab ==== 
 +After completing the information in the Billing Provider tab, please navigate to the **Service Location** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_service_location_tab.png?900|}} 
 + 
 +==== Entering Service Location Information ==== 
 +At this point, the **Service Location** tab will be visible. To continue, please enter the **Name** and **Address** of the Service Location into the corresponding fields provided.  
 + 
 +{{:public:gorev:admin_locations_service_location_name_address.png?900|}} 
 + 
 +==== Defining the ID Type & Identifier ==== 
 +Next, please select the required **ID Type** and enter the appropriate **Identifier** for the Service Location using the corresponding drop-down menu and field in this window.  
 + 
 +{{:public:gorev:admin_locations_service_location_id_type_identifier.png?900|}} 
 + 
 +==== Defining the Other ID Type & Other Secondary ID ==== 
 +Lastly, please select the required **Other ID Type** and enter the appropriate **Other Secondary ID** for the Service Location by utilizing the corresponding drop-down menu and field provided.  
 + 
 +{{:public:gorev:admin_locations_service_location_other_id.png?900|}} 
 + 
 +==== Note ==== 
 +The information present in the fields in this tab will be placed on Electronic Claim times in Loop 2310C (Professional) or 2310E (Institutional) and in various fields on Paper Claims. Like the Billing Provider tab, the specific location of the information in the Service Location fields on Claims is specified next to each field in this window.  
 + 
 +{{:public:gorev:admin_locations_field_locations_2.png?900|}} 
 + 
 +====== 7 : Defining Pay to Address Tab Information ====== 
 + 
 +==== Navigating to the Pay to Address Tab ==== 
 +After completing the information in the Service Location tab, please navigate to the **Pay to Address** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_pay_to_address_tab.png?900|}} 
 + 
 +==== Entering Pay to Address Location Information ==== 
 +At this point, the **Pay to Address** tab will be visible. To continue, please enter the **Name** and **Address** of the Pay to Address into the corresponding fields provided.  
 + 
 +{{:public:gorev:admin_location_pay_to_address_name_location.png?900|}} 
 +==== Defining the ID Type & Identifier ==== 
 +Next, please select the required **ID Type** and enter the appropriate **Identifier** using the corresponding drop-down menu and field in this window.  
 + 
 +{{:public:gorev:admin_locations_pay_to_address_id_type_identifier.png?900|}} 
 + 
 +==== Note ===== 
 +The information present in the fields in this tab will be placed on Electronic Claim times in Loop 2010AB and in FL 2 on the UB04 paper Claim form. Like the Service Location tab, the specific location of the information in the Pay to Address fields on Claims is specified next to each field in this window. 
 + 
 +{{:public:gorev:admin_locations_pay_to_address_field_locations_3.png?900|}} 
 +====== 8 : Defining Lab Options Tab Information ====== 
 +While the information present in the **General**, **Billing Provider**, **Service Location**, and **Pay to Address** tab are required for the creation of a **Location** in GoRev, the information in the **Lab Options** tab is optional.  
 + 
 +==== Navigating to the Lab Options Tab ==== 
 +After completing the information in the Pay to Address tab, please navigate to the **Lab Options** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_lab_options_tab.png?900|}} 
 + 
 +==== Utilizing the Lab Checkbox Features ==== 
 +At this point, the **Lab Options** tab will be visible. To continue, please select the Laboratory Options checkbox or list of checkboxes that you require from the list present in this tab. 
 + 
 +{{:public:gorev:admin_locations_lab_options_checkboxes.png?900|}} 
 +==== Defining Lab Options Fields ==== 
 +Next, please enter the information that you require into the fields and drop-down menus in the Lab Options tab.   
 + 
 +{{:public:gorev:admin_locations_lab_options_fields_and_menus.png?900|}} 
 + 
 +**Note:** This collection of fields and drop-down menus are specific to the use of the GoRev LTS. Additionally, it is important to note that some fields in this section require setup of custom forms and other items. For instance, in order to utilize the **Custom Cover Page Name** field, the custom form will, first, need to be created by GoRev Support. Please see the GoRev LTS Guide for more details. 
 + 
 +==== Managing Additional Result Designs ==== 
 +Now, in the **Additional Result Designs** section, you will be able to create, edit, and delete additional **Lab Result Designs**  for your Facility. Please utilize this area to complete any **Additional Result Designs** management necessary for your Facility.  
 + 
 +{{:public:gorev:admin_locations_additional_result_designs.png?900|}} 
 + 
 +If you need additional assistance with utilizing the **Additional Result Designs** area, please see the [[public:gorev:LocationsAdditionalResultDesignsTutorial|GoRev Administrative Locations Additional Result Designs Tutorial]]. 
 + 
 +====== 8 : Defining Eligibility Tab Information ====== 
 + 
 +==== Navigating to the Eligibility Tab ==== 
 +After completing the information in the Lab Options tab, please navigate to the **Eligibility** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_eligibility_tab.png?900|}} 
 +==== Utilizing Eligibility Service Type Codes ==== 
 +At this point, the **Eligibility** tab will be visible. As a default, the **Use Default Eligibility Service Type Codes** setting is turned on, as utilizing this feature tells Insurance Carriers to send back all Eligibility sections regardless of your entity type. If you do not want to utilize **Default Eligibility Service Type Codes**, first, begin by clicking on the **Use Default Eligibility Service Type Codes** checkbox in this tab. 
 + 
 +{{:public:gorev:admin_locations_use_default_eligibility_service_type_codes.png?900|}} 
 + 
 +Once the **Service Types** list becomes visible, please select the **Service Type(s)** that you require from the list.  
 + 
 +{{:public:gorev:admin_locations_service_types_list.png?900|}} 
 + 
 +**Note:** While you have the ability to restrict **Service Types** down to your specific Specialty, please note that not all Insurance Carriers support a very restricted set of Service Types and may not return Eligibility information at all in some scenarios. In order to prevent these scenarios, please test Eligibility function for all Insurance Carriers after making changes to this setting.  
 + 
 +====== 9 : Defining Extra Options Tab Information ====== 
 + 
 +==== Navigating to the Extra Options Tab ==== 
 +After completing the information in the Eligibility tab, please navigate to the **Extra Options** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_extra_options_tab.png?900|}} 
 + 
 +==== Defining the Parent Location ==== 
 +At this point, the **Extra Options** tab will be visible. To continue, if applicable, please enter the required **Location** into the **Parent Location** field in this tab. 
 + 
 +{{:public:gorev:admin_locations_parent_location.png?900|}} 
 + 
 +**Note:** GoRev users with access to the this **Location** will, also, receive access to the **Parent Location** if this feature is utilized.  
 + 
 +==== Location Enable & Disable After Dates ==== 
 +Next, if applicable, please enter the required **Enable After** and **Disable After** dates for this Location by utilizing the corresponding drop-down menus in this tab. Using this feature will prevent the use of this Location before and after the dates specified.  
 + 
 +{{:public:gorev:admin_locations_enable_disable_after.png?900|}} 
 + 
 +**Note:** If you need to disable the Location despite the **Enable After** and **Disable After** dates, please uncheck the **Location Enabled** checkbox in this tab.  
 + 
 +{{:public:gorev:admin_locations_location_enabled_checkbox.png?900|}} 
 +====== 10 : Defining Sales Tab Information ====== 
 + 
 +==== Navigating to the Sales Tab ==== 
 +After completing the information in the Extra Options tab, please navigate to the **Sales** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_sales_tab.png?900|}} 
 + 
 +==== Entering Sales Agents ==== 
 +At this point, the **Sales** tab will be visible. To continue, if applicable, please enter the required **Sales Agent(s)** into the corresponding fields provided. 
 + 
 +{{:public:gorev:admin_locations_sales_agents.png?900|}} 
 + 
 +==== Entering Sales Notes ==== 
 +Next, please enter the required notes into the **Sales Notes** field in this tab.  
 + 
 +{{:public:gorev:admin_locations_sales_notes.png?900|}} 
 +====== 11 : Defining Patient Portal Tab Information ====== 
 + 
 +==== Navigating to the Patient Portal Tab ==== 
 +After completing the information in the Sales tab, please navigate to the **Patient Portal** tab by clicking on the corresponding tab in this window. 
 + 
 +{{:public:gorev:admin_locations_patient_portal_tab.png?900|}} 
 + 
 +==== Defining the Location Display Name ==== 
 +At this point, the **Patient Portal** tab will be visible. If you would like a name other than the **Legal Name** of the Location to be displayed in the Patient Portal, please enter this alternative name into the **Location Display Name** field in this tab.  
 + 
 +{{:public:gorev:admin_locations_location_display_name.png?900|}} 
 + 
 +==== Entering a Pre-Registration & Scheduling Links ==== 
 +Now, if applicable, please enter the appropriate **Pre-Registration Link** and/or **Scheduling Link** into the corresponding fields provided. 
 + 
 +{{:public:gorev:admin_locations_patient_portal_links.png?900|}} 
 + 
 +==== Entering the Patient Portal Contact Phone ==== 
 +Next, please enter the **Phone Number** that you would like Patients to use into the **Contact Phone** field in this window.   
 + 
 +{{:public:gorev:admin_locations_patient_portal_phone_number.png?900|}} 
 +==== Defining Location's Social Media ==== 
 +After entering this information, if applicable, please enter the Location's **Twitter**, **Facebook**, and/or **Website** information into the corresponding fields provided.  
 + 
 +{{:public:gorev:admin_locations_social_media_fields.png?900|}} 
 + 
 +==== Note ==== 
 +If you would like the information in this tab to be visible on your **GoRev Patient Portal**, please click on the **Show on Portal** checkbox in this tab.  
 + 
 +{{:public:gorev:admin_locations_show_on_patient_portal_checkbox.png?900|}} 
 + 
 +====== 12 : Saving the Completed Location ====== 
 +After completing the information in the **Location** tabs, please save the completed Location by clicking on the **Save Changes** button in this window. 
 + 
 +{{:public:gorev:admin_locations_save_changes.png?900|}} 
 + 
 +====== 13 : Editing an Existing Location ====== 
 +In addition to the creation of new Locations, as a GoRev Administrator, you will have the ability to **Edit** existing Locations in your GoRev System.  
 + 
 + 
 + 
 +==== Selecting the Required Location ==== 
 +To begin, please utilize the **Location** drop-down menu at the top of the Locations module to select the **Location** that you would like to **Edit**.  
 + 
 +{{:public:gorev:admin_locations_select_a_location.png?900|}} 
 +==== Editing the Location's Information ==== 
 +After the selected Location's information becomes visible, please use the Location tabs in this window to **Edit** any Location information that you require.   
 + 
 +{{:public:gorev:admin_location_selected_location.png?900|}} 
 + 
 +==== Saving the Edited Information ==== 
 +Once you are finished, please Save the Edited information by clicking on the **"Save Changes"** button in this window.  
 + 
 +{{:public:gorev:admin_locations_save_changes_edit.png?900|}} 
 + 
 + 
 + 
 + 
 +====== Additional Resources ====== 
 + 
 +==== GoRev Support Team ==== 
 + 
 +If you have any questions, concerns, or problems regarding the usage of the **Locations** module as an **Administrator** in GoRev, 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]]
  
-You can open an existing location for editing by selecting the location you wish to alter from the drop down menu, making alterations, and then clicking the Save button towards the bottom left. 
  
  
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