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public:gorev:mergingduplicateaccounts [2018/09/19 19:03]
sgriffin [GoRev Merging Duplicate Accounts Video Tutorial]
public:gorev:mergingduplicateaccounts [2020/03/13 13:38] (current)
beth.murphy [GoRev Merge Patient Accounts Tutorial]
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-====== GoRev Merging Duplicate Accounts Tutorial  ====== +====== GoRev Merge Patient Accounts Tutorial  ====== 
-Welcome to the GoRev Merging Duplicate Accounts Tutorial. In this tutorial, we will focus on the process of Merging Duplicate Patient Accounts in GoRev. +Welcome to the **GoRev Merge Patient Accounts Tutorial**. In this tutorial, we will focus on the process of **Merge Patient Accounts** in GoRev. 
  
-====== 1 : Navigating to the Visit Area ====== +**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
-In GoRev, you will have the ability to **Merge Duplicate Patient Accounts** in the **Patient Overview** window. To begin, click on the “**Visit**” button present in the **Navigation Toolbar** of the **Patient Overview** window+
  
-{{:public:gorev:step_1_visit_button.png?800|}}+====== 1 Navigating to the Master Patient Account ====== 
 +In GoRev, you will have the ability to **Merge Duplicate Patient Accounts** in the **Patient Overview** window. To begin, please navigate to the Patient Overview window for the **Master** or "Correct" Patient Account using the **Search** area on the GoRev Homepage
  
-====== 2 : Opening the Visit Menu ====== +{{:public:gorev:step_1_search_bar.png?800|}} 
-After the **Visit** section of the **Patient Overview** window becomes visible, please click on the **Menu** button in this area. +====== 2 : Navigating to the Visit Area ======
  
-{{:public:gorev:step_2_sandwich_button.png?800|}}+Once the Patient Overview window for the **Master Account** is visible, please navigate to the **Visit** section by clicking on the “**Visit**” button present in the **Navigation Toolbar**
  
-====== 3 : Selecting the Merge Account Option  ======+{{:public:gorev:step_2_navigate_to_the_visit_section.png?800|}} 
 +====== 3 : Opening the Visit Menu ====== 
 +After the **Visit** section of the Patient Overview window becomes visible, please click on the **Menu** button in this area.  
 + 
 +{{:public:gorev:step_3_open_visit_menu.png?800|}} 
 + 
 +====== 4 : Selecting the Merge Account Option  ======
 At this point, the **Visit Menu** will appear on your device. To continue, please select the “**Merge Account**” option from the list on your screen.  At this point, the **Visit Menu** will appear on your device. To continue, please select the “**Merge Account**” option from the list on your screen. 
  
-{{:public:gorev:step_3_merge_account_button.png?800|}}+{{:public:gorev:step_4_merge_button.png?800|}}
  
-====== : Entering Patient Information ======+**Note:** If you do not have the **"Merge Account"** option in this menu, it is likely that your GoRev Account does not have the required **Permissions** to access this GoRev feature. If you believe that you should have access to this GoRev feature, please contact your **Authorized Delegate** for assistance, as they are responsible for all user Permissions.  
 +====== : Entering Patient Information ======
 Once the Merge Account window becomes visible, please enter the **Patient’s Name**, **Medical Record Number**, or **Social Security Number** into the first field in this window.  Once the Merge Account window becomes visible, please enter the **Patient’s Name**, **Medical Record Number**, or **Social Security Number** into the first field in this window. 
  
-{{:public:gorev:step_4_name_mrn_or_ssn.png?800|}} +{{:public:gorev:step_5_name_account_or_ssn.png?800|}}
  
-====== 5 Selecting the Primary Medical Record Number ====== +**Note:** If you have difficulty locating the **Patient Account** that you would like to **Merge** into the **Master Account**, please utilize the additional **"Date of Birth"** field in this window to aid in your search
-Next, please select the **Master** or **Primary Medical Record Number** for the **Patient** by clicking on the correct **Account Merging Option** in this window. +
  
-{{:public:gorev:step_5_account_merging_options.png?800|}}+{{:public:gorev:step_5_part_2_dob.png?800|}}
  
-====== 6 : Finalizing the Merging Process ======+====== 6 : Selecting the Primary Medical Record Number ====== 
 +Next, please select the **Master** or **Primary Medical Record Number** for the **Patient** by clicking on the correct **Account Merging Option** in this window.  
 + 
 +{{:public:gorev:step_6_choose_the_master.png?800|}} 
 +====== 7 : Finalizing the Merging Process ======
 Lastly, in order to **Finish the Merging Process**, please click on the “**Accept Merge**” button present on your screen.  Lastly, in order to **Finish the Merging Process**, please click on the “**Accept Merge**” button present on your screen. 
  
-{{:public:gorev:step_6_click_accept_merge_button.png?800|}} +{{:public:gorev:step_7_accept_merge.png?800|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the **Merging of Duplicate Patient Accounts** in GoRev, please contact the **GoRev Support Team** at **1-(832)-658-2209 )**. +If you have any questionsconcerns, or problems regarding the process of **Merging Duplicate Patient Accounts** 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]] [[:public:GoRev:start|Back to GoRev Guides]]
  
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