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public:gorev:mergingduplicateaccounts [2020/01/12 20:16]
sgriffin
public:gorev:mergingduplicateaccounts [2020/03/13 17:38] (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. ​
  
 **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. ​ **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 : Navigating to the Visit Area ====== +====== 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, ​click on the “**Visit**” button present in the **Navigation Toolbar** of the **Patient Overview** window+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
  
-{{:​public:​gorev:​step_1_visit_button.png?800|}}+{{:​public:​gorev:​step_1_search_bar.png?800|}} 
 +====== 2 : Navigating to the Visit Area ======
  
-====== 2 : Opening ​the Visit Menu ====== +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**
-After the **Visit** section of the **Patient Overview** window becomes visible, please click on the **Menu** button in this area+
  
-{{:​public:​gorev:​step_2_sandwich_button.png?800|}}+{{:​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. 
  
-====== ​: Selecting the Merge Account Option ​ ======+{{:​public:​gorev:​step_3_open_visit_menu.png?​800|}} 
 + 
 +====== ​: 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 : 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. ​
  
-====== ​: Finalizing the Merging Process ======+{{:​public:​gorev:​step_6_choose_the_master.png?​800|}} 
 +====== ​: 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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