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public:gorev:newvisittutorial [2019/05/18 07:57]
sean.blythe 		public:gorev:newvisittutorial [2020/03/29 01:34] (current)
mgriffin [21 : Removing a Patient File]
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 ====== GoRev New Visit Tutorial ====== ====== GoRev New Visit Tutorial ======
-Welcome to the GoRev New Visit Tutorial. In this tutorial, we will focus on the process of creating a New Visit in GoRev.+Welcome to the **GoRev New Visit Tutorial**. In this tutorial, we will focus on the process of creating a **New Visit** 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 the New Visit Process ====== ====== 1 : Beginning the New Visit Process ======
-Click on the “**New Visit**” button in the **Clinic Modules** tab on the **GoRev Homepage**.+To begin, click on the **"New Visit"** button present in the **Clinic Modules** tab of the GoRev Homepage toolbar. 
 + 
 +{{:public:gorev:step_1_new_visit_toolbar_button.png?950|}}
  
-{{:public:gorev:new_visit1.png?800|}} 
 ====== 2 : Entering Patient Demographics ====== ====== 2 : Entering Patient Demographics ======
-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 becomes visible, please enter the **Patient’s** **Name**, **Date of Birth**, **Social Security Number**, **Gender**, **Ethnicity**, and **Race** into the corresponding fields of the **Demographics** area. 
  
-{{:public:gorev:new_visit_2.png?800|}}+{{:public:gorev:step_2_part_1_new_visit_demographics_section.png?950|}}
  
-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:new_visit_3.png?800|}} +{{:public:gorev:step_2_part_2_new_visit_no_ssn.png?950|}}
-====== 3 : Utilizing the "Optional Demo Fields"  ====== +
-If you would like to enter the **Patient’s** **Suffix**, **Marital Status**, **Employment**, **Employer**, and/or **Occupation**, click on the “**Show More**” button present in the **Demographics** area. +
  
-{{:public:gorev:new_visit_4.png?800|}} 
  
-Enter any additional **Patient Information** that you require into the corresponding fields provided. +====== 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**, begin by clicking on the “**Show More**” button present in the **Demographics** area. 
  
-{{:public:gorev:new_visit_5.png?800|}}+{{:public:gorev:step_3_part_1_show_more.png?950|}}
  
-Click on the “**Hide More**” button to close the “Optional Demo Fields” window. +Once the **Optional Demographic Fields** become visible, please enter any additional Patient information that you require into the corresponding fields provided. 
  
-{{:public:gorev:new_visit_6.png?800|}}+{{:public:gorev:step_3_part_2_show_more_portion_open.png?950|}}
  
-====== 4 : Entering Patient Contact Information  ====== +In the event that you need to close the **Optional Demographic Fields**, click on the **"Hide More"** button on your screen. 
-Enter the **Patient’s** **Address** and **Contact Information** into the corresponding fields present in the **Contact** area of the “Patient Information” window. +
  
-{{:public:gorev:new_visit_7.png?800|}}+{{:public:gorev:step_3_part_3_hide_more_button.png?950|}}
  
-For **International Addresses**, select the **International Address** check box+====== Note ====== 
 +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**.
  
-{{:public:gorev:new_visit_8.png?900|}}+====== 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. 
  
-{{:public:gorev:new_visit_9.png?800|}}+{{:public:gorev:step_4_new_visit_advanced_search.png?950|}}
  
 +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**, please use the **"Advanced Search"** function to search for the Patient. 
  
-====== 5 : Searching For An Existing Patient  ====== 
-Utilize the “**Advanced Search**” function in the **Demographics** area to perform a more detailed search for the **Patient**. 
  
-{{:public:gorev:new_visit_10.png?800|}}+ 
 +====== 5 : Entering Patient Contact Information  ====== 
 +Next, please enter the Patient’s **Address** and **Contact Information** into the corresponding fields of the **Contact** area.  
 + 
 +{{:public:gorev:step_5_part_1_new_visit_contact_fields.png?950|}} 
 + 
 +To enter **Contact Information** for Patients with International Addresses, please begin by clicking on the **"International Address"** checkbox in this area.  
 + 
 +{{:public:gorev:step_5_part_2_new_visit_international_address.png?950|}} 
 + 
 +Once the **International Contact** fields become visible, please fill in the Patient's **Contact Information** into the fields provided.  
 + 
 +{{:public:gorev:step_5_part_3_new_visit_international_address_fields.png?950|}}
  
  
 ====== 6 : Entering the Guarantor's Information  ====== ====== 6 : Entering the Guarantor's Information  ======
-Click on the “**Guarantor is Different from Patient**” checkbox present in the “Patient Information” window. +Now, if the Guarantor is different from the Patient, please enter this individual's information into the GoRev system. To begin, click on the “**Guarantor is Different from Patient**” checkbox in this window.  
 + 
 +{{:public:gorev:step_6_part_1_new_visit_guarantor_different_from_patient.png?950|}}
  
-{{:public:gorev:new_visit_11.png?800|}}+After the **Guarantor** **Demographics** and **Contact** areas become visible, please enter the **Guarantor’s** information into the corresponding fields provided. 
  
-After the **Guarantor** **Demographics** and **Contact** areas become visible, enter the **Guarantor’s** information into the corresponding fields provided. +{{:public:gorev:step_6_part_2_new_visit_guarantor_fields.png?950|}} 
 +====== 7 : Navigating to the Visit Information Window  ====== 
 +To continue, please navigate to the Visit Information window by clicking **"Next"**.
  
-{{:public:gorev:new_visit_12.png?800|}} +{{:public:gorev:step_7_new_visit_click_next_.png?950|}}
-====== 7 : Navigating to the "Visit Information" Window  ====== +
-Click “**Next**”.+
  
-{{:public:gorev:new_visit_13.png?800|}} 
 ====== 8 : Entering Physician Information  ====== ====== 8 : Entering Physician Information  ======
-Enter the **Patient’s** **Attending Physician** and/or **Referring Physician** information into the corresponding fields provided.+Once the Visit Information window becomes visible, please enter the Patient’s **Referring Physician** and/or **Attending Physician** information into the corresponding fields provided.
  
-{{:public:gorev:new_visit_14.png?800|}}+{{:public:gorev:step_8_part_1_new_visit_entering_physician_info_.png?950|}}
  
-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. +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_8_part_2_new_visit_add_doctor_function.png?950|}}
  
-{{:public:gorev:new_visit_15.png?800|}} 
 ====== 9 : Entering Patient Admission Information  ====== ====== 9 : Entering Patient Admission Information  ======
-Enter the **Patient’s** **Admission** information into the corresponding fields provided.+Next, enter the Patient’s **Admission information** into the corresponding fields provided.
  
-{{:public:gorev:new_visit_16.png?800|}}+{{:public:gorev:step_9_new_visit_admission_area.png?950|}}
  
-====== 10 : Navigating to the "Patient Payer Information" Window  ====== +====== 10 : Entering Optional Appointment Information  ====== 
-Click “**Next**”.+In the instance that you require **Patient Appointment Information** be added to the patient's **New Visit**, please utilize the **Appointment** fields provided.
  
-{{:public:gorev:new_visit_17.png?800|}}+{{:public:gorev:step_10_new_visit_appointment_section.png?950|}}
  
-====== 11 : Utilizing Existing Patient Payer Information ====== +**Note:** While the **Appointment** section is optional, please fill in all **Patient Information** that you require. 
-Confirm the accuracy of the information and click “**Next**”.+
  
-{{:public:gorev:new_visit_18_and_22.png?800|}} 
-====== 12 : Adding Patient Insurance  ====== 
-Click on the “**Add Payer**” button in this window. 
  
-{{:public:gorev:new_visit_19.png?800|}}+====== 11 : Navigating to the Patient Payer Information Window  ====== 
 +To continue, please navigate to the Patient Payer Information window by clicking **"Next"**.
  
-Once the **Primary Insurance** area appears on your device, please enter the **Patient’s Insurance** information into the corresponding fields provided. +{{:public:gorev:step_11_new_visit_click_next_to_continue.png?950|}}
  
-{{:public:gorev:new_visit_20.png?800|}} 
  
-====== 13 : Utilizing Previously Entered Patient Insurance Information  ====== 
-Use the “**Payer History**” function in the “Patient Payer Information” window to add this information to the **Patient’s Visit**. 
  
-{{:public:gorev:new_visit_21.png?800|}} +====== 12 : Utilizing Existing Patient Payer Information ====== 
-====== 14 : Adding Worker's Compensation Information  ====== +If the **Patient Payer Information** window contains **existing Patient Payer information**, please verify the accuracy of the information provided. 
-Use the “**Add Worker’s Comp**” button in the “Patient Payer Information” window.+
  
-{{:public:gorev:new_visit_w1.png?800|}} +{{:public:gorev:step_12_part_1_new_visit_insurance_info_present.png?950|}}
-====== 15 : Utilizing the "Self Pay" Function  ====== +
-Click on the “**Self Pay**” checkbox in this window.+
  
-{{:public:gorev:new_visit_w2.png?800|}} +Then, click **"Next"** to navigate to the Finalize Visit Creation window. 
-====== 16 : Navigating to the "Finalize Visit Creation" Window  ====== +
-Click “**Next**”.+
  
-{{:public:gorev:new_visit_18_and_22.png?800|}}+{{:public:gorev:step_12_part_2_new_visit_click_next_insurance_info.png?950|}}
  
-====== 17 : Utilizing the Quick Payment Function  ====== +====== 13 : Adding Patient Insurance  ====== 
-Enter the appropriate monetary value into the “**Payment Amount**” field present in the **Quick Payment** area of the “Finalize Visit Creation” window.+However, if the Patient's Payer information is not present in this window and the Patient does not have existing Payer information in the GoRev system, please add the information to the system. To begin, click on the **"Add Payer"** button in this window. 
  
-{{:public:gorev:new_visit_23.png?800|}}+{{:public:gorev:step_13_part_1_new_visit_new_payer.png?950|}}
  
-Select the appropriate **Payment Type** from the drop-down menu present in this area to finalize the **Quick Payment** process.+Once the **Primary Insurance** area appears on your device, please enter the Patient’s **Insurance** information into the corresponding fields provided. 
  
 +{{:public:gorev:step_13_part_2_new_visit_new_payer_fields.png?950|}}
 +====== 14 : Utilizing Previously Entered Patient Insurance Information  ======
 +**Note:** if the Patient has previously entered Payer information in the GoRev system and you would like to add this information to the Visit, please utilize the **"Payer History"** button in this window to complete this task.
  
-{{:public:gorev:new_visit_w3.png?800|}}+{{:public:gorev:step_14_new_visit_payer_history.png?950|}}
  
 +====== 15 : Adding Worker's Compensation Information  ======
 +Next, if the Patient Visit 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.
  
-====== 18 : Uploading Patient Files  ====== +{{:public:gorev:step_15_new_visit_workers_comp.png?950|}}
-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:new_visit_24.png?800|}} 
  
 +====== 16 : 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:step_16_new_visit_self_pay.png?950|}}
  
  
-====== 19 : Locating the Newly Added Patient File  ====== +====== 17 : Navigating to the Finalize Visit Creation Window  ====== 
-The **Patient File** to be **Uploaded** will be present in the “**Pending Uploads**” section of the **Upload Files** area.   +Once you are satisfied with the entered Patient Payer information, please navigate to the **Finalize Visit Creation** window by clicking **"Next"**. 
  
-{{:public:gorev:new_visit_25.png?800|}}+{{:public:gorev:step_17_new_visit_insurance_filled_click_next.png?950|}} 
 +====== 18 : Utilizing the Quick Payment Function  ====== 
 +In the Finalize Visit Creation window you have the ability to process 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 this window.
  
-====== 20 : Removing a Patient File  ====== +{{:public:gorev:step_18_part_1_new_visit_payment_amount.png?950|}}
-Select the **Patient File** that you require from the list present on your screen.+
  
-{{:public:gorev:new_visit_26.png?800|}}+Then, select the appropriate **Payment Type** from the drop-down menu on your screen to finalize the **Quick Payment** process.
  
 +{{:public:gorev:step_18_part_2_new_visit_payment_type.png?950|}}
  
  
-Click on the “**Remove**” button present in the **Upload Files** area to finalize the removal process. +====== 19 : 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 and upload the appropriate Patient file from your device.
  
-{{:public:gorev:new_visit_27.png?800|}} +{{:public:gorev:step_19_new_visit_browse_button.png?950|}} 
-====== 21 : Reviewing and Editing the Entered Information  ====== +====== 20 : Locating the Newly Added Patient File  ====== 
-Use the **Back Arrow** button in this window to complete any necessary edits to the entered information.+At this point, the Patient file to be uploaded will be present in the **Pending Uploads** section of the **Upload Files** area.   
  
-{{:public:gorev:new_visit_28.png?800|}}+{{:public:gorev:step_20_new_visit_newly_added_file.png?950|}}
  
 +====== 21 : 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 on your screen. 
  
 +{{:public:gorev:step_21_part_1_new_visit_remove_file.png?950|}}
  
 +Then, click on the **"Remove"** button present in the **Upload Files** area to finalize the removal process. 
  
-====== 22 : Finishing the New Visit Creation Process  ====== +{{:public:gorev:step_21_part_2_new_visit_remove_button.png?950|}} 
-Click on the “**Save Visit**” button present in the bottom right corner of the “Finalize Visit Creation” window to complete the **New Visit** creation process. + 
 +====== 22 : Reviewing and Editing the Entered Information  ====== 
 +**Note:** You can use the **Back Arrow** button in this window to complete any necessary edits to the previously entered information. 
 + 
 +{{:public:gorev:step_22_new_visit_back_button.png?950|}} 
 + 
 +====== 23 : Finishing the New Visit Creation Process  ====== 
 +Now, in order to finalize the New Visit creation process, click on the **"Save Visit"** button present in the bottom right corner of this window.   
 + 
 +{{:public:gorev:step_23_new_visit_save_visit.png?950|}}
  
-{{:public:gorev:new_visit_29.png?800|}} 
 ====== Additional Resources ====== ====== Additional Resources ======
  
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 {{youtube>oVA5I302_gc?900x500&rel=o}} {{youtube>oVA5I302_gc?900x500&rel=o}}
  
-==== GoRev Support Team ==== +====== GoRev Support Team ======
-If you have any additional questions or concerns regarding the creation of a **New Visit** in GoRev, please contact the **GoRev Support Team** at (**1-(832)-658-2209**). +
  
-[[:public:GoRev:start|Back to GoRev Guides]]+If you have any questions, concerns, or problems regarding the creation of a **New Visit** 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]]
  
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