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public:gorev:newvisittutorial [2020/01/12 20:04]
sgriffin
public:gorev:newvisittutorial [2020/03/29 01:34] (current)
mgriffin [21 : Removing a Patient File]
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 To begin, click on the **"New Visit"** button present in the **Clinic Modules** tab of the GoRev Homepage toolbar. To begin, click on the **"New Visit"** button present in the **Clinic Modules** tab of the GoRev Homepage toolbar.
  
-{{:public:gorev:new_visit_step_1_click_new_visit_final.png?800|}}+{{:public:gorev:step_1_new_visit_toolbar_button.png?950|}}
  
 ====== 2 : Entering Patient Demographics ====== ====== 2 : Entering Patient Demographics ======
 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.  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_step_2_part_1_enter_pt_demographics_final.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_step_2_part_2_no_ssn_final.png?800|}}+{{:public:gorev:step_2_part_2_new_visit_no_ssn.png?950|}} 
  
 ====== 3 : Utilizing the Optional Demographic Fields  ====== ====== 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.  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_step_3_part_1_show_more_final.png?800|}}+{{:public:gorev:step_3_part_1_show_more.png?950|}}
  
 Once the **Optional Demographic Fields** become visible, please enter any additional Patient information that you require into the corresponding fields provided.  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_step_3_part_2_extra_fields_visible_final.png?800|}}+{{:public:gorev:step_3_part_2_show_more_portion_open.png?950|}}
  
 In the event that you need to close the **Optional Demographic Fields**, click on the **"Hide More"** button on your screen.  In the event that you need to close the **Optional Demographic Fields**, click on the **"Hide More"** button on your screen. 
  
-{{:public:gorev:new_visit_step_3_part_3_hide_more_final.png?800|}} +{{:public:gorev:step_3_part_3_hide_more_button.png?950|}}
  
 ====== Note ====== ====== 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.+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**.
  
 ====== 4 : Patient Advanced Search ====== ====== 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.  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_step_4_advanced_search_final.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.  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. 
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 Next, please enter the Patient’s **Address** and **Contact Information** into the corresponding fields of the **Contact** area.  Next, please enter the Patient’s **Address** and **Contact Information** into the corresponding fields of the **Contact** area. 
  
-{{:public:gorev:new_visit_step_5_part_1_contact_info_blank_final.png?800|}}+{{: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.  To enter **Contact Information** for Patients with International Addresses, please begin by clicking on the **"International Address"** checkbox in this area. 
  
-{{:public:gorev:new_visit_step_5_part_2_international_address_final.png?800|}}+{{: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.  Once the **International Contact** fields become visible, please fill in the Patient's **Contact Information** into the fields provided. 
  
-{{:public:gorev:new_visit_step_5_part_3_international_address_fields_final.png?800|}}+{{:public:gorev:step_5_part_3_new_visit_international_address_fields.png?950|}}
  
  
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 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.  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:new_visit_step_6_part_1_guarantor_is_different_from_patient_final.png?800|}}+{{:public:gorev:step_6_part_1_new_visit_guarantor_different_from_patient.png?950|}}
  
 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, please enter the **Guarantor’s** information into the corresponding fields provided. 
  
-{{:public:gorev:new_visit_step_6_part_2_guarantor_fields_final.png?800|}}+{{:public:gorev:step_6_part_2_new_visit_guarantor_fields.png?950|}}
 ====== 7 : Navigating to the Visit Information Window  ====== ====== 7 : Navigating to the Visit Information Window  ======
 To continue, please navigate to the Visit Information window by clicking **"Next"**. To continue, please navigate to the Visit Information window by clicking **"Next"**.
  
-{{:public:gorev:new_visit_step_7_next_button_final.png?800|}} +{{:public:gorev:step_7_new_visit_click_next_.png?950|}}
  
 ====== 8 : Entering Physician Information  ====== ====== 8 : Entering Physician Information  ======
 Once the Visit Information window becomes visible, please enter the Patient’s **Referring Physician** and/or **Attending 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_step_8_part_1_attending_referring_physician_final.png?800|}}+{{:public:gorev:step_8_part_1_new_visit_entering_physician_info_.png?950|}}
  
 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.  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:new_visit_step_8_part_2_add_doctor_final.png?800|}}+{{:public:gorev:step_8_part_2_new_visit_add_doctor_function.png?950|}}
  
 ====== 9 : Entering Patient Admission Information  ====== ====== 9 : Entering Patient Admission Information  ======
-Next, 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_step_9_admission_info_final.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  ====== 
-Now, please navigate to the Patient Payer Information window by clicking **"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_step_10_next_button_final.png?800|}}+{{:public:gorev:step_10_new_visit_appointment_section.png?950|}}
  
 +**Note:** While the **Appointment** section is optional, please fill in all **Patient Information** that you require. 
  
  
-====== 11 : Utilizing Existing Patient Payer Information ====== +====== 11 : Navigating to the Patient Payer Information Window  ====== 
-If the Patient Payer Information window contains existing Patient Payer information, please verify the accuracy of the information provided+To continue, please navigate to the Patient Payer Information window by clicking **"Next"**.
  
-{{:public:gorev:new_visit_step_11_verify_payer_information.png?800|}}+{{:public:gorev:step_11_new_visit_click_next_to_continue.png?950|}} 
 + 
 + 
 + 
 +====== 12 : Utilizing Existing Patient Payer Information ====== 
 +If the **Patient Payer Information** window contains **existing Patient Payer information**, please verify the accuracy of the information provided.  
 + 
 +{{:public:gorev:step_12_part_1_new_visit_insurance_info_present.png?950|}}
  
 Then, click **"Next"** to navigate to the Finalize Visit Creation window.  Then, click **"Next"** to navigate to the Finalize Visit Creation window. 
  
-{{:public:gorev:new_visit_step_11_next_button_final.png?800|}}+{{:public:gorev:step_12_part_2_new_visit_click_next_insurance_info.png?950|}}
  
-====== 12 : Adding Patient Insurance  ======+====== 13 : Adding Patient Insurance  ======
 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.  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_step_11_add_payer_final.png?800|}}+{{:public:gorev:step_13_part_1_new_visit_new_payer.png?950|}}
  
 Once the **Primary Insurance** area appears on your device, please enter the Patient’s **Insurance** information into the corresponding fields provided.  Once the **Primary Insurance** area appears on your device, please enter the Patient’s **Insurance** information into the corresponding fields provided. 
  
-{{:public:gorev:new_visit_step_12_new_payer_fields_final.png?800|}} +{{:public:gorev:step_13_part_2_new_visit_new_payer_fields.png?950|}} 
- +====== 14 : Utilizing Previously Entered Patient Insurance Information  ======
-====== 13 : 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. **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_step_13_payer_history_final.png?800|}} +{{:public:gorev:step_14_new_visit_payer_history.png?950|}}
  
-====== 14 : Adding Worker's Compensation Information  ====== +====== 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.+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.
  
-{{:public:gorev:new_visit_step_14_workers_comp_final.png?800|}}+{{:public:gorev:step_15_new_visit_workers_comp.png?950|}}
  
  
-====== 15 : Utilizing the "Self Pay" Function  ======+====== 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. 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:new_visit_step_15_self_pay_final.png?800|}}+{{:public:gorev:step_16_new_visit_self_pay.png?950|}}
  
  
-====== 16 : Navigating to the Finalize Visit Creation Window  ====== +====== 17 : Navigating to the Finalize Visit Creation Window  ====== 
-Once you are satisfied with the entered Patient Payer information, please navigate to the Finalize Visit Creation window by clicking **"Next"**. +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_step_16_next_button_final.png?800|}} +{{:public:gorev:step_17_new_visit_insurance_filled_click_next.png?950|}} 
- +====== 18 : Utilizing the Quick Payment Function  ======
-====== 17 : 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. 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.
  
-{{:public:gorev:new_visit_step_17_part_1_quick_payment_payment_amount_final.png?800|}}+{{:public:gorev:step_18_part_1_new_visit_payment_amount.png?950|}}
  
 Then, select the appropriate **Payment Type** from the drop-down menu on your screen to finalize the **Quick Payment** process. Then, select the appropriate **Payment Type** from the drop-down menu on your screen to finalize the **Quick Payment** process.
  
-{{:public:gorev:new_visit_step_17_part_2_quick_payment_payment_type_final.png?800|}}+{{:public:gorev:step_18_part_2_new_visit_payment_type.png?950|}}
  
  
-====== 18 : Uploading Patient Files  ======+====== 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. 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_step_18_browse_final.png?800|}} +{{:public:gorev:step_19_new_visit_browse_button.png?950|}} 
- +====== 20 : Locating the Newly Added Patient File  ======
-====== 19 : Locating the Newly Added Patient File  ======+
 At this point, the Patient file to be uploaded will be present in the **Pending Uploads** section of the **Upload Files** area.    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_step_19_pending_uploads.png?800|}} +{{:public:gorev:step_20_new_visit_newly_added_file.png?950|}}
- +
-====== 20 : 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:new_visit_step_20_select_file_final.png?800|}}+====== 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.  Then, click on the **"Remove"** button present in the **Upload Files** area to finalize the removal process. 
  
-{{:public:gorev:new_visit_step_20_remove_final.png?800|}}+{{:public:gorev:step_21_part_2_new_visit_remove_button.png?950|}}
  
-====== 21 : Reviewing and Editing the Entered Information  ======+====== 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. **Note:** You can use the **Back Arrow** button in this window to complete any necessary edits to the previously entered information.
  
-{{:public:gorev:new_visit_step_21_review_entered_information_final.png?800|}}+{{:public:gorev:step_22_new_visit_back_button.png?950|}}
  
-====== 22 : Finishing the New Visit Creation Process  ======+====== 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.   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:new_visit_step_22_save_visit_final.png?800|}}+{{:public:gorev:step_23_new_visit_save_visit.png?950|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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