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public:gorev:patientmulti-visitpatientnoteapplication [2018/09/19 20:34]
sgriffin [GoRev Multi-Visit Patient Note Application Video Tutorial]
public:gorev:patientmulti-visitpatientnoteapplication [2020/02/07 01:48] (current)
mgriffin [18 : Completing the Delete Process]
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 ===== GoRev Multi-Visit Patient Note Application Tutorial ====== ===== GoRev Multi-Visit Patient Note Application Tutorial ======
 Welcome to the GoRev Multi-Visit Patient Note Application Tutorial. In this tutorial, we will focus on the process of applying a Patient Note to Multiple Visits in GoRev.  Welcome to the GoRev Multi-Visit Patient Note Application Tutorial. In this tutorial, we will focus on the process of applying a Patient Note to Multiple Visits 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 : Navigating to the "Assign Comment to Visit" Window ====== ====== 1 : Navigating to the "Assign Comment to Visit" Window ======
 As a GoRev User, you will have the ability to apply a **Patient Note** to **Multiple Visits** during the creation of a **New Patient Note** or the revision of an **Existing Patient Note**. To begin, please click on the “**Apply to multiple encounters**” button present in the Follow Up section of the “Comment” window.  As a GoRev User, you will have the ability to apply a **Patient Note** to **Multiple Visits** during the creation of a **New Patient Note** or the revision of an **Existing Patient Note**. To begin, please click on the “**Apply to multiple encounters**” button present in the Follow Up section of the “Comment” window. 
  
-{{:public:gorev:step_1_apply_to_multiple_encounters_button.png?800|}}+{{:public:gorev:step_1_apply_note_to_multiple_encounters.png?800|}}
  
 ====== 2 : Locating the Search Filters ====== ====== 2 : Locating the Search Filters ======
 At this point, the “**Assign Comment to Visit**” window will appear on your screen. In this window, you will have the ability to apply the required **Patient Note** to a specific **set of Patient Visits**. To begin, please search for the **Patient Visits** that you require by utilizing either the “**By Visit Range**” or “**By Date**” search filters in this window.  At this point, the “**Assign Comment to Visit**” window will appear on your screen. In this window, you will have the ability to apply the required **Patient Note** to a specific **set of Patient Visits**. To begin, please search for the **Patient Visits** that you require by utilizing either the “**By Visit Range**” or “**By Date**” search filters in this window. 
  
-{{:public:gorev:step_2_by_visit_range_or_by_date_filters.png?800|}}+{{:public:gorev:step_2_by_visit_range_and_by_date_filters.png?800|}}
 ====== 3 : Utilizing the "By Visit Range" Filter ====== ====== 3 : Utilizing the "By Visit Range" Filter ======
 In order to search for the required **Patient Visits** by Visit Number, please begin by clicking on the “**By Visit Range**” button in this window.  In order to search for the required **Patient Visits** by Visit Number, please begin by clicking on the “**By Visit Range**” button in this window. 
  
-{{:public:gorev:step_3_by_visit_range_button.png?800|}}+{{:public:gorev:step_3_by_visit_range.png?800|}}
 ====== 4 : Selecting the Required Start and End Visit ====== ====== 4 : Selecting the Required Start and End Visit ======
 Next, please select the **Start Visit** and **End Visit** that you require by utilizing the corresponding drop-down menus present on your device.  Next, please select the **Start Visit** and **End Visit** that you require by utilizing the corresponding drop-down menus present on your device. 
  
-{{:public:gorev:step_4_enter_start_visit_and_end_visit.png?800|}}+{{:public:gorev:step_4_start_and_end_date.png?800|}}
 ====== 5 : Completing the Search Filtered "By Visit Range" ====== ====== 5 : Completing the Search Filtered "By Visit Range" ======
 After selecting the **Visit Range** that you require, please click on the “**Search**” button on your screen. After selecting the **Visit Range** that you require, please click on the “**Search**” button on your screen.
  
-{{:public:gorev:step_5_click_the_search_button.png?800|}} +{{:public:gorev:step_5_visit_search.png?800|}}
  
 ====== 6 : Locating and Selecting the Required Patient Visits ====== ====== 6 : Locating and Selecting the Required Patient Visits ======
 At this point, a list of all **Patient Visits** that are between the entered **Visit Range** will be present on the right side of the “**Assign Comment to Visit**” window. To continue, please select the **Patient Visits** that you require from the list.  At this point, a list of all **Patient Visits** that are between the entered **Visit Range** will be present on the right side of the “**Assign Comment to Visit**” window. To continue, please select the **Patient Visits** that you require from the list. 
  
-{{:public:gorev:step_6_select_patient_visits_you_require.png?800|}}+{{:public:gorev:step_6_select_the_correct_visits.png?800|}}
  
 If you would like to apply the **Patient Note** to all **Patient Visits** listed, please click on the “**Affected Accounts**” checkbox in this window.  If you would like to apply the **Patient Note** to all **Patient Visits** listed, please click on the “**Affected Accounts**” checkbox in this window. 
  
-{{:public:gorev:step_6_part_2_affected_accounts_button.png?800|}}+{{:public:gorev:step_6_part_2_affected_accounts_checkbox.png?800|}}
 ====== 7 : Finalizing the Note Application Process ====== ====== 7 : Finalizing the Note Application Process ======
 Once you are satisfied with the selected **Patient Visits**, please finalize the **Note Application** process by clicking on the “**Assign**” button on your screen.   Once you are satisfied with the selected **Patient Visits**, please finalize the **Note Application** process by clicking on the “**Assign**” button on your screen.  
  
-{{:public:gorev:step_7_click_the_assign_button.png?800|}}+{{:public:gorev:step_7_assign_the_comment.png?800|}}
 ====== 8 : Utilizing the "By Date" Filter ====== ====== 8 : Utilizing the "By Date" Filter ======
 In addition to searching by **Visit Range**, the “**Assign Comment to Visit**” window will, also, allow you to search for the required **Patient Visits** by **Date Range**. To begin, click on the “**By Date**” button in this window.  In addition to searching by **Visit Range**, the “**Assign Comment to Visit**” window will, also, allow you to search for the required **Patient Visits** by **Date Range**. To begin, click on the “**By Date**” button in this window. 
  
-{{:public:gorev:step_8_by_date_button.png?800|}}+{{:public:gorev:step_8_by_date_filter.png?800|}}
 ====== 9 : Entering the Required Start and End Date ====== ====== 9 : Entering the Required Start and End Date ======
 Next, please enter the **Start Date** and **End Date** that you require into the corresponding fields present on your device.  Next, please enter the **Start Date** and **End Date** that you require into the corresponding fields present on your device. 
  
-{{:public:gorev:step_9_start_date_and_end_date_drop_downs.png?800|}}+{{:public:gorev:step_9_enter_the_date.png?800|}}
 ====== 10 : Completing the Search Filtered "By Date"  ====== ====== 10 : Completing the Search Filtered "By Date"  ======
 After entering this information, click on the “**Search**” button in this window to complete the search.  After entering this information, click on the “**Search**” button in this window to complete the search. 
  
-{{:public:gorev:step_10_search_button_for_by_date.png?800|}} +{{:public:gorev:step_10_search_by_dates.png?800|}}
 ====== 11 : Selecting the Required Patient Visits ====== ====== 11 : Selecting the Required Patient Visits ======
 At this point, a list of all **Patient Visits** that occurred between the entered **Date Range** will be present on the right side of the “**Assign Comment to Visit**” window. To continue, please select the **Patient Visits** that you require from the list.  At this point, a list of all **Patient Visits** that occurred between the entered **Date Range** will be present on the right side of the “**Assign Comment to Visit**” window. To continue, please select the **Patient Visits** that you require from the list. 
  
-{{:public:gorev:step_11_select_patient_visit_from_by_date_list.png?800|}} +{{:public:gorev:step_11_search_results_present.png?800|}}
 ====== 12 : Applying the Patient Note to All Existing Visits ====== ====== 12 : Applying the Patient Note to All Existing Visits ======
 However, if you would like to apply the **Patient Note** to **all** of the **Patient’s Existing Visits**, please click on the “**Add All Visits**” button in this window.  However, if you would like to apply the **Patient Note** to **all** of the **Patient’s Existing Visits**, please click on the “**Add All Visits**” button in this window. 
  
-{{:public:gorev:step_12_add_all_visits_button.png?800|}}+{{:public:gorev:step_12_apply_too_all.png?800|}}
  
 ====== 13 : Completing the Note Application Process ====== ====== 13 : Completing the Note Application Process ======
 Once you have selected the **Patient Visits** that you require, please finalize the **Note Application** process by clicking on the “**Assign**” button in this window.  Once you have selected the **Patient Visits** that you require, please finalize the **Note Application** process by clicking on the “**Assign**” button in this window. 
  
-{{:public:gorev:step_13_assign_button_for_by_date.png?800|}}+{{:public:gorev:step_13_click_the_assign_button.png?800|}}
 ====== 14 : Appearance of the "Saving to multiple accounts" Area ====== ====== 14 : Appearance of the "Saving to multiple accounts" Area ======
 At this point, the “**Apply to multiple encounters**” button in the “**Comment**” window will be replaced by a “**Saving to multiple accounts**” area.   At this point, the “**Apply to multiple encounters**” button in the “**Comment**” window will be replaced by a “**Saving to multiple accounts**” area.  
  
-{{:public:gorev:step_14_saving_to_multiple_accounts_area.png?800|}}+{{:public:gorev:step_14_saving_to_multiple_accounts.png?800|}}
 ====== 15 : Utilizing the Edit Function ====== ====== 15 : Utilizing the Edit Function ======
 Now, in the event that you would like to edit the selected **Patient Visits**, please begin by clicking on the “**Edit**” button in this area.  Now, in the event that you would like to edit the selected **Patient Visits**, please begin by clicking on the “**Edit**” button in this area. 
  
-{{:public:gorev:step_15_edit_button.png?800|}}+{{:public:gorev:step_15_edit_selection.png?800|}}
 ====== 16 : Editing the Selected Patient Visits ====== ====== 16 : Editing the Selected Patient Visits ======
 After the “**Assign Comment to Visit**” window becomes visible, please edit any of the information in this window that you require. Then, click on the “**Assign**” button in this window to save the changes made.  After the “**Assign Comment to Visit**” window becomes visible, please edit any of the information in this window that you require. Then, click on the “**Assign**” button in this window to save the changes made. 
  
-{{:public:gorev:step_16_click_assign_button_after_you_edit.png?800|}}+{{:public:gorev:step_16_edit_the_selected_visits.png?800|}}
 ====== 17 : Utilizing the Delete Function ====== ====== 17 : Utilizing the Delete Function ======
 Lastly, in the event that you no longer want the entered **Patient Note** to be applied to the selected **Patient Visits**, please begin by clicking on the “**Delete**” button present in the “**Saving to multiple accounts**” area of the “**Comment**” window. Lastly, in the event that you no longer want the entered **Patient Note** to be applied to the selected **Patient Visits**, please begin by clicking on the “**Delete**” button present in the “**Saving to multiple accounts**” area of the “**Comment**” window.
  
-{{:public:gorev:step_17_delete_button_in_saving_to_multiple_accounts_area.png?800|}}+{{:public:gorev:step_17_delete.png?800|}}
 ====== 18 : Completing the Delete Process ====== ====== 18 : Completing the Delete Process ======
 Once the “**Clear Multiple Accounts**” window becomes visible, please click “**Yes**” to continue the clearing process.  Once the “**Clear Multiple Accounts**” window becomes visible, please click “**Yes**” to continue the clearing process. 
  
-{{:public:gorev:step_18_click_yes_to_finish_deleting.png?800|}}+{{:public:gorev:step_18_delete_warning.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 process of **Applying a Patient Note to Multiple Visits** in GoRev, please contact the **GoRev Support Team** at (**1-(832)-658-2209**).  + 
- +If you have any questionsconcerns, or problems regarding the process of applying a **Patient Note** to **Multiple Patient Visits**, 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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