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GoRev Administrative Plan Management Tutorial

Welcome to the GoRev Administrative Plan Management Tutorial. In this tutorial, we will focus on the process of creating new Insurance Plans, editing existing Insurance Plans, and deleting Unwanted Insurance Plans as an Administrator 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"Plans" Module

As a GoRev Administrator, the “Plans” module will allow you to manage Insurance Plans for your Facility.

Utilizing the Configuration Menu

In order to navigate to the “Plans” module, first, begin by clicking on the “Configuration” menu in the Admin Toolbar.

Selecting the Plans Option

Once the Configuration menu becomes visible, please click on the “Plans” option in this menu.

2 : Creating a New Insurance Plan

At this point, the Plan Management window will be visible.

Utilizing the New Plan Button

In order to add a new Insurance Plan to the GoRev System for your Facility, first, begin by clicking on the “New Plan” button in the Plan Management Toolbar.

Entering the Insurance Plan Name

After the New Plan window becomes visible, please enter the Insurance Plan Name into the “Name” field provided.

Selecting the Appropriate Carrier

Next, please select the appropriate Carrier from the corresponding drop-down menu in this window.

Defining the ECS ID Type & ECS ID

Now, please select the appropriate ECS ID Type and enter the ECS ID (NM1) into the corresponding drop-down menu and field provided.

Defining the ID Type & Secondary Payer ID

After defining this information, please select the appropriate ID Type and enter the Secondary Payer ID (REF) into the corresponding drop-down menu and field in this window.

Entering the ETIN

Next, please enter the appropriate ETIN into the corresponding field provided.

Verifying the Plan is Active

Now, please verify that the “Active” checkbox is checked, as this determines whether or not the Insurance Plan is Active in the GoRev System.

Entering the Address & Phone Number

After verifying this information, please enter the Insurance Plan's Address and Phone Number into the corresponding fields in the Address section of this window.

3 : Defining Claim Status Processor & Claim Status Carrier Name

Next, please define the Insurance Plan's Claim Status Processor and Claim Status Carrier Name by utilizing the corresponding drop-down menus provided.

Selecting Claim Filing Indicator

Now, please select the appropriate Claim Filing Indicator by using the corresponding drop-down menu in the Filing Details section of this window.

Entering Timely Filing Durations

After selecting this information, please enter the Insurance Plan's Timely Filing Duration, Corrected Timely Filing Duration, and Appeal Timely Filing Duration into the corresponding fields provided.

Adding Commentary

Next, please use the “Notes” field in this window to leave any commentary that you require.

Saving the Insurance Plan

Once you are finished, please Save the Insurance Plan to the GoRev System by clicking on the “Save Plan” button in this window.

4 : Adding Name Matched Insurance Plans

Selecting the Required Insurance Plan

After creating a new Insurance Plan, please add Name Matched Plans to your Insurance Plan.To begin, click on the Insurance Plan in the Insurance Plans section of the Plan Management window.

Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this area to aid in your search.

Selecting the Required Insurance Plan Name

Next, please click on the Insurance Plan Name in the Name Matching area that you would like to Name Match to your new Insurance Plan.

Note: If you have difficulty locating the required Insurance Plan Name, please utilize the Search field in this window to aid in your search.

Name Matching

Now, in order to finalize the Name Matching process, please click on the “Match Selection” button in the Plan Management toolbar.

Please repeat the above process for each Insurance Plan Name that you would like to Name Match to your Insurance Plan

5 : Editing Existing Insurance Plans

Selecting the Required Insurance Plan

In order to Edit an existing Insurance Plan, first, begin by selecting the required Insurance Plan from the Insurance Plans section of this window.

Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this window to aid in your search.

Editing the Selected Insurance Plan

After the information for the selected Insurance Plan becomes visible in the Plan Information section of this window, please edit any of the Plan information that you require.

Saving the Edited Insurance Plan

Once you are finished, please Save the edited information by clicking on the “Save Changes” button in the Plan Management toolbar.

6 : Removing Name Matched Insurance Plans

Selecting the Required Insurance Plan

In order to Remove a Name Matched Insurance Plan from your existing Insurance Plan, first, begin by clicking on the existing Insurance Plan in the Insurance Plans section of the Plan Management window.

Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this area to aid in your search.

Selecting the Required Insurance Plan Name

Next, please click on the Insurance Plan Name in the Name Matching area that you would like to Unmatch from your existing Insurance Plan.

Note: If you have difficulty locating the required Insurance Plan Name, please utilize the Search field in this window to aid in your search.

Unmatching

Now, in order to finalize the Name Matching Removal process, please click on the “Unmatch Selection” button in the Plan Management toolbar.

Please repeat the above process for each Insurance Plan Name that you would like to Unmatch from your Insurance Plan

7 : Deleting Unwanted Insurance Plans

Selecting the Required Insurance Plan

In order to Delete an existing Insurance Plan, first, begin by selecting the required Insurance Plan from the Insurance Plans section of this window.

Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this window to aid in your search.

Deleting the Selected Insurance Plan

After the information for the selected Insurance Plan becomes visible in the Plan Information section of this window, please Delete the Insurance Plan by clicking on the “Delete Plan” button in the Plan Management toolbar

Additional Resources

GoRev Administrative Plan Management Video Tutorial

GoRev Support Team

If you have any questions, concerns, or problems regarding the Management of Insurance Plans as an Administrator 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.

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 GoRev IT Support Ticket Creation Tutorial for assistance.

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