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public:gorev:planmanagement [2020/01/12 15:21]
sgriffin
public:gorev:planmanagement [2020/03/07 23:00] (current)
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 ====== GoRev Administrative Plan Management Tutorial ====== ====== 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.+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.  **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 Plan Management Window ====== +====== 1 : Navigating to the"Plans" Module ====== 
-Click on the **Configuration**” button+As a GoRev Administrator, the **"Plans"** module will allow you to manage **Insurance Plans** for your Facility
  
-{{:public:gorev:carrier1.png?800|}}+==== Utilizing the Configuration Menu ==== 
 +In order to navigate to the **"Plans"** module, first, begin by clicking on the **"Configuration"** menu in the Admin Toolbar.
  
-Select the “**Plans**” option +{{:public:gorev:step_1_part_1_navigate_to_config.png?800|}}
  
-{{:public:gorev:plan2.png?800|}}+==== Selecting the Plans Option ==== 
 +Once the **Configuration** menu becomes visible, please click on the **"Plans"** option in this menu.  
 +  
 +{{:public:gorev:step_1_part_2_go_to_plans.png?800|}}
  
 ====== 2 : Creating a New Insurance Plan ====== ====== 2 : Creating a New Insurance Plan ======
-Enter the **Name of the 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.  
 + 
 +{{:public:gorev:step_2_part_1_new_plan.png?800|}} 
 + 
 +==== Entering the Insurance Plan Name ==== 
 +After the **New Plan** window becomes visible, please enter the Insurance Plan Name into the **"Name"** field provided.  
 + 
 +{{:public:gorev:step_2_part_2_name_field.png?800|}} 
 +==== Selecting the Appropriate Carrier ==== 
 +Next, please select the appropriate **Carrier** from the corresponding drop-down menu in this window.  
 + 
 +{{:public:gorev:step_2_part_3_carrier_field.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_2_part_4_ecs_id_type_and_nm1.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_2_part_5_id_type_and_secondary_payer.png?800|}} 
 +==== Entering the ETIN ==== 
 +Next, please enter the appropriate **ETIN** into the corresponding field provided.  
 + 
 +{{:public:gorev:step_2_part_6_etin.png?800|}} 
 +==== 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. 
 + 
 +{{:public:gorev:step_2_part_7_active_box.png?800|}} 
 + 
 + 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_2_part_8_address_section.png?800|}} 
 + 
 +====== 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.  
 + 
 +{{:public:gorev:step_3_part_1_claim_status_section.png?800|}} 
 + 
 +==== 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. 
 + 
 +{{:public:gorev:step_3_part_2_claim_filing_indicator.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_3_part_3_filing_fields.png?800|}} 
 + 
 +==== Adding Commentary ==== 
 +Next, please use the **"Notes"** field in this window to leave any commentary that you require.  
 + 
 +{{:public:gorev:step_3_part_4_notes.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_3_part_5_save_plan.png?800|}} 
 +====== 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. 
 + 
 +{{:public:gorev:step_4_part_1_select_insurance.png?800|}} 
 + 
 +**Note:** If you have difficulty locating the required **Insurance Plan**, please utilize the **Search** field in this area to aid in your search. 
 + 
 +{{:public:gorev:step_4_part_2_search_bar.png?800|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:step_4_part_3_name_matching.png?800|}} 
 + 
 +**Note:** If you have difficulty locating the required Insurance Plan Name, please utilize the **Search** field in this window to aid in your search
  
-{{:public:gorev:plan3.png?800|}}+{{:public:gorev:step_4_part_4_name_matching_search.png?800|}} 
 +==== Name Matching ==== 
 +Now, in order to finalize the **Name Matching** process, please click on the **"Match Selection"** button in the Plan Management toolbar.
  
-====== 3 Selecting the Appropriate Carrier  ====== +{{:public:gorev:step_4_part_5_match_selection_button.png?800|}}
-Click on the **Carrier** drop-down menu.+
  
-{{:public:gorev:plan4.png?800|}} +Please repeat the above process for each **Insurance Plan Name** that you would like to **Name Match** to your **Insurance Plan**
-   +
-Select the appropriate **Carrier**+
  
-{{:public:gorev:plan5.png?800|}}+====== 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.
  
-====== 4 Entering Insurance Plan IDs ====== +{{:public:gorev:step_5_part_1_edit.png?800|}}
-enter the **Insurance Plan’s Electronic Claims Submission ID**, **Clearinghouse ID**, and **Provider ID** into the fields provided.+
  
-{{:public:gorev:plan6.png?800|}} +**Note:** If you have difficulty locating the required Insurance Plan, please utilize the **Search** field in this window to aid in your search
-====== 5 : Making Insurance Plan Active ====== +
-Click on the **Active**” button+
  
-{{:public:gorev:plan7.png?800|}} +{{:public:gorev:step_5_part_2_search_field_for_edit.png?800|}}
  
-====== 6 : Entering Insurance Plan's Address and Phone Number ====== +==== Editing the Selected Insurance Plan ==== 
-Enter the **Address** and **Phone Number of the Insurance Plan** into the fields in the **Address Section** of the Plan Management window+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
  
-{{:public:gorev:plan8.png?800|}}+{{:public:gorev:step_5_part_3_plan_info_field.png?800|}}
  
 +==== 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.
  
-====== 8 Defining Insurance Plan's Claim Status Carrier Name ====== +{{:public:gorev:step_5_part_4_save_changes.png?800|}}
-Select the appropriate **Claim Status Carrier Name** by using the drop-down menu in this window+
  
-{{:public:gorev:plan9.png?800|}} +====== Removing Name Matched Insurance Plans ======
-====== Entering Filing Information ====== +
-Enter the **Timely Filing Duration**, the **Corrected Timely Filing Duration**, and the **Appeal Timely Filing Duration** into the fields of the **Filing Details** area.+
  
-{{:public:gorev:plan_management_filing_details.jpg?1100|}} +==== Selecting the Required Insurance Plan ==== 
-====== 10 : Adding Commentary ====== +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.
-Use the **Notes** field in this window to record information+
  
-{{:public:gorev:plan_management_add_notes.jpg?1100|}}+{{:public:gorev:step_6_part_1_insurance_plans_section.png?800|}}
  
-====== 11 Saving New Insurance Plan ====== +**Note:** If you have difficulty locating the required **Insurance Plan**, please utilize the **Search** field in this area to aid in your search.
-Click on the **Save Changes**” button.// //  +
-{{:public:gorev:insurance_plan11.png?600|}}+
  
-====== 12 : Add Name Match Carrier ====== +{{:public:gorev:step_6_part_2_search_.png?800|}} 
-Select plans to name match in the **Name Matching** section below.// //+==== 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
  
-{{:public:gorev:name_matching_-_plan_management.png?600|}}+{{:public:gorev:step_6_part_3_name_match.png?800|}}
  
-====== 13 : Selecting Appropriate 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
-Select the required **Plan** from the **Insurance Plans**. +
  
-{{:public:gorev:insurance_plan12.png?600|}}+{{:public:gorev:step_6_part_4_search_bar.png?800|}} 
 +==== Unmatching ==== 
 +Now, in order to finalize the **Name Matching Removal** process, please click on the **"Unmatch Selection"** button in the Plan Management toolbar.
  
-====== 14 Editing Selected Insurance Plan ====== +{{:public:gorev:step_6_part_5_unmatch_selection.png?800|}}
-Edit any of the information that you require.+
  
-{{:public:gorev:abc.png?600|}}+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 ======
  
-Assignment Code. "A" Assigned. "B" Assignment Accepted on. Clinical Lab Services Only. "C" Not Assigned. +==== Selecting the Required Insurance Plan ==== 
-====== 15 : Saving the Entered Information ====== +In order to **Delete** an existing Insurance Plan, first, begin by selecting the required **Insurance Plan** from the Insurance Plans section of this window.
-Click on the **Save Changes**” button+
  
-{{:public:gorev:insurance_plan14.png?600|}}+{{:public:gorev:step_7_part_1_insurance_plans_for_deleting_.png?800|}}
  
-====== 16 : Saving Required Insurance Plan ====== +**Note:** If you have difficulty locating the required Insurance Plan, please utilize the **Search** field in this window to aid in your search
-Select the **Plan** that you would like to delete from the **Insurance Plans** section+
  
-{{:public:gorev:insurance_plan15.png?600|}}+{{:public:gorev:step_7_part_2_search_insurance_plans.png?800|}}
  
-====== 17 : Deleting Selected Insurance Plan ===== +==== Deleting the Selected Insurance Plan ==== 
-Click on the **Delete Plan**” button.  +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
  
-{{:public:gorev:insurance_plan16.png?600|}}+{{:public:gorev:step_7_part_3_delete_plan.png?800|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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