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GoRev Preference Card Designer

GoRev Preference Card Designer is a tool designed to help save you valuable time, which allows you to create groups of charges that are commonly found used in a particular procedure. Once a preference card has been created, it can be applied to accounts, have their quantities changed, and once finalized will create charges. Follow the steps below to learn how to design and implement preference cards.

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.

Under the admin tab, find click on the icon that says “Preference Cards”, which should look like this .

This should navigate you to the window below. From here you can either open an existing preference card to edit, or create a new one.

Designer Overview

Since the process for creating a new card and editing an existing one are essentially the same, lets start from scratch so we can see the entire process. Once you select “New” you will be prompted to name your card with a this pop up (typically this would be named after a procedure, however you can opt to name this whatever you want, so long as it does not conflict with an existing card name.)

Below is the designer screen. As you can see there are multiple options to choose from, so lets start by going over the top row.

New/Open/Delete: In this scenario we have already click on “New” and have a blank card. “Open” will allow you to edit an existing card, which includes the ability to Delete the card as well.

Show Inherited: If there is another card that was inherited(don't worry, we'll explain how to do this shortly!) you can click “Show Inherited” to hide any charges from the inherited card, or bring them back into view.

Add Charge: This will prompt a popup (shown below) that will allow you to add a charge. You can also adjust the quantity for each charge while adding them as well.

Add Note: If you would like to add a note about the charge, you can do so with this feature to make sure that your note is seen.

Inherit Card: If there is a procedure that includes all of the charges on an existing card plus some more, you can simply use this to select a preference card and inherit all of the charges off of it instead of adding all of those charges individually.

Rename Active Card: If you need to change the name of the current preference card for any reason, you can use this feature to rename it.

Designer- Charges

Once you have added charges, your screen will look similar to the below screenshot. Below are the options in this field.

Add: Allows you to add another charge

Edit: Allows to edit a single line charge/quantity

Remove: Allows you to remove a single line charge

Active Physician: This allows you to specify charges that may be specific to a doctor, for instance, a surgeon may work in a liquid nitrogen cooled suit. If the procedure is listed as performed by this specific doctor, these items will appear, if by a different doctor they will not.

Clear: This simply clears any text in the search box for Active Physicians.

Preference cards can save on both time and human error, thus if used properly can be a very valuable feature in GoRev.

Additional Resources

GoRev Support Team

If you have any questions, concerns, or problems regarding the usage of the Preference Cards module 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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