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GoRev Administrative Patient Statements Settings Tutorial

Welcome to the GoRev Administrative Patient Statements Settings Tutorial. In this tutorial, we will focus on the process of navigating the Statements Settings module 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 Statements Settings Module

As a GoRev Administrator, the Statements Settings module will allow you to utilize and maintain all Settings for the Generation of Patient Statements in your Facility.

Utilizing the Configuration Menu

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

Utilizing the Statements Menu

Once the Configuration menu becomes visible, please click on the “Statements” menu option from the list.

Selecting the Statements Settings Option

After the Statements menu appears on your screen, please select the “Statement Settings” option in this menu.

2 : The Statement Settings Module Layout

At this point, the Statement Settings module for the current Facility will be visible. The Statement Settings module is comprised of 6 major tabs titled “Statement Designs”, “Email Statements”, “SMS Statements”, “Paper Statements”, “Statement Options”, and “Formatting Options”.

3 : Statement Designs

In order to navigate to the “Statement Designs” section, please click on the corresponding tab provided.

At this point, the “Statement Designs” section will be visible. The Statement Designs tab is comprised of 3 major sections titled “Designs”, “Conditional Designs”, and “Generation System”.

Designs

In the Designs section, you will be able to set or change the Default Patient Statement Template for your Facility. To begin, please set or change the Default Patient Statement Template for PDFs printed in GoRev by utilizing the “Printed PDF Statement Design” menu in this area.

Next, please set or change the Default Patient Statement Template for Emailed Patient Statements by utilizing the “Email Statement Design” menu in the Design section.

Conditional Designs

In the Conditional Designs section, you will be able to create, edit, and delete Conditional Patient Statement Designs for your Facility. A Conditional Design is a specific Patient Statement Design that will override the Default Patient Statement Designs in the Designs section above and be utilized when the conditions of Carrier and/or Statement Cycle are met.

If you need additional assistance with utilizing the Conditional Designs area, please see the GoRev Administrative Patient Statements Conditional Designs Tutorial.

Generation System

In the Generation System section, you will be able to set or change the Statement Generator Type and the Default Delivery Method for your Facility. To begin, please set or change the Statement Generator Type for your Facility by utilizing the corresponding drop-down menu in this area.

Note: Setting the Statement Generator Type to “GoRevMrnStatementGenerator” will cause Patient Statements to be Generated at the MRN Level, which will result in a Patient receiving One Statement per cycle that contains all individual Patient Visits combined. Conversely, setting the Statement Generator Type to “GoRevVisitStatementGenerator” will cause Patient Statements to be Generated at the Visit Level, which will result in a Patient receiving One Statement per Visit per cycle.

Next, please set or change the Default Delivery Method for Patient Statements in your Facility by utilizing the corresponding menu on your screen.

Note: The Default Delivery Method is the first delivery route that will be utilized when sending out Patient Statements. As of current, GoRev supports Patient Statement Delivery by Email, Text SMS, and Paper.

Saving the Information

Once you are finished entering or editing the information in the Statement Designs tab, please click on the Save button in this window to Save the information.

4 : Email Statements

In order to navigate to the Email Statements section, please click on the corresponding tab provided.

At this point, the Email Statements section will be visible. The Email Statements tab will allow you to configure settings related to Emailed Patient Statements and is comprised of 3 sections titled “Email Statement Settings”, “SendGrid Settings”, and “Portal Settings”.

Email Statement Settings

In the Email Statement Settings section, you will be able to allow/disallow Email Statements, allow/disallow the attachment of PDF versions to Statement Emails, and set/change the number of days before other statement sending routes are employed. To begin, please allow or disallow the delivery of Patient Statements via Email for your entire Facility by utilizing the “Allow Email Statements” checkbox in this section.

Next, please allow or disallow the addition of a Statement based on the set PDF Template for your Facility to the Emailed Patient Statement by utilizing the “Attach PDF Version to Statement Emails” checkbox in this area.

Note: The Attach PDF Version to Statement Emails is off by default. When this feature is off, Patients will receive emails, containing no HIPAA content, that directs them to login to our secure Patient Portal to retrieve their Patient Statement. Conversely, if this feature is on, the Patient will receive a copy of their Patient Statement in the PDF format with the email. Due to the HIPAA content in these PDF Patient Statements, you MUST have proper Patient consent on file in order to send these documents digitally to the Patient.

Lastly, please set or change the number of days after the Patient Statement Email was sent and unopened by the Patient before the SMS Text or Paper methods of Patient Statement delivery are employed by utilizing the “Fail to Next (Days)“ field in this section.

SendGrid Settings

In the SendGrid Settings section, you will be able to view your Twilio API Key, set/change the email From Address, and set/change the email From Title by utilizing the corresponding fields provided. To begin, in the “Twilio API Key” field, the GoRev Team will populate a key in this field once proper agreements have been executed.

Next, please enter/change the Email Address that you would like Patient Statement Emails to come from when Statements are sent out to Patients via Email using the “From Address” field in this area.

Lastly, please enter/change the content of your Subject Line for Patient Statement Emails using the “From Title” field in this section.

Portal Settings

In the Portal Settings section, you will have the ability to set/change the third-party Web Address URL for use as the Payment option in the Portal by utilizing the “Payment URL field in this area.

Note: If your Facility utilizes Salucro for Patient Payments, this setting will not be utilized, as this feature overrides the default Salucro integration.

Saving the Information

Once you are finished entering or editing the information in the Email Statements tab, please click on the Save button in this window to Save the information.

5 : SMS Statements

In order to navigate to the SMS Statements section, please click on the corresponding tab provided.

At this point, the SMS Statements section will be visible. The SMS Statements tab will allow you to configure settings related to SMS Patient Statements and is comprised of 2 sections titled “SMS Statement Settings” and “Statement Design”.

SMS Statement Settings

In the SMS Statement Settings section, you will have the ability to allow/disallow SMS Statements and set/change the number of days before other Statement sending routes are employed.To begin, please allow or disallow the delivery of Patient Statements via SMS Text for your entire Facility by utilizing the “Allow SMS Statements” checkbox in this section.

Next, please set or change the number of days after the Patient Statement SMS Text was sent and unopened by the Patient before the Email or Paper methods of Patient Statement delivery are employed by utilizing the “Fail to Next (Days)“ field in this section.

Statement Design

In the Statement Design section, you will have the ability to enter or change the Text SMS Message Template using the “Message Template” field in this area.

Note: The Message Template utilizes Print Services and other Statement Generator fields. As a result, you may enter these items into the Message Template within {Curly Braces}, as doing so will cause the item to be pulled from the Patient's Profile and put into the Text SMS Message. For instance, if you put {Patient First Name} in the Message Template field, the Patient's First Name will be pulled from the Patient Profile and be placed in the Text SMS Message.

Saving the Information

Once you are finished entering or editing the information in the SMS Statements tab, please click on the Save button in this window to Save the information.

6 : Paper Statements

In order to navigate to the Paper Statements section, please click on the corresponding tab provided.

At this point, the Paper Statements section will be visible. The Paper Statements tab will allow you to configure settings related to Paper Patient Statements and is comprised of 2 sections titled “Paper Statement Batch Settings” and “Paper Timing”.

Paper Statement Batch Settings Breakdown

In the “Paper Statement Batch Settings” section, you will be able to configure Paper Patient Statement Batch Settings for your Facility. Below is a list of Paper Statement Batch Settings and their functions:

Paper Statement Batch SettingSetting Function
Export Visit Status Field Allows GoRev to generate a Visit Status Field in Exported Patient Statement formats (XML, JSON).
Export Follow Up Status Allows GoRev to generate a Follow Up Status Field in Exported Patient Statement formats (XML, JSON)
Export Financial Status Allows GoRev to generate a Financial Status Field in Exported Patient Statement formats (XML, JSON)
Export Pt. Resp. Breakdown Allows GoRev to Export a group of fields associated with Patient Responsibility field breakdown left to the Patient by Insurance
Export Pay To Info Allows GoRev to generate Pay to Address information instead of the Bill To information
Export ExtVisitID Allows GoRev to generate an ExternalVisitID field in Exported Patient Statement files
Export Guarantor Allows GoRev to generate the Guarantor as a separate block in flat files instead of replacing the Patient

Please utilize any Paper Statement Batch Setting that you require by utilizing the corresponding checkbox in this area.

Paper Timing

In the “Paper Timing” section, you will be able to set/change the Minimum Statement Cycle Number that Patient Accounts must reach before an Automatic Failover to Paper is allowed by utilizing the “Min. Failover Cycle” field in this area.

Note: Please leave this field blank to allow Auto Failover for Any Statement Cycle.

Saving the Information

Once you are finished entering or editing the information in the Paper Statements tab, please click on the Save button in this window to Save the information.

7 : Statement Options

In order to navigate to the Statement Options section, please click on the corresponding tab provided.

At this point, the Statement Options section will be visible. The Statement Options tab will allow you to configure settings related to Patient Statements and is comprised of 4 sections titled “Statement Timing”, “Conditions and Filters”, “General Settings”, and “Statement Batching”.

Statement Timing

In the “Statement Timing” section, you will have the ability to set/change the Timing Intervals between up to 5 Patient Statements by utilizing the corresponding fields provided.

Note: The “First Statement Timing” you set is the time in Days between Patient Discharge and the release of the First Patient Statement. However, each subsequent Patient Statement Interval is based on the previous interval. For instance, if the First Statement Timing” was set as 15 Days and the “Second Statement Timing” was set to 35 Days, then the Second Patient Statement would be generated and delivered to the Patient on the 50th Day (15+35-50) after Patient discharge.

Conditions and Filters

In the “Conditions and Filters” section, you will have the ability to set/change the Max Patient Statements Per Visit, set/change the Minimum Statement Balance, set/change the Approved Balance Leniency, and allow/disallow Partial Statements by utilizing the corresponding fields and checkbox provided.

To begin, please enter/change the maximum number of statements GoRev will send for a single Patient Visit using the Max Statements per Visit field in this area.

Next, please enter or change the minimum statement balance required for GoRev to send out a Patient Statement by utilizing the “Minimum Statement Balance” field provided.

Now, please enter or change the maximum minor posting adjustment amount to a patient's balance, past which the Patient Balance will be rejected and need approval by utilizing the “Approved Balance Leniency” field in this area.

Lastly, please allow or disallow Partial Statements to be generated and sent to Patients using the Allow Partial Statements checkbox provided.

Note: By default, GoRev will block Patient Statements from generating that have Dates of Service with negative balances. Selecting the above checkbox will allow GoRev to drop these negative balance Dates of Service from Statements and generate the Statement regardless of it partial state.

General Settings

In the “General Settings” section, you will have the ability to allow/disallow Auto Statement Notes, allow/disallow Auto Statement Approval, and set/change the Auto Approval Floor for your Facility. To begin, please allow/disallow automatic Patient Account Notation after Patient Statement Generation by utilizing the “Auto Statement Note” checkbox in this area.

Next, please allow/disallow automatic Approval of Balances posted to Patient Responsibility for Patient Statement generation and delivery by using the “Auto Approve Statements” checkbox in this window.

Note: Patient Accounts must be through the Insurance Adjudication process before Automatic Approval will take place.

Lastly, if necessary, please set/change the earliest Admit Date for Patient Statements required for Automatic Approval to take place by utilizing the “Auto Approval Floor” field in this area.

Note: If no restrictions are required, please leave this field blank.

Statement Batching

In the “Statement Batching” section, you will have the ability to allow/disallow GoRev from sending Statement Batches periodically throughout the day based on an interval that you set. To begin, please allow/disallow GoRev from generating Patient Statement Batches periodically throughout the day by utilizing the “Send Statement Batches Automatically” checkbox in this section.

Next, if applicable, please set/change the daily start time for automatic electronic Patient Statement delivery using the “Electronic Delivery Start Time” field in this window.

Note: Anything automatically or manually sent before this time will be queued for the next day.

Lastly, if applicable, please set/change the daily end time for automatic electronic Patient Statement delivery by utilizing the “Electronic Delivery End Time” field in this area.

Note: Anything manually or automatically sent after this time will be queued for the next day.

Saving the Information

Once you are finished entering or editing the information in the Statement Options tab, please click on the Save button in this window to Save the information.

8 : Formatting Options

In order to navigate to the Formatting Options section, please click on the corresponding tab provided.

At this point, the Formatting Options section will be visible. The Formatting Options tab will allow you to configure settings related to Follow Up Status, Patient Account Numbering, and the body of a Patient Statement. The Formatting Options tab is comprised of 3 sections titled “Formatting Options”, “Account Number Formatting”, and “Details”.

Formatting Options

In the “Formatting Options” section, you will have the ability to define/change the Follow Up Statuses that will be applied to GoRev Accounts within the Follow Up System when Patient Accounts reach the specified Statement Cycle using the corresponding fields provided. For instance, a Patient Account that has completed Statement Cycle 2 will be given the Follow Up Status present in the Follow Up Status Cycle 2 field in this area.

Now, if applicable, please set/change the Follow Up Status associated with Statement Cycles 1 through 5 by utilizing the corresponding Follow Up Status Cycle fields in this window.

Note: If a Number of Follow Up Days is specified in Lookup Table, Follow Up Dates will, also, be set.

Account Number Formatting

In the “Account Number Formatting” section, you will have the ability to enable/disable the use of External MRNs and enable/disable the use of ExitVisitIDs as MRNs by using the corresponding checkboxes provided. To begin, please enable/disable the use of Linked Medical Record Numbers or External MRNs by GoRev to Number Patient Accounts instead of utilizing Internal MRNs by clicking on the “Use External MRN” checkbox in this area.

Next, please enable/disable the use of the latest External Visit ID by GoRev to Number Patient Accounts instead of using Internal MRNs by using the “ExtVisitID as MRN” checkbox provided. In this instance, the latest External Visit ID is determined by Date of Service. Additionally, it is important to note that utilizing this setting will override the Use External MRN setting discussed above.

Note: Do NOT enable the Use ExtVisitID as MRN setting prior to contacting the GoRev IT Support Team, as its use requires the IT Team to configure specific data interfaces.

Details

In the “Details” section, you will have the ability to enter/change the Payment Website Address, enter/change the Statement Phone Number, enable/disable the use of Location Directory Phone Numbers, enable/disable the use of the Override Description feature, and enable/disable the addition of Itemized Charges on Patient Statements. To begin, please enter/change the Website Address for Patient Payments using the “Payment Website Address” field in this window.

Second, please enter/change the Phone Number Patients should call to reach your Billing Department using the “Statement Phone Number” field provided.

Third, please enable/disable the use of the Place of Service's Phone Number specified in Patient Overview, if present, instead of the Statement Phone Number above by using the “Use Location Directory Phone” field in this window.

Fourth, please enter/change the Statement Override Description for your Facility by using the “Override Description” field in this section. The Statement Override Description causes GoRev to generate a Description based on a user provided Template. This Template can contain the following dynamic values that will be inserted: {Attending Physician}, {Referring Physician}, {Location}, {GoRev Account Number}, and {External Account Number}.

Lastly, please enable/disable the addition of Itemized Charges on Patient Statements by utilizing the corresponding checkbox provided.

Note: By default, GoRev sends Patient Statements with a single summary line for each Patient Visit. In order to generate charge details for each Encounter instead of the summary lines, please enable this setting.

Saving the Information

Once you are finished entering or editing the information in the Formatting Options tab, please click on the Save button in this window to Save the information.

Additional Resources

GoRev Support Team

If you have any questions, concerns, or problems regarding the usage of the Statements Settings 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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