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-====== GoRev Statements Administrative Guide ======+====== 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. 
  
-This guide will help you maintain settings related to generation of patient statements within GoRev.  You can access this area in GoRev by going to the Admin tab --> Click on the Configuration drop down --> Click on Statements --> Click on Statement Settings.+**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
  
-{{:public:gorev:statementsettings.png?500|}}+====== 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
  
-This settings module consists of four tabs; Statement DesignsEmail statementsStatement Options and Formatting Options+==== Utilizing the Configuration Menu ==== 
 +In order to navigate to the **Statements Settings** module, firstbegin by clicking on the **"Configuration"** menu in the Admin Toolbar. 
  
-===== Statement Designs =====+{{:public:gorev:patient_statements_settings_configuration_button.png?900|}}
  
-The GoRev development team will create custom statement templates for paper and email routes upon request.  Once a template is created you can utilize it by setting it within this Statement Designs window.+==== Utilizing the Statements Menu ==== 
 +Once the **Configuration** menu becomes visible, please click on the **"Statements"** menu option from the list
  
-The first two fields under the **__Designs__** header are your default templates.  These will be utilized unless a payer specific template has been selected in the Carrier specific designs section.+{{:public:gorev:patient_statements_settings_statements_menu.png?900|}}
  
-In the **__Generation System__** section you can configure the statement generator to generate at an MRN level or visit level.  MRN level means a patient will receive only one statement per cycle with all individual visits combined onto it.  Visit level generates one statement for each patient visit.+==== Selecting the Statements Settings Option ==== 
 +After the **Statements** menu appears on your screen, please select the **"Statement Settings"** option in this menu
  
-Default delivery method allows you to specify if you want Email, SMS, or Paper to be the first route utilized to send a patient statement.+{{:public:gorev:patient_statements_settings_button.png?900|}}
  
-{{:public:gorev:statementdesigns.png?700|}}+====== 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"**
  
-===== Email Statements =====+{{:public:gorev:patient_statements_settings_tabs_finished.png?900|}}
  
-This section configures settings related to emailed statements (and as of 8/20/2019 SMS text as well although SMS will be broken out into its own tab soon)+====== 3 : Statement Designs ====== 
 +In order to navigate to the **"Statement Designs"** section, please click on the corresponding tab provided. 
  
-In the **__Email Statement Settings__** section you can check on automated batching and set an interval in hours or the alternative is manual batching via the Billing --> Batching screen in GoRev.+{{:public:gorev:patient_statements_settings_statement_design.png?900|}}
  
-The Attach PDF Version to Statement Emails is off by default.   When it is offpatients receive a simple email containing no HIPAA content that directs them to logon to our secure patient portal to retrieve their statement.   When checked on a copy of the patient's actual statement is attached in PDF format.   This PDF does contain HIPAA content and you MUST have proper patient consent on file in order to communicate it digitally with the patient.+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"**
  
-In the **__Twilio Settings__** section the GoRev team will populate a Twilio API key once you have executed proper agreements.   The From address is the address emails will be sent from when being sent to the patient. The From Title is the subject line of the email.+{{:public:gorev:patient_statements_settings_statement_design_window.png?900|}}
  
-In the **__Portal Settings__** section you can specify a web address for your online patient payment system  Noteif you choose to go with the integrated Salucro merchant services provider this setting will not be utilized.+==== Designs ==== 
 +In the **Designs** sectionyou will be able to set or change the **Default Patient Statement Template** for your FacilityTo beginplease set or change the **Default Patient Statement Template** for PDFs printed in GoRev by utilizing the **"Printed PDF Statement Design"** menu in this area
  
-{{:public:gorev:emailstatements.png?700|}}+{{:public:gorev:patient_statements_settings_printed_pdf_design.png?900|}}
  
-===== Statement Options =====+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. 
  
-This section has definitions next to each field These settings allow you to customize specific fields that will be exported to the paper statement xml file or included with the digitally generated statements.   +{{:public:gorev:patient_statements_settings_email_statement.png?900|}}
  
-{{:public:gorev:statementoptions.png?800|}}+==== 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
  
-===== Formatting Options =====+{{:public:gorev:patient_statements_settings_conditional_designs_area.png?900|}}
  
-This section will allows you to configure 3 of the key areas of a statement; Dunning messagesaccount numbering and statement body settings.+If you need additional assistance with utilizing the **Conditional Designs** areaplease see the [[public:gorev:PatientStatementsConditionalDesignsTutorial|GoRev Administrative Patient Statements Conditional Designs Tutorial]]
  
-In the __**Formatting Options**__ area you can specify up to 5 levels of dunning messages.  These coincide with the Statement Timing settings you configured in the Statement Options section  For exampleDunning Message 1 will go out with First Statement.+==== 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 FacilityTo beginplease set or change the **Statement Generator Type** for your Facility by utilizing the corresponding drop-down menu in this area
  
-In the **__Account Number Formatting__** section you can specify whether you want to use the GoRev assigned MRN and VisitIDs or use an external set of MRNs and VisitIDs.  In order to utilize an external set of ID's GoRev IT must configure the proper data interfaces.  Do not turn this setting on prior to this.+{{:public:gorev:patient_statements_settings_statement_generator_type.png?900|}}
  
-In the **__Details__** section you can specify your payment website address, the phone numbers patients should call to reach your billing department, and set an override on the service descriptions found in the body of the statements.+**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.  
 + 
 +{{:public:gorev:patient_statements_settings_default_delivery_method.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_statement_designs_save.png?900|}} 
 + 
 +====== 4 : Email Statements ====== 
 + 
 +==== Navigating to Email Statements Section ==== 
 +In order to navigate to the **Email Statements** section, please click on the corresponding tab provided.  
 + 
 +{{:public:gorev:patient_statements_settings_email_statements_tab.png?900|}} 
 + 
 +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"**.  
 + 
 +{{:public:gorev:patient_statements_settings_email_statements_window.png?900|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:patient_statements_settings_allow_email_statements.png?900|}} 
 + 
 +Nextplease 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.  
 + 
 +{{:public:gorev:patient_statements_settings_attach_pdf_version.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_fail_to_next.png?900|}} 
 + 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:patient_statements_settings_twilio_key.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:patient_statements_settings_from_address.png?900|}} 
 + 
 +Lastly, please enter/change the content of your **Subject Line** for Patient Statement Emails using the **"From Title"** field in this section.  
 + 
 +{{:public:gorev:patient_statements_settings_from_title.png?900|}} 
 + 
 + 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:payment_statements_settings_payment_url.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_save_button_email_statements.png?900|}} 
 + 
 +====== 5 : SMS Statements ====== 
 + 
 +==== Navigating to SMS Statements Section ==== 
 +In order to navigate to the **SMS Statements** section, please click on the corresponding tab provided.  
 + 
 +{{:public:gorev:patient_statements_settings_sms_statements_tab.png?900|}} 
 + 
 +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"**.  
 + 
 +{{:public:gorev:patient_statements_settings_sms_statements_window.png?900|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:patient_statements_settings_allow_sms_statements.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:patient_statements_settings_fail_to_next_sms.png?900|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:patient_statements_settings_message_template.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_sms_statements_save_button.png?900|}} 
 + 
 +====== 6 : Paper Statements ====== 
 + 
 +==== Navigating to Paper Statements Section ==== 
 +In order to navigate to the **Paper Statements** section, please click on the corresponding tab provided.  
 + 
 +{{:public:gorev:patient_statements_settings_paper_statements_tab.png?900|}} 
 + 
 +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"**.  
 + 
 +{{:public:gorev:patient_statements_settings_paper_statements_window.png?900|}} 
 + 
 +==== 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 Setting^Setting 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.  
 + 
 +{{:public:gorev:patient_statements_settings_paper_statement_batch_settings.png?900|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:patient_statements_settings_paper_timing.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_paper_statements_save_button.png?900|}} 
 + 
 + 
 +====== 7 : Statement Options ====== 
 +==== Navigating to Statement Options Section ==== 
 +In order to navigate to the **Statement Options** section, please click on the corresponding tab provided.  
 + 
 +{{:public:gorev:patient_statements_settings_statement_settings_tab.png?900|}} 
 + 
 +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"**. 
 + 
 +{{:public:gorev:patient_statements_settings_statement_settings_window.png?900|}} 
 + 
 +==== 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.  
 + 
 +{{:public:gorev:patient_statements_settings_statement_timing.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_max_statements_per_visit.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:patient_statements_settings_minimum_statement_balance.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:patient_statements_settings_approved_balance_leniency.png?900|}} 
 + 
 +Lastly, please allow or disallow **Partial Statements** to be generated and sent to **Patients** using the **Allow Partial Statements** checkbox provided.  
 + 
 +{{:public:gorev:patient_statements_settings_allow_partial_statements.png?900|}} 
 + 
 +**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 beginplease allow/disallow automatic Patient Account Notation after Patient Statement Generation by utilizing the **"Auto Statement Note"** checkbox in this area.  
 + 
 +{{:public:gorev:patient_statement_settings_auto_statement_note.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:patient_statements_settings_auto_approve_statements.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_auto_approval_floor.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_send_statement_batches_automatically.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:patient_statements_settings_electronic_delivery_start_time.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_electronic_delivery_end_time.png?900|}} 
 + 
 +**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.    
 + 
 +{{:public:gorev:patient_statements_settings_statement_options_save_button.png?900|}}     
 + 
 +====== 8 : Formatting Options ====== 
 +==== Navigating to Statement Options Section ==== 
 +In order to navigate to the **Formatting Options** section, please click on the corresponding tab provided.  
 + 
 +{{:public:gorev:patient_statements_settings_formatting_options_tab.png?900|}} 
 + 
 +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"**.  
 + 
 + 
 +{{:public:gorev:patient_statements_settings_formatting_options_window.png?900|}} 
 +==== 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 providedFor 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.  
 + 
 +{{:public:gorev:patient_statements_settings_statement_cycle_2.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:payment_statements_settings_follow_up_statuses.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_use_external_mrn.png?900|}} 
 + 
 +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.  
 + 
 +{{:public:gorev:payment_statements_settings_use_extvisitid.png?900|}} 
 + 
 +**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.  
 + 
 +{{:public:gorev:patient_statements_settings_payment_website_address.png?900|}} 
 + 
 +Second, please enter/change the Phone Number Patients should call to reach your Billing Department using the **"Statement Phone Number"** field provided.  
 + 
 +{{:public:gorev:patient_statements_settings_statement_phone_number.png?900|}} 
 + 
 +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. 
 + 
 +{{:public:gorev:patient_statements_settings_location_directory_phone_number.png?900|}} 
 + 
 +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}.  
 + 
 +{{:public:gorev:patient_statements_settings_override_description.png?900|}} 
 + 
 +Lastly, please enable/disable the addition of **Itemized Charges** on Patient Statements by utilizing the corresponding checkbox provided.  
 + 
 +{{:public:gorev:patient_statements_settings_itemized_charges.png?900|}} 
 + 
 +**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.    
 + 
 +{{:public:gorev:patient_statements_settings_formatting_options_save.png?900|}} 
 + 
 +====== 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|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:statementsettingui.png?700|}} 
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