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public:gorev:workflow [2019/11/07 21:10]
richie.pottier created 		public:gorev:workflow [2020/05/15 18:48] (current)
beth.murphy [Rebill]
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-====== Workflow User Interface ======+UNDER CONSTRUCTION
  
-In version 2019.10.968 the workflow user interface in GoRev has had the following functionality added: 
  
-  - **Open Linked Account**: Clicking this button will open any linked encounter.  It is especially useful in an ER type setup here a biller can open the professional side claim's workflow window while working the facility side. +===============GoRev Workflow Tutorial ============== 
-  - **Patient Payment**: Allows quick entry of patient payments or if you are integrated with [[https://www.salucro.com/home/|Salucro]] it will allow actual live processing of patient payments. +Welcome to the **GoRev Workflow Tutorial**. In this tutorial, we will focus on the process of navigating to and understanding the **Workflow** module in GoRev. 
-  - **Print Forms**: Opens the print services window providing a much quicker way for billers to access it and generate dynamic appeal forms, claim forms, or patient contact forms. +
-  - **Eligibility**: Opens the real time eligibility window +
-  - **Manage Insurance**: Opens the manage insurance user interface allowing billers to quickly update insurance information, apply new insurance to multiple visits, all without visiting patient overview +
-  - **Worksheets**: Allows quick access to the entire list of worksheets available on your server +
-  - **File Management**: Provides billers with quick access to all files stored on a patient encounter as well as the ability to add new files and manage existing ones +
-  - **New Fields**: Brought in a few additional fields and reorganized them into the new Visit Information section; Coding Status, Visit Status, Service Type, External ID+
  
-{{:public:gorev:changelog:201910968:workflowadditions.png?1100|}}+**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 Workflow Module ====== 
 +As a GoRev user, the **Workflow** module will allow you to view and complete most work needed for a **Patient Account** to be properly processed after the claim has been Coded and properly Batched to the Clearinghouse. The **Workflow** module can be accessed in two ways.  
 + 
 +==== Accessing Workflow Through Patient Overview ==== 
 + 
 +First, the **Workflow** module pertaining to a particular **Patient Account** can be accessed through the **Patient Overview** window for that **Patient Account**. To begin, please navigate to the **Patient Overview** window for the required **Patient Account** by using the **Search** field on the GoRev Homepage.  
 + 
 +{{:public:gorev:step_1_part_1_search_area.png?800|}} 
 + 
 +Once the **Patient Overview** window is visible, please navigate to the **Workflow** module for this **Patient Account** by clicking on the **"Workflow"** button present in the Patient Overview toolbar.  
 + 
 +{{:public:gorev:step_1_part_2_workflow_button.png?800|}} 
 + 
 +==== Accessing Workflow Through Follow Up ==== 
 + 
 +Second, the **Workflow** module can be accessed in the **Follow Up** module. Once the required **Follow Up** bucket is present on your device, please select the **Patient Account** that you would like to work from the list in this window.  
 + 
 +{{:public:gorev:step_1_part_3_follow-up.png?800|}} 
 + 
 +Next, please navigate to the **Workflow** module for the selected **Patient Account** by clicking on the **"Workflow"** button present in the Follow Up toolbar.  
 + 
 +{{:public:gorev:step_1_part_4_workflow_button_in_follow_up.png?800|}} 
 + 
 +**Note:** You may, also, double click on the **Patient Account** in the **Follow Up** bucket to navigate to the **Workflow** module for the selected **Patient Account**.  
 + 
 +====== 2 : Navigating & Understanding the Workflow Module Sections====== 
 +At this point, the **Workflow** module for the selected Patient Account will be present on your screen. The **Workflow Module** is made up of 8 major sections titled **"Visit Information"**, **"Claim Timeline"**, **"Transaction Overview"**, **"Patient Responsibility"**, **"Statement Approval"**, **"Payer"**, **"File Management"**, and **"Account Notes"**.  
 + 
 +==== Visit Information ==== 
 +The **"Visit Information"** section of this window contains Visit information for the selected **Patient Visit**, including the **Account Number**, the **Facility**, the **Patient's Name**, the **Patient's DOB**, and the **Dates of Service**.   
 + 
 +{{:public:gorev:step_2_part_1_visit_information_area.png?800|}} 
 + 
 +Additionally, the **Visit Information** section will allow you to view, change, or add the **Visit Status**, **Coding Status**, **Visit Status Follow Up**, and the **MRN Follow Up Status** for this **Patient Visit** by utilizing the corresponding fields provided.  
 + 
 +{{:public:gorev:step_2_part_2_visit_information_area.png?800|}} 
 + 
 +**Note:** When adding a **Visit Status Follow Up** or a **MRN Follow Up Status** to the **Patient Account**, please make sure to assign the Follow Up for this Patient Account to a **Current Biller** and select a **Follow Up Date** using the corresponding fields in this area.  
 + 
 +{{:public:gorev:step_2_part_3_visit_information_area.png?800|}} 
 + 
 +Lastly, the **Visit Information** section of the **Workflow** module will allow you to view, change, or add the **Patient Financial Status**, the **External ID**, and the **Service Type** for this Patient Visit.  
 + 
 +{{:public:gorev:step_2_part_4_visit_information_area.png?800|}} 
 +==== Claim Timeline ==== 
 + 
 +In the **Workflow** module, the **"Claim Timeline"** section is accessed by clicking on the **"Claim Timeline"** tab in this window.  
 + 
 +{{:public:gorev:step_2_part_5_claim_timeline_area.png?800|}} 
 + 
 +The **"Claim Timeline"** section contains a log of all **Status Changes** made to the **Patient Account** since the creation of the **Visit**. Specifically, this section will provide you with the **Status Change Date**, the **New Status**, and the **Status Change Reason** for each **Status Change** that has occurred since the creation of this Patient Visit.  
 + 
 +{{:public:gorev:step_2_part_6_claim_timeline_visible.png?800|}} 
 + 
 +**Note:** The number of days since the last **Status Change** for this Patient Visit is present in the top right corner of the **Claim Timeline** area.  
 + 
 +{{:public:gorev:step_2_part_7_last_event_area.png?800|}} 
 + 
 +==== Transaction Overview ==== 
 + 
 +The **"Transaction Overview"** section of this window contains a **Financial Overview** for this Patient Visit, including both the **Insurance** and **Patient** portions of the claim. Specifically, the **Transaction Overview** section contains the total **Charges** for the account, the insurance **Payment(s)**, any **Adjustments** made to the account, the **Patient Charges**, and any **Insurance Balance**.  
 + 
 +{{:public:gorev:step_2_part_8_transaction_overview_section.png?800|}} 
 + 
 +Additionally, the **Transaction Overview** section will provide you with the total **Zirmed Charges** and the **Zirmed Claim Received** date for this Patient Visit.  
 + 
 +{{:public:gorev:step_2_part_9_transaction_overview_field.png?800|}} 
 +==== Patient Responsibility (All Visits) ==== 
 + 
 +In the **Workflow** module, the **"Patient Responsibility"** section is accessed by clicking on the **"Patient Responsibility (All Visits)"** tab in this window.  
 + 
 +{{:public:gorev:step_2_part_10_patient_reponsibility_section.png?800|}} 
 + 
 +The **"Patient Responsibility"** section contains Financial information pertaining to the **Patient's Responsibility** for all of the **Patient's Visits** in the current **Facility**. Specifically, the **"Patient Responsibility"** section contains the current Patient **Total Charges**, **Total Payments**, **Total Adjustments**, and **Total Balance**, which are accumulative figures from all Patient Visits in this Facility.  
 + 
 +{{:public:gorev:step_2_part_11_patient_reponsibility_field.png?800|}} 
 + 
 +In addition to these fields, the **"Patient Responsibility"** section contains a Patient **Statement Cycle** tracker, the Date of the Patient's **Last Statement**, the Patient **Statement Status**, and the Patient's **Approved Balance**. 
 + 
 +{{:public:gorev:step_2_part_12_patient_reponsibility_fields_ext.png?800|}} 
 +==== Statement Approval ==== 
 + 
 +In the **Workflow** module, the **"Statement Approval"** section is accessed by clicking on the corresponding tab in this window.  
 + 
 +{{:public:gorev:step_2_part_13_statement_approval_area.png?800|}} 
 + 
 +The **"Statement Approval"** section provides you with the ability to finalize the **Patient Responsibility** amount that will be present on the next **Patient Statement** sent to the Patient. In the **Statement Approval** section, there is a list of all **Patient Visits** in the **Facility** and the **Patient Responsibility** associated with each Visit.   
 + 
 +{{:public:gorev:step_2_part_14_statement_approval_section.png?800|}} 
 + 
 +Each **Patient Responsibility** amount present in this list must be **Approved** before the amount will be added to the next **Patient Statement**. In order to **Approve** a specific **Patient Responsibility** amount, please click on the corresponding **"Approve"** button present in the **"State"** column of this list.  
 + 
 +{{:public:gorev:step_2_part_15_statement_approval_section.png?800|}} 
 + 
 +If a **Patient Responsibility** amount that has been previously **Approved** needs to be removed from the **Patient Statement**, please click on the corresponding **"Reject"** button in the **"State"** column.  
 + 
 +{{:public:gorev:step_2_part_16_statement_approval_rejected.png?800|}} 
 + 
 +**Note:** If you would like to accept all **Patient Responsibility** entries or reject all **Patient Responsibility** entries, please use the **"Approve All"** and the **"Reject All"** buttons, respectively.  
 + 
 +{{:public:gorev:step_2_part_16_note_approve_or_reject.png?800|}} 
 +==== Payer ==== 
 +The **"Payer"** section of the **Workflow** module contains information about all **Payer(s)** that have been added into the system for the Patient at this Facility. Specifically, the **"Payer"** section provides you with the **"Carrier"**, **"Payer Name"**, **"Payer Phone"**, **"Claim Number"**, **"Member ID"**, **"Group Info"**, **"Group Number"**, **"Finclass"**, **"Payer ID"**, and activity **"State"** of the Payer.  
 + 
 +{{:public:gorev:step_2_part_17_payment_section.png?800|}} 
 + 
 +If a particular **Payer** for this Patient Account needs to be **Activated**, please utilize the corresponding **"Make Active"** button present in the **"State"** column of the **Payer** list.  
 + 
 +{{:public:gorev:step_2_part_18_make_it_active.png?800|}} 
 + 
 +**Note:** If there is no previously entered **Insurance** information for this **Patient**, the only information present in the **Payer** section will be **Self-Pay** information.   
 + 
 +{{:public:gorev:step_2_part_19_self-pay_area.png?800|}} 
 + 
 +Additionally, the **"Payer"** section will allow you to view and change the **Insurance Group** information by using the **"Group Info"** button in the top right corner of the **Payer** section.  
 + 
 +{{:public:gorev:step_2_part_20_group_info_button.png?800|}} 
 +==== File Management ==== 
 + 
 +The **"File Management"** section of the **"Workflow"** window provides you with access and the ability to manage all **Patient Files** uploaded to GoRev for this **Patient Visit**.  
 + 
 +{{:public:gorev:step_2_part_21_file_management_list.png?800|}} 
 + 
 +**Note:** If you would like to view **Patient Files** from all **Patient Visits**, please click on the **"Show Files From All Visits"** checkbox in this area to view the files.  
 + 
 +{{:public:gorev:step_2_part_22_file_management_checkbox.png?800|}} 
 + 
 +In order to open a **Patient File**, double click on the required **File** from list.  
 + 
 +{{:public:gorev:step_2_part_23_arrow_to_file.png?800|}} 
 + 
 +Alternatively, if you would like to **Upload** a **Patient File** to the **GoRev System**, please utilize the **"Upload"** button in the **File Management** area to complete this task.  
 + 
 +{{:public:gorev:step_2_part_24_upload.png?800|}} 
 + 
 +==== Account Notation ==== 
 +The **"Account Notation"** section of the **Workflow** module allows you to view the **Account Notes** for this **Patient Visit**.  
 + 
 +{{:public:gorev:step_2_part_25_comment_section.png?800|}} 
 + 
 +Additionally, the **"Account Notation"** section will, also, allow you to add **Follow Up Notes** to the **Patient Account** using the **"Follow Up"** button in this area.  
 + 
 +{{:public:gorev:step_2_part_26_follow_up_button.png?800|}} 
 + 
 +========== 3: Navigating & Understanding the Workflow Toolbar =============== 
 +In addition to the 8 major sections of the **Workflow Module**, this window, also, contains 16 Ribbon Tools in the **Workflow** toolbar.  
 + 
 +==== Follow Up ==== 
 +The **"Follow Up"** icon in the toolbar will allow you to access the **Follow Up Comment** window pertaining to the current **Patient Visit**.  
 + 
 +{{:public:gorev:step_3_part_1_follow_up.png?800|}} 
 + 
 +==== Rebill ==== 
 +In the **Workflow** toolbar, the **"Rebill"** button will allow you to quickly **Rebill** the **Patient Claim** for this **Visit**. 
 + 
 +Rebill will set the claim to "Coding Approved" 
 + 
 +It is best to use when you have corrected the error in question and are ready to resubmit.  
 + 
 +So long as we have the ICN number from the Clearinghouse in the Insurance section of the Patient Overview and the Carrier settings "Allow Corrected Claims".  
 + 
 +{{:public:gorev:step_3_part_2_rebill.png?800|}} 
 + 
 + 
 +==== Open Linked Account ==== 
 +The **"Open Linked Account"** button in the toolbar will open the **Workflow** window for any **Patient Encounter** that is **Linked** to the currently open **Patient Account**. For instance, if a Biller is in the **Workflow** window for an **Institutional Claim**, clicking on the **Open Linked Account** button will open the **Workflow** window for the **Professional Account** that is **Linked** to it.  
 + 
 +{{:public:gorev:step_3_part_3_linked_account.png?800|}} 
 +==== Refresh ==== 
 +In the **Workflow** toolbar, the **"Refresh"** button will **Refresh** the content of the **Workflow** window.  
 + 
 +{{:public:gorev:step_3_part_4_refresh.png?800|}} 
 +==== Patient Payment ==== 
 +The **"Patient Payment"** button in the toolbar will allow you to quickly enter a **Patient Payment** into the GoRev system.  
 + 
 +{{:public:gorev:step_3_part_5_patient_payment.png?800|}} 
 + 
 +**Note:** If your Facility uses **Salucro** to process **Patient Payments**, the **Patient Payment** button will allow live processing of **Patient Payments**.  
 + 
 +==== Patient Overview, Patient Financials, and Coding ==== 
 +In the **Workflow** toolbar, the **"Patient Overview"**, **"Patient Financials"**, and **"Coding"** buttons will allow you to navigate to the **Patient Overview**, **Patient Financials**, and **Coding** windows for the **Patient Account**, respectively.  
 + 
 +{{:public:gorev:step_3_part_6_three_functions.png?800|}} 
 + 
 +==== Encounter History  ==== 
 +The **"Encounter History"** button in the toolbar will provide you with a list of **Patient Encounters** at the current **Facility**.  
 + 
 +{{:public:gorev:step_3_part_7_encounter_history.png?800|}} 
 + 
 +==== Print Forms ==== 
 +In the **Workflow** toolbar, the **"Print Forms"** button allows for quick access of **Print Services**, where **Forms** for your **Facility** can be accessed and printed.  
 + 
 +{{:public:gorev:step_3_part_8_print_forms.png?800|}} 
 + 
 +==== Eligibility ==== 
 +The **"Eligibility"** button provides quick access to the **Eligibility** window, which will allow for the completion of real-time **Eligibility Requests**.  
 + 
 +{{:public:gorev:step_3_part_9_eligibility.png?800|}} 
 +==== Zirmed History & Zirmed EOB ====  
 +In the **Workflow** toolbar, the **"Zirmed History"** button will allow you to access a complete log of the **Claim's History** in **Zirmed**.  
 + 
 +{{:public:gorev:step_3_part_10_zirmed_history.png?800|}} 
 + 
 +Alternatively, The **"Zirmed EOB"** button will provide quick access to the **Claim's** EOB from **Zirmed**.  
 + 
 +{{:public:gorev:step_3_part_10_zirmed_eob.png?800|}} 
 +==== Change Coding Status ==== 
 +In the **Workflow** toolbar, the **"Change Coding Status"** button will allow you to change the **Coding Status** for the **Patient Account**. 
 + 
 +{{:public:gorev:step_3_part_11_change_coding_status.png?800|}} 
 + 
 +==== Manage Insurance ==== 
 +The **"Manage Insurance"** button in the **Workflow** toolbar allows quick access to the **Manage Insurance** user module, which will allow Billers to quickly update Insurance information, apply new Insurance to multiple Visits, and more without having to navigate to the **Patient Overview** window.  
 + 
 +{{:public:gorev:step_3_part_12_manage_insurance.png?800|}} 
 +==== Worksheets ==== 
 +Lastly, the **"Worksheets"** button in the toolbar will provide quick access to all **Worksheets** present on your Server.  
 + 
 +{{:public:gorev:step_3_part_13_worksheets.png?800|}} 
 +====== Additional Resources ====== 
 + 
 +==== GoRev Support Team ==== 
 + 
 +If you have any questions, concerns, or problems regarding the additions made to the **GoRev Workflow User Interface**, 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:start|Back to GoRev Guides]]
 +
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