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public:gorev:workflow [2020/01/12 20:16]
sgriffin
public:gorev:workflow [2020/05/15 18:48] (current)
beth.murphy [Rebill]
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-====== Workflow ​User Interface ​======+UNDER CONSTRUCTION 
 + 
 + 
 +===============GoRev ​Workflow ​Tutorial ​============== 
 +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. ​
  
 **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. ​
  
-In version 2019.10.968 the workflow user interface ​in GoRev has had the following functionality ​added:+====== 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**.
  
-  - **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. +{{:public:gorev:step_3_part_11_change_coding_status.png?800|}}
-  - **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. +
-  - **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|}}+==== 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 ====== ====== Additional Resources ======
  
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