Plan Management
Welcome to the GoRev Administrative Plan Management Tutorial. In this tutorial, we will focus on the process of creating new Insurance Plans, editing existing Insurance Plans, and deleting Unwanted Insurance Plans as an Administrator in GoRev.
1 : Navigating to the "Plans" Module
As a GoRev Administrator, the “Plans” module will allow you to manage Insurance Plans for your Facility.
Utilizing the Configuration Menu
In order to navigate to the “Plans” module, first, begin by clicking on the “Configuration” menu in the Admin Toolbar.
Selecting the Plans Option
Once the Configuration menu becomes visible, please click on the “Plans” option in this menu.
2 : Creating a New Insurance Plan
At this point, the Plan Management window will be visible.
SUBSCRIBED INSURANCE PLANS
If the facility you are working in has Insurance Plans that are subscribed from another facility you will not be able to change them. For those Insurance Plans you will see True in the Is Subscribed column. In order to edit subscribed Insurance Plans you must be working out of the parent facility.
Utilizing the New Plan Button
In order to add a new Insurance Plan to the GoRev System for your Facility, first, begin by clicking on the “New Plan” button in the Plan Management Toolbar.
Entering the Insurance Plan Name
After the New Plan window becomes visible, please enter the Insurance Plan Name into the “Name” field provided.
Selecting the Appropriate Carrier
Next, please select the appropriate Carrier from the corresponding drop-down menu in this window.
Defining the ECS ID Type & ECS ID
Now, please select the appropriate ECS ID Type and enter the ECS ID (NM1) into the corresponding drop-down menu and field provided.
Defining the ID Type & Secondary Payer ID
After defining this information, please select the appropriate ID Type and enter the Secondary Payer ID (REF) into the corresponding drop-down menu and field in this window.
Entering the ETIN
Next, please enter the appropriate ETIN into the corresponding field provided.
Verifying the Plan is Active
Now, please verify that the “Active” checkbox is checked, as this determines whether or not the Insurance Plan is Active in the GoRev System.
Entering the Address & Phone Number
After verifying this information, please enter the Insurance Plan's Address and Phone Number into the corresponding fields in the Address section of this window.
3 : Defining Claim Status Processor & Claim Status Carrier Name
Next, please define the Insurance Plan's Claim Status Processor and Claim Status Carrier Name by utilizing the corresponding drop-down menus provided.
Selecting Claim Filing Indicator
Now, please select the appropriate Claim Filing Indicator by using the corresponding drop-down menu in the Filing Details section of this window.
Entering Timely Filing Durations
After selecting this information, please enter the Insurance Plan's Timely Filing Duration, Corrected Timely Filing Duration, and Appeal Timely Filing Duration into the corresponding fields provided.
Adding Commentary
Next, please use the “Notes” field in this window to leave any commentary that you require.
Saving the Insurance Plan
Once you are finished, please Save the Insurance Plan to the GoRev System by clicking on the “Save Plan” button in this window.
4 : Adding Name Matched Insurance Plans
Selecting the Required Insurance Plan
After creating a new Insurance Plan, please add Name Matched Plans to your Insurance Plan. To begin, click on the Insurance Plan in the Insurance Plans section of the Plan Management window.
Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this area to aid in your search.
Selecting the Required Insurance Plan Name
Next, please click on the Insurance Plan Name in the Name Matching area that you would like to Name Match to your new Insurance Plan.
Note: If you have difficulty locating the required Insurance Plan Name, please utilize the Search field in this window to aid in your search.
Name Matching
Now, in order to finalize the Name Matching process, please click on the “Match” button in the Name Matching toolbar.
Please repeat the above process for each Insurance Plan Name that you would like to Name Match to your Insurance Plan.
5 : Editing Existing Insurance Plans
Selecting the Required Insurance Plan
In order to Edit an existing Insurance Plan, first, begin by selecting the required Insurance Plan from the Insurance Plans section of this window.
Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this window to aid in your search.
Editing the Selected Insurance Plan
After the information for the selected Insurance Plan becomes visible in the Plan Information section of this window, please edit any of the Plan information that you require.
Saving the Edited Insurance Plan
Once you are finished, please Save the edited information by clicking on the “Save Changes” button in the Plan Management toolbar.
6 : Removing Name Matched Insurance Plans
Selecting the Required Insurance Plan
In order to Remove a Name Matched Insurance Plan from your existing Insurance Plan, first, begin by clicking on the existing Insurance Plan in the Insurance Plans section of the Plan Management window.
Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this area to aid in your search.
Selecting the Required Insurance Plan Name
Next, please click on the Insurance Plan Name in the Name Matching area that you would like to Unmatch from your existing Insurance Plan.
Note: If you have difficulty locating the required Insurance Plan Name, please utilize the Search field in this window to aid in your search.
Unmatching
Now, in order to finalize the Name Matching Removal process, please click on the “Unmatch” button in the Plan Management toolbar.
Please repeat the above process for each Insurance Plan Name that you would like to Unmatch from your Insurance Plan.
7 : Deleting Unwanted Insurance Plans
Selecting the Required Insurance Plan
In order to Delete an existing Insurance Plan, first, begin by selecting the required Insurance Plan from the Insurance Plans section of this window.
Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this window to aid in your search.
Deleting the Selected Insurance Plan
After the information for the selected Insurance Plan becomes visible in the Plan Information section of this window, please Delete the Insurance Plan by clicking on the “Delete Plan” button in the Plan Management toolbar
8 : Adding Providers to Insurance Plans
Selecting the Required Insurance Plan
GoRev allows you to assign physician providers to existing Insurance Plans, begin by selecting the required Insurance Plan from the Insurance Plans section of this window.
Note: If you have difficulty locating the required Insurance Plan, please utilize the Search field in this window to aid in your search.
OPENING THE PROVIDERS WINDOW
With the plan you want to add providers to selected, click on the “Providers” button in the Plan Management Toolbar.
ADDING A PROVIDER
With the Providers window open, click on the "Add" button to add a physician.
Begin by typing the physician's name in the Physician box, this will pull up a list of possible matches, double click on the physician you want to add.
Next enter the Identifier Type and Identifier for the the selected physician.
Finally, click on the "Save ID" button.
The newly added physician will now appear in the Payer Provider IDs list.
If you need to make changes to a provider, simply select the physician in the Payer Provider IDs list and then click on the "Edit" button.
After you've made your changes you will need to click on the "Save ID" button to save your changed.
DELETING A PROVIDER FROM YOUR PLAN
With the Providers window open, click on the physician you want to remove and then click on the "Delete" button.
To complete the removal, click on the "Yes" button.
Additional Resources
GoRev Support Team
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 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 unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.