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Locations

Welcome to the GoRev Administrative Locations Tutorial. In this tutorial, we will focus on the process of navigating, creating, and editing Locations for your GoRev Facility as an Administrator in GoRev.

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1 : Navigating to the Locations Module

As a GoRev Administrator, the Locations module will allow you to setup and manage physical and billing addresses for your GoRev Facility

Utilizing the Configuration Menu

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

Once the Configuration menu becomes visible, please click on the “Locations” menu option from the list.
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2 : The Locations Module Layout

At this point, the Locations module for the current Facility will be visible. The Locations module is comprised of 9 major tabs titled “General”“Billing Provider”“Service Location”“Pay to Address”“Lab Options”“Eligibility”“Extra Options”“Sales”, and “Patient Portal”.
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3 : Adding Locations

As a GoRev Administrator, you will have the ability to add Locations to your GoRev Facility.

Utilizing the Plus Button

To begin, click on the Plus button in this window.
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Defining the Location Name & Location Type

Once the New Location window becomes visible, please enter the Location Name and select the Location Type that you require using the corresponding field and drop-down menu provided.
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Saving the New Location

Now, please save the new Location by clicking on the “Save New Location” button in this window.
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4 : Defining General Tab Information

At this point, the General tab of the newly created Location will be visible.

Classifying as Default Location

To continue, if necessary, please set this Location as the Default Location in your Facility by clicking on the “Default Location” checkbox on your screen.
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Uploading a Location Image

Now, please upload an image for your Location by utilizing the Browse button in this window.
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Defining the Location Type

Next, please verify that the Location Type for this Location is accurate, as this field is placed on professional claims electronically in Loop 2300 CLM05.
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Setting the Required Permission Level

Once you are finished, please define the Required Permission necessary for a user to have access to this Location by utilizing the Required Permission drop-down menu provided.
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Overriding Claim Type

Note: If you would like to override the Default Claim Type for a specific Facility in the GoRev System Registry, please select the required option from the Override Claim Type menu in this window.
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Defining a Sub Acronym

Now, if necessary, please enter the appropriate Sub Acronym into the corresponding field provided.
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Note: Sub Acronyms are suffixed onto the Facility acronym on Claims.

Setting a Default Physician

Lastly, if applicable, please utilize the Default Physician field to define the Default Physician for your Location.
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Note: The Default Physician is the physician that will be applied as the Default Attending Provider when checking in Patients.

5 : Defining Billing Provider Tab Information

Navigating to the Billing Provider Tab

After completing the information in the General tab, please navigate to the Billing Provider tab by clicking on the corresponding tab in this window.
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Entering Billing Provider Location Information

At this point, the Billing Provider tab will be visible. To continue, please enter the NameAddressPhone NumberFax Number, and Email Address of the Billing Provider into the corresponding fields provided.
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Defining the ID Type & Identifier

Next, please select the required ID Type and enter the appropriate Identifier for the Billing Provider using the corresponding drop-down menu and field in this window.
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Defining the Tax ID Type & Tax ID

Now, please select the required Tax ID Type and enter the appropriate Tax ID for the Billing Provider by utilizing the corresponding drop-down menu and field provided.
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Entering the Taxonomy Code

Lastly, please enter the Billing Provider's Taxonomy Code into the corresponding field in the Billing Provider tab.
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Note: The information present in the fields in this tab will be placed on all Electronic Claims in the location specified next to each field in this window.
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6 : Defining Service Location Tab Information

Navigating to the Service Location Tab

After completing the information in the Billing Provider tab, please navigate to the Service Location tab by clicking on the corresponding tab in this window.
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Entering Service Location Information

At this point, the Service Location tab will be visible. To continue, please enter the Name and Address of the Service Location into the corresponding fields provided.
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Defining the ID Type & Identifier

Next, please select the required ID Type and enter the appropriate Identifier for the Service Location using the corresponding drop-down menu and field in this window.
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Defining the Other ID Type & Other Secondary ID

Please select the required Other ID Type and enter the appropriate Other Secondary ID for the Service Location by utilizing the corresponding drop-down menu and field provided.
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Setting the location time zone

Lastly, please select the time zone that the location will be operation in. The 4 major United States based time zones are listed in the drop down. Please note that this Timezone will display the corrected time on patient document such as labels and printed documents, as well as Lab Result and Patient Checkin times.

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Note: The information present in the fields in this tab will be placed on Electronic Claim times in Loop 2310C (Professional) or 2310E (Institutional) and in various fields on Paper Claims. Like the Billing Provider tab, the specific location of the information in the Service Location fields on Claims is specified next to each field in this window.
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7 : Defining Pay to Address Tab Information

Navigating to the Pay to Address Tab

After completing the information in the Service Location tab, please navigate to the Pay to Address tab by clicking on the corresponding tab in this window.
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Entering Pay to Address Location Information

At this point, the Pay to Address tab will be visible. To continue, please enter the Name and Address of the Pay to Address into the corresponding fields provided.
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Defining the ID Type & Identifier

Next, please select the required ID Type and enter the appropriate Identifier using the corresponding drop-down menu and field in this window.
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Note: The information present in the fields in this tab will be placed on Electronic Claim times in Loop 2010AB and in FL 2 on the UB04 paper Claim form. Like the Service Location tab, the specific location of the information in the Pay to Address fields on Claims is specified next to each field in this window.
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8 : Defining Lab Options Tab Information

While the information present in the GeneralBilling ProviderService Location, and Pay to Address tab are required for the creation of a Location in GoRev, the information in the Lab Options tab is optional.

Navigating to the Lab Options Tab

After completing the information in the Pay to Address tab, please navigate to the Lab Options tab by clicking on the corresponding tab in this window.
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Utilizing the Lab Checkbox Features

At this point, the Lab Options tab will be visible. To continue, please select the Laboratory Options checkbox or list of checkboxes that you require from the list present in this tab.
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Defining Lab Options Fields

Next, please enter the information that you require into the fields and drop-down menus in the Lab Options tab.
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Note: This collection of fields and drop-down menus are specific to the use of the GoRev LTS. Additionally, it is important to note that some fields in this section require setup of custom forms and other items. For instance, in order to utilize the Custom Cover Page Name field, the custom form will, first, need to be created by GoRev Support. Please see the GoRev LTS Guide for more details.

Managing Additional Result Designs

Now, in the Additional Result Designs section, you will be able to create, edit, and delete additional Lab Result Designs for your Facility. Please utilize this area to complete any Additional Result Designs management necessary for your Facility.
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8 : Defining Eligibility Tab Information

Navigating to the Eligibility Tab

After completing the information in the Lab Options tab, please navigate to the Eligibility tab by clicking on the corresponding tab in this window.
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Utilizing Eligibility Service Type Codes

At this point, the Eligibility tab will be visible. As a default, the Use Default Eligibility Service Type Codes setting is turned on, as utilizing this feature tells Insurance Carriers to send back all Eligibility sections regardless of your entity type. If you do not want to utilize Default Eligibility Service Type Codes, first, begin by clicking on the Use Default Eligibility Service Type Codes checkbox in this tab.
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Once the Service Types list becomes visible, please select the Service Type(s) that you require from the list.
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Note: While you have the ability to restrict Service Types down to your specific Specialty, please note that not all Insurance Carriers support a very restricted set of Service Types and may not return Eligibility information at all in some scenarios. In order to prevent these scenarios, please test Eligibility function for all Insurance Carriers after making changes to this setting.

9 : Defining Extra Options Tab Information\

Navigating to the Extra Options Tab

After completing the information in the Eligibility tab, please navigate to the Extra Options tab by clicking on the corresponding tab in this window.
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Defining the Parent Location

At this point, the Extra Options tab will be visible. To continue, if applicable, please enter the required Location into the Parent Location field in this tab.
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Note: GoRev users with access to the this Location will, also, receive access to the Parent Location if this feature is utilized.

Location Enable & Disable After Dates

Next, if applicable, please enter the required Enable After and Disable After dates for this Location by utilizing the corresponding drop-down menus in this tab. Using this feature will prevent the use of this Location before and after the dates specified.
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Note: If you need to disable the Location despite the Enable After and Disable After dates, please uncheck the Location Enabled checkbox in this tab.
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10 : Defining Sales Tab Information

Navigating to the Sales Tab

After completing the information in the Extra Options tab, please navigate to the Sales tab by clicking on the corresponding tab in this window.
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Entering Sales Agents

At this point, the Sales tab will be visible. To continue, if applicable, please enter the required Sales Agent(s) into the corresponding fields provided.
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Entering Sales Notes

Next, please enter the required notes into the Sales Notes field in this tab.
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11 : Defining Patient Portal Tab Information

Navigating to the Patient Portal Tab

After completing the information in the Sales tab, please navigate to the Patient Portal tab by clicking on the corresponding tab in this window.

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Defining the Location Display Name

At this point, the Patient Portal tab will be visible. If you would like a name other than the Legal Name of the Location to be displayed in the Patient Portal, please enter this alternative name into the Location Display Name field in this tab.
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Entering a Pre-Registration & Scheduling Links

Now, if applicable, please enter the appropriate Pre-Registration Link and/or Scheduling Link into the corresponding fields provided.
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Entering the Patient Portal Contact Phone

Next, please enter the Phone Number that you would like Patients to use into the Contact Phone field in this window.
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Defining Location's Social Media

After entering this information, if applicable, please enter the Location's TwitterFacebook, and/or Website information into the corresponding fields provided.
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Note: If you would like the information in this tab to be visible on your GoRev Patient Portal, please click on the Show on Portal checkbox in this tab.
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12 : Saving the Completed Location

After completing the information in the Location tabs, please save the completed Location by clicking on the Save Changes button in this window.
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13 : Editing an Existing Location

In addition to the creation of new Locations, as a GoRev Administrator, you will have the ability to Edit existing Locations in your GoRev System.

Selecting the Required Location

To begin, please utilize the Location drop-down menu at the top of the Locations module to select the Location that you would like to Edit.
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Editing the Location's Information

After the selected Location's information becomes visible, please use the Location tabs in this window to Edit any Location information that you require.
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Saving the Edited Information

Once you are finished, please Save the Edited information by clicking on the “Save Changes” button in this window.
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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.

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