🧾 Electronic Patient Statements
The GoRev system supports dynamic electronic patient statements sent via email and SMS text. These messages are HIPAA compliant, containing no sensitive PHI directly in the body of the message.
Patients must authenticate using:
- First Name
- Last Name
- Date of Birth
- (Occasionally) Account Number
To activate this module, please submit a support ticket or contact us at 📞 317-794-3900.
📄 Configuration Guide:
Electronic Patient Statement Settings »
🏠 Return to Support Home »
⚙️ Generating an Electronic Statement
Once activated, GoRev updates default settings as follows:
- Delivery method defaults to Electronic
- Communication Preferences: Billing by Email and Billing by SMS are checked by default
- You can adjust these per patient if needed
Step 1: Navigate to Financials
Step 2: Click the 3-dot Action Menu
🧰 Statement Actions Overview
Action | Description |
| Adds the patient’s statement to the next batching queue using their assigned method |
| Immediately sends via email/SMS |
| Sets statement status to "Do Not Bill" for all visits |
| Reverses the above status |
| Creates a downloadable file—does not send to patient |
| Shows all statement attempts, routes, balance at send time, and status (e.g. Bounced) |
| Tracks who approved or changed the billing status |
Example approval log screen |
📧 Patient Email Statement Experience
- Email includes your logo and customized message
- The "View Your Statement" button opens a secure, encrypted URL
HIPAA Authentication
Patients enter:
- First Name
- Last Name
- Date of Birth
After Login
Patients can:
- Download Statement
- Click Pay Now
- Payment Confirmation & Receipt
📱 Patient SMS Statement Experience
- SMS is sent via shortcode 36753
- Message contains a secure link to the same statement portal
HIPAA Authentication via Mobile
Mobile View Experience
🧠 Notes & Reminders
- Patients set to Paper will not receive electronic statements
- Viewing email/SMS statements does not require a portal account
- Portal access is only required when sending through the Portal Messaging tool
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.
