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Patient Financials

Welcome to the GoRev Patient Financials Tutorial. In this tutorial, we will focus on the process of navigating through the patient financials module.

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1: Getting to the Patient Financial screen

As a GoRev user, you will have the ability to add charges to a patients account by utilizing the patient financials module. To begin, navigate to the patient search area and open the required patient account you would like to add charges to.
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Once open, click on the Financials button present in the patient overview toolbar.
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Patient Financial Screen Overview

At this point, the Patient Financials window should appear on your screen.

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2: Entering Charges

Now, in order to add charges, please begin by utilizing the patient search bar and double click on the required charge once located.
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Then, add any modifiers necessary and enter the required quantity before selecting the "Add Charge" button.
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3: Removing a Charge

As a GoRev user, you may also remove a charge from a patients account in this window. To begin reversing a charge, right click on the required charge under the "Charges" section.
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Then, click on Reverse Charge(s) button to reverse the charge off the patients account.
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Note: You may also select the "View in ChargeMaster" button to view the selected charge entry in the ChargeMaster.

4. Filtering the Charges

The Charges section of the Patient Financials window will allow you to filter charges by several different charge filters. In order to select a filter, please select the "View" drop down in the top right corner of the charges section.

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CDM Summarized: This filter will display a summarized list of all chargemaster codes entered, the quantity, the charge for each code utilized, the description, and the tcp grouped by the CDM.

Itemized: The Itemized filter will provide an identical summarized list as stated with the CDM Summarized filter, that is not grouped by CDM.

Raw Itemized: The Raw Itemized filter will filter groups by CDM by day. This includes all of the information provided in the itemized filter and any charge codes that were previously entered and removed from the selected visit.

Raw Transactions: The raw transactions filter groups the charge information by CDM. This filter will also include previously entered and reversed charges, and all information included in the itemized filter.

REV Summarized: The REV Summarized filter will provide a condensed list of all revenue per revenue code, the quantity, and each revenue code utilized. This filter is particularly useful for any UB04 Institutional billing.

Utilizing the Charges Drop-Down menu

In addition to filtering charges, the charges section will also allow you to view unbillable charges, edit charge codes, and add additional modifiers. In order to view unbillable charges, select the three lines located in the upper right corner of the charges section.

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Then, select the show unbillable checkbox.

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Now, in order to edit charge codes, or add modifiers, begin by clicking on the required charge. Then, select the three lines in the top right corner of the charges section and click on the edit codes option.

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Once the Edit Codes window appears, please alter the charge code and enter any modifiers you may need for the selected charge.

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Finally, select the save button once you have successfully altered the selected code and/or entered a modifier.

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5. Navigating Through the Account Ledger

The charges section is composed of three separate tabs. To continue, please click on the second tab or the account ledger tab present in the upper left corner of the charges section.

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Once visible, the account ledger will display a complete financial ledger, visit status, DOS, and coding status for all of the selected patients visits.

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As a GoRev user, you will also have the ability to export the selected patients account ledger. To begin, select the three lines in the top right corner of the account ledger window.

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Once open, select the "Export Excel Worksheet" button and export the account ledger to your device.

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Lastly, you will also have the ability to open any of the selected patients visits by right clicking on the required visit line and selecting the Go to: pop up.

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6. Locating Unapplied Charges

The third and final section of the charges area is the unapplied tab. This tab will allow you to view, reverse and move charges. In order to apply a charge to a patient visit, please right click on the correct charge and select the Apply Charges button to apply the selected charge to the current visit.image.png

In addition to applying charges, you may also reverse the unapplied charges by right clicking on the selected charge and selecting the "Reverse Charge(s)" button.

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Note: Its also important to note that you may view the selected charge in the chargemaster by utilizing the "View in ChargeMaster" button.

The unapplied tab will also allow you to filter the results with the view drop-down menu as described earlier in this tutorial. In order to do so, please select the view drop down and pick the appropriate filter for your needs.

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In addition to the view filters, you will also have the ability to edit codes or view unbillables as shown in the details tab. Please select the three lines present in the top right corner of the unapplied section and select the appropriate option from the drop down menu.

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7: Navigating the Payments and Adjustments Section

In addition to adding and reversing charges, you will also have the ability to reverse payments, view the EOB, move unapplied payments, and link the payment or adjustment to the patients insurance. To begin, Right-click on the desired line to open the Payments and Adjustments drop-down menu.

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Now, the Payments and Adjustments drop down window should appear on your screen.

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Reverse Payment(s): The Reverse Payments option will allow you to reverse the selected payment made on this account. Select the required line and click on the "Reverse Payment(s)" button to successfully reverse the payment. It is important to note that reversing a payment will do so with the current date applied.

View EOB: The View EOB button will allow you to view the EOB for the selected patient account.

Move Payment(s) to Account: This function will give you the ability to move payments to any visit for this patient.

Link to Primary or Link to Selfpay: Finally, this function will allow you to link the payment or adjustment to the patients insurance or to selfpay.

8. Navigating through the Financial Overview Tab

The financial overview area is comprised of four tabs. The first tab, or the financial overview tab, will allow you to view the transaction overview and patient responsibility for the patients visit. The transaction overview area will only allow you to view transaction information for the selected visit.

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Utilizing the Patient Responsibility Area

The Patient Responsibility Area will allow users to, Queue Statements, Send Electronic Statements, Disable Patient Billing, Generate a Statement PDF and View Statement history from the Patient Financials screen. In addition to these features, the patient responsibility area contains financial information for all of the selected patient's visits.
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Queue Statement: The queue statement button will send the patient statement to a batching queue in order to be sent out with the next batch.

Send Electronic Statement: The Send Electronic Statement option will allow you to immediately send an electronic patient statement.

Disable Patient Billing: The Disable patient Billing option will turn off e-statements for this patient and stop sending those statements even if there are remaining statement cycles.

Generate Statement PDF: This option will allow you to generate a patient statement pdf to print, view, or save.

View Statement History: The View Statement History button will allow you to see the history for all statements sent, received, and opened.

This patient responsibility area will also allow you to set the quantity of statement cycles required by utilizing the statement cycle field and selecting "Set" to set a new quantity of statement cycles.

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9. Utilizing the Statement Approval Tab

The second tab, or the statement approval tab, will allow you to view all patient statements for this patients account, export the patient statements, or approve/deny all patient statements.

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Now, in order to approve or reject all statements for this patients account, please click on the three lines in the top right corner of the statement approval area and select the option that you require.

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This area will also give you the ability to open the statement approval history by right clicking on the statement line you require and selecting the "View Approval History For: account" button.

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Finally, you may export the statement approval section by selecting the three lines in the bottom right corner of this window. Then select the export option you require.

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10. Understanding Preference Cards

The third tab, or the preference card tab, can be used to add, edit, print, or export preference cards. In the instance that you require further information regarding creating or editing preference cards, please see our preference card tutorial: https://app.getguru.com/card/i9a9jqeT/Preference-Card-Designer

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11. Navigating the Active Payer Tab

The fourth and final tab, or the active payer tab, will allow you to change the active insurance plan on the patients account or export the available plan information. In order to change the active plan on the patients visit, please select the "Make Active" button on the correct plan for this patients account.

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Finally, you may also export the plan information by selecting the three lines present in the bottom right corner of this window. Then, select the export method you prefer.

image.pngNote: Its important to note that you may drag columns and rearrange the table by simply selecting the column you want and dragging it to a different location. You may also remove columns by selecting one and dragging it up and out of the table.

12. Adding Patient Payments

The patient financials window will also allow you to enter patient payments and store credit card tokens by utilizing OpenEdge an integrated payment system within GoRev. In order to enter patient payments or view any stored credit card tokens, please utilize the "Patient Payment or Credit Card Vault" options located in the bottom left corner of this window. In the instance that you would like further information on entering patient payments in GoRev, please see the GoRev Patient Payments tutorial: https://app.getguru.com/card/TgdaR7yc/Patient-Payments

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13. Refreshing the Patient Charges Section

Finally, as a GoRev user you will have the ability to refresh the "Charges" portion of this window. This function can be helpful in the event that an edit to quantity or a new charge does not immediately show up. To refresh the charges section, please click on the refresh button located on the bottom left side of this window.

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GoRev Support Team

If you have any questions, concerns, or problems regarding the GoRev Patient Financials module, 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.

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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