GoRev Automation Engine

Optimization is the name of the game. You are likely familiar with Reports Bulk Actions allowing you to perform specific actions on multiple accounts with a couple clicks. You may also be familiar with Note Template editor / comments template. . What could make these features (and eventually all our features) better? An automation engine capable of executing complex actions based on configurable conditions.

You can :

Use the GoRev Automation Engine to automatically generate a patient communication with attachments whenever a specific CARC/RARC code is received on an EOB (think auto send COB forms to patients).

Set a specific followup status and date whenever an EOB is posted with an allowable less than an amount you specify for accounts with United Healthcare as primary.

Add an alert comment whenever a specific diagnosis code is entered.

Solve new regulatory issues such as Texas SB490 by automatically issuing an itemized statement to patients via the secure GoRev patient portal as soon as coding is complete.

Below is a guide on how to configure this engine and a list of conditions and actions currently supported. This list of conditions and actions will be expanded over the coming months. Bookmark this guide and watch our change log for updates! Have an idea for a condition/action? Please send it to us at ask@gorev.com.

Accessing the GoRev Automation Engine

Access the Automation Engine via Admin and

A user will require the GoRev Automation Engine permission in order to access this functionality. We recommend granting this permission sparingly as this feature can have wide reaching impacts across your entire GoRev environment.

Configuring Rules

Click on + Add to start creating a fresh new rule and you will see the below.

IMPORTANT - this system does not save your work intermittently. We recommend clicking save frequently in order to not lose your work.

Specify the name of your rule where it says NewRule#. When you click save the name of the rule will update in the pane on the left.

Pick the facilities you want this rule to run against by clicking the Facilities drop down and checking the box next to each facility.

Add conditions by clicking the condition button

Click into the text box titled Column and begin typing to search through all GoRev fields. Hit Enter or click the field you want the condition based on.

Now click the Drop down to the right and pick an operator. Input a value ensuring you maintain the same value type as the field you have selected (numbers for number fields, dates for date fields, etc.

While working through or when finished on your conditions you can click on Preview to view a list of accounts the rule you are building will run against.

Add Actions by clicking

Pick an action type.

Each action type will have its own set of required additional selections. For this guide I've selected GenerateDocument which will generate a print services form to PDF and save to Patient Overview.

Select a Document from Print Forms (See guide here on how to Manage Print Services)

Pick a file category to use when saving the PDF to Patient Overview

Set a name. This is what the PDF will be named when saving to Patient Overview. Click Save

You can add as many actions as are required for your scenario. The GoRev Automation Engine will run each rule in order top down.

IMPORTANT - You must click Save towards the top left before you close out of this window.

What does the automation engine do with your rule

The automation engine will run all enabled rules once per hour throughout the day. It will ONLY RUN ONE TIME on any account the rule is configured to run against. In the example above, this rule would generate an itemized statement to Patient Overview and then send the patient a secured message via the https://portal.gorev.com system.

List of Available Conditions

A condition starts with selecting a field within GoRev. The list of available fields to select is massive as nearly all fields within GoRev data are made available for use within Conditions. A good way to learn how these values relate to each other is through viewing them within the Manage Print Services process.

Operators

List of Available Actions

Each action will have its own details section further below. The table below will list the GoRev version in which the action was first released.

FollowUpImmediately

This action will set the follow up date to today leaving the follow up status assigned and biller assigned intact. This is useful for scenarios where you want to speed up the follow up process based on a condition you specified.

GenerateDocument

This action can be used to generate any form you have configured within Manage Print Services to a PDF stored on the Patient's account.

The Category specified will be used as the documents file category and is based upon the list of file categories you have configured within your: Lookup Tables

Save As is the name this document will be given and shown within the GoRev UI

Notate

The notate action can be used to add a note with or without applying a follow up status and follow up date. This action requires you configure notes via the Note Template editor / comments template. system. Be sure to configure your complete note as the note template as no additional free text is allowed.

Notate as Alert will set the note to an Alert status note within GoRev

Check the Set Follow Up box and then you can apply any configured Follow Up status and the number of days out you want follow up set to (max 45). The actual follow up date will be the date the Automation Engine rule is run plus this number of days.

SendPatientMessage

This action will trigger a secured patient message to generate based on the Note Template you have selected. You can attach files based on file category by checking one or more in the Attach Files box. NOTE: ALL files within the selected file category will be attached to the patient message.

This messaging uses GoRev Patient Portal. See guide here specifically the Sending and Receiving messages section.

Patient Portal User Manual

SendToPrintQueue

Coming SOON! This action will be used to send a document from your dynamic forms to a list your billing team can then use as a work queue to print, stuff, mail (Old school style!).

SetCodingStatus

This action will change the coding status for a patient's visit to the status you select in the Target Coding Status drop down. Coding Statuses can be customized via Lookup Tables

SetFinancialStatus

This action will change the financial status for a patient to the status you select in the Financial Status drop down. Financial Statuses can be customized via Lookup Tables

Setvisitstatus

This action will change the visit status for a patient's visit to the status you select in the Target Visit Status drop down. Visit Statuses can be customized via Lookup Tables

Action Reports

Each GoRev Automation Engine Rule you create will be given its own tile under the main Automation report tile.

An automation rule will only show up as a blue tile report AFTER it has run successfully on at least one account.

GoRev Support Team

If you have any questions, concerns, or problems regarding this GoRev Tutorial, 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: If possible, always submit an IT Support Ticket detailing any problem that you are experiencing within GoRev. This will give GoRev Support Agents access to additional 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 theIT Support Ticket Creation for assistance.