Charge Templates
Welcome to the GoRev Charge Templates Tutorial. In this tutorial, we will focus on the process of Navigating the Charge Templates Module in GoRev.
1 : Defining a Charge Template
A Charge Template is a customizable sheet of Barcodes for a Group of Charges that are regularly used for a specific service. Utilizing Charge Templates will allow for faster entry of Charges at the Time of Service.
2 : Navigating to the Charge Templates Module
As a GoRev User, the Charge Templates Module will allow you to Create New Charge Templates, Print Charge Templates, Edit and View Existing Charge Templates, and Delete Unwanted Charge Templates. To begin, click on the “Charge Templates” button present in the Clinic Modules Toolbar.
3 : Utilizing the "New" Function
At this point, the Charge Template Module will appear on your device. In order to Create a New Charge Template, first, begin by clicking on the “New” button in this window.
4 : Navigating to the "Add a Charge" Window
Next, click on the “Add Charge” button on your screen.
5 : Searching for a Charge
After the “Add a Charge” window becomes visible, please search for the Charge that you require using the corresponding field provided.
As you are entering this information, Existing Charges will appear below the field that you are filling. Once you locate the correct Charge, please use the arrow keys to highlight this Charge and hit “Enter” on your keyboard.
6 : Adding Additional Charges
At this point, the Added Charge will be present in the Template Items list of the Charge Template Module. To continue, please repeat the above process for each additional Charge that you would like to add to the Charge Template.
7 : Utilizing the Series Checkboxes
Additionally, if you would like to add Charge Groups, which are organized by the First Digit of their Charge Numbers, to your Charge Template, please begin by clicking on the corresponding Series checkboxes present in the “Add a Charge” window.
8 : Navigating to the "Bulk Add Series" Window
Now, in order to continue adding the Charge Group(s) to your Charge Template, please click on the “Add All” button in this window.
9 : Adding the Selected Charge Group(s)
At this point, the “Bulk Add Series” window will appear on your device. In order to finish adding the Selected Charge Group(s) to your Charge Template, click “Yes”.
10 : Finalizing Charges Added
Once you are finished adding Charges to your Charge Template, click on the “Finish Adding Charges” button in the “Add a Charge” window.
11 : Selecting a Charge to Delete
At this point, a list of Charges included in your Charge Template will be present in the Template Items area of the Charge Template Module
Now, in the event that you need to Delete any of the Charges included in your Charge Template, first, begin by clicking on the appropriate Charge in the Template Items list.
12 : Removing the Selected Charge
Next, click on the “Remove Charge” button in this window to finalize the Charge Removal process.
13 : Selecting a Charge to Relocate
In addition to Charge Removal, the Charge Template Module will, also, allow you to change the order of the Charges included in your Charge Template. To begin, click on the Charge that you require from the Template Items list on your screen.
14 : Relocating the Selected Charge
Next, please use the “Move Up” and “Move Down” buttons in this window to Relocate the Selected Charge to the appropriate position in the template.
Please repeat this process for each Charge that you would like to Relocate.
15 : Alphabetically Sorting the Charges
Now, if you would like to Alphabetically Sort the Charges included in your Charge Template by Charge Description, please use the “Sort Ascending” or “Sort Descending” buttons in the toolbar of the Charge Template Module to complete this task.
16 : Navigating to the "Save Charge Template" Window
Lastly, in order to save your Newly Created Charge Template, first, begin by clicking on the “Save” button in this window.
17 : Entering a Charge Template Name
After the Save Charge Template window becomes visible, please enter a Name for your Charge Template into the corresponding field provided.
18 : Saving the Charge Template
Once you are finished, click on the “Save Template” button in this window.
19 : Printing the Charge Template
Now, in order to print your Charge Template, please use the “Print” button present in the toolbar of the Charge Template Module to complete this task.
20 : Navigating to the "Load Charge Template" Window
In addition to the Creation of New Charge Templates, the Charge Template Module will, also, allow you to Edit and View Existing Charge Templates. To begin, click on the “Open” button in the toolbar of the Charge Template Module.
21 : Selecting the Required Charge Template
Once the Load Charge Template window becomes visible, please select the appropriate Charge Template from the list present on your screen.
If you have difficulty locating the existing Charge Template that you require, please use the “Search” field in this window to aid in your search.
22 : Opening the Selected Charge Template
Now, click on the “Open Template” button present in the Load Charge Template window.
23 : Editing the Selected Charge Template
After the Selected Charge Template appears on your device, please follow the steps discussed earlier in this tutorial to Edit the Charge Template to your satisfaction.
24 : Saving the Edited Charge Template
Once you are finished, click on the “Save” button in the toolbar of the Charge Template Module to save the changes that you have made to the template.
25 : Opening a Charge Template to Delete
In addition to the viewing and modification of Existing Charge Templates, the Charge Template Module will, also, allow you to Delete Unwanted Charge Templates. To begin, please follow the steps discussed above to Open the Charge Template that you require.
26 : Deleting the Open Charge Template
At this point, the Selected Charge Template will appear on your screen. Now, in order to Delete the Charge Template, please use the “Delete Template” button in the toolbar of the Charge Template Module to complete this task.
Additional Resources
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: 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.