Welcome to the GoRev Workflow Tutorial. In this tutorial, we will focus on the process of navigating to and understanding the Workflow module in GoRev.
As a GoRev user, the Workflow module will allow you to view and complete most work needed for a Patient Account to be properly processed after the claim has been Coded and properly Batched to the Clearinghouse. The Workflow module can be accessed in two ways.
First, the Workflow module pertaining to a particular Patient Account can be accessed through the Patient Overview window for that Patient Account. To begin, please navigate to the Patient Overview window for the required Patient Account by using the Search field on the GoRev Homepage.
Once the Patient Overview window is visible, please navigate to the Workflow module for this Patient Account by clicking on the “Workflow” button present in the Patient Overview toolbar.
Second, the Workflow module can be accessed in the Follow Up module. Once the required Follow Up bucket is present on your device, please select the Patient Account that you would like to work from the list in this window.
Next, please navigate to the Workflow module for the selected Patient Account by clicking on the “Workflow” button present in the Follow Up toolbar.
Note: You may, also, double click on the Patient Account in the Follow Up bucket to navigate to the Workflow module for the selected Patient Account.
At this point, the Workflow module for the selected Patient Account will be present on your screen. The Workflow Module is made up of 8 major sections titled “Visit Information”, “Claim Timeline”, “Transaction Overview”, “Patient Responsibility”, “Statement Approval”, “Payer”, “File Management”, and “Account Notes”.
The “Visit Information” section of this window contains Visit information for the selected Patient Visit, including the Account Number, the Facility, the Patient's Name, the Patient's DOB, and the Dates of Service.
Additionally, the Visit Information section will allow you to view, change, or add the Visit Status, Coding Status, Visit Status Follow Up, and the MRN Follow Up Status for this Patient Visit by utilizing the corresponding fields provided.
Note: When adding a Visit Status Follow Up or a MRN Follow Up Status to the Patient Account, please make sure to assign the Follow Up for this Patient Account to a Current Biller and select a Follow Up Date using the corresponding fields in this area.
Lastly, the Visit Information section of the Workflow module will allow you to view, change, or add the Patient Financial Status, the External ID, and the Service Type for this Patient Visit.
In the Workflow module, the “Claim Timeline” section is accessed by clicking on the “Claim Timeline” tab in this window.
The “Claim Timeline” section contains a log of all Status Changes made to the Patient Account since the creation of the Visit. Specifically, this section will provide you with the Status Change Date, the New Status, and the Status Change Reason for each Status Change that has occurred since the creation of this Patient Visit.
Note: The number of days since the last Status Change for this Patient Visit is present in the top right corner of the Claim Timeline area.
The “Transaction Overview” section of this window contains a Financial Overview for this Patient Visit, including both the Insurance and Patient portions of the claim. Specifically, the Transaction Overview section contains the total Charges for the account, the insurance Payment(s), any Adjustments made to the account, the Patient Charges, and any Insurance Balance.
Additionally, the Transaction Overview section will provide you with the total Zirmed Charges and the Zirmed Claim Received date for this Patient Visit.
In the Workflow module, the “Patient Responsibility” section is accessed by clicking on the “Patient Responsibility (All Visits)“ tab in this window.
The “Patient Responsibility” section contains Financial information pertaining to the Patient's Responsibility for all of the Patient's Visits in the current Facility. Specifically, the “Patient Responsibility” section contains the current Patient Total Charges, Total Payments, Total Adjustments, and Total Balance, which are accumulative figures from all Patient Visits in this Facility.
In addition to these fields, the “Patient Responsibility” section contains a Patient Statement Cycle tracker, the Date of the Patient's Last Statement, the Patient Statement Status, and the Patient's Approved Balance.
In the Workflow module, the “Statement Approval” section is accessed by clicking on the corresponding tab in this window.
The “Statement Approval” section provides you with the ability to finalize the Patient Responsibility amount that will be present on the next Patient Statement sent to the Patient. In the Statement Approval section, there is a list of all Patient Visits in the Facility and the Patient Responsibility associated with each Visit.
Each Patient Responsibility amount present in this list must be Approved before the amount will be added to the next Patient Statement. In order to Approve a specific Patient Responsibility amount, please click on the corresponding “Approve” button present in the “State” column of this list.
If a Patient Responsibility amount that has been previously Approved needs to be removed from the Patient Statement, please click on the corresponding “Reject” button in the “State” column.
Note: If you would like to accept all Patient Responsibility entries or reject all Patient Responsibility entries, please use the “Approve All” and the “Reject All” buttons, respectively.
The “Payer” section of the Workflow module contains information about all Payer(s) that have been added into the system for the Patient at this Facility. Specifically, the “Payer” section provides you with the “Carrier”, “Payer Name”, “Payer Phone”, “Claim Number”, “Member ID”, “Group Info”, “Group Number”, “Finclass”, “Payer ID”, and activity “State” of the Payer.
If a particular Payer for this Patient Account needs to be Activated, please utilize the corresponding “Make Active” button present in the “State” column of the Payer list.
Note: If there is no previously entered Insurance information for this Patient, the only information present in the Payer section will be Self-Pay information.
Additionally, the “Payer” section will allow you to view and change the Insurance Group information by using the “Group Info” button in the top right corner of the Payer section.
The “File Management” section of the “Workflow” window provides you with access and the ability to manage all Patient Files uploaded to GoRev for this Patient Visit.
Note: If you would like to view Patient Files from all Patient Visits, please click on the “Show Files From All Visits” checkbox in this area to view the files.
In order to open a Patient File, double click on the required File from list.
Alternatively, if you would like to Upload a Patient File to the GoRev System, please utilize the “Upload” button in the File Management area to complete this task.
The “Account Notation” section of the Workflow module allows you to view the Account Notes for this Patient Visit.
Additionally, the “Account Notation” section will, also, allow you to add Follow Up Notes to the Patient Account using the “Follow Up” button in this area.
In addition to the 8 major sections of the Workflow Module, this window, also, contains 16 Ribbon Tools in the Workflow toolbar.
The “Follow Up” icon in the toolbar will allow you to access the Follow Up Comment window pertaining to the current Patient Visit.
In the Workflow toolbar, the “Rebill” button will allow you to quickly Rebill the Patient Claim for this Visit.
Rebill will set the claim to “Coding Approved”
It is best to use when you have corrected the error in question and are ready to resubmit.
So long as we have the ICN number from the Clearinghouse in the Insurance section of the Patient Overview and the Carrier settings “Allow Corrected Claims”.
The “Open Linked Account” button in the toolbar will open the Workflow window for any Patient Encounter that is Linked to the currently open Patient Account. For instance, if a Biller is in the Workflow window for an Institutional Claim, clicking on the Open Linked Account button will open the Workflow window for the Professional Account that is Linked to it.
In the Workflow toolbar, the “Refresh” button will Refresh the content of the Workflow window.
The “Patient Payment” button in the toolbar will allow you to quickly enter a Patient Payment into the GoRev system.
Note: If your Facility uses Salucro to process Patient Payments, the Patient Payment button will allow live processing of Patient Payments.
In the Workflow toolbar, the “Patient Overview”, “Patient Financials”, and “Coding” buttons will allow you to navigate to the Patient Overview, Patient Financials, and Coding windows for the Patient Account, respectively.
The “Encounter History” button in the toolbar will provide you with a list of Patient Encounters at the current Facility.
In the Workflow toolbar, the “Print Forms” button allows for quick access of Print Services, where Forms for your Facility can be accessed and printed.
The “Eligibility” button provides quick access to the Eligibility window, which will allow for the completion of real-time Eligibility Requests.
In the Workflow toolbar, the “Zirmed History” button will allow you to access a complete log of the Claim's History in Zirmed.
Alternatively, The “Zirmed EOB” button will provide quick access to the Claim's EOB from Zirmed.
In the Workflow toolbar, the “Change Coding Status” button will allow you to change the Coding Status for the Patient Account.
The “Manage Insurance” button in the Workflow toolbar allows quick access to the Manage Insurance user module, which will allow Billers to quickly update Insurance information, apply new Insurance to multiple Visits, and more without having to navigate to the Patient Overview window.
Lastly, the “Worksheets” button in the toolbar will provide quick access to all Worksheets present on your Server.
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 firstname.lastname@example.org
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.