Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Navigating Patient Overview

Welcome to the GoRev Navigating Patient Overview Tutorial. In this tutorial, we will focus on the process of Navigating the Patient Overview Module in GoRev.

Return to Support Home


1 : Navigating to the Patient Overview Module

In order to navigate to the Patient Overview Module, first, begin by entering the required Patient’s NameAccount Number, or Social Security Number into the corresponding field in the Search area of the GoRev Homepage.image.png

As you are entering this information, existing Patient Accounts will appear below the field that you are filling. Once you locate the correct Patient Account, please use the arrow keys to highlight this Patient Account and hit “Enter” on your keyboard.
image.png

2 : Five Major Sections of the Patient Overview Module

At this point, the Patient Overview Module for the selected Patient will appear on your screen. The Patient Overview Module is made up of 5 major sections, which are titled “Demographics”, “Contacts”, “Visit”, “Insurance”, and “Worker's Compensation”.
image.png

3 : Navigating to the Demographics Section

In order to navigate to the first section of the Patient Overview Module, titled Demographics, please click on the Demographics Icon located in the Navigation Toolbar.
image.png

4 : 3 Sub-Sections of the Demographics Area

At this point, the Demographics section of the Patient Overview Module will appear on your device. The Demographics section contains the Patient’s DemographicGuarantor, and Marketing information.
image.png

5 : Navigating to the Patient Sub-Section

Now, in order to navigate to the Patient’s Demographic Information, please click on the Patient tab in this section.
image.png

6 : Content of the Patient Sub-Section

At this point, the Patient sub-section will appear on your screen. The Patient tab contains the Patient’s NameDate of BirthGenderEthnicityMarital StatusEmployment StatusSocial Security NumberMedical Record Number, and Financial Status.
image.png

7 : Editing and Saving the Entered Information

Now, in order to edit any of the information in this section, first, begin by clicking on the Edit checkbox in the Demographics section of this window.
image.png

To continue, please edit any of the information in this section that you require. Once you are finished, click on the “Save” button in the upper right corner of this area.
image.png

8 : Navigating to the Guarantor Sub-Section

After editing any information in the Patient sub-section that you require, please navigate to the Guarantor sub-section by clicking on the corresponding tab in this area.
image.png

9 : Utilizing the Guarantor Sub-Section

At this point, the Guarantor sub-section will appear on your screen. The Guarantor sub-section contains the same fields as the Patient sub-section, but the information is in relation to the Guarantor.
image.png

If the Patient is, also, the Guarantor, you may use the “Same as Patient” checkbox to auto-fill the Patient’s information into this sub-section.
image.png

Additionally, if you would like to edit any of the information in this sub-section, please follow the process discussed earlier in this tutorial to complete this task.

10 : Navigating to the Marketing Sub-Section

Next, please navigate to the Marketing sub-section by clicking on the corresponding tab in the Demographics area.
image.png

11 : Utilizing the Marketing Sub-Section

At this point, the Marketing sub-section will appear on your device. The Marketing sub-section contains the Patient’s Occupation and Employer information.
image.png

To continue, please edit and save any information in this section that you require.

12 : Navigating to the Contacts Section

In addition to the Demographics section, the Patient Overview Module, also, contains a section titled Contacts. Now, in order to navigate to this section, please click on the Contacts icon in the Navigation Toolbar.
image.png

13 : Sub-Sections of the Contacts Area

At this point, the Contacts section of the Patient Overview Module will appear on your device. The Contacts section contains the Patient’sGuarantor’s, and Emergency Contact Information.
image.png

14 : Navigating to the Patient's Contact Information

Now, in order to navigate to the Patient’s Contact Information, please click on the Patient tab in this section.
image.png

15 : Utilizing the Patient Contact Information Sub-Section

At this point, the Patient sub-section will appear on your screen. The Patient sub-section contains the Patient’s Phone NumberEmail, and Address.
image.png

If you need to edit any of this information, please follow the process discussed earlier in this tutorial to complete this task.

16 : Navigating to the Guarantor's Contact Information

After editing any of the information in the Patient sub-section that you require, please navigate to the Guarantor sub-section by clicking on the corresponding tab in this area.
image.png

17 : Utilizing the Guarantor Contact Information Sub-Section

At this point, the Guarantor sub-section will appear on your screen. The Guarantor sub-section contains the same fields as the Patient sub-section, but the information is in relation to the Guarantor.
image.png

To continue, please edit and save any information in this sub-section that you require.

18 : Navigating to the Emergency Sub-Section

Next, please navigate to the Emergency sub-section by clicking on the corresponding tab in the Contacts area.
image.png

19 : Utilizing the Emergency Sub-Section

At this point, the Emergency sub-section will appear on your device. The Emergency sub-section contains the NameEmail Address, and Phone Number for the Patient’s Emergency Contact.
image.png

If you need to edit any of the information in this sub-section, please follow the process discussed above to edit and save any of the information that you require.

20 : Navigating to the Visit Section

In addition to the Contacts section, the Patient Overview Module, also, contains a section titled Visit. Now, in order to navigate to this section, please click on the Visit icon in the Navigation Toolbar.
image.png

21 : Utilizing the Visit Section

At this point, the Visit section of the Patient Overview Module will appear on your screen. The Visit section contains the Patient’s Visit Information for the Selected Date of Service.
image.png

In the event that you need to change the Visit information being displayed, please begin by clicking on the Selected Visit drop-down menu in this section.
image.png

After the Selected Visit drop-down menu becomes visible, please select the Visit Date that you require from this menu.
image.png

22 : Navigating to the Insurance Section

In addition to the Visit section, the Patient Overview Module, also, contains a section titled Insurance. Now, in order to navigate to this section, please click on the Insurance icon in the Navigation Toolbar.
image.png

23 : Utilizing the Insurance Section

At this point, the Insurance section of the Patient Overview Module, which contains the Patient’s Insurance Information will appear on your device. If you need to Add an Insurance Policy to the Patient’s Account, please use the New button in this section to make the necessary additions.
image.png

24 : Navigating to the Worker's Compensation Section

Lastly, in addition to the Insurance section, the Patient Overview Module, also, contains a section titled Worker's Compensation. In order to navigate to this section, please click on the Worker's Compensation icon in the Navigation Toolbar.
image.png

25 : Content of the Worker's Compensation Section

At this point, the Worker's Compensation section will appear on your screen. The Worker's Compensation section is comprised of two sub-sections, which are titled Case Information and Adjudicator Information.
image.png

26 : Navigating to the Case Information Sub-Section

Now, in order to navigate to the Case Information sub-section, please click on the corresponding tab in this area.
image.png

27 : Utilizing the Case Information Sub-Section

At this point, the Case Information sub-section will appear on your device. The Case Information sub-section contains the Name of the Patient’s EmployerCase NumberDate of InjuryAddress of Employment, and the Employer’s Contact Information.
image.png

To continue, please edit and save any of the information in this sub-section that you require.

28 : Navigating to the Adjudicator Sub-Section

Next, please navigate to the Adjudicator sub-section by clicking on the corresponding tab in the Worker's Compensation area.
image.png

29 : Navigating to the Insurance Section

At this point, the Adjudicator Information sub-section, which contains the Adjudicator’s Name and Contact Information, will appear on your screen.
image.png

Now, please edit and save any of the entered information in this area that you require.

30 : Locating and Utilizing the File Management Area

In addition to the five major sections, the Patient Overview Module, also, contains a File Management section, which will allow you to RetrieveRemoveUpload, and Scan Patient Files.
image.png

Please see the File Management Tutorial for additional details on this process.

31 : Locating and Utilizing the Notes Area

Also, the Patient Overview Module contains a Notes area, which will allow you to notate a Patient’s Account.
image.png

Please see the Account Notation Tutorial for a more detailed description of this area.

32 : Locating and Understanding the Patient Balance Area

Lastly, the Patient Overview Module, also, contains a Patient Balance area, which is on the right side of the Navigation Toolbar. If the Patient doesn’t have an outstanding balance, the Patient Balance will be green.
image.png

Conversely, in the event that the Patient does have an outstanding balance, the Patient Balance will appear red.
image.png


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.

Return to Support Home


image.png

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.