Account Notation
Welcome to the GoRev Account Notation Tutorial. In this tutorial, we will focus on the process of utilizing the Account Notation area of the Patient Overview Module in GoRev.
1 : Navigating to the Patient Overview Module
In order to navigate to the Patient Overview Module, first, begin by entering the required Patient’s Name, Account Number, or Social Security Number into the corresponding field in the Search area of the GoRev Homepage.
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 account and hit “Enter” on your keyboard.
2 : Locating and Understanding the Account Notation Area
At this point, the Patient Overview Module for the selected Patient will appear on your screen. The Account Notation area, located in the bottom right corner of this window, is comprised of four tabs titled “Notes”, “All Notes”, “Linked Visits”, and “Ledger”.
Notes
First, the Notes section of the Account Notation area contains all Patient Notes entered for the currently viewed Patient Visit.
All Notes
Second, the All Notes tab of the Account Notation area contains all Patient Notes entered for all Patient Visits in the current Facility.
Linked Visits
Third, the Linked Visits section of the Account Notation area contains GoRev Accounts that are Linked to the current Patient Account. For instance, if you are in an Institutional Account for this Patient, the corresponding Professional Account information will be present in the Linked Visits section of the Account Notation area and Vice Versa.
Ledger
Lastly, the Ledger tab of the Account Notation area contains Account Status and History for all Patient Visits in the current Facility. Specifically, the Ledger tab will provide you with the current and past Visit Status, Coding Status, and Financial History of each Patient Visit in this Facility.
3 : Navigating to the "Notes" Section
Now, in order to enter a Patient Note on a Patient's Account, first, begin by navigating to the “Notes” section of the Account Notation area by clicking on the corresponding tab provided.
4 : Beginning the Note Creation Process
After the Notes section becomes visible, please click on the “Comment” button in this area.
5 : Entering the Required Patient Note
At this point, the “Comment” window will, now, be visible. To continue, please enter the Patient Note that you require into the “Your Comment” field in this window.
6 : Putting Special Emphasis on the Entered Note
Note: If you would like to put special emphasis on the entered Patient Note, please click on the “Alert Comment” checkbox on your screen.
Utilizing the “Alert Comment” checkbox will cause the entered Patient Note to appear at the top of the Patient Overview Module for this Patient.
7 : Utilizing the "Optional Details" Section
Utilizing the Optional Details Fields
Once you have successfully entered the required Patient Note, if applicable, please enter the Name of the individual you spoke with, their Contact Information, and any Website Link relevant to the situation into the corresponding fields of the Optional Details section of this window.
Linking Patient Files to the Patient Note
Now, if you would like to link the entered Patient Note to a Patient File currently uploaded to the Patient's Account, first, begin by clicking on the “Linked Files” drop-down menu in this area.
After the Linked Files drop-down menu becomes visible, please click on the Checkbox(es) next to the Patient File(s) that you would like to Link to the entered Patient Note.
Then, click “Ok” to finalize the Linking process.
Messaging the Patient
Now, in the event that you would like to Message the Patient on their Patient Portal, please utilize the corresponding checkbox provided to complete this task.
8 : Defining Workflow Status
Next, if applicable, please use the “Workflow Status” drop-down menu in the “Follow Up” section of the “Comment” window to define the Workflow Status of your entered Patient Note.
9 : Entering a Follow-Up Date
Now, if needed, please enter the appropriate Follow Up Date for your entered Patient Note into the corresponding field provided.
10 : Assigning Follow-Up to a GoRev User
After entering this information, you will have the ability to assign any follow up needed for the entered Patient Note to the appropriate individual at your workplace. To begin, please enter the Username, First Name, or Last Name of the required individual into the “Assign To” field in this window.
As you are entering this information, existing GoRev User Profiles will appear below the field that you are filling. Once you locate the required GoRev User Profile, please use the arrow keys to highlight this Profile and hit “Enter” on your keyboard.
Note: if you would like to assign the Follow Up for this Comment to yourself, please click on the “Take” button in the “Comment” window.
Now if needed, please utilize the Patient Financials Follow Up check box by clicking on the provided field.
You may now resolve all denials by utilizing the Mark Denials Resolved? check box by clicking on the provided field.
11 : Setting the Coding Status
At this point, set the Coding Status to the required status by using the drop down menu present on your screen.
12 : Applying the Note to Multiple Patient Encounters
Now, if you would like to apply the created Comment to multiple Visits for this Patient, please click on the “Apply to Multiple Encounters” checkbox in this window.
13 : Finalizing the Note Creation
Lastly, in order to to finalize the creation of this Patient Note, please click on the “Submit Comment” button in this window.
14 : Locating the New Patient Note
At this point, the newly created Patient Note will be present in the Account Notation area of the Patient Overview window.
15 : Utilizing the "All Notes" Section
In addition to the Notes section, the Account Notation area, also, contains an All Notes section, which will allow you to both View all Patient Notes from all Patient Visits, and add Notes to to all Visits in the current Facility for this Patient. To begin, click on the “All Notes” tab in the Comment area.
At this point, the “All Notes” section will, now, be visible. In order to add a Patient Note to all Patient Visits in the current Facility, please utilize the “Comment” button in this area and the steps discussed above to complete this task.
16 : Utilizing the Linked Visits Section
In addition to the All Notes section, the Account Notation area, also, contains a Linked Visits section, which will allow you to View information related to any Visits that are Linked to the Patient’s Account. In order to navigate to this section, please click on the “Linked Visits” tab in this area.
At this point, the “Linked Visits” tab will, now, be present on your screen. The “Linked Visits” tab will allow you to view the External Facility acronym, the External Patient ID, and the External Visit ID for each Patient Account that is Linked to the current Patient Account. If you have difficulty locating the Linked Visit that you require, please utilize the Search field in this area to aid in your search.
17 : Utilizing the "Ledger" Section
In addition to the Linked Visits section, the Account Notation area, also, contains a Ledger section, which will allow you to view the current and past Visit Status, Coding Status, and Financial History of each Patient Visit in the current Facility. In order to navigate to this section, please click on the “Ledger” tab in the Comment area.
At this point, the Ledger tab will be present on your device. If you have difficulty locating any information in this window, please utilize the Search field in this area to aid in your search.
18 : Utilizing the "Orders" Section
Lastly, in addition to the Ledger section, the Account Notation area, also, contains a Orders section, which will allow you to view the current and past Orders, Create a new order, Edit a Order, Cancel a order and Print the Order. In order to navigate to this section, please click on the “Orders” tab in the Comment area.
All current orders will be listed in the comment area.
Now, if you would like to open a current order, you can double click on a order in the comments section. This will locate and open that order in the Edit Lab Order window.
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In the Edit Lab Order window you will have access to make changes to the current order.
In addition to editing current labs you can create a New Order by clicking on the New Order tab. A dropdown will be presented where you can pick the current visit or use the For a New Date of Service category.
You will now have a New Order located in the comment section along with the Edit Lab Order window where you can now add the order information.
Next, you have the option to complete the order by utilizing the Complete Order tab in the Comment section for the newly created Order.
The next option is to cancel the order. To do this highlight the order you need to cancel in the comment section. Then click on the Cancel Order tab.
Once the order has been cancelled it will be darkened out in the Comment Section along with changing the Cancel Order tab to a Restore Order tab. This is very useful should you cancel the wrong order.
Lastly, you can print the order by clicking on the Print tab.
Additional Resources
GoRev Support Team
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 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.