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Merging Duplicate Accounts

Welcome to the GoRev Merge Patient Accounts Tutorial. In this tutorial, we will focus on the process of Merge Patient Accounts in GoRev.

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1 : Navigating to the Master Patient Account

In GoRev, you will have the ability to Merge Duplicate Patient Accounts in the Patient Overview window. To begin, please navigate to the Patient Overview window for the Master or “Correct” Patient Account using the Search area on the GoRev Homepage.
step_1_search_bar.png

2 : Navigating to the Visit Area

Once the Patient Overview window for the Master Account is visible, please navigate to the Visit section by clicking on the “Visit” button present in the Navigation Toolbar.
step_2_navigate_to_the_visit_section.png

3 : Opening the Visit Menu

After the Visit section of the Patient Overview window becomes visible, please click on the Menu button in this area.
step_3_open_visit_menu.png

4 : Selecting the Merge Account Option

At this point, the Visit Menu will appear on your device. To continue, please select the “Merge Account” option from the list on your screen.
step_4_merge_button.png

Note: If you do not have the “Merge Account” option in this menu, it is likely that your GoRev Account does not have the required Permissions to access this GoRev feature. If you believe that you should have access to this GoRev feature, please contact your Authorized Delegate for assistance, as they are responsible for all user Permissions.

5 : Entering Patient Information

Once the Merge Account window becomes visible, please enter the Patient’s NameMedical Record Number, or Social Security Number into the first field in this window.
step_5_name_account_or_ssn.png

Note: If you have difficulty locating the Patient Account that you would like to Merge into the Master Account, please utilize the additional “Date of Birth” field in this window to aid in your search.
step_5_part_2_dob.png

6 : Selecting the Primary Medical Record Number

Next, please select the Master or Primary Medical Record Number for the Patient by clicking on the correct Account Merging Option in this window.
step_6_choose_the_master.png

7 : Finalizing the Merging Process

Lastly, in order to Finish the Merging Process, please click on the “Accept Merge” button present on your screen.
step_7_accept_merge.png


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.

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