Digital Registration
You will be able to replace all of your physical paper registration processes with this system. This system will let your patients register online for services, fill out all paperwork (your actual forms just digitized), sign forms electronically, take pictures of insurance and driver’s license cards, and self-service register for specific appointment time slots.
Digital Registration Standard Screens
The following screens are included with the standard digital registration setup. You can also enable driver’s license and insurance card capture screens. Standard Service Types (these are configurable)
Standard First Screen. Notice, any field can be marked as required. Please be sure to specify which in your request to ask@gorev.com to setup this module.
Card Capture Screen (if activated). This window will let a patient use their mobile device camera to take a picture of their driver's license and insurance cards or upload scanned images of these cards from their computer.
Digital Registration Modes
There are 4 main modes for digital registration. Each service type can have one mode enabled
- Scheduled
- CallBack
- External Schedule
Instant Mode Confirmation Page with map and text capable directions
Scheduled Mode
This mode will restrict patients to selecting a specified time slot between a start and stop business hours. This mode also restricts the number of patients allowed per time slot.
Scheduled Mode Select Time Slot
Callback Mode
The callback mode does not let a patient specify an appointment date or time. Instead, it instructs patients to call into your scheduling phone line to complete their appointment.
External Schedule Mode
For clients who still need to use their existing online scheduling system. The final page's text can be altered to include instructions for patients to visit the URL of your system.
Digital Documents To be Completed by Patients
Once you send us your list of registration documents to digitize we will activate the following pages. These occur right after the drivers license and insurance card capture pages or right after the standard screen 2 if you do not have card capture enabled.
Digital Documents Page
Patients are required to fill out each form. Each form can have any combination of required fields. Once all forms are completed a new button “Review and Confirm” will appear and let the patient proceed through the remaining steps of registering.
Patient Preregistration
There are a few ways for a patient to preregister. Let’s review the options:
- Stat Check-in and Sending Preregistration Link from Patient Overview (Standard)
- Online Registration Module
- QR Code
- Website Link
To start, from the GoRev home screen, click on Stat Check-In.
Enter the First Name, Last Name, Sex, Date of Birth, SSN, Service Type, Visit Location, Referral Source, Attending Physician First Name, Attending Physician Last Name, Attending Physician NPI click Next.
The Finalize Visit Creation screen will populate. Confirm the information you entered is correct and click save visit.
You can open the Patient Overview, or the patient will appear under Recent Patients. Double-click the patient’s account, or right-click and select Patient.
From Patient Overview click the Patient Portal drop
The Send Pre-registration Link screen will appear.
1. Choose a Location from the dropdown.
2. Select a Service from the dropdown, ensuring the visit is set for today’s date of service.
3. In the Registration Device tab:
a. If the patient is using a tablet, choose the associated Email address and click Send to Email.
b. If the patient is registering via their mobile phone, go to the Patient tab, enter their Phone number, and choose Send to Phone or Email to send the link to their private email.
4. The patient will receive an email with your logo and this standard verbiage (this verbiage can be customized upon submission of a ticket). Clicking either link will walk the patient through the registration process described above.
5. Click send to phone or send to email (or repeat the process and send to both)
6. The patient will now complete the registration on the tablet or mobile phone.
The text message looks like:
Once the patient returns the tablet or notifies you, the registration process should be complete. To ensure everything is recorded accurately, access Patient Overview to confirm that all required information has been provided.
Tip: If you're in the Patient Overview module, click the Refresh button to update patient information.
A separate guide will be sent with a guide on how to setup a tablet. Here’s the link for Tablet/Touch based device requirements GoRev System Requirements | Guru (getguru.com).
Sending a Registration from the Online Registration Module
Select Send Prereg Link from the Online Registrations module.
1. Choose a Location from the dropdown.
2. Select a Service from the dropdown, ensuring the visit is set for today’s date of service.
3. In the Registration Device tab:
a. If the patient is using a tablet, choose the associated Email address and click Send to Email.
b. If the patient is registering via their mobile phone, go to the Patient tab, enter their Phone number, and choose Send to Phone or Email to send the link to their private email.
4. The patient will receive an email with your logo and this standard verbiage (this verbiage can be customized upon submission of a ticket). Clicking either link will walk the patient through the registration process described above.
5. Click send to phone or send to email (or repeat the process and send to both)
6. The patient will now complete the registration on the tablet or mobile phone.
From the Online Registrations tab select the patient you are wanting to check in, right click, and click the Check In button.
The process will walk through the standard New Visit process. Complete this and upon clicking Save Visit the digital registration system will pull all documents into Patient Overview as shown below.
You can also view the uploaded forms (Documents) and driver’s license / insurance cards prior to checking in by clicking the respective buttons in the right click Menu.
Digital Registration
You will be able to replace all of your physical paper registration processes with this system. This system will let your patients register online for services, fill out all paperwork (your actual forms just digitized), sign forms electronically, take pictures of insurance and drivers license cards, and self-service register for specific appointment time slots.
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.
