Note Template Editor
Note templates are designed to streamline the documentation process by allowing quick and consistent entry of patient notations. They can be used to efficiently populate:
- Patient overview comments
- Workflow or follow-up notes
- Laboratory specimen-level and test-level comments
These templates combine standardized language with dynamic system fields that automatically insert real-time, patient-specific data at the time of application. This functionality not only saves time but also helps ensure accuracy and uniformity across your notes.
Configuring Note Templates
From the Clinic Modules click into Note Templates
To setup a new template click New and then proceed to populate each required field.
Template Name = What you will see in the drop down to select and apply a template note
Permission = If you want to allow all users to use the specific note template set this as Login. Otherwise, specify a permission group such as Biller or other to restrict use to only users who have the specific permission group assigned.
Options = Check on public if you want this template shared and made accessible with more than just yourself (template notes are private to the user by default. Disabled will remove access to use the template but not permanently delete the template.
Type = This sets which module in GoRev the note template will be usable within. Setting as none will allow the note template to be used system wide.
Billing = The note templates will only be usable in the Workflow system.
Registration = The note template will only be usable in Navigating Patient Overview
Lab = The note template will only be usable in the Results Overview system.
Note Template = this is where you configure your actual note template. In the example below, we have two system fields denoted by the { and } characters. These fields will automatically populate with the respective information when the note template is applied. See further down on adding system fields
To insert a dynamic field click Insert Patient Field then search for a field. Almost all fields within GoRev are accessible. As an example, search ICN and you can add the ICN (internal claim number) for the primary, secondary, tertiary, or quaternary payer.
Using Note Templates
Begin by opening the patients overview window and clicking on the Comment button. Then, select the Templates button.
From here, pick the template you require.
Click Apply Template and your note template will apply pulling in dynamic values. Edit the text as needed from there and then click Submit Comment.
From workflow
Same logic applies as above in Patient Overview and is accessible here
From laboratory results
From the test level comments here:
From specimen level comments here:
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.
