Reports Bulk Actions
Within most data grids in GoRev you can right-click to find a sub-menu of available actions. When highlighting multiple rows within a data grid the action you execute will apply against each highlighted item as shown below. This functionality allows for automation of various user actions. Each will be briefly described below.
Bulk User Permissions
In order for a user to see available bulk actions they must have the proper permissions assigned. Below are assignable permissions related to bulk actions. If you do not see these on your server please submit a GoRev ticket. By default users do not have access to these actions as they allow you to alter patient data in bulk. Only assign these permissions to users you trust with this ability as these actions are not easily reversed (requires submission of a GoRev support ticket and depending on action/scope of use may not be reversible at all).
- BulkApproveStatementBalance = Grants access to Approve Statement Balance
- BulkCreateNewVisits = Grants access to create New Visits
- BulkDisablePatientBilling = Grants access to Disable Patient Billing
- BulkDownloadFiles = Grants access to Download Files
- BulkNotate = Grants access to Notate
- BulkQueueStatement = Grants access to Queue Statement for Delivery (via email/sms)
- BulkSetCodingStatus = Grants access to Set Coding Status
- BulkSetFollowUpStatus = Grants access to set follow up
- BulkSetServiceType = Grants access to Set Service Type
- BulkSetVisitStatus = Grants access to set Visit Status
- Bulk Actions = This is an all encompassing group and will grant the user access to all bulk actions within the system
- Bulk Posting batch actions = Any user with access to finalize a posting batch has access to the ability to create a batch using these bulk actions
- Print Labels = Any user with access to print patient labels can use this bulk action to print them in bulk.
Bulk Action Definitions
Set Coding Status This will change the current coding status on each account. This can be useful to mass rebill claims by setting them all to Coding Approved or to move a large amount of claims into a holding bucket for a special project.. You have access to all statuses including custom coding status codes configured in the Coding Status lookup list Lookup Tables.
Set Follow Up / Notate
These two actions are similar in their functionality. Set Follow Up allows you to set the follow up status, follow up date, and assign to a specific user without having to set a note. Checking the Patient Financials Followup box will restrict to only specific follow up status codes that have been configured for use within the Patient Balances Follow up process.
Notate allows you to perform all actions found within the standard notation window in bulk. This includes messaging patients directly, setting follow up statuses/dates, setting notations, etc.
Set Service Type This will change the current service type on each account.
Set Visit Status This will change the current visit status on each account.
Download Files This will allow a user to download all files found on each account within the specified file category. Files are then downloaded into separate folders named by patient. This can be very useful for projects where many accounts need medical records reviewed or submitted at once.
Approve Statement Balance Marks the current patient balance due as approved for each account. Same action you would normally do for each patient within the Financials window in the Statements tab in order to approve a patient balance for statement generation. Once approved the statement will generate within the next outgoing patient statements batch either via email/sms or paper depending on your settings.
Disable Patient Billing Marks the patient visit's patient balance statement status to rejected. This will prevent this balance from generating in future statement batches.
Queue Statement For Delivery This requires your server to be setup with digital patient statement delivery via the https://portal.gorev.com site. If setup when this action is executed the patients will receive an emailed or sms text statement within a few minutes of execution. Patients can unsubscribe at will so accidentally executing this outside of normal business hours or multiple times could lead to many patients simply unsubscribing from your digital statement feed. You are responsible for ensuring compliance with all State and Federal regulations related to digital patient communications and collecting debts from patients.
Create Posting Batches The create bulk or line item posting batch actions will open up a posting batch within the specific posting system (Bulk vs Line Item) and will load the selected accounts into the batch. You can then populate posting values and finalize the batch. This is useful for scenarios such as bulk adjusting balances off prior to transfer to collections or per administrative direction.
Print Labels This will print a dymo barcode label for each patient selected. Useful in labs to label specimen vials in bulk.
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.