Welcome to the GoRev Navigating Follow Up Reports Tutorial. In this tutorial, we will focus on the process of navigating Follow Up Reports in GoRev.
In order to navigate to the Batching module, click on the “Batching” icon present in the GoRev Homepage toolbar.
At this point, the Batching module will appear on your screen. In this window, the Claims that make up your current Batch will be present in the “Batch Items” area of this window.
Note: Claims that are ready to be Batched will be green.
In addition to the Batch Items area, the Batching module, also, contains three drop-down menus titled Insurance, Statements, and Reporting.
To begin, click on the “Insurance” drop-down menu in the Batching Toolbar.
Institutional, Professional, Acknowledgements, and Previous Batches are the four options contained in the Insurance menu.
First, the Institutional option will allow you to filter the Claims in your Batch for only Institutional Claims via the “Pending Institutional Claims” button in the Institutional menu.
Additionally, the Institutional menu, also, allows you to rebill a single, Institutional claim via the “Generate Single Account” option in this menu.
Second, the Professional option will allow you to filter the Claims in your Batch for only Professional Claims via the “Pending Professional Claims” button in the Professional menu.
Similar to the Institutional menu, the Professional menu will, also, allow you to rebill a single, Professional claim via the “Generate Single Account” option in this menu.
Third, the Acknowledgements option will allow you to upload 277CA documents (Claim Acknowledgement Files) for Claims that have been Manually Batched via the “Upload Acknowledgement” button in the Acknowledgements menu.
In addition, the Acknowledgements menu will, also, allow you to view previous acknowledgements via the “Previous ACKs” button in this menu.
The last function in the Acknowledgements menu is “Upload Status”, which will inform you whether or not the appropriate File for your Batch successfully reached the Clearinghouse.
Lastly, the “Previous Batches” option in the Insurance menu will allow you to view the submitted File for previous Batches.
In addition to an Insurance menu, the Batching module, also, contains a Statements drop-down menu. To begin, click on the “Statements” icon in the Batching Toolbar.
The Statements drop-down menu is comprised of two options titled Pending Statements and Previous Batches.
First, the Pending Statements option will allow you to view the Patient Statements that are ready for Batching.
Second, the Previous Batches option will allow you to view Patient Statements that were previously Batched.
In addition to an Statements menu, the Batching module, also, contains a Reporting drop-down menu. To begin, click on the “Reporting” icon in the Batching Toolbar.
The Reporting menu has three options titled Inpatient Reporting, Outpatient Reporting, and Reporting Batches.
First, the Inpatient Reporting option will allow you to create and Batch an Inpatient 837 File, containing Patient Accounts from a particular Date of Service Range, for THCIC Reporting.
Second, the Outpatient Reporting option will allow you to create and Batch an Outpatient 837 File, containing Patient Accounts from a particular Date of Service, for THCIC Reporting.
Lastly, the Reporting Batches option will allow you to view all previously Generated Reporting Batches.
In addition to three drop-down menus, the Batching module, also, contains eight individual, functional icons located in the Batching Toolbar.
First, the Generate icon in the Batching Toolbar will allow you to create a Batch and Generate or send it to the Clearinghouse.
Note: The Validate checkbox analyzes the Claims in your Batch and reports whether or not each individual Claim is likely to be accepted or rejected by the Clearinghouse, as well as gives reasoning for the likely rejection.
Utilizing the Validate function before sending the Batch to the Clearinghouse allows you to avoid the time costs associated with Clearinghouse rejections.
Second, the Print icon in the Batching Toolbar will allow you to print various documents for select Patient Accounts or all of the Patient Accounts that are currently present in the Batch Items area of the Batching window.
Third, the Patient Overview icon in the Batching Toolbar will allow you to access the Patient Overview window for the Patient Account that you have selected in the Batch Items area of this screen.
Fourth, the Patient Financials icon in the Batching Toolbar will allow you to navigate to the Patient Financials window for your highlighted Patient Account.
Fifth, the Workflow icon will allow you to access the Workflow window for the Patient Account that you select.
Sixth, the Charging icon will allow you to access GoRev's Charging Module from the Batching window.
Seventh, the Coding icon will allow you to navigate to the Coding window for the highlighted Patient Account.
Lastly, the Notate icon will allow you to leave a note on the selected Patient Account that will appear on all Patient notation screens.
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 firstname.lastname@example.org
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.