Batching
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.
1 : Navigating to the Batching Module
In order to navigate to the Batching module, click on the “Batching” icon present in the GoRev Homepage toolbar.
2 : Locating & Understanding the Batch Items Area
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.
3 : Locating the Batching Drop-Down Menus
In addition to the Batch Items area, the Batching module, also, contains three drop-down menus titled Insurance, Statements, and Reporting.
4 : Navigating to the Insurance Drop-Down Menu
To begin, click on the “Insurance” drop-down menu in the Batching Toolbar.
5 : Navigating the Insurance Menu
Institutional, Professional, Acknowledgements, and Previous Batches are the four options contained in the Insurance menu.
Institutional
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.
Professional
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.
Acknowledgements
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.
Previous Insurance Batches
Lastly, the “Previous Batches” option in the Insurance menu will allow you to view the submitted File for previous Batches.
6 : Navigating to the Statements Menu
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.
7 : Navigating the Statements Menu
The Statements drop-down menu is comprised of two options titled Pending Statements and Previous Batches.
Pending Statements
First, the Pending Statements option will allow you to view the Patient Statements that are ready for Batching.
Previous Statement Batches
Second, the Previous Batches option will allow you to view Patient Statements that were previously Batched.
8 : Navigating to the Reporting Menu
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.
9 : Navigating the Reporting Menu
The Reporting menu has five options titled Inpatient Reporting, Outpatient Reporting, Reporting Batches, Edit Reporting Profiles, and State Reporting Settings.
Inpatient Reporting
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.
Outpatient 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.
Reporting Batches
Third, the Reporting Batches option will allow you to view all previously Generated Reporting Batches.
STATE REPORTING PROFILES
Fourth, the Edit Reporting Profiles option will allow you create new or edit existing state reporting profiles.
STATE REPORTING SETTINGS
Lastly, the State Reporting Settings option will allow you to configure settings for your state reporting.
10 : Locating Additional Functions in Batching
In addition to three drop-down menus, the Batching module, also, contains nine individual, functional icons located in the Batching Toolbar.
11 : Navigating the Additional Batching Window Functions
Generating Batches
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
Generating STATEMENTS
If you are viewing Pending Statements you can generate statements from this screen using the Generate icon in the Batching Toolbar, this will allow you to create a Statement and and send it to the Clearinghouse.
This will take you to the Generate Statements screen where you will need to select the type of statement, enter an optional output file name and location if you are saving it to your local device, and whether to upload the statement directly to the Clearinghouse. Once you have made your selections click Generate.
Print Services
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.
Patient Overview
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.
Patient Financials
Fourth, the Patient Financials icon in the Batching Toolbar will allow you to navigate to the Patient Financials window for your highlighted Patient Account.
Workflow
Fifth, the Workflow icon will allow you to access the Workflow window for the Patient Account that you select.
Charging Module
Sixth, the Charging icon will allow you to access GoRev's Charging Module from the Batching window.
Coding Module
Seventh, the Coding icon will allow you to navigate to the Coding window for the highlighted Patient Account.
Notating Accounts
Eighth, the Notate icon will allow you to leave a note on the selected Patient Account that will appear on all Patient notation screens.
EXPORTING TO EXCEL
The Export XLSX icon will allow you to export the batch to an Excel file.
SETTING A STATEMENT DELIVERY METHOD
Lastly, if you are viewing Pending Statements the Delivery Method icon will allow you to set the type of statement sent out.
Highlight the account or accounts you would like to change, then click on either Send via Paper or Send via Email.
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.