Patient Details Reports
Welcome to the GoRev Patient Details Reports Tutorial. In this tutorial, we will focus on the process of running Patient Details Reports in GoRev.
1 : Navigating to the "Reports and Workflows" Window
Click on the “Reports” button.
2 : Navigating to the Report Filters Window
Click on the Patient Details tile in this window.
use the Search Field in this window to search.
3 : Utilizing the Patient Details Report Filters
the Report Filters window, you will have the ability to customize the content of your Patient Details Report using the “All” and “By MRN” filters in this window.
4 : Navigating to the All Window
Click on the “All” tile.
5 : Viewing Your Default Patient Details Report
The All window as a default, the Patient Details Report in this window will include details for All Patients in your Selected Facility.
6 : Opening the Active Facilities Menu
Click on the “Active Facilities” button.
7 : Selecting Required Facility or Facilities
Select any Facility or Facilities that you require from the list.
8 : Removing Selected Facility or Facilities
click on the corresponding Facility in the Active Facilities drop-down menu.
9 : Further Narrowing Your Report Content
Enter the appropriate search term into the Search Field present in the upper left corner of the window.
10 : Including All Facilities in Your Report
Click on the “Select All” option from the Active Facilities drop-down menu.
11 : Removing All Facilities From Your Report
Use the “Clear Selection” option in this menu.
12 : Creating a Report Schedule
You can send your report to a specific email on a weekly, customized schedule by using the “Schedule Report” button in the Report section of the toolbar.
13: Exporting Your Report
Click on the “Export” button in the toolbar.
Select the appropriate Export Option from the list and save the file to your device.
14: Navigating to the "Print Options" Window
Click on the “Print” button in the Patient Account section of the toolbar.
15: Locating the Available Print Modes
The “Print Options” window will appear on your device. In this window, you have the ability to Print the Patient Details Report using two Print Modes titled “All Rows” and “Selected Rows”.
16: Utilizing the "All Rows" Print Mode
Click on the “All Rows” button in the Print Mode area of the “Print Options” window.
17: Utilizing the "Selected Rows" Print Mode
Utilize the “Selected Rows” Print Mode in this window.
Utilize the “Selected Rows” Print Mode, please verify that the Patient Visits that you require are selected in the Patient Details Report on your screen prior to beginning the printing process.
18: Including Patient Records in the Printed Material
Select the Patient Record type or types that you require from the list present in the “Include Patient Records” area of this window.
19: Completing the Printing Process
Click on the “Print” button in the “Print Options” window to complete the report printing process.
20: Navigating to the By MRN Window
Click on the “Patient Details” tile present in the “Reports and Workflows” window.
Click on the “By MRN” tile in this window.
21: Entering the Required MRN
The “By MRN” window will appear on your device. In order to run a Patient Details Report that includes details for a Specific Patient in your Selected Facility, please enter the corresponding Medical Record Number into the “MRN” field on your screen.
22: Navigating to Your Customized Report
Click on the “Go” button in this window.
23 : Further Customizing Your Patient Details Report
Use the steps discussed above to tailor the report to your needs.
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.