GoRev Adding Patient Insurance Tutorial


Hello and welcome to the GoRev “Adding Patient Insurance” Tutorial In this tutorial, we will focus on the step-by-step instructions involved with adding patient insurance in GoRev

Patient insurance can be added to a patient’s account in two ways First, insurance may be added to a patient’s account during the creation of a New Visit If you have not or do not know how to create a New Visit for a patient, please see the New Visit Tutorial linked in the description box below To begin, click on the “Add Payer” button located in the upper right portion of the Patient Payer Information window The Patient Insurance window should, now, be present on your screen

In this window, you will be able to enter the Plan Name, Carrier Name, Member ID, Group ID, and Insurance Address Note Fields followed by an asterisk are required in order to successfully add insurance to a patient’s account First, begin, by entering the Plan Name into the field provided Next, select the appropriate Carrier Name by clicking on the drop-down button in this field At this point, a drop-down menu should be visible on your screen Please select the appropriate Carrier Name from the list

Now, enter the patient’s Member ID, Group ID, and the Insurance Address into the fields provided In order to enter the Insurance phone number, its effective date, and its expiration date, begin by clicking on the “Show More” link present in the bottom right corner of the Primary section of this window At this point, the Optional Fields window should be visible Please enter the insurance phone number into the field provided Next, enter the insurance Effective Date and Expiration Date using the drop-down menus in the corresponding fields in this window After entering this information, please inspect the information for accuracy and completion

Note While the Group ID, Insurance Phone Number, the Effective Date, and the Expiration Date are optional fields, please enter all of the information that you have regarding a patient’s insurance, as this will allow for smooth processing of patient accounts In the event that the insured is not the patient, please click on the “Insured is not Patient” box in the bottom left corner of the Primary area of this window The Insured Information area should, now, be present on your device To continue, please enter the insured’s information into the corresponding fields in this area Once you are finished, please review the entered information for accuracy and completion

Note In the event that the Insured is the same as the Guarantor, please click on the “Same as Guarantor” box located in the top right corner of the Insured Information area At this point, the Guarantor’s information should be auto-filled into the Insured Information fields provided If you require assistance in determining the guarantor for this patient account, please see the” New Visit Tutorial” linked in the description box below In order to add a Secondary Insurance to a patient’s account, please click on the "Add Payer” button in the Patient Insurance area of this window The Secondary insurance area should be visible Please follow the steps detailed earlier in this video to successfully add the insurance plan to the patient’s account

Note In the event that a patient has more than two active insurance plans, please use the “Add Payer” button to add each additional plan to the patient’s account Note If you believe that the patient has previously entered insurance information, you can locate and use this information by using the Payer History function in GoRev To begin, click on the “Payer History” button present in the top right corner of the Patient Insurance area The Payer History window should, now, be present on your screen Please select the appropriate insurance plan from the list in this window

To continue, click on the “Confirm Insurance” button present in the bottom right corner of this window At this point, the patient’s insurance information should be auto-filled into the fields provided In addition, patient insurance may be added to a patient’s account in the Patient Overview window To begin, open the Patient Overview window for the patient’s account Note If you have not or do not know how to navigate the Patient Overview window in GoRev, please see the Navigating Patient Overview tutorial linked in the description box below Next, click on the Insurance button located in the Navigation Toolbar in the Patient Overview window

The Insurance area should now be visible In order to add insurance to the patient’s account, please click on the “New” button located in the upper right corner of the Insurance area The “Add Payer” window should, now, be present on your screen To continue, please enter the patient’s insurance information into the corresponding fields in this window Note If you believe that the patient has previously entered insurance information, you can locate and use this information by clicking on the “Choose From Known Insurances” button located in the top left corner of the “Add Payer” window

The “Known Active Insurances” window should, now, be visible Please select the appropriate insurance from the list and click the “Load Insurance” button located in the bottom right corner of this window At this point, the previously entered insurance information should be auto-filled into the fields provided Please review the entered insurance information for accuracy and completion Once you are finished, please click on the “Save New Payer” button present in the bottom right corner of the “Add Payer” window

After saving this information, the patient’s insurance information should be present in the Insurance area of the Patient Overview window Note You may add additional insurance plans to a patient’s account by clicking on the “New” button and completing the steps detailed earlier in this video for each additional insurance plan You can view each of the patient’s insurance plans by using the “Selected Payer” drop-down menu present in the Insurance area If you have any additional questions or concerns regarding the addition of patient insurance to a patient’s account, please contact the GoRev support team at 1-(832)-658-2209

Source: Youtube

What's Your Reaction?

Cry Cry
0
Cry
Dislike Dislike
0
Dislike
Like Like
0
Like
hate hate
0
hate
confused confused
0
confused
fail fail
0
fail
fun fun
0
fun
geeky geeky
0
geeky
love love
0
love
lol lol
0
lol
omg omg
0
omg
win win
0
win

You may also like

More From: Uncategorized

DON'T MISS

Share this
Choose A Format
Personality quiz
Series of questions that intends to reveal something about the personality
Trivia quiz
Series of questions with right and wrong answers that intends to check knowledge
Poll
Voting to make decisions or determine opinions
Story
Formatted Text with Embeds and Visuals
List
The Classic Internet Listicles
Countdown
The Classic Internet Countdowns
Open List
Submit your own item and vote up for the best submission
Ranked List
Upvote or downvote to decide the best list item
Meme
Upload your own images to make custom memes
Video
Youtube, Vimeo or Vine Embeds
Audio
Soundcloud or Mixcloud Embeds
Image
Photo or GIF
Gif
GIF format