reports edition raintree live! · 11/8/2019  · reports edition daysheet stats - ledger detail...

Raintree Live!Reports Edition

November 8, 2019

© 2019 Raintree Systems, Incorporated

Today’s WebinarPresenters: Lorraine Welty, Christine Austin, Richard Welty

Moderator: Christine Austin

▶ Recordings will be available on the User Group website

▶ Ask questions through the Q & A Panel▶ 8:00 - 8:10 Announcements / Upcoming Topics / Polls

▶ 8:10 - 9:00 Today’s Topic - Reports Edition

Reports Edition

© 2019 Raintree Systems, Incorporated

User Groups Sandbox▶ Access User Group Sandboxes

from the Downloads Tab

▶Features a fully functional Raintree system with the latest Early Adopter Service Pack installed

▶Contact your CRM for login information

Reports Edition

© 2019 Raintree Systems, Incorporated

Upcoming Topics▶ Today’s Topic: Raintree Live - Reports Edition

▶ November 12, 2019 - 10:00am Raintree Live - Patient Payment Plans

Announcements

© 2019 Raintree Systems, Incorporated

▶ Updated F1 Help Topics

▶ 2-Factor Authentication

Announcements

© 2019 Raintree Systems, Incorporated

Reports EditionLorraine Welty, Richard Welty, Christine Austin

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ Report Challenge: In some cases, I need to count a patient as a New Patient, even if they have not had an Eval Code

▶ Solution: In 2019.2, there is a new option to post a zero dollar code NP001 > and set it up to count as a New Patient

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ See F1 Help

▶ Previously a NEWPATS.def file held charge codes that counted new patients

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ To count by Patient Demographics > Effective Date, then uncheck the box

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ The patient will count as a New Patient on Summary Totals if the Effective Date is included in the Posting Date report range

▶ TIP: Test from a single patient ledger > Print > Statistics > Select Filters > Select Summary Totals

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ NOTE: When changing this setting, be sure to exit out of Raintree and start a new session for new counting to begin

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ If using the NP001 dummy charge, be sure to skip this charge with billing

▶ HCFA setup option #19

▶ A837P option #122

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ TVIST and LTNOT plugins have the option #46 to set posting threshold for NP001

© 2019 Raintree Systems, Incorporated

Reports Edition New Patient Counts

▶ NP001 will post if no other New Patient charge is posted

© 2019 Raintree Systems, Incorporated

Reports Edition Diagnosis Report

▶ Report Challenge: I need to find all expired diagnosis codes that are in use

▶ Solution: 2019.2 offers an enhanced Diagnosis report

▶ Go to Main Menu > Tables > Diagnosis > P to Print > Common Diagnosis Codes

© 2019 Raintree Systems, Incorporated

Reports Edition REV - Reprocess Report

▶ Report Challenge: BCBS CPT reimbursement

▶ Solution: Run the Reprocess Report and filter for FC and CPT

© 2019 Raintree Systems, Incorporated

Reports Edition REV - Reprocess Report

▶ Option to filter for FC and CPT

▶ NOTE: This report was added as a Standard Report in our Early Adopter Service Pack

© 2019 Raintree Systems, Incorporated

Reports Edition Daysheet Stats - Ledger Detail Monthly

▶ Report Challenge: I am trying to get a report that shows claim volume by month

▶ Solution: Run the Daysheet Stats - Monthly Breakdown

▶ Go to Main Menu > Daily Ledger > Print > Daysheet > Special > Select Posting Date Range and any other applicable filters > F10 > Select Ledger Detail + Monthly

▶ Option to select Summary Totals to get a billing code breakdown of total claim

© 2019 Raintree Systems, Incorporated

Reports Edition Daysheet Stats - Monthly Breakdown

▶ Option to select Summary Totals to get a billing code breakdown of total claim

© 2019 Raintree Systems, Incorporated

Reports Edition Claim Follow-up Performance Report

▶ The Claim Follow-up Performance Report Shows Monthly Claims and status of claims by month

© 2019 Raintree Systems, Incorporated

Reports Edition Claim Follow-up Performance Report

▶ Monthly counts may vary - P billbars

© 2019 Raintree Systems, Incorporated

Reports Edition Subscriber ID - Report or Query

▶ Report Challenge: I need a report to find all Medicare Patients that still do not have their MBI ID number entered

▶ Solution: Run the Reprocess Report > filter for Medicare FC > select visit date range > export and filter by Subscriber ID

▶ Option to use a Query Builder Query

© 2019 Raintree Systems, Incorporated

Reports Edition Subscriber ID - Report or Query

▶ Export to sort and flag

© 2019 Raintree Systems, Incorporated

Reports Edition Follow-up Trend

▶ Report Challenge: I am looking at Follow-up Dashboard, but having difficulty viewing Trends

▶ Solution: In the EASP we will offer an option to Right Click in the list area and Graph the filtered list to display trends

© 2019 Raintree Systems, Incorporated

Query Builder Example Key concept use LIKE for exact matching

Challenge: Need to know patients with non compliant SSID formatting

Solution: Query table ‘INSUR’ - SSID field

Use Advanced Custom SQL statement for additional filtering

© 2019 Raintree Systems, Incorporated