![Page 1: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/1.jpg)
Raintree Live!Reports EditionJune 1, 2018 8:00am PT
© 2018 Raintree Systems, Incorporated
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Today’s WebinarPresenters: Lorraine Welty, Richard Welty
Moderator: Misty Duff
● Recording will be available on User Group website.
● Ask questions through the Q&A Panel
● Check the handouts section for document and video downloads.
○ 8:00 – 8:10 Announcements / Upcoming Topics / Polls
○ 8:10 – 8:45 Today’s Topic - Reports Edition
○ 8:45 – 9:00 Questions & Answers
© 2018 Raintree Systems, Incorporated
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User Group - Downloads Sandbox
© 2018 Raintree Systems, Incorporated
● Access User
Group Sandbox
to see features
from the Early
Adopter Service
Packs
![Page 4: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/4.jpg)
Upcoming Topics● Today - Reports Edition
● June 5 - Standard Service Pack Features
● June 8 - No Reports Webinar
● June 12 - Patient Payment Agreements
● June 15 - 8am P - Reports Edition
● June 19-22 - User Group Week
● June 26 - Ideas in Action
© 2018 Raintree Systems, Incorporated
![Page 5: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/5.jpg)
Raintree - RTUC 2018 - 10th Anniversary● See www.raintreeuserconference.com
© 2018 Raintree Systems, Incorporated
![Page 6: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/6.jpg)
Reports Edition
© 2018 Raintree Systems, Incorporated
Richard Welty, Lorraine Welty
![Page 7: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/7.jpg)
Case Audit Report - Case Next Appointment● Report Challenge: I need a list of
patients that were seen in the last
30 days that view their next
appointment
● Solution: Run the case audit report
and display Case Next Appointment
● NOTE: Providers can see this from
dashboard caseload
© 2018 Raintree Systems, Incorporated
![Page 8: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/8.jpg)
Case Audit Report - Case Next Appointment● Use Patient List as the main
breakdown
● Filter for Active Cases 30 day date
range from one day back
● At least 1 visit in range
● Include any other columns, such as
Last Visit Date in Range
© 2018 Raintree Systems, Incorporated
![Page 9: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/9.jpg)
Case Audit Report - Case Next Appointment
© 2018 Raintree Systems, Incorporated
![Page 10: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/10.jpg)
Rendering Provider Units● Report Challenge: I need to see
units by provider to assess
productivity
● Solution: Run the Practice Analysis
Breakdown > Rendering Provider
with Patient List
● Select Units
● NOTE: There has been a recent fix
to this unit column which is
available in the Early Adopter
Service Pack #2647
© 2018 Raintree Systems, Incorporated
![Page 11: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/11.jpg)
Rendering Provider Units
© 2018 Raintree Systems, Incorporated
![Page 12: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/12.jpg)
Single Patient - Large Payment Distribution
● Report Challenge: I need to show a
patient the distribution of a large
payment, including dates of service
paid
● Solution: From Patient Ledger > P
to Print > Statistics > select
Payment Distribution
© 2018 Raintree Systems, Incorporated
![Page 13: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/13.jpg)
Single Patient - Large Payment Distribution
● Report Challenge: I need to show a
patient the distribution of a large
payment, including dates of service
paid
● Solution: From Patient Ledger > P
to Print > Statistics > select
Payment Distribution
© 2018 Raintree Systems, Incorporated
![Page 14: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/14.jpg)
Single Patient - Large Payment Distribution
© 2018 Raintree Systems, Incorporated
![Page 15: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/15.jpg)
Open Bills with Zero Balance● Report Challenge: I need a report
that will show me which billbars
need to be closed due to zero
balance
● Solution: Run the Insurance Tracers
Rebilling Report > Review > Close as
a batch
● NOTE: Please review in preparation
of the ledger update. The new
ledger will automatically close a bill
with zero balance (black text)
© 2018 Raintree Systems, Incorporated
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Open Bills with Zero Balance● The new ledger will help
keep the open billbar list
clean
● Any scenarios where a zero
balance billbar should
remain open?
● New Ledger is available in
the Early Adopter Service
Pack #2647
© 2018 Raintree Systems, Incorporated
![Page 17: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/17.jpg)
Insurance Coverage Change● Report Challenge: I need
to see the history of payor
changes on a single patient
● Solution: Go to the patient
payor list and press P to
Print > View Payor Change
Log
● Available in Standard
Service Pack #2646
© 2018 Raintree Systems, Incorporated
![Page 18: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/18.jpg)
Patient Follow-Up Notes● Report Challenge: I need a
way to see all P Payor patient
follow-up
● Solution: Go to the patient
ledger > Add > Follow-up
● This is a list of all patient
follow-up, including
“General” follow-up that is
not associated with a bill
● The main follow-up list can
be filtered by code if a single
code is used (CLIEN)
© 2018 Raintree Systems, Incorporated
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Patient Follow-Up Notes● The main follow-up list can be filtered by code if a single code is used (CLIEN)
© 2018 Raintree Systems, Incorporated
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Patient Follow-Up Notes● See F1 /
Knowledge
Base for
Patient Follow
Up screen
information
© 2018 Raintree Systems, Incorporated
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Report Builder - Using Blank Columns● Insert blank
columns to
improve 3-level
report spacing
© 2018 Raintree Systems, Incorporated
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Report Builder - Using Blank Columns● Insert blank
columns to
improve 3-level
report spacing
© 2018 Raintree Systems, Incorporated
![Page 23: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/23.jpg)
Raintree - RTUC 2018 - 10th Anniversary● See www.raintreeuserconference.com Or email [email protected]
© 2018 Raintree Systems, Incorporated
![Page 24: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/24.jpg)
Upcoming Topics● June 5 - Standard Service Pack Features
● June 8 - No Reports Webinar
● June 12 - Patient Payment Agreements
● June 15 - 8am P - Reports Edition
● June 19-22 - User Group Week
● June 26 - Ideas in Action
© 2018 Raintree Systems, Incorporated
![Page 25: Raintree Live! Reports Edition...Jun 01, 2018 · Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions](https://reader034.vdocuments.us/reader034/viewer/2022052320/6072a126c0d6e86f8d205932/html5/thumbnails/25.jpg)
© 2018 Raintree Systems, Incorporated
Thank youfor attending this event.
We look forward to seeing you next time!