Raintree Live!Reports EditionJune 1, 2018 8:00am PT

© 2018 Raintree Systems, Incorporated

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

User Group - Downloads Sandbox

© 2018 Raintree Systems, Incorporated

● Access User

Group Sandbox

to see features

from the Early

Adopter Service

Packs

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

Raintree - RTUC 2018 - 10th Anniversary● See www.raintreeuserconference.com

© 2018 Raintree Systems, Incorporated

Reports Edition

© 2018 Raintree Systems, Incorporated

Richard Welty, Lorraine Welty

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

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

Case Audit Report - Case Next Appointment

© 2018 Raintree Systems, Incorporated

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

Rendering Provider Units

© 2018 Raintree Systems, Incorporated

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

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

Single Patient - Large Payment Distribution

© 2018 Raintree Systems, Incorporated

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

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

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

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

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

Patient Follow-Up Notes● See F1 /

Knowledge

Base for

Patient Follow

Up screen

information

© 2018 Raintree Systems, Incorporated

Report Builder - Using Blank Columns● Insert blank

columns to

improve 3-level

report spacing

© 2018 Raintree Systems, Incorporated

Report Builder - Using Blank Columns● Insert blank

columns to

improve 3-level

report spacing

© 2018 Raintree Systems, Incorporated

Raintree - RTUC 2018 - 10th Anniversary● See www.raintreeuserconference.com Or email CRM@raintreeinc.com

© 2018 Raintree Systems, Incorporated

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

© 2018 Raintree Systems, Incorporated

Thank youfor attending this event.

We look forward to seeing you next time!