Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty,...
Transcript of Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty,...
![Page 1: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/1.jpg)
Raintree Live!Ideas in Action
April 23, 2019
© 2019 Raintree Systems, Incorporated
![Page 2: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/2.jpg)
Today’s WebinarPresenters: Lorraine Welty, Misty Duff
Moderator: Misty Duff
Recordings will be available on the User Group website
▶ Ask questions through the Q & A Panel▶ 10:00 - 10:10 Announcements / Upcoming Topics / Polls
▶ 10:10 - 11:00 Today’s Topic - Ideas in Action
Announcements
© 2019 Raintree Systems, Incorporated
![Page 3: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/3.jpg)
User Groups Sandbox▶ Access User Group Sandbox
from the Downloads Tab to see features from the Early Adopter Service Packs
Announcements
© 2019 Raintree Systems, Incorporated
![Page 4: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/4.jpg)
Upcoming Topics
▶ Today’s Topic: Ideas in Action
▶ April 26, 2019 - 8:00 am PST - Reports Edition
Announcements
© 2019 Raintree Systems, Incorporated
![Page 5: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/5.jpg)
▶
Announcements
© 2019 Raintree Systems, Incorporated
Raintree User Conference 2019 Oct. 8-12
Contact your CRM for details or to register [email protected] https://raintreeuserconference.com
![Page 6: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/6.jpg)
▶ Updated F1 Help is available for:
▶ eStatement▶ Setup Options - Subject Line▶ eStatement Alerts▶ eStatements for Family Accounts
Announcements
© 2019 Raintree Systems, Incorporated
![Page 7: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/7.jpg)
Ideas in ActionLorraine Welty, Misty Duff
© 2019 Raintree Systems, Incorporated
![Page 8: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/8.jpg)
Idea #1718 ASH Auth Forms
▶ The latest Authorization Request forms are available in the Early Adopter Service Pack # 3162 with package #147875
▶ There are 4 auth request forms for CIGNA / ASH and 1 Appeal form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 9: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/9.jpg)
Idea #1718 ASH Auth Forms
▶ AR004 - Cigna / ASH Initial Health Status Form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 10: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/10.jpg)
Idea #1718 ASH Auth Forms
▶ AR005 - Cigna / ASH Medical Necessity Review Form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 11: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/11.jpg)
Idea #1718 ASH Auth Forms
▶ AR006- Cigna / ASH Reopen Modification Form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 12: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/12.jpg)
Idea #1718 ASH Auth Forms
▶ AR047 - Cigna / ASH Medical Necessity Form Ortho
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 13: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/13.jpg)
Idea #1718 ASH Auth Forms
▶ CIGNA - Cigna / ASH of California Appeal Form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 14: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/14.jpg)
Idea #1634 MassHealth Request & Justification for Therapy
▶ The latest Authorization Request forms are available in the Early Adopter Service Pack # 3162 with package #147875
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 15: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/15.jpg)
Idea #1634 MassHealth Request & Justification for Therapy
▶ AR029 MassHealth Request and Justification for Therapy Services
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 16: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/16.jpg)
Idea #1629 Harvard Pilgrim Health Plans Outpatient Therapy
▶ The latest Authorization Request forms are available in the Early Adopter Service Pack # 3162 with package #147875
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 17: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/17.jpg)
Idea #1629 Harvard Pilgrim Health Plans Outpatient Therapy
▶ AR021 Harvard Pilgrim Health Plans Outpatient Therapy Service Request - OT/PT/ST & Chiropractic Care
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 18: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/18.jpg)
Idea #1624 BCBS of MA Short Term Rehab Ext
▶ The latest Authorization Request forms are available in the Early Adopter Service Pack # 3162 with package #147875
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 19: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/19.jpg)
Idea #1624 BCBS of MA Short Term Rehab Ext
▶ AR009 - BCBS of MA Short Term Rehabilitation Therapy Extension Request Form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 20: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/20.jpg)
Idea #1614 Connecticare Clinical Review Pre-Auth Req Form
▶ The latest Authorization Request forms are available in the Early Adopter Service Pack # 3162 with package #147875
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 21: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/21.jpg)
Idea #1614 Connecticare Clinical Review Pre-Auth Req Form
▶ AR014 Connecticare Clinical Review Pre-Authorization Request Form - Medicare
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 22: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/22.jpg)
Idea #1613 Connecticare Outpatient Rehabilitation Therapy
▶ The latest Authorization Request forms are available in the Early Adopter Service Pack # 3162 with package #147875
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 23: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/23.jpg)
Idea #1613 Connecticare Outpatient Rehabilitation Therapy
▶ AR013 - Connecticare Outpatient Rehabilitation Therapy Authorization Request Form
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 24: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/24.jpg)
Idea #1621 KPI more specific fields
▶ The KPI feature has been expanded to include Front Desk and Billing Metrics
▶ Additional Provider Details are available
▶ Available in the Early Adopter Service Pack
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 25: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/25.jpg)
Idea #1621 KPI more specific fields
▶ Each Metric has a Details button to view/print the supporting data
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 26: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/26.jpg)
Idea #1621 KPI more specific fields
▶ Metrics can be tailored according to desired setup options
▶ Tables > More > EMR Plugins > KPI > Setup Options
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 27: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/27.jpg)
Idea #1055 Reason Why Copay Not Collected to Show on Unpaid Copays Report
▶ This feature requires Report Builder package #146624+
▶ Available in the Early Adopter Service Pack
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 28: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/28.jpg)
Idea #1055 Reason Why Copay Not Collected to Show on Unpaid Copays Report
▶ Go to Main Menu > Daily Ledger > Print > Daysheet > Special > Set desired date range > F10 on selected filters >
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 29: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/29.jpg)
Idea # 1346 Text/Email Birthday Wishes
▶ This feature requires RTConnect package #146496
▶ A prerequisite is the web client version of RTConnect with package #144819
▶ Please contact your CRM if you are interested in RTConnect
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 30: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/30.jpg)
Idea #1248 Patient File Search
▶ There is a new option to search patient files via Family Contacts
▶ Available in EASP #3162
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 31: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/31.jpg)
Idea #1248 Patient File Search
▶ F to Find in the Patient File list and select Family Contacts option at the bottom
▶ Use Last Name and space First Name
▶ Option to use *Last for a wildcard search for a portion of the last name
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 32: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/32.jpg)
Idea #1493 Report Scheduler
▶ This feature is now available in the Early Adopter Service Pack #3162
▶ Press TAB on the Reports Menu option to send a copy to the Report Scheduler
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 33: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/33.jpg)
Idea #1493 Report Scheduler
▶ The Max Benefits Limits Report shows patients reaching their max benefits, based on selected filters
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 34: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/34.jpg)
Idea #1493 Report Scheduler
▶ When moving reports to the Report Scheduler, a sliding date option is needed so that relative dates can be programmed
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 35: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/35.jpg)
Idea #986 Max Benefits Report
▶ Created a filter for ACT Active Patient Status accounts only, regardless of activity
▶ Requires Reports Package #146987
▶ Additional requests to filter and display Ins End Date
▶ Policy Reset Date within X days
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 36: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/36.jpg)
Idea #986 Max Benefits Report
▶ Additional requests to filter Payor End Date within x days
▶ Policy Reset Date within X days
▶ Includes new column options
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 37: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/37.jpg)
Coming Soon
▶ Plan to expand Ledger Charge fields
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 38: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/38.jpg)
Coming Soon
▶ A New Refund Process
Ideas in Action
© 2019 Raintree Systems, Incorporated
![Page 39: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/39.jpg)
Upcoming Topics
▶ April 26, 2019 - 8:00 am PST - Reports Edition
Announcements
© 2019 Raintree Systems, Incorporated
![Page 40: Ideas in Action Raintree Live! · 4/23/2019 · Today’s Webinar Presenters: Lorraine Welty, Misty Duff Moderator: Misty Duff Recordings will be available on the User Group website](https://reader033.fdocuments.us/reader033/viewer/2022042416/5f31d55d9d3f84511a4fdcc4/html5/thumbnails/40.jpg)
© 2019 Raintree Systems, Incorporated