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

Raintree Live!Ideas in Action

April 23, 2019

© 2019 Raintree Systems, Incorporated

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


User Groups Sandbox▶ Access User Group Sandbox

from the Downloads Tab to see features from the Early Adopter Service Packs

Announcements


Upcoming Topics

▶ Today’s Topic: Ideas in Action

▶ April 26, 2019 - 8:00 am PST - Reports Edition

Announcements


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Announcements


Raintree User Conference 2019 Oct. 8-12

Contact your CRM for details or to register [email protected] https://raintreeuserconference.com

▶ Updated F1 Help is available for:

▶ eStatement▶ Setup Options - Subject Line▶ eStatement Alerts▶ eStatements for Family Accounts

Announcements


Ideas in ActionLorraine Welty, Misty Duff


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



▶ AR004 - Cigna / ASH Initial Health Status Form

Ideas in Action



▶ AR005 - Cigna / ASH Medical Necessity Review Form

Ideas in Action



▶ AR006- Cigna / ASH Reopen Modification Form

Ideas in Action



▶ AR047 - Cigna / ASH Medical Necessity Form Ortho

Ideas in Action



▶ CIGNA - Cigna / ASH of California Appeal Form

Ideas in Action


Idea #1634 MassHealth Request & Justification for Therapy


Ideas in Action


Idea #1634 MassHealth Request & Justification for Therapy

▶ AR029 MassHealth Request and Justification for Therapy Services

Ideas in Action


Idea #1629 Harvard Pilgrim Health Plans Outpatient Therapy


Ideas in Action


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


Idea #1624 BCBS of MA Short Term Rehab Ext


Ideas in Action


Idea #1624 BCBS of MA Short Term Rehab Ext

▶ AR009 - BCBS of MA Short Term Rehabilitation Therapy Extension Request Form

Ideas in Action


Idea #1614 Connecticare Clinical Review Pre-Auth Req Form


Ideas in Action


Idea #1614 Connecticare Clinical Review Pre-Auth Req Form

▶ AR014 Connecticare Clinical Review Pre-Authorization Request Form - Medicare

Ideas in Action


Idea #1613 Connecticare Outpatient Rehabilitation Therapy


Ideas in Action


Idea #1613 Connecticare Outpatient Rehabilitation Therapy

▶ AR013 - Connecticare Outpatient Rehabilitation Therapy Authorization Request Form

Ideas in Action


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



▶ Each Metric has a Details button to view/print the supporting data

Ideas in Action



▶ Metrics can be tailored according to desired setup options

▶ Tables > More > EMR Plugins > KPI > Setup Options

Ideas in Action


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


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


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


Idea #1248 Patient File Search

▶ There is a new option to search patient files via Family Contacts

▶ Available in EASP #3162

Ideas in Action


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


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



▶ The Max Benefits Limits Report shows patients reaching their max benefits, based on selected filters

Ideas in Action



▶ When moving reports to the Report Scheduler, a sliding date option is needed so that relative dates can be programmed

Ideas in Action


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


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


Coming Soon

▶ Plan to expand Ledger Charge fields

Ideas in Action


Coming Soon

▶ A New Refund Process

Ideas in Action


Upcoming Topics

▶ April 26, 2019 - 8:00 am PST - Reports Edition

Announcements



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

Documents