Post on 25-Dec-2019
Raintree Live!Ledger, Billing and Collections
February 12, 2019
© 2019 Raintree Systems, Incorporated
Today’s WebinarPresenters: Lorraine Welty
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 - Ledger, Billing, and Collections
Announcements
© 2019 Raintree Systems, Incorporated
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
Upcoming Topics
▶ Today’s Topic: Ledger, Billing and Collections
▶ February 15 - 8:00a PST - Reports Edition - Visit Utilization Report
▶ February 19-22 - User Group Week ▶ RTConnect User Group - NO_ONDEMAND_MSG = E, unknown # setup option, Visit Summary Demo
Announcements
© 2019 Raintree Systems, Incorporated
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Announcements
© 2019 Raintree Systems, Incorporated
Raintree User Conference 2019 Oct. 8-12 2019
▶ Reminder: Please make sure you complete all RTUC18 database testing and request help to get any development items moved to live
▶ Please provide an OK - All Clear via a case, so that this database can be removed
Announcements
© 2019 Raintree Systems, Incorporated
▶ Medicare New ID transition end of 2019
Announcements
© 2019 Raintree Systems, Incorporated
▶ Option in Raintree to validate Medicare ID
▶ Available in EASP, Payor Package #141506+
Announcements
© 2019 Raintree Systems, Incorporated
▶ Option in Raintree to validate Medicare ID
In Testing: ability to pull back new Medicare ID when both are returned
Announcements
© 2019 Raintree Systems, Incorporated
▶ 7 new MIPS measures in development for customers who use FOTO
▶M218 Functional Status Hip Impairment
▶M219 Functional Status Leg, Foot, Ankle Impairment
▶M220 Functional Status Low Back Impairment
▶M221 Functional Status Shoulder Impairment
▶M222 Functional Status Elbow, Wrist, Hand Impairment
▶M223 Functional Status General Ortho Impairment
Announcements
© 2019 Raintree Systems, Incorporated
▶ See F1 Help on MIPS
Announcements
© 2019 Raintree Systems, Incorporated
▶ Email and Video introduction to eStatements!
Announcements
© 2019 Raintree Systems, Incorporated
▶ In preparation for Raintree Web Applets, a Web Client setup is required
Announcements
© 2019 Raintree Systems, Incorporated
▶ Included with Webclient as part of your standard Raintree system, is the read-only version of the Provider Schedule Web Applet!
Announcements
© 2019 Raintree Systems, Incorporated
Ledger, Billing and CollectionsLorraine Welty
© 2019 Raintree Systems, Incorporated
Ledger Filters
▶ Be sure to add a new Ledger Filter to show Unapplied Payments and Adjustments from the individual Patient Ledger
▶ Enter on a Patient > L for Ledger > F to Find > Set Filter
▶ Select Unapplied radio option for Payments and Adjustments
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Ledger Filters
▶ Add Filter to Title Bar with a Hot Key for easy access
▶ Use Reset Filter to flip back
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Ledger Print Options
▶ Patient Ledger > Print > Ledger > Print in DOS with Limits
▶ New option to print only charges with a balance
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Ledger Print Options
▶ Even if a charge displays zero balance, but has + ins and - patient, then it will be displayed
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Patient Statement - STATA
▶ Print a STATA if a patient needs a 2018 Summary Statement
▶ The primary feature of STATA is that it can be set to print even if patient has a zero balance
▶ If it is missing from your list, press A to Add on the Forms table and add it
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Ledger Query
▶ Option to Print a Query from the Patient Ledger and filter for only P payments
▶ Copy a Ledger Payment Query and save as “Ledger Patient Payment Query” with filter for responsibility “P”
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Ledger Query
▶ Use the standard screen _DATR as a date range filter
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Secondary Bills
▶ When posting a payment from the Secondary (B) Payor, a check box is available to allow the transfer and post even if no “B” is present on charges
▶ Notice no available bill bars
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Secondary Bills
▶ A dummy closed billbar will be generated, along with an AQINS Acquire transfer from A to B, and the payment
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Payment Methods
▶ New Fields for Payment Methods
▶ Option to Require or Skip Reporting Location and Deposit Date
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Payment Methods
▶ EASP offers definition of a default location at the Setup screen and also access at the Daily Ledger > F to Find > Date Range
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Follow-up Dashboard
▶ Divided TABS
▶ Save/Load Filters
▶ Sort by Last Name
▶ Filter by Patient Last Names
▶ Grouping by Follow-up Category
▶ Refresh button turns red if unapplied filters
▶ User column added
▶ By default show only user filters
▶ Balance Filter
▶ Group by note creator
▶ Show average age of days past due date
▶ Group by fill form
▶ See all applied filters in BLUE
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
REV-Edition
▶ Primary Benefits of REV-Edition include setup of the Claims Status Interface with responses registered on a follow-up note
Ledger, Billing and Collections
© 2019 Raintree Systems, Incorporated
Upcoming Topics
▶ February 14 - Happy Valentine’s Day!!!
▶ February 15 - 8:00a PST - Reports Edition - Visit Utilization Report
▶ February 19-22 - User Group Week ▶ RTConnect User Group - NO_ONDEMAND_MSG = E, unknown # setup option, Visit Summary Demo
Announcements
© 2019 Raintree Systems, Incorporated
© 2019 Raintree Systems, Incorporated