Ledger and Billing

Ledger and BillingFoundation Courses

October 14th, 2021 - 9:30am PT© 2021 Raintree Systems, Inc. - Private/Confidential

Patient & Batch Billing

This Foundations course is meant for people new to Raintree and those who want a refresher course in the basic operations of Raintree.

If you want to learn about the advanced operation of Raintree, setup options, and other arcane knowledge join us next week for RTUC2021.

© 2021 Raintree Systems, Inc. - Private/Confidential

SpeakerErkki Lepp

Senior Software Developer


Our Team

SpeakerClayton Case

VP US Product Division

ModeratorMaria Stearns

VP Operations RCM Division

● During the Q&A session at the end of the day today, we will be having a quiz.

● The questions will be from topics covered in each session during the day, so be sure attend all sessions and pay attention.

● We will be using Quizizz for the quiz, so have your phone ready for the 2:00pm PT session.

● You get points for not only the correct answer, but how quickly you answer.

● The winner of the quiz will receive a Fabulous Prize - All-new Fire HD 10 tablet, 10.1", 1080p Full HD, 32 GB, latest model (2021 release), in Black + a Bluetooth keyboard with detachable case in Black.

Raintree and Rev-Ignition Staff are not eligible to win this prize


There will be a Quiz & a Prize!


1 Billing from Individual Patient Accounts

2 Batch Billing Profile Basics, Setup and Filters

3 History Records

4 Output Handling

5 Automation (This is really important)

6 Sliding Dates and Exception Batches

7 Other Options and Performance Factors

Today’s Session


Patient Ledger Billing ● Batch Billing is our recommendation

as most efficient method for billing claims and patient statements.

● Individual, on-demand, bills or statements can be generated from the patient ledger.

● Print > Bill/Statement opens Billing Filters screen

● Creating an insurance claim● Creating a patient statement● Rebilling a claim or a statement


1. Batch Billing - What? Where? Why?● Accessed from Reports/Forms ->

Batch Billing / Forms -> Forms and Bills

● Main security function: BBILL● The main tool for (mass) claim /

statement generation (the 1st stage in the billing process)

● Used for paper/electronic claim batches, statement batches (all types), invoices.

● Also used for special processes and forms. E.g. BWOTU (balance write off/transfer), ACOLL (collections)

● Available in its current form since 2006


2. Profiles and basic profile setup

● Supports an unlimited number of batches● Typically one batch per form + exception batches

for each form for Rev-Edition customers● In larger / more complex systems it’s common to

have insurance/FC or location specific batches.● Highlighted list functions:

○ F - option to add default profiles;○ T - Toggle show archived (by default archived

profiles are hidden, but they can be made visible with this function).


3. Basic Profile Filters

● Each profile can have a complex set of filters.

● Limited number of mandatory fields for regular batches: description, min/max amounts, form and billing group.

● Common mistake: select form is a filter that applies to the default form in the insurance table. Print form determines the form that is used.

● Force to paper applies to paper forms only.

● Exception only and scrubbing modes not widely used nowadays.


4. History records

● Copy of the filter set that was used.● Additional features:

○ Reverse Batch - Deletes all generated billbars and resets charges back to uppercase. Note: does not remove claims from unprocessed electronic billing claim files.

○ Rebill Batch - Rebills all billbars that were generated during this batch run.

○ Print Claim List - Prints a report containing all claims that were generated during this batch run.

○ View Output - Opens the output that was generated in the Print Utility.


5. Output handling options - I

Many ways to handle and access generated output:

● Manual batches - immediately from the Print Utility

● Manual (if enabled) and automated batches - from the history that is kept for each batch run (screenshots on the right)


5. Output handling options - II

Many ways to handle and access generated output:

● The module can generate a task or multiple tasks and attach output to it. Feature in QA: that task can be a SEND task (faxing).

● The module can send output via email (as an encrypted PDF).


6. Automation

● Automation is strongly recommended and used by most customers.

● Main benefits:○ Batches run at night - less server

load / not affecting users.○ Batches don’t need active

monitoring.○ Eliminates the potential for

human error / timeouts / etc.● Batches can be set up to run

daily/weekly/monthly.● No need to stagger batches - the

system runs them one at a time if multiple scheduled for the same time.


7. Sliding Dates | Exception Batches

● Sliding dates - good for automation. Easy to always run a batch for the last day / week / month / year etc.

● Reduces batch maintenance - no need to manage date ranges manually.

● Include only exception billbars = Exception Batch.

● Batch only picks up red exception billbars and attempts to bill them.

● Customers on Rev-Edition or with ExceptionBilling=Y (global.ini) only.


8. Other options

● Label printing - not commonly used nowadays. For printing mailing labels.

● Restrict Access - profile specific security.

● Archive Profile - archives the profile and hides it from the main profile list (by default).


9. The performance impact of different filters

● Generally - the more filters, the faster the batch, but not always● Filters that always improve performance

○ Select form○ Amounts○ Posting dates○ Patient ranges○ All patient filters○ Billing code

● Filters that reduce performance for certain forms like STATE○ DOS range○ All line item filters

● A single filter is always faster than an include/exclude filter.

Thank You!Join us at 2:00pm PTfor Q&A


Ledger and Billing

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Transcript of Ledger and Billing