Raintree Live! EMR Management Features. February 7, :00am PT Raintree Systems, Incorporated

Transcription

1 Raintree Live! EMR Management Features February 7, :00am PT

2 Today s Webinar Presenter(s): Indhu Lakshman, Jason Donahoe, & Lorraine Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions through question panel, enter the Audio PIN for option to ask live. Check the handouts section for document and video downloads. 10:00 10:10 Announcements / Upcoming Topics / Polls 10:10 10:45 Today s Topic EMR Management 10:45 11:00 Questions & Answers

3 Handouts & Polls

4 Upcoming Topics Today s Topic - EMR Management Feb 8 - Maximizing Outcomes with FOTO and Raintree Feb 14 Scheduler Features Feb 16 - Marketing Webinar - RTConnect Feb 21/24 User Group & Feature Squad Meetings Feb 28 Ideas in Action Mar 2 - Marketing Webinar - Advanced Client Education

5 How can we better serve you? Reminder on NetSuite Cases - Submit and Close

6 How can we better serve you? Reminder on NetSuite Cases - View of Closed Cases Stage - set to All and then sort by Last Modified if recently closed

7 More info will be announced soon! Have questions? Don t hesitate to reach out to your CRM or solutions@raintreeinc.com

8 System Health Check Jason Donahoe

9 Key Performance Indicators (KPIs) System Assessment Record Counting Number of Recent New Patients Number of Recent Portal Registrations Number of Appointments etc. Setup Options (Similar to Provider/Location Goals) Period in Number of Days Count Values

10 Example Setup Options

11 Similar to Provider Goals

12 Example Report

13 Timing 2 Months After Go-Live Recurring Scheduled Report Define the schedule for this report: Weekly, Monthly, Quarterly, etc.

14 More Sophisticated Trending Plus and Minus Totals from Period to Period Example: How many new cases created versus how many cases closed in a period Define the number of periods Example: Jan +5, Feb -2, March +4, etc.

15 Similar to the Financial Dashboard

16 Server Updater Package SU Package # Currently in Development Status Contact me directly if you would like to test

17 Questions and Feedback

18 EMR Utility Indhu Lakshman

19 EMR Utility Packages needed: EMR Category Mapping Utilities Package # Needs RT agent build 2001 or higher. Raintree Agent package #

20 EMR Utility TASK Records

21 EMR Utility DOC Records

22 EMR Utility EMRs

23 EMR Category Mapper The Category Mapper can be used to map documents and tasks from their current category to new category. This is typically used to clean up old/unused categories, freeform text descriptions etc.

24 EMR Category Mapper Task Category Mapper

25 EMR Category Mapper DOC Category Mapper

26 Is your system current? Moderator will poll audience

27 Staying current - next steps Create a case requesting Scheduled Maintenance, specify the DAY of week that is best for you. Create a user - Auto Deployment - AUTOD, rights SYSUPDATE - E F4 on database list (check the box to check for updates) Review FAQ s and learn how to distribute client to all users with F8 Review weekly looking for New Features, Opt In and changes in behavior. Learn how to Uncustomize - save a copy in EMR plugins to review

28 Upcoming Topics Feb 8 - Maximizing Outcomes with FOTO and Raintree Feb 14 Scheduler Features Feb 16 - Marketing Webinar - RTConnect Feb 21/24 User Group & Feature Squad Meetings Feb 28 Ideas in Action Mar 2 - Marketing Webinar - Advanced Client Education

29 More info will be announced soon! Have questions? Don t hesitate to reach out to your CRM or solutions@raintreeinc.com

30 Thank you for attending this event. We look forward to seeing you next time!