Raintree Live! Reports Edition. January 26, :00am PT Raintree Systems, Incorporated

Transcription

1 Raintree Live! Reports Edition January 26, :00am PT

2 Today s Webinar Presenter(s): Lorraine Welty, Richard Welty Moderator: Lorraine Welty Recording will be available on User Group website. Ask questions through the Q&A panel. Check the handouts section for document and video downloads. 10:00 10:10 Announcements / Upcoming Topics / Polls 10:10 10:45 Today s Topic Reports Edition 10:45 11:00 Questions & Answers

3 Upcoming Topics Today s Topic - Reports Edition Jan 30-7 Methods of Communication Feb 2 8am P - Reports Edition Feb 6 - Scheduler Features Feb 9-8am P - Reports Edition Feb 13 - Ledger and Patient Payment Agreements Feb 16-8am P - Report Edition Feb User Group Week

4 Reports Lorraine Welty / Richard Welty

5 Rendering Provider Breakdown Report Report Challenge: I am trying to run a Rendering Provider Breakdown Report for a single provider but the output is blank. Solution: If you want to filter any report for a single provider and you are looking for ledger totals and transactions, then apply a Line Item provider filter For example: Go to Main Menu > Daily Ledger > Print > Daysheet > Special > see Report Options filter screen > apply Line Item Provider filter > F10 > Select desired reports > F10

6 Billing Provider Units Report Report Challenge: I am trying to get a breakdown of Billing Provider Units, but report says **No Billing Provider**. What is the difference between Billing Provider and Rendering Provider? Solution: Each Ledger Charge has a field for Rendering Provider and Billing Provider. In cases where the provider that treats is also the provider whose information we use for billing, the Billing Provider field remains blank and the system pulls this information from the Rendering Provider field. The Billing Provider code field only needs a code if a different provider override is required. Example: Main Menu > Reports > Management Reports > Practice Analysis > Breakdown Reports > Main Breakdown set to Billing Provider > option to sort by units (descending)

7 Billing Provider Units Report The report that said No Billing Provider was not correct and required a fix Reports Builder Package #123506

8 Year Breakdown Reports Report Challenge: I need to run a Year Breakdown thru 2017 Solution: There are 2 primary options for Year Breakdown Reports Daily Ledger > Daysheet Details Yearly Practice Analysis Breakdown > Year For Daily Ledger example: Go to Main Menu > Daily Ledger > Print > Daysheet > Special > apply any filters, including a posting date cut off of > Select Ledger Detail and Yearly

9 Year Breakdown Reports For Practice Analysis example: Go to Main Menu > Reports > Management Reports > Practice Analysis > Breakdown Reports > select Yearly > F10 > apply any other desired filters > F10

10 Patient Payment Report Report Challenge: I need a report to show the patient their payment activity for 2017 Solution: Run a STATA bill from the patient ledger for the desired date range From Patient Ledger > Print > Bill > to Billing Code P > Billing Group STATE > Set Posting Date Range to > Select Override Print Form to STATA Note: Make sure the STATA setup option # is set to show payments with option for # days 365

11 Patient Payment Report Top of the statement has line item charge detail Bottom of the statement has a list of payments by posting date

12 Patient Payment Report Option to print a Ledger Query from the Patient Ledger From Patient Ledger > P to Print > Q for Query > to a List > for Payments > Quick Query > enter criteria on payment screen > F10 > Done

13 Patient Payment Report Option to print a Patient Ledger Running Balance From Patient Ledger > Print > Ledger > Print Running Balance > enter posting date range for detail Note: This can be used with a start date of and any cut off date to verify that a patient had a credit balance at some specific point in time (see bottom of report)

14 Patient Payment Report Option to print any Daysheet report from an individual patient ledger From Patient Ledger: P to Print > S for Statistics > Select filters > F10 > Select desired reports

15 Report Scheduler Report Challenge: I have scheduled reports that state the attachment size is too large. The recipients of the do not log in to Raintree on a regular basis. Solution: The Report Scheduler Max Attachment File Size setting is set to 10 MB Max. If your server allows attachments of a large size, then this setting can be increased Go to Main Menu > Utilities > System Admin > Module Configuration > Report Builder > change MaxAttachmentFileSize setting

16 Appointment Summary Report Report Challenge: I need to see a cancellation report by discipline Solution: Option to run from the Appointment Summary Report, Group by Discipline Would a 2-digit roll up be preferred? (Yes)

17 Appointment Summary Report See Appointment Summary Setup Options

18 Report New Challenge

19 Upcoming Topics Today s Topic - Reports Edition Jan 30-7 Methods of Communication Feb 2 8am P - Reports Edition Feb 6 - Scheduler Features Feb 9-8am P - Reports Edition Feb 13 - Ledger and Patient Payment Agreements Feb 16-8am P - Report Edition Feb User Group Week

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