Raintree Live! New Ledger May 1, 2018 10:00am PT
Today s Webinar Presenter(s): Lorraine Welty Moderator: Misty Duff 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 New Ledger 10:45 11:00 Questions & Answers
Raintree - RTUC 2018-10th Anniversary See www.raintreeuserconference.com
Handouts & Polls
Upcoming Topics Today s Topic - New Ledger May 4-8am P - Reports Edition May 8 - Scheduler II May 11-8am P - Reports Edition May 14-18 - User Group Week Pediatric Long Term Therapy User Group - Treatment Plans May 22 - Ideas in Action May 25-8am P - Reports Edition May 29 - Clinical Documentation Exchange - CCDA
New Ledger Features Available with Raintree Agent 10.2.500.2743 Delivered in the Early Adopter Service Pack #2625 See F1 - Raintree Videos for Ledger Updates Overview
New Ledger Features Service Ticket / Visit Record color changed to New Deposit Date Field brown to better separate them from charges New Report Location / Deposit Location Field Find by DOS filter will include visit records Billbar Exclamation Mark on the left side to indicate Adjust Column unapplied payments in the ledger view Transfer Column Option to filter for unapplied payments Correct Balance Exclamation Mark at Payment Description to indicate a payment comment Longer Bank Reference Field - 8 char increased to 25 char Separate Check # field Longer Description Field - 30 char increased to 50 char
New Ledger Features Service Ticket / Visit Record color changed to Tan to better separate them from green paid charges Unposted = Yellow Posted = Tan
New Ledger Features Service Ticket / Visit Record color changed to Tan to better separate them from green paid charges Unposted = Yellow Posted = Tan To view them in the Daily Ledger: Go to Main Menu D for Daily Ledger F to Find D for Date Range Open Date Range from 01-01-80 to today F to Find > T for Type of Entry > S for Supplier Note Be sure to set your daily ledger back to today!
New Ledger - Find by Date of Service Find by DOS filter will include visit records From a Patient Ledger: F to Find D for DOS Search Enter Date Range F10 To exit filter: Esc and Enter OR Find > DOS > Esc
New Ledger - Unapplieds Visual indication for unapplied payments and adjustments - An Exclamation Mark(!) on the left edge from the Daily Ledger and from the Patient Ledger
New Ledger - Unapplieds Visual indication for unapplied payments and adjustments - An Exclamation Mark(!) Adjustments are RED Payments are LIGHT BLUE These entries are typically seen when a patient credit balance is present
New Ledger - Payment/Adjustment Comment Visual indication for payments and adjustments that have a comment - An Exclamation Mark (!) in front of the payment or adjustment description
New Ledger - Unapplieds Filter for Unapplied as an option From Patient Ledger F to Find Set Filter Select Add Button to create a new filter for Unapplied Option to show both Payments and Adjustments that are Unapplied If U is available, set Hotkey to U on Function Bar
New Ledger Payment Fields Compare Payment Screens Longer Description Field - 50 char Longer Bank Reference - 25 Separate Check # Field Deposit Date Report Location
Ledger Bills Ledger Bills or Billbars are dark blue with white text when open, and black text when closed If a Ledger Bill has follow-up on it, then that appears with an *. If the follow-up is overdue, then! If a Ledger Bill has an exception, then it will appear red
New Ledger Bills New Ledger Bill Fields Transferred to Other Payor Payor Portion Amount Adjusted Payor Balance
Ledger Bills To create Exception Bills, a Global.ini setting is used to turn this feature on: [FollowUp] ExceptionBilling = Y NOTE: Once you set this global.ini setting, be sure to log out and back in. You can optionally open an F2 TAB which will read the new settings, but if you return to the original tab, it will still not be refreshed (as in my case during training!) x
Ledger Bills See F1/KB - ExceptionBilling and Billing Exceptions
Ledger Bills Exception Bills are RED and are linked to Follow-up Notes Rebill Exception Bill once the Exception has been cleared
Ledger Bills - New Option to Reverse / Reprint Requires Batch Billing Profiles 2.0 Package #122940 Option to Reverse a Batch No more D and F10 hundreds of times to delete billbars Rebill Batch Print Claims List View Output
Rebills To rebill a claim, press Enter on a Billbar and select Rebill A Rebill Bar will be generated with a ^ prefix in the description area (IF Exception Billing turned on)
Ledger Payments Methods Payment Posting is controlled by Payment Methods under Financial Class
Ledger Payments Methods Payment Posting is Controlled by Payment Methods under Financial Class New Option to Set Deposit Location Field preference
Updated Copay Options Compare Advanced Copay Options
Updated Copay Options Advanced Copay with Visit Count at Checkin
Patient Payment Agreement This is a new VBEN category record located under the P Patient Responsibility
Upcoming Topics May 4-8am P - Reports Edition May 8 - Scheduler II May 11-8am P - Reports Edition May 14-18 - User Group Week Pediatric Long Term Therapy User Group - Treatment Plans May 22 - Ideas in Action May 25-8am P - Reports Edition May 29 - Clinical Documentation Exchange - CCDA
Thank you for attending this event. We look forward to seeing you next time!