Core of the Transformation Center
Detailed Findings
Every one of the 114 transformation opportunities drawn from the corrected Detailed Transformation Assessment, with current state, desired future state and the recommended path.
Showing 26 of 114 opportunities
Caseload Management
Clinical Experience & Provider Productivity
Review caseload configuration. DASH plugin > DASH_SETUP #34 change to Y. This will hide non-started patients in Case Load. DASH plugin > DASH_SETUP #28. Review this option. Consider a change to Progress or Plan as the default view instead of Full. This might improve load times as it is loading less data. LIB_CASE plug > LIB_CASE_SETUP #1 change “Close roles?” to ‘S’. This will silently close role records instead of forcing therapists to click ‘Yes’ or ‘No’ when discharging a patient, to close the role and remove the patient from their case load. Coach therapists / front office staff to perform a one-time major clean up of their case load tabs. With higher security this can be done at a location level. Select patients who no longer apply (due to pre-existing configuration) and have them select the “Remove from Active Caseload” button. Sort by Next Visit and then Last Visit columns to help identify patients that are no longer applicable to keep.
KPI Visibility
Clinical Experience & Provider Productivity
Review and enable appropriate KPI measures, including patients without future visits and patients with limited visits remaining. KPI Plugin > KPI_SETUP #1 switch to ‘Y’ #2 Exclude specific usergroups / users as needed #3 Assign Provider KPIs to specific usergroups Use the “Provider Measures” category and turn on the appropriate KPIs. Recommend 101 and 111 to start Turn them on by opening up each option and placing a ‘Y’ in the first value. Then identify threshold values.
Multi-Clinic Navigation
Clinical Experience & Provider Productivity
Review RTWeb facility navigation and recommended configuration/workflow Review security rights for multi-clinic provider/admin staff. Consider giving them access to the Clinic View tab on the Dashboard so they can see all appointments across different locations. DASH_CLVIEW = E Coach users on how to leverage location filters on the Dashboard tab (or to leave them blank to see all information combined).
Appointment Check-In Visibility
Clinical Experience & Provider Productivity
WAKECLIENT = E can be set for RTClient users. This will enable a pop-up screen when patients are checked in.
Provider Capacity Reporting
Clinical Experience & Provider Productivity
Validate capacity reporting configuration against PRN scheduling model Review Work Schedule Utilization Report Review Goals by Provider/Location Report and Budget Dashboard setup
Daily Provider Capacity
Clinical Experience & Provider Productivity
Configure/report provider daily capacity and utilization
Patient Medical History
Clinical Experience & Provider Productivity
Review Kiosk, Portal, digital form configuration, and mapping into clinical documentation If Raintree’s Medical History is utilized on the patient portal/kiosk, information will flow into clinical documentation seamlessly and eliminate manual documentation time for providers.
PROMIS Integration
Clinical Experience & Provider Productivity
Enable current Limber integration capabilities for Classic and NoteIQ
Evaluation Workflow
Clinical Experience & Provider Productivity
Define recommended evaluation template configuration and sequence prior to ScribeIQ launch ScribeIQ will overwrite into Raintree fields. What is being templated that Scribe cannot accomplish? Most clients stop use of TVIST templates once optimizing ScribeIQ templates. Refine ScribeIQ prompting templates to capture information that is typically baked into standard Raintree templates.
Template Utilization
Clinical Experience & Provider Productivity
Review template utilization data and establish recurring governance process Tables > More > Custom Tables - delete / deactivate templates that are not being utilized. Note: any template with a Filter on it can only be seen and loaded by that specific user, when in a TVIST note.
Activities Workflow
Clinical Experience & Provider Productivity
Conduct detailed Activities Tab workflow/configuration review MODIFYPCK = FAEPDV will be needed to delete, edit, and add new entries to this list. Consider the creation of Activity headers (such as *Therapeutic Exercise*). The asterisk will place the option at the top of the master list. This line can be leveraged as the place to identify the total time spent performing this CPT code. Raintree can also set up a script to make any line in the Time-Based Activity Log with a CPT present, green to visually assist with the difference between billable header code vs. the individual interventions that make up the CPT code.
Activities Selection
Clinical Experience & Provider Productivity
Enable selection boxes and review configuration/version behavior for selection boxes
Feature / Workflow: Widgets
Clinical Experience & Provider Productivity
Complete widget configuration and best-practice review
Slow Authentication
Clinical Experience & Provider Productivity
Review SSO authentication flow, IdP configuration, and RTWeb performance
Split-Screen Workflow
Clinical Experience & Provider Productivity
Validate recommended RTWeb/ScribeIQ screen configuration ScribeIQ recent enhancements include a screen overlay widget which will allow a user to utilize ScribeIQ and RTWeb at the same time on one screen/tab. ScribeIQ also recently released the multi-patient recording tab which reduces the number of ScribeIQ tabs necessary to one.
Activity Time Roll-Forward
Clinical Experience & Provider Productivity
Review configuration to stop time roll-forward and align with documentation best practices Raintree can configure the activity log columns to not roll forward. In this example, we could disable rolling forward of the time column, if desired. This would work very well if header activities are leveraged, reducing the amount of places a clinician needs to document time.
Time Documentation Methodology
Clinical Experience & Provider Productivity
Evaluate transition to CPT-level time documentation and required configuration/training See above recommendation (recommendation 17).
Evaluation Charge Roll-Forward
Clinical Experience & Provider Productivity
Change applicable evaluation configuration/default to prevent roll-forward Raintree can configure the Time column to not roll forward on the Service-Based tab of Activity Log. Recommend setting the Evaluation line / any templates to default a specific entry within the CPT code column. For example “Evaluation - [SB]” We can then adjust a setup option to default Done Today to No for anything marked “SB”
Unplanned PTA Coverage
Clinical Experience & Provider Productivity
Design standardized PT/PTA coverage workflow using handoff or configuration Re-Assign the Note in the “Assigned To” field if the note has already been started. If not, move the appointment to the new provider’s schedule.
Progress Note Configuration
Clinical Experience & Provider Productivity
Review progress note configuration, due-date logic, and TVIST settings Progress Note intervals appear to be generally set for 10/12 visits or 30 days, whichever comes first, for most payors. This can be set up more specifically for certain FC’s or individual payors, such as WC (6v or 14d). In addition, Raintree will require a PN if the POC expires either in terms of visits or date range.
Plan of Care Configuration
Clinical Experience & Provider Productivity
Conduct POC configuration review alongside progress-note review Only POC requirements in the system are ICD-10 codes, Planned Services, Frequency/Duration, at least one active goal, and Clinical Impression. These validations exist as part of the TVIST note and do not require the clinician to document them separately. The POC is only required to be updated if the patient’s plan runs out of planned visits or if the date range expires.
Provider-to-Patient Texting
Clinical Experience & Provider Productivity
Review RTConnect permissions, dashboard access, and on-demand texting workflow
RTConnect Messaging Access
Clinical Experience & Provider Productivity
Configure provider access and notification workflow
Email Outreach
Growth, Referral & Patient Journey
PRN team can either build the content using external tools like Hubspot and import the html file in to Raintree or they can use the WYSIWYG editor to build the content within Raintree.
Form Script - SCHIN Flexibility in Column Configuration
Revenue Cycle Transformation
This would be a custom option to add additional columns to be able to configure within the form scripts specific to each payor what they would like to see included in the output. (Or added as a suggestion for future standard enhancement)
Follow Up Cues to Include Balance without Duplicates
Revenue Cycle Transformation
This is an option that can be enabled by the Raintree team within the global.ini. To accomplish this a case will be the best method here as it is added into the global.ini during off hours and we will want to coordinate date and time to conduct this during off hours.