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 14 of 114 opportunities
Tab / Session Performance
Clinical Experience & Provider Productivity
Review performance limitations, browser/session behavior, and recommended workflow
Regional Capacity / Cancellation Reporting
Clinical Experience & Provider Productivity
Evaluate Raintree reporting or AnalyticsIQ options for regional rollups
Medical History Documentation
Clinical Experience & Provider Productivity
Map patient-entered PMH into the clinical record and Scribe/evaluation workflow “Sync History data” button will pull over Subjective Tab: Mechanism of Onset Current Surgery Data Current Surgery Details Pain rating scores Work Status DOI Tracking Tab: Next MD Visit
Legacy Questionnaires
Clinical Experience & Provider Productivity
Review migration of legacy questionnaires to Kiosk/Portal/Limber workflows
Template Governance
Clinical Experience & Provider Productivity
Define governance model for enterprise, regional, clinic, and provider templates GLOBALTEMPL = E is the security right needed for the ability to modify and save a global TVIST note template. Recommend creating a naming convention to help clinics / regions create specific templates as the table containing all templates is shared across the database. Individual providers do have the ability to create note templates for themselves. Individual providers should leverage individual abilities such as abbreviations, picklist templates, and favorites lists within picklists. This eliminates the master templates table becoming too cluttered.
Template Administration
Clinical Experience & Provider Productivity
Review permissions and workflow for clinical template administration GLOBALTEMPL = E gives the ability to modify/save global templates. MODIFYPCK = FAEPDV gives the ability to modify/save picklist entries at the global level.
RTWeb Adoption
Clinical Experience & Provider Productivity
Complete Web vs. Classic workflow assessment and address identified gaps Differences between Web and Classic PDF can be sent
Diagnosis Code Ordering
Clinical Experience & Provider Productivity
Validate ScribeIQ and intake diagnosis-code mapping logic
PT / PTA Handoff
Clinical Experience & Provider Productivity
Review handoff functionality, scheduling, Activities, and billing ownership Pre-Visit Planning could also be leveraged to help gain quick and easy access to the Activity Log (prior to notes), to update the Provider column.
Progress Report Goal Updates
Clinical Experience & Provider Productivity
Evaluate alerts, validations, required fields, and AI-assisted goal updates
Goal Documentation for Authorization
Clinical Experience & Provider Productivity
Build workflow alerts/validation around goal review and authorization milestones Add custom events to validate that goal status column values are updated / reviewed in specific note types.
Tracking Tab Adoption
Clinical Experience & Provider Productivity
Conduct workflow demonstration and use-case review Tracking gives visibility into POC records, authorizations, prescriptions, Medicare Cap, Appointment Comments, attachments, as well as Progress Note due dates. It is recommended to use this tab as needed for visibility purposes.
Patient-Specific Payer Forms
Clinical Experience & Provider Productivity
Review Kiosk/Portal/custom forms and structured capture options by payer/region
In-App Chat
Clinical Experience & Provider Productivity
Evaluate enabling internal Raintree Chat for defined use cases