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 39 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 Sort by Next Visit and then Last Visit columns to help identify patients that are no longer applicable to keep.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.
Tab / Session Performance
Clinical Experience & Provider Productivity
Review performance limitations, browser/session behavior, and recommended workflow
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
Regional Capacity / Cancellation Reporting
Clinical Experience & Provider Productivity
Evaluate Raintree reporting or AnalyticsIQ options for regional rollups
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.
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
PROMIS Integration
Clinical Experience & Provider Productivity
Enable current Limber integration capabilities for Classic and NoteIQ
Legacy Questionnaires
Clinical Experience & Provider Productivity
Review migration of legacy questionnaires to Kiosk/Portal/Limber workflows
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 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 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.
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.
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
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
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.
Diagnosis Code Ordering
Clinical Experience & Provider Productivity
Validate ScribeIQ and intake diagnosis-code mapping logic
Feature / Workflow: ScribeIQ / Activities
Clinical Experience & Provider Productivity
Review current ScribeIQ Activities capabilities and roadmap
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”
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.
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 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.
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.
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.
Provider Scheduling of POC
Clinical Experience & Provider Productivity
Review scheduling tools such as Block Booking. Block booking refers to scheduling a batch of appointments in the future. For example, you can block book appointments for specific patients or with specific appointment types. No previous appointments are needed to use block booking Review front-office/provider ownership of scheduling
Patient-Specific Payer Forms
Clinical Experience & Provider Productivity
Review Kiosk/Portal/custom forms and structured capture options by payer/region
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
In-App Chat
Clinical Experience & Provider Productivity
Evaluate enabling internal Raintree Chat for defined use cases