Operational view
Operational Playbook
Start from the role you hold. Every persona view links straight back to the detailed recommendation IDs, so the conversation stays anchored to the assessment.
Choose your lens
Persona groupings are derived from workstream, category and recommended path in the dataset. They are a way in, not a reassignment of ownership.
Executive view
Opportunities carrying outstanding questions or decisions that need an executive answer before sequencing.
- BI-002Executive DashboardTo be confirmed with PRN
- BI-003RCM DashboardTo be confirmed with PRN
- BI-004Standard Operations DashboardTo be confirmed with PRN
- BI-005RCM At a GlanceTo be confirmed with PRN
- BI-007Copay report mismatch with Core RaintreeTo be confirmed with PRN
- BI-008Clinic Directors Report (Classic Raintree)To be confirmed with PRN
- BI-009Transformation Roadmap & Action PlanTo be confirmed with PRN
- CL-001Caseload ManagementConfigure / Activate · Integrate
- CL-002KPI VisibilityConfigure / Activate · Roadmap / Innovation
- CL-003Tab / Session PerformanceTo be confirmed with PRN
- CL-004Multi-Clinic NavigationConfigure / Activate
- CL-006Provider Capacity ReportingConfigure / Activate
- CL-007Daily Provider CapacityConfigure / Activate
- CL-008Regional Capacity / Cancellation ReportingTo be confirmed with PRN
- CL-010Medical History DocumentationTo be confirmed with PRN
- CL-012Legacy QuestionnairesTo be confirmed with PRN
- CL-013Evaluation WorkflowConfigure / Activate
- CL-014Template GovernanceTo be confirmed with PRN
- CL-015Template UtilizationConfigure / Activate
- CL-016Template AdministrationTo be confirmed with PRN
- CL-017Activities WorkflowConfigure / Activate
- CL-018Activities SelectionConfigure / Activate
- CL-019Feature / Workflow: WidgetsConfigure / Activate
- CL-020Slow AuthenticationConfigure / Activate
- CL-021RTWeb AdoptionTo be confirmed with PRN
- CL-022Split-Screen WorkflowConfigure / Activate
- CL-023Diagnosis Code OrderingTo be confirmed with PRN
- CL-024Feature / Workflow: ScribeIQ / ActivitiesRoadmap / Innovation
- CL-025Activity Time Roll-ForwardConfigure / Activate · Enable / Adoption
- CL-026Time Documentation MethodologyConfigure / Activate · Enable / Adoption
- CL-027Evaluation Charge Roll-ForwardConfigure / Activate
- CL-028PT / PTA HandoffTo be confirmed with PRN
- CL-029Unplanned PTA CoverageConfigure / Activate
- CL-030Progress Report Goal UpdatesTo be confirmed with PRN
- CL-031Goal Documentation for AuthorizationTo be confirmed with PRN
- CL-032Progress Note ConfigurationConfigure / Activate
- CL-033Plan of Care ConfigurationConfigure / Activate
- CL-034Tracking Tab AdoptionTo be confirmed with PRN
- CL-035Provider Scheduling of POCRoadmap / Innovation
- CL-036Patient-Specific Payer FormsTo be confirmed with PRN
- CL-037Provider-to-Patient TextingConfigure / Activate
- CL-038RTConnect Messaging AccessConfigure / Activate
- CL-039In-App ChatTo be confirmed with PRN
- FO-010Patient CollectionsTo be confirmed with PRN
- GR-001To be confirmed with PRN
- GR-002Non Converted records by ClinicTo be confirmed with PRN
- GR-003BI Reporting Questions/AvailabilityEnable / Adoption
- GR-005Email OutreachConfigure / Activate · Enable / Adoption
- GR-006To be confirmed with PRN
- GR-007To be confirmed with PRN
- GR-008Custom Report (Lead to Patient Conversion) - DeliveredTo be confirmed with PRN
- GR-009Salesforce - Currently doing a Manual Upload- Interested in API ConnectionIntegrate
- RCM-002Form Script - SCHIN Flexibility in Column ConfigurationConfigure / Activate · Roadmap / Innovation
- RCM-003Payor - Restriction on the BC selection option based on the comments section within that payorRoadmap / Innovation
- RCM-004Scheduling Restrictions in the Provider TableTo be confirmed with PRN
- RCM-005Reports in Raintree - Report SchedulerTo be confirmed with PRN
- RCM-006RefundsTo be confirmed with PRN
- RCM-007OTC CollectionsTo be confirmed with PRN
- RCM-008BILLING REPORTINGTo be confirmed with PRN
- RCM-009Ledger LockEnable / Adoption
- RCM-010Location HistoryTo be confirmed with PRN
- RCM-014Vendor for Insurance Coverage DetectionTo be confirmed with PRN