conference agenda
main sessions
Thursday, August 20 – Friday, August 21
PREVIEW THE AGENDA
Get a sneak peak at what sessions will take place at this year’s event. Make sure to check back, we will continue to add to the agenda up until the meeting. The final agenda will be available to registered attendees in the meeting app.
Sessions
Speakers
New Content
Session Type
Session Categories
ABA Billing Deep Dive
This session delivers a practical, comprehensive overview of Applied Behavior Analysis (ABA) billing within the outpatient therapy environment. Designed for clinicians, billing professionals, and practice leaders, it clarifies how ABA-related services intersect with therapy workflows, payer requirements, and compliance standards.
Accelerate Onboarding & Standardize Your Team’s Clinical Care Experience
In an industry with high provider turnover, shortening the “ramp-up” period for new clinicians is essential to maintaining productivity and quality care. This session demonstrates how to create role-specific dashboards and standardized clinical pathways that guide new hires through your
Achieving a High-Performance Billing Department
A high-performing billing department doesn’t happen by accident — it’s built through clear metrics, structured workflows, and intentional system configuration. In this session, You’ll learn how to leverage KPIs, task assignment strategies, and follow-up dashboards to drive accountability and measurable
AI & the Future of Recruiting Technology
As the competition for talent intensifies, your recruiting technology must evolve to keep pace with a changing market without losing the “human touch” that candidates crave. The tools we use to find and hire staff are changing rapidly, driven by
AI in Rehab: A Practical Playbook for Clinic Leaders
AI is rapidly transforming the rehab therapy landscape, creating new opportunities to reduce documentation burden, improve clinical insight, and streamline operations. But realizing that potential requires more than simply turning on new technology, it requires thoughtful leadership and effective implementation.
AI in Rehab: A Practical Playbook for Clinic Leaders
AI is rapidly transforming the rehab therapy landscape, creating new opportunities to reduce documentation burden, improve clinical insight, and streamline operations. But realizing that potential requires more than simply turning on new technology, it requires thoughtful leadership and effective implementation.
All Things Compliance: Regulatory & Security Roundtable
Meet our compliance and security team! In this session we will discuss hot industry security, privacy, and compliance topics in panel round table format. Bring your questions for an interactive discussion with our experts.
Back Office Reporting Essentials
This session provides in-depth insight into the foundations of back-office reporting and strategies for refining underpayment detection. Participants will learn how to accurately select and interpret key date filters — including posting, service, and deposit dates — and effectively filter
Best Practices for Managing Accounts Receivable
Learn best practices for effectively managing accounts receivable (AR), focusing on daily, weekly, and monthly metrics and expectations. We will discuss strategies for tracking AR progress, setting realistic employee expectations, and ensuring that key metrics are consistently met. Additionally, attendees
Beyond the Highlight Reel: What You Won’t See on Social About Scaling a Therapy Business
Scaling a therapy business looks great in hindsight—but the reality is messy. In this candid conversation, two CEOs—one a founder and one who rose through the ranks—share the tough decisions, leadership challenges, missteps and inflection points that shaped their journey
Bridging the Gap Between Revenue Cycle & Finance: Aligning Operational Metrics with Financial Strategy
Revenue Cycle Management and Finance teams often share the same goal—financial stability and growth—yet frequently operate in silos with different metrics, priorities, and perspectives. This session explores how healthcare organizations can bridge the gap between operational revenue cycle activities and
Bridging the Gap Between Standardized Tests & Individualized Adult Objectives
Transform your documentation from a time-consuming chore into a strategic asset by mastering the art of the ‘consultative template.’ This session explores how to bridge the gap between standardized adult outpatient test data and highly individualized, defensible objectives that satisfy
Bridging the Gap Between Standardized Tests & Individualized Pediatric Objectives
This session shows how to bridge the gap between standardized testing and individualized pediatric care by mastering high-impact documentation templates. You’ll learn to balance the consistency of global practice standards with the flexibility of user-specific customizations, creating reports that are
Building a High-Performance Pediatric Goal Bank
Stop wrestling with your documentation and start making your EMR work for you. we’ll cover the essential life cycle of pediatric goal management: from the initial utility configuration of categories and subcategories to the daily capture of high-frequency data. By
CMS focus update
Stay informed on the latest priorities shaping the future of healthcare regulation. In this session, we’ll review CMS strategic objectives for 2026 and beyond, including the agency’s evolving approach to deregulation and what it means for EHR vendors and healthcare
Developing Multi-location Consistency
This session explores how to build multi-location consistency that allows your organization to scale with confidence and clarity. Attendees will learn how to create standardized systems that support growth similar to a franchise model – without sacrificing culture or quality.
Driving Front Office Excellence: Measuring Performance through Key Performance Indicators
Move beyond “feeling busy” to knowing your team’s impact. In this session, You’ll learn how to quantify and optimize administrative performance by mastering Front Desk KPIs. Explore the Front Desk Measures section of your KPI setup and discover how to
Eliminating Revenue Gaps at the Front Desk
Revenue performance begins at the front desk. In this session, You’ll learn how to leverage powerful front office reporting tools to strengthen financial oversight, improve billing accuracy, and reduce revenue leakage before it happens. Discover how to track copay collections,
Financial Transparency with PPAC & Good Faith Estimates
This session provides a practical guide to mastering patient payment agreements, focusing on the Patient Payment Agreement and Counseling Form (PPAC) and the Good Faith Estimate (GFE) Form. Participants will learn how to configure and use these tools to provide
Finding & Keeping Your “A Players”: Evolving your Recruitment Practices
Finding candidates who are both top-tier performers and long-term fits is one of the most significant challenges in the therapy industry today. This session explores how integrating the principles of “The A Method for Hiring” into internal recruitment drives better
Freedom by Design: Why Growing Practices Burn Out & How to Stop Being the Bottleneck
As practices grow, many owners expect more revenue to create more independence in the daily operations. Instead, they experience more pressure, more responsibility, and less flexibility. Every key decision still runs through them. Every problem eventually lands back on their
From Bottleneck to Breakthrough: Leveraging The Right Tools To Maximize Efficiency
Maximize your efficiency with this high-impact blueprint designed to trade administrative hurdles for meaningful patient time. we’ll demonstrate how to stay ahead of your schedule using the new Pre-Visit Planning (PVP) Tool and the latest POC Exception Enhancements. Learn to
From Outcomes to Insights: Data-Driven Decision Making in Rehab Therapy
This session moves beyond the chart to explore how data-driven decision-making can optimize every stage of the patient journey—from the initial phone call to the final reimbursement. We will dive into the “Metrics of Momentum,” examining how scheduling data—such as
HIPAA-Ready: Baseline Security for Growing PT Practices
Small and medium physical therapy practices face unique cybersecurity challenges that extend beyond basic compliance checkboxes. This session addresses the practical realities of protecting patient data in an era where AI tools, third-party vendors, and evolving HIPAA regulations create hidden
How to Better Manage Your Caseload & Ensure Timely Follow Up
Caseload management is essential for efficiently tracking and managing patient cases, and this session will show how to maximize its potential using customizable views such as Full View, Plan View, and Custom View. Participants will explore various case load setup
Identifying Clinical Red Flags Before They Become Liabilities
In an era of increasing regulatory scrutiny, clinical directors need more than intuition—they need actionable data. This session provides a roadmap for using EMR Summary, Case Audit, and Productivity reports to identify clinical red flags before they escalate into legal
Implementing Remote Therapeutic Monitoring: Part 1 – Understanding the RTM Codes and Documentation Requirements
Effective with dates of service on and after January 1, 2022, physical therapists, physical therapist assistants, occupational therapists, and occupational therapy assistants can provide and be reimbursed for remote therapeutic monitoring (RTM) services by the Centers for Medicare and Medicaid
Implementing Remote Therapeutic Monitoring: Part 2 – Case Scenarios and Models of Implementation
Choosing the correct model of RTM implementation for your practice is critical to its success. This session will explain the pros and cons of the 3 models of RTM implementation that will enable attendees to make an informed decision for
Incorporating AI Into Your Business Safely
Artificial intelligence is quickly becoming part of everyday healthcare operations—but adopting it responsibly is critical. In this session, we’ll break down how rehab therapy practices can safely evaluate and implement AI tools while protecting patient data, maintaining compliance, and avoiding
Increasing Clinic Throughput & Productivity: Turn Data into Action
Gain a clear view of your clinic’s operational pulse and learn how to turn reporting into actionable insights. In this session, You’ll explore essential tools like the Appointment Summary Report and Work Schedule Utilization Report, helping you optimize provider schedules,
Inside the Raintree Security Trust Center
Explore the Raintree Security Trust Center and discover how it empowers IT, security, and compliance leaders to streamline risk management and audit processes. This session walks you through accessing policies, certifications, sub‑processors, uptime reports, and security bulletins—everything you need without
Is the Honeymoon Over? What Really Happens After You Sell Your Practice
The mergers and acquisitions trend in outpatient therapy continues. While many practice owners are excited by the opportunity to sell their business and receive a significant financial return, fewer fully consider what life looks like after selling. Former owners are
IT’S ABOUT ARRIVALS: Building a Centralized Scheduling Center That Drives Arrive, Pay, & Stay
In most healthcare practices, scheduling is scattered across locations and buried inside the daily chaos of the front desk. Phones ring, patients wait, staff juggle tasks, and scheduling becomes reactive instead of strategic. The result is predictable: missed calls, poor
Key Compliance & Billing Enhancements for Therapy Practices
Stay ahead of critical regulatory and billing changes in this essential session covering the latest updates impacting therapy practices. we’ll review key national payor enhancements, including changes to attachment information in claims, hospice tracking records, eligibility impacts, and modifier additions,
Manual Payment Posting: The Basics & Beyond
Accurate manual payment posting is critical to clean AR, reliable reporting, and a smooth month-end close. In this session, You’ll learn how to confidently interpret EOBs, correctly apply payments and adjustments, and link documentation directly to claims for stronger audit
Master Payor Compliance & Protect Your Revenue
Compliance doesn’t have to be intimidating—it’s the roadmap to getting paid and keeping your revenue secure. In this session, we’ll explore how rehab therapy practices can turn complex payer mandates into predictable financial outcomes. Learn how proactive compliance strategies—starting before
Mastering Feedback: Driving Performance & Retention
Providing critical feedback often triggers a “fight or flight” response for both managers and employees, but it is essential for driving excellence. This session introduces a universal framework designed to structure feedback that reinforces positive behaviors and corrects performance gaps.
Mastering the Authorization Lifecycle
Transform your authorization process from reactive to proactive in this session for both front- and back-office staff. You’ll learn how to manage authorizations efficiently within Raintree, navigate Authorization Dashboards, and understand different authorization types to keep your practice compliant and
Mastering the Follow-Up Dashboard: Grouping, Drill-Downs, & AR Insights
Transform your follow-up dashboard into a true decision-making tool. In this session, You’ll learn how to leverage grouping and drill-down functionality to quickly identify revenue risks, prioritize high-impact accounts, and take action that improves cash flow. we’ll focus on the
Month End Best Practices
Explore best practices for effectively managing accounts receivable (AR) and ensuring smooth month-end procedures. Attendees will gain insights into how to maintain data integrity by aligning financial data with accounting systems, with a focus on ledger locking and accurate reporting.
Navigating Eligibility Dashboards & Advanced TVBEN Configuration
This session is designed for both front-office and back-office staff, providing the skills needed to support efficient and accurate revenue cycle management in Raintree. Front desk team members will learn to manage eligibility and therapy benefit verification (TVBEN) records, navigate
Optimizing Appointment Views & Scheduling Efficiency
Efficient scheduling isn’t just about filling time slots—it’s about aligning the right patient with the right provider at the right time. In this session, You’ll learn how to build and manage customized appointment views that streamline front office operations while
Optimizing Front Office & Central Scheduling with a Hybrid Model
Discover how a values-driven hybrid front office can transform operations. In this session, we’ll explore proven strategies for optimizing referral intake, improving scheduling efficiency, enhancing data entry accuracy, and driving innovation through integrated front-office and virtual workflows. Learn how these
Optimizing Your Follow-up Dashboard & RCM Workflows
This session is designed to transform your follow-up dashboard into a powerful revenue cycle management tool. we’ll focus on enhancing its effectiveness and usability by identifying the critical follow-up metrics that truly drive performance, streamlining workflows, and creating real-time visibility
Pathways™ to Growth: Unlocking Automated Referrals & Practice Success
Discover how Raintree Pathways™, the rehab industry’s most advanced closed-loop referral network, can transform your practice. In this session, we’ll explore how Pathways seamlessly connects hospitals, health systems and network providers with your front office operations, automating referrals, eliminating manual
Policy Trends, Advocacy, & What Comes Next for Therapy
The regulatory and payment landscape for physical therapy is continually evolving, presenting both challenges and opportunities for practice owners and industry leaders. In this panel discussion, experts will provide a historical perspective on therapy reimbursement while examining current policy developments
Positioning Your Practice for a Successful Sale
The number of physical therapy practice owners considering a sale continues to grow, and in the coming years there may be more sellers than buyers ready to transact. When that happens, the practices that stand out will be the ones
Reclaiming Clinical Focus with ScribeIQ™ for Adults
ScribeIQ™ is Raintree’s natively embedded, therapy-exclusive AI scribe designed to deliver industry-standard precision and speed for complex adult clinical documentation. By integrating ScribeIQ+, clinics can further streamline operations through optimized billing codes and actionable insights into documentation practices and overall
Reclaiming Clinical Focus with ScribeIQ™ for Pediatrics
Pediatric therapists often find themselves “documenting in the dark” to stay engaged with their young patients. ScribeIQ™ changes the narrative. As a therapy-exclusive AI scribe, it captures the complexities of pediatric sessions with native precision. Join us to discover how
Referral Intelligence & Authorization Control for Scalable Growth
Growth isn’t just about staying busy—it’s about ensuring every scheduled visit is authorized and every referral source is fully leveraged. In this session, You’ll learn how to transform reporting into a proactive growth engine by bridging the gap between clinical
Reimagine Patient Scheduling & Intake with Touchpoints™
Looking for ways to ease the burden on your front desk while elevating the patient experience? Discover how Touchpoints™, an all-in-one digital intake and scheduling solution, simplifies operations and delivers the seamless self-service experience today’s patients expect. In this session,
Remit Configuration & Error Resolution Essentials
Proper remit setup is the foundation of accurate payment posting and trustworthy financial reporting. In this session, we’ll walk through essential general settings before diving deep into the most common posting errors — and, more importantly, how to fix them.
Strategic Patient Lifecycle Management: Configuring Active Patient Journeys
Move beyond basic tracking and take control of the full patient lifecycle. In this session, You’ll gain a comprehensive understanding of Active Patient Journey Records and learn how to configure them to support both Pediatric and Adult populations with tailored
Streamline Payment Collection with RTPay
In this overview, you’ll gain an understanding of how Raintree Payments (RTpay) can accelerate revenue by offering patients convenient self-service options, automating collections, and simplifying payment reconciliation. we’ll cover how patients can make payments via kiosk or portal, set up
Strengthening EMR Security in the Digital Age
This session will dive into the critical intersection of EMR security and AI-driven solutions, exploring how emerging technologies can strengthen data protection in healthcare. Attendees will learn strategies for securing Electronic Medical Records while leveraging AI to enhance threat detection
Switching EMR Platforms: Is the Juice Worth the Squeeze?
Switching electronic medical record (EMR) platforms can feel overwhelming, but with the right approach, it doesn’t have to derail your practice. This session will guide physical therapy and rehabilitation practice owners, managers, and clinical leaders through the entire EMR transition
The Dawn of the Autonomous EMR
Revolutionizing the Business of Rehab In an era of declining reimbursements and therapist burnout, the next evolution of healthcare technology is moving beyond the “Invisible EMR” to the Autonomous EMR. This keynote explores a future where physical therapy platforms do
The Efficiency Engine: Mastering Picklists Templates & Rapid Documentation
Ditch “documentation fatigue” and turn charting into a high-speed victory lap. This session combines picklist mastery, keyboard shortcuts, and advanced abbreviation workflows to cut note-taking time in half while keeping documentation thorough and audit-ready. Learn to build custom picklist templates,
The Final Balance: Why Your Bank & Books Must Be Best Friends
Accurate payment reconciliation is essential to maintaining financial integrity and confidence in your reporting. This session provides a practical, step-by-step guide to aligning system data with actual bank deposits — ensuring your books truly reflect your banking activity. You’ll learn
The Platinum Rule: Leading All Personalities
Have you ever wondered why the same feedback resonates with one employee but completely de-motivates another? This session explores how to tailor your leadership, feedback, and communication styles to better influence your team members at an individual level. We will
The Power Behind the Practice: Building an Enterprise as a Leadership Partnership
Scaling a therapy practice requires more than passion — it requires intentional leadership design. In this dynamic, back-and-forth presentation, Bobby and Lisa Herrmann share how they grew a home health agency run out of the back of a car into
Trustworthy Artificial Intelligence (AI) at Raintree
In this session, we will explore the risks associated with AI, emerging industry standards for AI risk management, and how to identify “Trustworthy” AI. we’ll discuss the protocols and processes employed by AI developers (including Raintree) to safeguard patient safety,
Trustworthy Artificial Intelligence (AI) at Raintree
In this session, we will explore the risks associated with AI, emerging industry standards for AI risk management, and how to identify “Trustworthy” AI. we’ll discuss the protocols and processes employed by AI developers (including Raintree) to safeguard patient safety,
Unlock Belief in a Better Future: Embracing AI & Leading Through Change
In today’s high-stakes healthcare environment, leaders and teams face relentless pressure to deliver results, adapt quickly, and remain resilient through constant change. As artificial intelligence accelerates, we stand on the precipice of a major technological shift that healthcare organizations will
Unlock Belief in a Better Future: Embracing AI & Leading Through Change
In today’s high-stakes healthcare environment, leaders and teams face relentless pressure to deliver results, adapt quickly, and remain resilient through constant change. As artificial intelligence accelerates, we stand on the precipice of a major technological shift that healthcare organizations will
Unlocking Efficiency: Utilizing KPIs in Your Clinical Practice
In this session, we will explore how to leverage Key Performance Indicators (KPIs) to unlock greater efficiency in your clinic. Participants will learn strategies for optimizing patient management, such as handling patients without future appointments, reducing overdue tasks, and improving
Unlocking Efficiency: Utilizing KPIs in Your Clinical Practice
In this session, we will explore how to leverage Key Performance Indicators (KPIs) to unlock greater efficiency in your clinic. Participants will learn strategies for optimizing patient management, such as handling patients without future appointments, reducing overdue tasks, and improving