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 how to properly use the reconciliation tool to apply correct deposit dates to automated payments, […]
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 patient and line-item details for more precise reporting. we’ll explore practical approaches to identifying underpayments, […]
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 critical follow-up metrics that matter most, along with strategies to streamline workflows and gain real-time […]
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, as well as updates to HSA statements. The session will also cover new state-specific requirements, […]
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 activate and configure indicators tailored to your clinic’s workflow. Participants will learn how to track […]
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, and improve patient adherence. You’ll also learn how to automate report delivery with Report Scheduler, […]
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, outstanding patient balances, and proactively utilize configurations to collect payment. By the end of this […]
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 clear, structured financial communication tailored to their practice. Attendees will explore best practices for presenting […]
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 organized. The session also highlights essential reporting tools—such as the Future Appointments Missing Authorization Report […]
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 scheduling and financial intelligence. Discover how to eliminate revenue gaps with tools like the Future […]