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 leverage POC tracking hints and streamline your workflow by closing out POC tasks without the […]
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 options, including how to configure views to best suit their practice’s needs and find specific […]
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 recurring payments, and securely store payment information. Additionally, we’ll explore the benefits of automatic deposit […]
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. Key topics include using practice analysis reports, daily ledger summary reports, and unbilled/collection reports to […]
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 will be informed about how to leverage our RCM team for support, offering a solution […]
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. You’ll gain clarity on configuration best practices, understand where errors originate, and learn practical resolution […]
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 protection and faster follow-up. we’ll break down the essentials of identifying allowed amounts, contractual adjustments, […]
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 performance. we’ll also explore how to properly configure security rights and routing rules to support […]
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, […]