user group pediatric therapy
TRANSCRIPT
Pediatric Therapy User GroupAugust 20, 2021
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Kathryn Rigda, PT
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Today’s AgendaPresenters: Kathryn Rigda, Meghan Duffy
Moderator: Meghan Duffy
A recording of this session will be available on the User Group website
Ask questions through the Q & A panel
● 10:00 - 10:10 Announcements / Upcoming Topics / Polls● 10:10 - 10:20 TPLAN- options for adding goals● 10:20 - 10:30 Managing documentation when providers leave● 10:30 - 10:35 Using new flag feature in TPLAN● 10:35 - 10:40 Parent/Caregiver training in goals setup option● 10:40 - 10:50 Using tests and observations● 10:50 - 11:00 Q&A
Kathryn Rigda, PTDirector of Product
Management - Therapy
Our Team
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Meghan Duffy, SLPProduct Analyst Clinical
Coach - Pediatric Therapy
Raintree ENGAGE 2021 (Virtual) ConferenceThe Raintree ENGAGE 2021 Conference is going to be virtual again this
year, but it will be bigger, better, and with more sessions for everyone!For the first time, we’re going to offer an entire four days of foundations courses, with a certificate at the end for those who complete all of them.
Day One - Tuesday Oct 12th - Patient ManagementDay Two -Wednesday Oct 13th - Clinical & ConnectDay Three - Thursday Oct 14th - Ledger/BillingDay Four - Friday Oct 15th - Reporting
And then, the main conference event will be Tuesday October 19th through Friday October 22nd. We will be focusing on 2021.1, which nearly every client will be using at that time.There will be games, prizes, pets, engineers, one-on-one sessions, tips, and more!For more details see https://whova.com/web/raint_202106/
Please note, the agenda on the website is a work in progress and is subject to change
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Register Now!
https://bit.ly/2SMU8Qj
Upcoming Topics
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Next Pediatric Therapy User Group:
Friday September 24 @ 8am PST
● 8/24/2021 - Raintree Live - Ideas in Action
● 8/27/2021 - Raintree Live - Reports Edition
● 8/31/2021 - Cancelled
TPLAN Goals
Kathryn Rigda
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TPLAN Goals
● To assist providers when they are updating their treatment protocols, we have added some new options, to make it quicker to create new Short term Goals
● These features are currently in QA, but will be included in the 2021.2 ABA Service pack as soon as they are ready
● When modifying the treatment plan, sometime is it necessary to update the existing STG (perhaps to move to maintenance), and create a new STG for intervention
● This is challenging currently, as it can be difficult to determine which LTG to open, and sometime the provider does not want to even open or edit the LTG
● 2 new options have been added, and one more is in development
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TPLAN Goals● From the STG list in TPLAN, highlight the goal you are working on, and right click, or
use the function bar● 2 new options are available
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TPLAN Goals● Select “Open Long Term Goal” to open the corresponding Long term Goal, and make
whatever edits and updates are required
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TPLAN Goals● Select “Create Short Term Goal” to open the Goal Creation list for the associated
LTG. This includes the templated goals● This allows adding a new STG either by selecting from the list, or using Create New
Goal● It also allows seeing if there are additional STG set in a hold status for this LTG, that
need to be updated and activated, based on the current status.
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TPLAN Goals● An additional option to provide the ability to make a copy of an existing goal, that can
then be opened and edited has also been requested, and is in process.● This would allow the provider to quickly recreate an existing goal, with the start date
defaulting to the date of the currently note, and make minor modifications, to create a new goal.
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Managing Documentation when Providers Leave
Kathryn Rigda© 2021 Raintree Systems, Inc. - Private/Confidential
Managing Documentation when Providers Leave
● When provider leave either permanently for an extended leave suddenly, there is often incomplete documentation
● Documentation needs to be completed and signed off by another provider, but currently these notes all need to be manually re-assigned.
● Also, if the provider is responsible for co-signing for others, any notes waiting for co-signature also need to be reassigned
● This can be very tedious and time consuming task to complete manually, depending on the volume on incomplete documentation
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Managing Documentation when Providers Leave
● Provider -PTA has these notes unsigned on his dashboard
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● Available in 2021.2 a new process has been implemented to automate this process● 2 new prompts have been added to re-assign providers documentation when you deactivate
the provider in the provider table● Navigate to Tables > Providers > Find the desired Provider > Select Deactivate● Enter the effective to date to be the last day the provider was active● You can select the option to “Deactivate/delete the linked user if one exists”, if desired - this will
prevent the user from being able to access Raintree
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Managing Documentation when Providers Leave
● On save on the deactivate record you will now receive this prompt if the provider has unsigned documents
● Select Yes to reassign to another provider
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Managing Documentation when Providers Leave
● On save on the deactivate record you will now receive this prompt if the provider has unsigned documents
● Select Yes to reassign to another provider● Because this provider is setup to require co-sign by another provider, you can auto-assign
these notes to the co-signer
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Managing Documentation when Providers Leave
● If the provider does not require co-sign, or you select not to assign to the cosigner then you will receive this prompt
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Managing Documentation when Providers Leave
● The provider is now inactive in the provider table, inactive in the user table, and has no incompleted notes assigned
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Managing Documentation when Providers Leave
● Notes are now visible on the co-signers dashboard for completion
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Managing Documentation when Providers Leave
Flag FeatureMeghan Duffy
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New Flag Feature
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Challenge: There are a few places, including in TPLAN, that have no standard place where flags are always available. This can create problems for instances in which you want to create a note for yourself that doesn’t print on the narrative.
Proposed Solution: Add a flag at the top the TPLAN screen, supervision note and services record that is always visible
Implementation: Will appear in the top right corner of TPLAN, supervision note and services recordTPLAN package 191338
Example & Demonstration
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Current flag feature-Current locations: assessments, interviews/reason for visit, history, TPLAN goals screen (to view)-Use cases: notes to self during evals, possible notes to others
New Flag feature-Extra locations: TPLAN view and add-Assists with workflows of revisiting treatment plan over time, and adding notes/flags on an initial eval
Parent/Caregiver Meghan Duffy
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Parent Training Goals
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Challenge: TPLAN automatically enters the child’s name into the goals, but for parent training this is not always appropriate. Especially helpful for pediatric groups who are working on coaching or parent training model.
Proposed Solution: Include a setup option that will allow us to choose the desired categories that will use “parent caregiver”.
Implementation: Tables>More>EMR Plugins>TPLAN>Setup Tab>TPLAN_SETUP>5 (Use table codes)Package TPLAN 192167
● Because category names are custom, what you enter might be different depending on your unique categories. Enter the category name (works across disciplines for category tables).
● ABA category table is Tables>More>Custom Tables> ○ TPSCT (SLP), TPOTC (OT), TPPTC (PT)
Example & Demonstration
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Tests and Observations Meghan Duffy
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Test and Observations
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Challenge: Not all tests are available in Raintree, and some tests might be specific to users or customers
Existing Solution: Use a “tests and observations” template to create your own custom test that can be used and reused. This also allows for you to upload scanned documents and choose to include them in the narrative.
-First, add “tests and observations” to the EMR
-Then “create/edit templates”
Example & Demonstration
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Give your template a code and description
Choose where it will appear (ex: speech objective tests)
● Now that you have created a template you can set it up● Using checkboxes you can create numeric fields including custom fields● Use Ctrl +E for more functionality, such as bod/italics and adding table
Example & Demonstration
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Thank You!Next Pediatric Therapy User GroupFriday September 24 @ 8am PST
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