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Pediatric Therapy User Group August 20, 2021 © 2021 Raintree Systems, Inc. - Private/Confidential Kathryn Rigda, PT

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Page 1: User Group Pediatric Therapy

Pediatric Therapy User GroupAugust 20, 2021

© 2021 Raintree Systems, Inc. - Private/Confidential

Kathryn Rigda, PT

Page 2: User Group Pediatric Therapy

© 2021 Raintree Systems, Inc. - Private/Confidential

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

Page 3: User Group Pediatric Therapy

Kathryn Rigda, PTDirector of Product

Management - Therapy

Our Team

© 2021 Raintree Systems, Inc. - Private/Confidential

Meghan Duffy, SLPProduct Analyst Clinical

Coach - Pediatric Therapy

Page 4: User Group 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

© 2021 Raintree Systems, Inc. - Private/Confidential

Register Now!

https://bit.ly/2SMU8Qj

Page 5: User Group Pediatric Therapy

Upcoming Topics

© 2021 Raintree Systems, Inc. - Private/Confidential

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

Page 6: User Group Pediatric Therapy

TPLAN Goals

Kathryn Rigda

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 7: User Group Pediatric Therapy

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

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 8: User Group Pediatric Therapy

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

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 9: User Group Pediatric Therapy

TPLAN Goals● Select “Open Long Term Goal” to open the corresponding Long term Goal, and make

whatever edits and updates are required

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 10: User Group Pediatric Therapy

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.

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 11: User Group Pediatric Therapy

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.

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 12: User Group Pediatric Therapy

Managing Documentation when Providers Leave

Kathryn Rigda© 2021 Raintree Systems, Inc. - Private/Confidential

Page 13: User Group Pediatric Therapy

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

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 14: User Group Pediatric Therapy

Managing Documentation when Providers Leave

● Provider -PTA has these notes unsigned on his dashboard

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 15: User Group Pediatric Therapy

● 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

© 2021 Raintree Systems, Inc. - Private/Confidential

Managing Documentation when Providers Leave

Page 16: User Group Pediatric Therapy

● 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

© 2021 Raintree Systems, Inc. - Private/Confidential

Managing Documentation when Providers Leave

Page 17: User Group Pediatric Therapy

● 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

© 2021 Raintree Systems, Inc. - Private/Confidential

Managing Documentation when Providers Leave

Page 18: User Group Pediatric Therapy

● If the provider does not require co-sign, or you select not to assign to the cosigner then you will receive this prompt

© 2021 Raintree Systems, Inc. - Private/Confidential

Managing Documentation when Providers Leave

Page 19: User Group Pediatric Therapy

● The provider is now inactive in the provider table, inactive in the user table, and has no incompleted notes assigned

© 2021 Raintree Systems, Inc. - Private/Confidential

Managing Documentation when Providers Leave

Page 20: User Group Pediatric Therapy

● Notes are now visible on the co-signers dashboard for completion

© 2021 Raintree Systems, Inc. - Private/Confidential

Managing Documentation when Providers Leave

Page 21: User Group Pediatric Therapy

Flag FeatureMeghan Duffy

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 22: User Group Pediatric Therapy

New Flag Feature

© 2021 Raintree Systems, Inc. - Private/Confidential

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

Page 23: User Group Pediatric Therapy

Example & Demonstration

© 2021 Raintree Systems, Inc. - Private/Confidential

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

Page 24: User Group Pediatric Therapy

Parent/Caregiver Meghan Duffy

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 25: User Group Pediatric Therapy

Parent Training Goals

© 2021 Raintree Systems, Inc. - Private/Confidential

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

Page 26: User Group Pediatric Therapy

● 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

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 27: User Group Pediatric Therapy

Tests and Observations Meghan Duffy

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 28: User Group Pediatric Therapy

Test and Observations

© 2021 Raintree Systems, Inc. - Private/Confidential

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.

Page 29: User Group Pediatric Therapy

-First, add “tests and observations” to the EMR

-Then “create/edit templates”

Example & Demonstration

© 2021 Raintree Systems, Inc. - Private/Confidential

Give your template a code and description

Choose where it will appear (ex: speech objective tests)

Page 30: User Group Pediatric Therapy

● 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

© 2021 Raintree Systems, Inc. - Private/Confidential

Page 31: User Group Pediatric Therapy

Thank You!Next Pediatric Therapy User GroupFriday September 24 @ 8am PST

© 2021 Raintree Systems, Inc. - Private/Confidential