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Raintree Live!Reports Edition - Provider GoalsApril 27, 2018 8:00am PT 2018 Raintree Systems, Incorporated
Today’s WebinarPresenters: Lorraine Welty, Richard WeltyModerator: Misty Duff Recording will be available on User Group website. Ask questions through the Q&A Panel Check the handouts section for document and video downloads. 08:00 – 08:10 Announcements / Upcoming Topics / Polls 08:10 – 08:45 Today’s Topic - Reports - Provider Goals 08:45 – 09:00 Questions & Answers 2018 Raintree Systems, Incorporated
User Group - Downloads Sandbox Access User Group Sandbox to see features from the Early Adopter Service Packs 2018 Raintree Systems, Incorporated
Upcoming Topics Today’s Topic - Reports Edition - Provider Goals May 1 - New Ledger May 3 - Reports Edition - Ledger Reports 2018 Raintree Systems, Incorporated
Raintree - RTUC 2018 - 10th Anniversary See www.raintreeuserconference.com 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports This feature allows you to setgoals for your Providers andLocations, and to comparethose goals to actualperformance over time 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports See F1 Help / Knowledge Base for more information Updates to F1 in progress 2018 Raintree Systems, Incorporated
Provider and Location Goals ReportsFor those of you already familiar with our goals reports: OLD Provider Goals only allowed one set of goalsper provider (not able to reference historicallyover time) This single-instance was stored under theProvider or Location Setup screens If you have information entered here, then this willcontinue to be used until you transition to the newformat If you have never used this area, then the oldGoals TAB will not be visible 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports The new Provider and Location Goals Reports require an updated packageCorrespondence and Tracking package #127487Available in the Early Adopter Service Pack #2617Package Notes: 2018 Raintree Systems, Incorporated
Provider and Location Goals ReportsOVERVIEW: New Provider and Location Goals aremulti-instance to allow changes over timewhilst preserving historical reportsDOES NOT require a new record permonth/per provider/per locationA new dashboard allows you to bettermanage goal recordsA printout will allow you to see goals matrixfor any specific date rangeRelated Records Budget Goals Work Week Setup Work Day Exceptions 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports If you would like a point of referenceto get started, run a Line ItemProvider Breakdown Report and aLine Item Location Breakdown Reportto get some baseline statsGo to Main Menu Daily Ledger Print Daysheet Special Opendate range for desired sample period F10 Select reports F10 to run 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Divide a single month by # of work days, by provider for example, if youwant a daily goal rate 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Create a Budget Record for eachProvider and LocationGo to the Provider Table find the firstprovider Enter Correspondence andTracking A to Add Select Budget GoalComplete and save for providerAlternatively, you can add/edit from thenew dashboard or import goals 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Complete the Goal record specific toa single providerAdditionally, you can define abaseline goal record under theDefault Provider that can be used forany provider that is yet to be defined 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports The new dashboard areawill now allow you to accessrecords from multiplesources 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Create Work Week records by ProviderOption to define a baseline for all full timeproviders under the “ ” Default Provider1 Full-Time 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Create Work Day Exceptions for yourcompany holidays 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Run a report from the dashboardto see how your records play outover a specific date range 2018 Raintree Systems, Incorporated
Provider and Location Goals Reports Run the ProviderGoals ReportRepeat all steps forLocation Goals 2018 Raintree Systems, Incorporated
Upcoming Topics May 1 - New Ledger May 3 - Reports Edition - Ledger Reports 2018 Raintree Systems, Incorporated
Thank youfor attending this event.We look forward to seeing you next time! 2018 Raintree Systems, Incorporated
Today's Webinar Presenters: Lorraine Welty, Richard Welty Moderator: Misty Duff Recording will be available on User Group website. Ask questions through the Q&A Panel
