Brightree University

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Brightree University provides the highest quality of user preparation and continuing support to the Brightree community, whether in the classroom or online. Our experienced trainers take users through detailed discussions and problem-solving scenarios that ensure comprehension of new skills and capabilities. Many of our most successful customers incorporate our instructor-led classes into their annual budgets for ongoing employee education.

The Brightree University mission is to get — and keep — your staff members running at top speed on the Brightree system.

All Brightree University courses feature live instruction from an experienced Brightree Consultant plus all training materials, on topics such as inventory and purchasing; billing, A/R management; new hire training; customer service/intake workflow; month-end management; pricing and price table management; CMN/PAR processing; and more.

Most of our courses are offered via our “Learn-from-Anywhere” Virtual Classroom, in manageable, time-sensitive four-hour blocks to give you affordable training options that work with your staff’s schedules.


HME Training Course Calendar

November 2018

  • November 8, 2018 (Thursday)
    • Optimizing Brightree MyForms | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 8, 2018 (Thursday)
    • Best Practices for Advanced Reporting | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 12, 2018 (Monday)
    • Year-End Preparation  | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 13, 2018 (Tuesday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 14, 2018 (Wednesday)
    • Optimizing Brightree Document Management | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 15, 2018 (Thursday)
    • Best Practice Checklist for Productivity & Management (Dashboards/Scorecards)  | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 26, 2018 (Monday)
    • Master Your Brightree Rules Engine (Advanced) | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 27, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 28, 2018 (Wednesday)
    • Year-End Preparation  | 2 hours | “Learn-from-Anywhere” Virtual Classroom 


December 2018

  • December 3, 2018 (Monday)
    • Optimizing Brightree Document Management | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 4, 2018 (Tuesday)
    • Deep Dive Into Site Settings (Advanced)  | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 4-5, 2018 (Tuesday & Wednesday)
    • Advanced Optimization for Inventory/Purchasing Management | 2 days | Atlanta, GA (Brightree) 
  • December 5, 2018 (Wednesday) 
    • Best Practices for New Billers (session 1 of 2)  | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 6, 2018 (Thursday)
    • Best Practices for New Billers (session 2 of 2) | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 6, 2018 (Thursday)
    • Best Practices for Advanced Reporting | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 10, 2018 (Monday)
    • Optimizing Revenue Cycle Worklist | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 11, 2018 (Tuesday)
    • Best Practices for Billing (Basics) | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 13, 2018 (Thursday)
    • Best Practices: Pricing and Price Table Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 17, 2018 (Monday)
    • Year-End Preparation  | 2 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 18, 2018 (Tuesday)
    • Best Practices: A/R Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • December 19, 2018 (Wednesday)
    • Best Practice Checklist for Productivity & Management (Dashboards/Scorecards)  | 2 hours | “Learn-from-Anywhere” Virtual Classroom 


 

HME Training Course Descriptions

 

Best Practices for Month-End Management

Best practices for preparing and closing your month in Brightree. This four-hour online course focuses on the best practices required to prepare and manage your month-end closing processes in Brightree. You’ll learn about the most effective clean-up activities related to orders/payment and inventory as well as how to manage your general ledger and run month-end financial reports. Audience: Billing and accounting staff, A/R managers, executives, managers, supervisors and team leaders.

November 13, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Best Practices for CMN and PAR Management

A best-practices approach to creating and managing CMN/PARs. This four-hour online course shows you how to manage your CMN/PAR processes using Brightree best practices. You’ll learn about the key settings for managing CMN/PAR. We will also review the most effective procedures for creating and customizing CMNs and PARs within existing workflows and the use of reporting tools. Audience: Customer service representatives, front-end managers and staff responsible for managing CMNs and/or PARs.

November 27, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Best Practices for Billing (Basics)

A best-practices approach to the basics of billing and sales order management. This four-hour online course focuses on the basics of billing in Brightree. This course includes a review of set-up considerations for inventory items and the patient record and how it impacts billing. In addition, we’ll cover the basics of sales order management to improve the efficiency of your billing. Audience: New billers, managers, or those who need an in-depth refresher of Brightree billing and A/R processes. 

December 11, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Best Practices for Pricing and Price Table Management

Best practices for setting up and managing pricing and price tables. This four-hour online course will show you how to set up and manage price tables. In this class, you will learn about pricing categories, creating multiple procedure code pricing, CMN/PAR requirements, billing options and pricing imports. Audience: Billing managers, office managers, or any staff responsible for maintaining pricing.

December 13, 2018 (Thursday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Best Practices for A/R Management

Learn tips and tricks to better manage your A/R. This four-hour online course focuses on best practices and incorporates the latest Brightree release functions, including Revenue Cycle Workflow. Course topics include billing features and functionality for ICD-10 Processes, Inventory & Price Tables, Order Intake Strategies, Insurance Payer Record, and Advanced A/R Management Reports and Techniques. Audience: New hires or those new to the cash application in Brightree, billing and collection staff and/or managers.

December 18, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Best Practices for Advanced Reporting

Tips and tricks on how to master reporting in Brightree. This four-hour online course focuses on reporting best practices and incorporates the latest Brightree release functions. You’ll learn about adhoc reporting that helps you optimize your business processes as well as how to locate reports, types of reporting, reporting format and filters for reports. Audience: Owners, management, office managers, billing managers, customer service managers.

November 8, 2018 (Thursday) | 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199  

December 6, 2018 (Thursday) | 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199  

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Advanced Optimization for Inventory/Purchasing Management

Learn the advanced best practices for inventory and purchasing management. This in-depth two-day class will provide you with all you need to know to manage your inventory, from the set-up to purchasing processes, as well as conducting a physical inventory. Audience: Inventory managers, office managers and executives.

December 4-5, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

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Optimizing Brightree Document Management

A best-practices review of use and administration of Brightree Document Management. This two-hour online class will provide you with all you need to know to use Brightree Document Management (BDM) for effective and efficient scanning and tracking of all documents. We will also review steps necessary for proper administration and configuration of Brightree Document Management.  Audience: BDM users.

November 14, 2018 (Wednesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

December 3, 2018 (Monday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Optimizing the Revenue Cycle Worklist

Best-practices for using and managing Revenue Cycle Worklist.This four-hour online class will provide you with all you need to know to use Revenue Cycle Worklist (RCW) for effective and efficient tracking of all revenue-related transactions. We will also review steps necessary for proper administration and configuration of activities and task status.  Audience: Billers, Billing Managers, Revenue Managers and Collectors.

December 10, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Optimizing Brightree MyForms

A best-practices review of use and administration of MyForms: Front-End Process Management. This four-hour online class will provide you with all you need to know to understand use of MyForms for effective and efficient intake/referral management. We will also review steps necessary for proper administration and configuration of your MyForms solution. Training will address topics and processes for the end-user as well as for administrators.   Audience: Intake Coordinators, Customer Service Representatives, Documentation specialists, etc. and any other staff involved in the front-end/intake processes. Staff responsible for administration or configuration of your MyForms solution.

November 8, 2018 (Thursday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Best Practice Checklist for Productivity & Management (Dashboards/Scorecards)

Best practices for maximum efficiency and effectiveness. In this two-hour virtual class built for managers, you will learn best practices for productivity and work management, including:

  • How to identify Key Performance Indicators
  • How to implement process and system design
  • Development of reporting & dashboards
  • Development of revenue quality assurance
  • How to best identify work load, outstanding work and productivity

Audience: Managers.

November 8, 2018 (Thursday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

December 19, 2018 (Wednesday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

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Best Practices for New Billers (two 4-hour sessions, consecutive days)

All the billing basics you need to get the most out of Brightree.This 8-hour online course focuses on the basics of billing in Brightree for billers that are new to your staff. Conducted across two 4-hours sessions on consecutive days, this course introduces the Brightree system to your new billers and shows them how to work successfully from day one. In the first session we’ll cover the basics of navigating the system along with inventory items records and control transactions, as well as data and order entry. The second session covers the sales order process, billing reporting, eClaims, cash application and A/R management, as well as the reporting capabilities in the executive dashboard, business scorecard and adhoc reports.  Audience: New billers.

December 8, 2018 (Wednesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

December 9, 2018 (Thursday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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Deep Dive into Site Settings

Best practices for mastering site settings in Brightree. 

This two-hour online class will provide you with all you need to know to understand how to use and configure your Brightree Site Settings. Class objectives include the following;

  • Understand each site setting and its impact to your business
  • Identify and configure the site settings pertinent to your operations
  • Explore and consider settings for features you may not be using
  • Demonstrate knowledge of how to update your own system setting

Audience: Brightree Admin Users.

December 4, 2018 (Tuesday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

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Managing Your Brightree Rules Engine

Learn the administration best practices for the Brightree Rules Engine. This two-hour online class will provide you with all you need to know to understand how to use and configure your Brightree Rules Engine. Class objectives include the following;

  • Configure rules that will prevent delivery of items that are not ready for delivery
  • Configure rules to prevent confirmation of sales orders that could lead to denials
  • Configure rules to provide information based on the condition of the sales order and direction
  • Provide a warning based upon the condition of the sales order and action to be taken

Audience: Intake Managers and Brightree Admin Users.

November 26, 2018 (Monday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

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Year-End Preparation

A best-practices review of Year-End Preparation.This two-hour online class will provide you with all you need to know to understand how to prepare for Year-End Closing.   Audience: Operation Managers.

November 12, 2018 (Monday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

November 28, 2018 (Wednesday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

December 17, 2018 (Monday), 1:00pm – 3:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $99  

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See Brightree in Action

Over 2,500 post-acute care organizations rely on Brightree to help them focus on what matters most: the patients. Sign up for a demo of Brightree to see how we’re making post-acute care more efficient than ever.