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 and cash 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

January 2018

  • January 16-17, 2018 (Tuesday & Wednesday)
    • Best Practices: Intake, Customer Service and Front-End Management | 2 days | Atlanta, GA (Brightree) 
  • January 23, 2018 (Tuesday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • January 30, 2018 (Tuesday)
    • Best Practices: Physical Inventory – Prep to Post! | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

February 2018

  • February 13, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • February 20, 2018 (Tuesday)
    • Best Practices for Billing (Basics) | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • February 27, 2018 (Tuesday)
    • Best Practices: Pricing and Price Table Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

March 2018

  • March 6, 2018 (Tuesday)
    • Best Practices: A/R Cash Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • March 20-21, 2018 (Tuesday & Wednesday)
    • Advanced Optimization for Inventory/Purchasing Management | 2 days | Atlanta, GA (Brightree) 
  • March 27, 2018 (Tuesday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

April 2018

  • April 5, 2018 (Thursday)
    • Best Practices: Physical Inventory – Prep to Post! | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • April 17-18, 2018 (Tuesday & Wednesday)
    • Brightree for Beginners | 2 days | Atlanta, GA (Brightree) 
  • April 26, 2018 (Thursday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

May 2018

  • May 8, 2018 (Tuesday)
    • Best Practices: A/R Cash Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • May 15-16, 2018 (Tuesday & Wednesday)
    • Best Practices for Billing (Advanced) | 2 days | Atlanta, GA (Brightree) 
  • May 24, 2018 (Thursday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

June 2018

  • June 5, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • June 12-13, 2018 (Tuesday & Wednesday)
    • Advanced Optimization for Inventory/Purchasing Management | 2 days | Atlanta, GA (Brightree) 
  • June 19, 2018 (Tuesday)
    • Best Practices: A/R Cash Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • June 26, 2018 (Tuesday)
    • Best Practices: Pricing and Price Table Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

July 2018

  • July 12, 2018 (Thursday)
    • Best Practices for Billing (Basics) | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • July 17, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • July 25-26, 2018 (Wednesday & Thursday)
    • Brightree for Beginners | 2 days | Atlanta, GA (Brightree) 

August 2018

  • August 2, 2018 (Thursday)
    • Best Practices: Physical Inventory – Prep to Post! | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • August 14-15, 2018 (Tuesday & Wednesday)
    • Best Practices for Billing (Advanced) | 2 days | Atlanta, GA (Brightree)
  • August 21, 2018 (Tuesday)
    • Best Practices: A/R Cash Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • August 27, 2018 (Monday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

September 2018

  • September 4, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • September 18-19, 2018 (Tuesday & Wednesday)
    • Advanced Optimization for Inventory/Purchasing Management | 2 days | Atlanta, GA (Brightree) 
  • September 25, 2018 (Tuesday)
    • Best Practices: A/R Cash Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

October 2018

  • October 2, 2018 (Tuesday)
    • Best Practices: Pricing and Price Table Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • October 9-10, 2018 (Tuesday & Wednesday)
    • Brightree for Beginners | 2 days | Atlanta, GA (Brightree) 
  • October 18, 2018 (Thursday)
    • Best Practices for Billing (Basics) | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • October 23, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

November 2018

  • November 1, 2018 (Thursday)
    • Best Practices: Physical Inventory – Prep to Post! | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 6-7, 2018 (Tuesday & Wednesday)
    • Best Practices: Intake, Customer Service and Front-End Management | 2 days | Atlanta, GA (Brightree) 
  • November 13, 2018 (Tuesday)
    • Best Practices: Month-End Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 
  • November 27, 2018 (Tuesday)
    • Best Practices: CMN/PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 

December 2018

  • December 4-5, 2018 (Tuesday & Wednesday)
    • Advanced Optimization for Inventory/Purchasing Management | 2 days | Atlanta, GA (Brightree) 
  • 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 18, 2018 (Tuesday)
    • Best Practices: A/R Cash Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom 



HME Training Course Descriptions

 

Best Practices for Intake / Customer Service / Front-End Management

A best-practice approach to efficient Intake/Customer Service Operations. This two-day course focuses on the best practices required to run and manage an efficient, cost-effective Intake/Customer Service operation. You’ll learn how to fully utilize Brightree to optimize your processes for order intake, sales order worklist, and documentation as well as front-end operations management, and more. Audience: Customer service representatives and front-end managers. 

January 16-17, 2018 (Tuesday & Wednesday [2 days])  |  Atlanta, GA  |  $599  

November 6-7, 2018 (Tuesday & Wednesday) [2 days])  |  Atlanta, GA  |  $599  


 

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.

January 23, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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

April 26, 2018 (Thursday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

May 24, 2018 (Thursday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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

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


 

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.

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

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

July 17, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

September 4, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

October 23, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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


 

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. 

February 20, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

July 12, 2018 (Thursday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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

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


 

Best Practices for Billing (Advanced)

Learn the advanced best practices for billing and claims management in Brightree. Learn both basics and advanced best practices for billing, from set up to billing impacts on inventory items, insurance records and the patient record. This two-day class provides advanced tips and shows you the tools, processes and reports to help you bill like a pro. Audience: Billing and A/R managers, executives, managers, supervisors and team leaders.

May 15-16, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

August 14-15, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  


 

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.

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

June 26, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

October 2, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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


 

Best Practices for A/R Cash Management

Best practices for cash posting and A/R management. This four-hour online course focuses on best practices for posting and managing cash and A/R, 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.

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

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

June 19, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

August 21, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

September 25, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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


 

Brightree for Beginners

All the basics you need to get the most out of Brightree. The two-day course includes reviews of key areas in the Brightree system as well as role-based, hands-on exercises and learning focused on new staff job functions (i.e. Intake, Billing, Inventory, Purchasing, A/R Management, Cash Applications, etc.). Participants will have the opportunity to work directly in a Brightree database as well as interact with their peers. Attendees will be given a “Basic Brightree Skills” evaluation at the end of the class to help measure their competency and/or identify any areas that may need continued review. Audience: New users/staff who will be “hands-on” with Brightree, ideally once they have become oriented to company policies.

April 17-18, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

July 25-26, 2018 (Wednesday & Thursday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

October 9-10, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  


 

Best Practices for Physical Inventory Basics – Prep to Post!

Preparing for and conducting a physical inventory using Brightree. This four-hour online course will show you how to prepare for and conduct a physical inventory. You’ll learn strategies and best practices you can leverage before, during and after conducting your inventory. This course includes how to best utilize worksheets, manage reports and special mobile considerations to make taking inventory smooth and hassle-free. Audience: Purchasing managers, inventory managers and receiving staff.

January 30, 2018 (Tuesday), 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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

August 2, 2018 (Thursday) 1:00pm – 5:00pm ET  |  “Learn-from-Anywhere” Virtual Classroom  |  $199  

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


 

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.

March 20-21, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

June 12-13, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

September 18-19, 2018 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET  |  Atlanta, GA  |  $599  

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

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.