Document Management / MyForms

Document Management / MyForms

Reduce denials and payment delays due to missing documentation. Save 40-50% of the time spent chasing documents and 80-90% less time collecting documents for audit responses. Go paperless and mobile by adding MyForms to build custom forms and automatically index/file documents into Brightree Document Management.

Brightree Document Managment and MyForms

Document-Aware Intelligence

  • Ensure the right documents are in place and have been properly reviewed prior to confirmation
  • Deliver products and submit claims with confidence that all necessary documentation is captured
  • Ensure audit compliance with intelligent workflows that require specific documentation prior to delivery and confirmation
  • Guide users with tasks and alerts based on document status

Integrated AuditResponse™

  • Reduce audit response times by 60-70%
  • Respond to Medicare audits directly from within Brightree platform
  • See audit status directly from the patient record
  • Easily respond to non-Medicare audits with document consolidation and integrated print/fax tools


  • Create every needed form at once based on the HCPCS, Payer, and Diagnosis from your Brightree sales order
  • Create custom forms while leveraging your existing forms
  • Automatically index and file documents into Brightree Document Management
  • Send secure emails to physicians for electronic signature capture

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