Education Schedule

Education Schedule

Whether it is a customized training course or pre-set curriculum, Brightree's team of experienced trainers can get your staff members up and running fast on the Brightree system. Learn from the experts about how to optimize the use of your system.

New Release Training

Gain hands-on proficiency with the latest Brightree release features. Did you know that Brightree updates or adds new features, functionality, and enhancements several times per year? This class offers in-depth training dedicated to reviewing these new updates and enhancements. Save time and effort by learning new ways to update your price tables, manage, work, and establish workflows for your sales orders, optimize your credit card processes, and more. The class includes an overview of the entire Brightree system and how to leverage new and existing features to streamline your workflows and increase your efficiencies. Come together in a group setting and share best practices with your peers. You’ll also have an opportunity to get your specific questions answered by a Brightree expert.

The class is suitable for new managers, new hires, and users in new roles on the Brightree system, and those wanting a thorough review or overview. Typically, companies that have been live on Brightree at least 6 months or longer will benefit most. Other situations can be evaluated on a case-by-case basis.

Registration for this 2-day training session is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the art facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500

Upcoming Classes

Thursday, August 14, 2014 - Friday, August 15, 2014
Lawrenceville, GA

Billing & A/R Management

This is an intensive two-day course for new billers or those that need an in-depth refresher of Brightree Billing and A/R processes. The training focuses on best practices and incorporates the latest Brightree release functions, including 5010 eClaims workflow. Come together in a group setting and interact with your peers. You’ll learn how to implement these tools and share best practices. You’ll also have an opportunity to get your specific questions answered by a Brightree expert.

Course topics include Billing Features and Functionality as related to the following:

  • Auto Eligibility Checks
  • Inventory & Price Tables
  • Order Intake Strategies
  • Insurance Payer Record
  • Advanced AR Management Reports and Techniques

Registration for this 2-day training session is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the art facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500.

There are currently no scheduled training events. Please check back regularly, since new training classes are added frequently.

Cash Application and Reporting

The Cash Application/ERN Management and Reporting class is an in-depth review of features and functionality associated with cash application, ERN posting, deposits, unapplied payment processes, and the best practices and tools to make this process quicker and more efficient. Special emphasis is placed on workflow and the cash reconciliation processes.

The class is suitable for users who are new hires or new to cash application in Brightree, as well as those who desire a thorough review of the topics. Typically, companies that have been live on the Brightree system at least 3-6 months or longer will benefit most. Other situations can be evaluated on a case-by-case basis.

Registration for this 2-day training sessions is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the are facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500.

There are currently no scheduled training events. Please check back regularly, since new training classes are added frequently.

Inventory Control and Management

This is an intensive two-day course for users currently responsible for or potentially new to inventory control or management within their organization, such as Purchasing Managers, Inventory Managers, Receiving Staff, etc. The class is designed as a “Workshop” for customers who want to improve their current inventory practices by learning about new functionality, processes and Brightree suggested best practices, as well as those customers who are interested in a complete over-haul of their existing inventory management process and practices. While there will be some “basic level” topic discussions, the majority of the content is designed for users already familiar with Brightree Inventory Management features and reporting. There will be some “hands-on” demo work regarding setting up and utilizing the Bar Coding feature(s) in Brightree, as well as Physical Inventory, Shelf Labels, etc. Users will come together in a small group setting to learn how to improve, implement, and establish a more effective and profitable inventory control model.

Registration for this 2-day training session is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the art facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500

Upcoming Classes

Tuesday, July 22, 2014 - Wednesday, July 23, 2014
Lawrenceville, GA
Thursday, August 21, 2014 - Friday, August 22, 2014
Dallas, TX

Customer Service and Operations Management

This is an intensive two-day course for customer service representatives or operations staff that needs an in-depth refresher of Brightree features and workflow utilized by customer service and operations staff. The training focuses on best practices and incorporates the latest Brightree release features and tools that are designed to help you streamline your daily work. Come together in a group setting and interact with your peers. You'll learn how to implement these tools and share best practices. You'll also have an opportunity to get your specific questions answered by a Brightree expert.

The class is suitable for users that are new managers, new hires, users in new roles, etc to the Brightree system, as well as those who desire a thorough review/overview of the entire Brightree system related to Customer Service and Operations. Typically, companies who have been LIVE on the Brightree system at least 2-6 months or longer will benefit most. Other situations can be evaluated on a case by case basis.

Registration for this 2-day training sessions is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the are facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500.

There are currently no scheduled training events. Please check back regularly, since new training classes are added frequently.

Just Reports

This is an intensive two-day course for Brightree users who desire a comprehensive review of ALL reporting tools and resources in the Brightree system. The training focuses on understanding and using existing “canned reports” for inventory, sales order, billing, accounts receivable and cash reconciliation management. Learn how to create your own “custom” reports with AdHoc reports. Workflow and basic business management best practices for using reporting in Brightree will be a main focus, as well as new features and functions related to reporting. Come together in a group setting and interact with your peers. You’ll learn how to implement these tools and share your best practices. You’ll also have an opportunity to get your specific questions answered by a Brightree expert.

The class is suitable for users that are new hires or new to Reporting in Brightree, as well as those who desire a thorough review/understanding of the topics. Typically, companies who have been LIVE on the Brightree system at least 2--6 months or longer will benefit most. Other situations can be evaluated on a case by case basis.

Registration for this 2-day training session is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the art facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500.

There are currently no scheduled training events. Please check back regularly, since new training classes are added frequently.

New Staff Training

Do you have employees that are new to your company and also to the Brightree system?

If so, this class is for you! It is an intensive two-day immersion training designed specifically for any NEW staff members who need a fast overall understanding of the Brightree system. The session will include reviews of key areas in the Brightree system as well as role-based, hands-on exercises and learning focused on their new job functions (i.e. Intake, Billing, Inventory, Purchasing, AR Management, Cash Applications, etc.). Students 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.

This class is a Brightree “basics” class suitable for new users/staff that need a basic understanding of the Brightree system, and some hands-on interaction with the areas in Brightree that will be relevant to their new roles.

Registration for this 2-day training session is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the art facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500

There are currently no scheduled training events. Please check back regularly, since new training classes are added frequently.

Advanced-Brightree Optimization Workshop

NEW! This two-day course is designed for company executives, managers, supervisors, and team leads. This hands-on workshop is an ADVANCED review of the many tools, reports and features in the Brightree system that are utilized to manage all aspects of your business. During this course, a special emphasis is placed on how to evaluate and assess your current day-to-day processes. Clients will learn how to leverage Brightree technology to streamline workflows and increase efficiencies. Customers will benefit from Brightree Best Practices recommendations and knowledge gained from peers regarding how they currently utilize the Brightree solution.

Participants will concentrate on the following areas during this workshop:

  1. Review and improve outstanding sales orders processes
  2. Learn effective use of Work in Progress states
  3. Overview of Workgroup Profile
  4. Understand Custom Validation Rules
  5. Assess current document management process (CMN’s: logging, receiving and storing)
  6. Review denial ratios from billing
  7. Evaluate Denial and AR Management Methodologies
  8. Discuss Advanced Reporting

Brightree clients will receive a copy of their individual operational workflow assessments to assist with making day to day processes more efficient within Brightree.

The class is suitable for Brightree users with a sound working knowledge of the Brightree system and now desire an ADVANCED understanding of the topics noted above. Typically, companies/users LIVE on the Brightree system at least 4--6 months or longer will benefit most from this course. This is NOT a basic level class. Attendees should have a intermediate knowledge of Excel.

Registration for this 2-day training session is only $699 per student, which includes live instruction from an experienced Brightree Consultant, all training materials, and online access to Brightree in a state-of-the art facility.

Want to send more than one person? Save your company money with our group discount! Each additional student is only $500.

There are currently no scheduled training events. Please check back regularly, since new training classes are added frequently.

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