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.
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 class focuses on best practices and incorporates the latest Brightree release functions, including the sales order worklist and workflow, price table import tool, and CMN auto-renewal. 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 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 that are new hires or new to cash application in Brightree, as well as those who desire a thorough review of the topics. Typically, companies who 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.
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.
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.
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.
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.).
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.