Courses

Elevate your education

Our mission is to get — and keep — your staff members running at top speed on your Brightree system. Whether in the classroom or online, experienced Brightree University trainers take your users through detailed, workflow discussions and problem-solving scenarios that ensure comprehension of new skills and capabilities with your product. In fact, many of our most successful customers incorporate our instructor-led classes into their annual budgets for ongoing employee education. Browse and register for classes below.

CSR: Intake Management Session 1: initial patient intake process
| Virtual (Zoom)

In Session 1, we will focus on the best practices required to run and manage an efficient patient intake process. This class will focus specifically on the initial intake process as you learn how to fully utilize patient intake workflow in Brightree. We will help you identify ways to decrease entry time, as well as help create consistencies across departments. Note: After completing this class, we recommend this BTU class to finish the intake process in Brightree, CSR: Intake Management Session 2: strategies for patient intake management and compliance.

Collector: Best Practices for payment posting in Brightree
| Virtual (Zoom)

In this two-hour virtual class, your experienced Brightree consultant will guide you on best practices for managing payment and collection activities in Brightree.

CSR: Intake Management Session 2: strategies for patient intake management and compliance
| Virtual (Zoom)

In Session 2, we will focus on the best practices required to run and manage an efficient patient intake process. You’ll learn how to fully utilize Brightree to optimize your processes for intake management via sales order worklist. We will also review intake documentation compliance best practices. This class will pick up where our class CSR: Intake Management Session 1: initial patient intake process leaves off. Pre-Requisite for this class: CSR: Intake Management Session 1: initial patient intake process is required prior to taking this class.

A/R Manager: Best Practices for A/R management
| Virtual (Zoom)

In this four-hour virtual class, your experienced Brightree consultant will guide you on best practices to make accounts receivable routines easier and more efficient.

Best Practices for Month-End Closing
| Virtual (Zoom)

In this four-hour virtual class, your experienced Brightree consultant will guide you on best practices to prepare and manage your month-end closing process in Brightree.

Executive: Advanced Reporting including Ad-Hoc
| Virtual (Zoom)

In this two-hour virtual class, your experienced Brightree consultant will guide you through best practices for understanding reporting in Brightree that will help you gain efficiencies in your business processes. Additionally, we help you understand how to easily design your own Ad-Hoc reports for any of your reporting needs.