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.

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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, Intake Management Session 2: strategies for patient intake management and compliance.

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Biller: Brightree HME Billing Basics Session 1: set up for billing for success!
| Virtual (Zoom)

In Session 1, your experienced Brightree consultant will guide you through all the key areas of the Brightree billing system configuration and recommendations that will drive your DME/HME billing processes in Brightree. This session will be followed by Brightree HME Billing Basics Session 2: best practices for billing and workflow management.

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Optimizing Sales Orders for Resupply
| Virtual (Zoom)

This three-hour online class will provide you with the Best Practices for optimization of your re-supply process for improved revenue management utilizing sales order templates and process workflow. We will review concepts and workflow efficiencies to maximize your resupply processes using the Brightree Management System (BMS).

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Inventory Manager: Session 1 Optimizing configuration settings for better inventory management
| Virtual (Zoom)

In this four-hour virtual class, your experienced Brightree consultant will guide you on best practices for configuration of Brightree settings used to help you improve workflow efficiencies needed to achieve optimal inventory management. We recommend taking the Optimizing e-Purchasing and conducting a physical inventory in Brightree class after this class.

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Biller: Brightree HME Billing Basics Session 2: best practices for billing and workflow
| Virtual (Zoom)

In Session 2, your experienced Brightree consultant will guide you through all the Brightree best practice recommendations for billing and A/R efficiencies. This class picks up where, Brightree HME Billing Basics Session 1: set up for billing for success, leaves off.

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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.

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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.

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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

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Inventory Manager: Session 2 Optimizing e-Purchasing and conducting a physical inventory in Brightree
| Virtual (Zoom)

In Session 2, your experienced Brightree consultant will guide you through best practices for inventory and e-purchasing process for optimal inventory management. Prerequisite: Inventory Manager: Optimizing e-Purchasing and conducting a physical inventory in Brightree

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Brightree provide solutions to post-acute care providers (HME, DME & pharmacy home infusion).

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