CSR: Intake Management Session 1: initial patient intake process

Intake Management: initial patient intake process

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.

Date and Time

April 4, 2023 / 1:00 pm - 5:00 pm

Who should attend

Customer service reps, intake managers and operation managers


$199 per student


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