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Software and services for post-acute care

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


This class 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, Intake Management: initial patient intake process,  leaves off.

Pre-Requesite for this class:   Intake Management: initial patient intake process is required prior to taking this class.


Date and Time

September 16, 2021 / 1:00 pm - 5:00 pm

Who should attend

Customer service reps, intake managers and operations managers


$199 per student


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