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

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 processleaves off.

Pre-Requisite for this class:   CSR: Intake Management Session 1: initial patient intake process is required prior to taking this class.

Date and Time

October 25, 2022 / 1:00 pm - 5:00 pm

Who should attend

Customer service reps, intake managers and operations managers


$199 per student


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