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Software and services for post-acute care

Customer Service and Intake Management Best Practices -Session 1 of 2

This two, four-hour virtual class focuses on the best practices required to run and manage an efficient, cost-effective Intake/Customer Service operation. You will learn how to optimize your Brightree processes for order intake, sales order worklist, and documentation, as well as front-end operations management. This class is designed for customer service reps and intake managers who are new to Brightree or need a refresher with a focus on best practices.



Session 1 class will cover best practices for front-end processes, order intake workflow and unassigned items

Session 2 class will focus on front end operations management including, best practices for sales order worklists, along with documentation and compliance strategy

Date and Time

August 5, 2020 / 1:00 pm - 5:00 pm

Who should attend

New hires or those new to the customer service reps, intake managers and/or managers


$199 per attendee/per session $399 for both sessions


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