Supercharge your business with a spectrum of service options.

Most successful providers, even in today’s environment, continue to grow and prosper when using an advanced, next-generation software platform. But these providers also maximize their software’s value by implementing scalable best practices across the entire business. Best practices produce continuous process and workflow improvements and can significantly increase revenue while containing costs.

Learn from Brightree’s team of Best Practices consultants who work with thousands of providers regularly to help them optimize the use of the system and ultimately their business performance. Our consultants have extensive experience designing and implementing best practices for high-performing providers.

Our professional services include:


Choose from a variety of remote or onsite training services to optimize the use of your system:

  • Ad Hoc Pricing Import Tool
    User training on existing and new price table maintenance and creation.
  • Billing & Accounts Receivable
    Training services to cover sales order confirmation, managing ERL notifications, resubmission of invoices, invoice modification, printing of claims, price table management, eligibility, denial management and collections workflow and reporting.
  • Brightree Document Management (BDM)
    This session can be customized to train individual staff members on any aspect of the BDM product or a complete review from scanning through document retrieval.
  • Cash Posting
    The Cash Posting session covers manual deposits, electronic deposits, cash posting tips and tricks as well as reporting on posted deposits.
  • Month End Reporting
    Training for monthly financial reporting and balancing to the Brightree General Ledger Reports.
  • New Employee Training
    An opportunity for a new manager or new employee(s) to receive one-on-one training.
  • Revenue Cycle Workflow (RCW)
    Entry level, new employee and advanced training includes review of current workflows followed by consulting on best practices and development of reports.
  • Reporting
    Training to cover ad hoc reporting, suggested native reports and daily and monthly report processing and timetable
  • Brightree Tune-Up Session
    This 5-10 hour remote session provides you with guidance on bad debt write-offs, inventory cleanup and report cleanup (Outstanding SO, Holds/Stops, Unposted ERNs).

Partner with our consultants to master Brightree best practices and boost business performance.

  • Operational Workflow Analysis (OWA)
    A Brightree consultant will review your existing process flows and your current use of the Brightree system from intake to collections. The consultant will identify areas that can be enhanced with Brightree best practice recommendations and review them with executive management to discuss observations and prioritize next steps.
  • Best Practices: Billing and Collections
    A Brightree consultant will review your current billing and collections processes and workflows and identify opportunities to establish best practice workflows to enhance the utilization and effectiveness of your Brightree system. The consultant will review best practice recommendations with executive management and prioritize next steps.
  • Best Practices: Intake
    A Brightree consultant will review your current intake processes and workflows to identify opportunities to establish best practice workflows to enhance your patient intake, documentation management, and patient service processes. The consultant will review best practice recommendations with executive management and prioritize next steps.
  • Best Practices: Inventory
    A Brightree consultant will review your current warehouse management, purchasing, and delivery processes and identify areas for improvement and incorporate Brightree Best Practices. The consultant will review best practice recommendations with executive management and prioritize next steps.
  • Metrics, Reporting and KPI
    Assistance in the development of management and financial reports to create measurements for employee metrics and established business goals. Includes the development of a sound ad hoc reporting workflow for consistency across the organization, an introduction to advanced reporting, and assistance in establishing additional KPI’s and goals.
  • Business Rules Engine (BRE) – Custom Validation Rules
    The Validation Rules help mitigate risk for denials and non-profitable items and allows personalized system design.
Data Services

Streamline business operations, increase efficiency, and leverage the full power of your data.

  • Brightree Sandbox
    Brightree will make available a copy of your production data to be used for employee training and skill building.
  • Custom Forms
    Creation of client specific forms, such as pick-up tickets, facility invoices, CMNs and Prior Authorizations.
  • GL Extracts
    This is offered as either a daily, weekly or monthly extract to be consumed by your Financial Reporting System.
  • Data Extract Package
    Daily data extracts to be used to populate a data warehouse for your reporting needs. The data extract provides data for analysis and data mining.
  • Custom Data Extracts
    Customer identified information extracted from Brightree and delivered to a secure FTP site on a customer-defined schedule.
  • Data Service Work
    Client-driven updates to Brightree data based on customer request. Updates can be performed on many of the unique fields in the Brightree system.
  • Merger and Acquisitions
    Data Migration to your Brightree database from either a non-Brightree system or another Brightree database. This package includes project management assistance as well as training services if needed.
  • Price Table Load
    Programmatic assistance to update price tables.

"Brightree employees act and perform as if they were owners themselves. There is such tremendous buy-in from all the employees to deliver the highest quality product. We have found that Brightree and the Brightree Staff is determined to be on the cutting edge in both service and technology."

David Siegel, COONationwide Medical Inc.

"Brightree has been a sort of a lifesaver to our billing function and to our billing team, [showing us] not only how Brightree works but how to make Brightree work best for us."

John Holtz, CFO/COOWilmington Medical Supply

See Brightree in Action

Over 2,500 post-acute care organizations rely on Brightree to help them focus on what matters most: the patients. Sign up for a demo of Brightree to see how we’re making post-acute care more efficient than ever.