Efficiently capture, manage, share, and secure documentation.

Brightree Document Management fully integrates advanced document-aware capabilities within the Brightree interface that enable you to efficiently capture, manage, share, and secure documentation. The solution goes beyond simple imaging by intelligently putting documents where they are required in your workflows and automatically releasing deliveries and billing when documentation is complete.

Built-in Document-Aware Intelligence

  • Leverage “Document-Aware” technology that recognizes documents and automatically places them into required workflows
  • Store all documentation within a single secure system
  • Automatically file and assign Brightree barcoded documents to your review team
  • Ensure all back-office documentation is present before confirming orders using Document Validation Rules
  • Ensure the right documents are in place and have been properly reviewed prior to confirmation
  • Deliver products and submit claims with confidence that all necessary documentation is captured

Integrated AuditResponse

  • Reduce audit response times by 60-70%
  • Respond to Medicare audits directly from within Brightree platform
  • See audit status directly from the patient record
  • Easily respond to non-Medicare audits with document consolidation and integrated print/fax tools


  • Go paperless and mobile by adding MyForms to build custom forms and automatically index/file documents into Brightree Document Management. Learn more about MyForms

"We get hundreds of time-sensitive faxes every day, and Brightree Document Management has completely automated the process for how we receive those faxes, communicate to referral sources, and assign tasks. Everything from sales orders and delivery tickets to CMNs and patient records is linked and readily accessible with Brightree. Brightree has given us a whole new level of visibility into our processes and has helped us promote efficiency and time management, all of which are critical."

Jaime Walsh, Director of Compliance & TrainingOption 1 Healthcare Solutions

"As we continue to grow our business through acquisitions, Brightree Document Management makes it possible to have required documentation right at our fingertips. Brightree gives us the confidence of always being audit-ready."

Patty Mastandrea, COOMedcare Equipment Company

"The on-demand EOBs have literally saved hours a week with secondary claims filing. We no longer have to stand at the copying machine and make copies of EOBs or pull out the Sharpie and black out line after line for claim after claim."

Tina Behselich, ManagerMobility Healthcare

“We use Brightree Document Management for organizing all of our patient files. Everything between a prescription, a sales order, a sleep study, any kind of testing, vendor invoices, it all goes through our Document Management and it's a great tool to organize all of our paperwork.”

Caralie Roisum, Respiratory SupervisorFairview Health Services

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.