Brightree University

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Brightree University provides the highest quality of user preparation and continuing support to the Brightree community, whether in the classroom or online. Our experienced trainers take users through detailed discussions and problem-solving scenarios that ensure comprehension of new skills and capabilities. Many of our most successful customers incorporate our instructor-led classes into their annual budgets for ongoing employee education.

The Brightree University mission is to get — and keep — your staff members running at top speed on the Brightree system.

All Brightree University courses feature live instruction from an experienced Brightree Consultant plus all training materials, on topics such as inventory and purchasing; billing, A/R management; new hire training; customer service/intake workflow; month-end management; pricing and price table management; CMN/PAR processing; and more.

Most of our courses are offered via our “Learn-from-Anywhere” Virtual Classroom, in manageable, time-sensitive four-hour blocks to give you affordable training options that work with your staff’s schedules.


HME Training Course Calendar


January 2019

  • January 3, 2018 (Wednesday)
    • Best Practices: Physical Inventory – Prep to Post! | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 8, 2019 (Tuesday)
    • Best Practices for Pricing and Price Table Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 9, 2019 (Wednesday)
    • Best Practices for CMN and PAR Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 10, 2019 (Thursday)
    • Best Practice Checklist for Productivity & Management | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 14, 2019 (Monday)
    • Best Practices for GoScripts | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 15, 2019 (Tuesday)
    • Best Practices: Month-end Management | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 23, 2019 (Wednesday)
    • Best Practices for New Billers | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 24, 2019 (Thursday)
    • Best Practices for New Billers | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 29, 2019 (Tuesday)
    • Best Practices for Advanced Reporting | 4 hours | “Learn-from-Anywhere” Virtual Classroom
  • January 29-30, 2019 (Tuesday & Wednesday)
    • Best Practices for Billing (Advanced) | 2 days | Atlanta, GA
  • January 31, 2019 (Thursday)
    • Optimizing Revenue Cycle Worklist | 4 hours | “Learn-from-Anywhere” Virtual Classroom


February 2019

  • February 4, 2019 (Monday)
    • Optimizing the Brightree Document Management Process | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 5, 2019 (Tuesday)
    • Managing your Brightree Rule Engine | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 6, 2019 (Wednesday)
    • Best Practices for CMN and PAR Management |4 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 7, 2019 (Thursday)
    • Optimizing MyForms | 4 hours| “Learn-from-Anywhere” Virtual Classroom
  • February 11, 2019 (Monday)
    • Best Practices for A/R Management | 4 hours| “Learn-from-Anywhere” Virtual Classroom
  • February 12, 2019 (Tuesday)
    • Best Practices for Pricing and Price Table Management | 4 hours| “Learn-from-Anywhere” Virtual Classroom
  • February 13, 2019 (Wednesday)
    • Advanced Optimization of User Group Permissions and Security | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 14, 2019 (Thursday)
    • Best Practice Checklist for Productivity & Management | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 19, 2019 (Tuesday)
    • Best Practices: Month-end Management | 4 hours| “Learn-from-Anywhere” Virtual Classroom
  • February 19-20, 2019 (Tuesday & Wednesday)
    • Intake / Customer Service / Front End Management | 2 days | Atlanta, GA
  • February 20, 2019 (Wednesday)
    • Best Practices for GoScripts | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 26, 2019 (Tuesday)
    • Optimizing the Revenue Cycle Worklist | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 27, 2019 (Wednesday)
    • Best Practices: Sales Order Templates | 2 hours | “Learn-from-Anywhere” Virtual Classroom
  • February 28, 2019 (Thursday)
    • Best Practices: Sales Order Workflow | 2 hours | “Learn-from-Anywhere” Virtual Classroom

    HME Training Course Descriptions


     

    Best Practices for A/R Management

    Learn tips and tricks to better manage your A/R. This four-hour online course focuses on best practices and incorporates the latest Brightree release functions, including Revenue Cycle Workflow. Course topics include billing features and functionality for ICD-10 Processes, Inventory & Price Tables, Order Intake Strategies, Insurance Payer Record, and Advanced A/R Management Reports and Techniques. Audience: New hires or those new to the cash application in Brightree, billing and collection staff and/or managers.

    February 11, 2019 (Monday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Year-End Preparation

    A best-practices review of Year-End Preparation.This two-hour online class will provide you with all you need to know to understand how to prepare for Year-End Closing. Audience: Operation Managers.

    *** Stay tuned for next scheduled class. ***

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    Best Practices for Month-End Management

    Best practices for preparing and closing your month in Brightree. This four-hour online course focuses on the best practices required to prepare and manage your month-end closing processes in Brightree. You’ll learn about the most effective clean-up activities related to orders/payment and inventory as well as how to manage your general ledger and run month-end financial reports. Audience: Billing and accounting staff, A/R managers, executives, managers, supervisors and team leaders.

    January 15, 2019 (Tuesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

    February 19, 2019 (Tuesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Best Practices for CMN and PAR Management

    A best-practices approach to creating and managing CMN/PARs. This four-hour online course shows you how to manage your CMN/PAR processes using Brightree best practices. You’ll learn about the key settings for managing CMN/PAR. We will also review the most effective procedures for creating and customizing CMNs and PARs within existing workflows and the use of reporting tools. Audience: Customer service representatives, front-end managers and staff responsible for managing CMNs and/or PARs.

    January 9, 2019 (Wednesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

    February 6, 2019 (Wednesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Optimizing Brightree MyForms

    A best-practices review of use and administration of MyForms and front-end process management. This four-hour online class will provide you with all you need to know to understand use of MyForms for effective and efficient intake/referral management. We will also review steps necessary for proper administration and configuration of your MyForms solution. Training will address topics and processes for the end-user as well as for administrators. Audience: Staff responsible for administration or configuration of your MyForms solution.

    February 7, 2019 (Thursday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Best Practices for Pricing and Price Table Management

    Best practices for setting up and managing pricing and price tables. This four-hour online course will show you how to set up and manage price tables. In this class, you will learn about pricing categories, creating multiple procedure code pricing, CMN/PAR requirements, billing options and pricing imports. Audience: Billing managers, office managers, or any staff responsible for maintaining pricing.

    January 8, 2019 (Tuesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

    February 12, 2019 (Tuesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Best Practices for Advanced Reporting

    Tips and tricks on how to master reporting in Brightree. This four-hour online course focuses on reporting best practices and incorporates the latest Brightree release functions. You’ll learn about adhoc reporting that helps you optimize your business processes as well as how to locate reports, types of reporting, reporting format and filters for reports. Audience: Owners, management, office managers, billing managers, customer service managers.

    January 29, 2019 (Tuesday) | 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Best Practices for Physical Inventory Basics – Prep to Post!

    Preparing for and conducting a physical inventory using Brightree. This four-hour online course will show you how to prepare for and conduct a physical inventory. You’ll learn strategies and best practices you can leverage before, during and after conducting your inventory. This course includes how to best utilize worksheets, manage reports and special mobile considerations to make taking inventory smooth and hassle-free. Audience: Purchasing managers, inventory managers and receiving staff.

    January 3, 2019 (Thursday) 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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    Managing Your Brightree Rules Engine

    Learn the administration best practices for the Brightree Rules Engine. This two-hour online class will provide you with all you need to know to understand how to use and configure your Brightree Rules Engine. Class objectives include the following;

    • Configure rules that will prevent delivery of items that are not ready for delivery
    • Configure rules to prevent confirmation of sales orders that could lead to denials
    • Configure rules to provide information based on the condition of the sales order and direction
    • Provide a warning based upon the condition of the sales order and action to be taken
    • Audience:Managers and Brightree Admin Users

      February 5, 2019 (Tuesday) 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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      Optimizing the Revenue Cycle Worklist

      Best-practices for using and managing Revenue Cycle Worklist.This four-hour online class will provide you with all you need to know to use Revenue Cycle Worklist (RCW) for effective and efficient tracking of all revenue-related transactions. We will also review steps necessary for proper administration and configuration of activities and task status. Audience: Billers, Billing Managers, Revenue Managers and Collectors.

      January 31, 2019 (Thursday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

      February 26, 2019 (Tuesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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      Optimizing the Brightree Document Management Process

      A best-practices review of use and administration of Brightree Document Management. This two-hour online class will provide you with all you need to know to use Brightree Document Management (BDM) for effective and efficient scanning and tracking of all documents. We will also review steps necessary for proper administration and configuration of Brightree Document Management. Audience: BDM users.

      February 4, 2019 (Monday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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      Best Practice Checklist for Productivity & Management (Dashboards/Scorecards)

      Best practices for maximum efficiency and effectiveness. In this two-hour virtual class built for managers, you will learn best practices for productivity and work management, including:

      • How to identify Key Performance Indicators
      • How to implement process and system design
      • Development of reporting & dashboards
      • Development of revenue quality assurance
      • How to best identify work load, outstanding work and productivity
      • Audience: Managers.

        January 10, 2019 (Thursday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $99

        February 14, 2019 (Thursday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $99

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        Advanced Optimization of User Group Permissions and Security

        Learn tips and tricks on how to optimize user group permissions and security in Brightree.This two-hour online class will provide you with the Best Practices for configuration and management of User groups and Security. The focus will be set up and management of Brightree user groups and will also address, creating new user groups and assigning users to new groups. Emphasis will be on best practice recommendations for role-based permission set up and the importance of managing permissions related to new or updated Brightree features and functionality. Audience:Administrators and managers charged with administering/updating user group permissions and access.

        February 13, 2019 (Wednesday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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        Best Practices: Sales Order Templates

        Learn tips and tricks on how to master Sales Order Templates.This two-hour online class will provide you with the Best Practices for configuration and management of when, why and how to use Sales Order Templates. Sales Order Templates are designed to use for recurring purchase item orders. We will discuss pros for using templates to streamline order processes as well assist with fulfillment efficiency. In addition, we will discuss a productive and efficient workflow for the sales order templates and related sales orders. Audience: Administrators and managers responsible for creating Sales Order Templates or anyone who would like to learn how to use Sales Order Templates.

        February 27, 2019 (Wednesday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $99

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        Best Practices: Sales Order Workflow

        Learn tips and tricks on how to master the Sales Order Workflow.This two-hour online class will provide you an understanding of a productive and efficient workflow for the sales order templates and related sales orders. Audience: Anyone responsible for understanding the workflow for Sales Orders

        February 28, 2019 (Thursday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $99

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        Best Practices for New Billers (two 4-hour sessions, consecutive days)

        All the billing basics you need to get the most out of Brightree.This 8-hour online course focuses on the basics of billing in Brightree for billers that are new to your staff. Conducted across two 4-hours sessions on consecutive days, this course introduces the Brightree system to your new billers and shows them how to work successfully from day one. In the first session we’ll cover the basics of navigating the system along with inventory items records and control transactions, as well as data and order entry. The second session covers the sales order process, billing reporting, eClaims, cash application and A/R management, as well as the reporting capabilities in the executive dashboard, business scorecard and adhoc reports. Audience: New billers.

        January 23, 2019 (Wednesday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

        January 24, 2018 (Thursday), 1:00pm – 5:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $199

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        Best Practices for GoScripts

        A best-practices review of use and administration of GoScripts. This two-hour class will provide you with all you need to know to understand use of GoScripts, the web-based software system for sending, receiving, tracking and signing prescription referral documentation, for effective and efficient referral management. We will also review steps necessary for proper administration and configuration of your GoScripts solution. Training will address topics and processes for the end-user as well as for administration. Audience: Intake Coordinators, Customer Service Representatives, Documentation Specialists, etc. and any staff involved in initiating DWOs/CMNs to referral sources, processing signed documentation and updating referral information.

        January 14, 2019 (Monday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $99

        February 20, 2019 (Wednesday), 1:00pm – 3:00pm ET | “Learn-from-Anywhere” Virtual Classroom | $99

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        Best Practices for Intake / Customer Service / Front-End Management

        A best practice approach to efficient Intake/Customer Service OperationsThis two-day course focuses on the best practices required to run and manage an efficient, cost-effective Intake/Customer Service operation. You’ll learn how to fully utilize Brightree to optimize your processes for order intake, sales order worklist, and documentation as well as front-end operations management, and more. Audience: Customer service representatives, front-end managers

        February 19 – 20, 2019 (Tuesday & Wednesday), 9:00am – 5:00pm ET | Atlanta, GA | $599 per attendee (includes live instruction from an experienced Brightree Consultant and all training materials, plus lunch and snacks & beverages throughout the day)

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        Best Practices for Billing (Advanced)

        Learn the advanced best practices for billing and claims management in Brightree. Learn both basics and advanced best practices for billing, from set up to billing impacts on inventory items, insurance records and the patient record. This two-day class provides advanced tips and shows you the tools, processes and reports to help you bill like a pro. Audience: Billing and A/R managers, executives, managers, supervisors and team leaders. Learn the advanced best practices for billing and claims management in Brightree. Learn both basics and advanced best practices for billing, from set up to billing impacts on inventory items, insurance records and the patient record. This two-day class provides advanced tips and shows you the tools, processes and reports to help you bill like a pro. Audience: Billing and A/R managers, executives, managers, supervisors and team leaders.

        January 29-30 (Tuesday & Wednesday [2 days]), 9:00am – 5:00pm ET | Atlanta, GA | $599

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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.