BRIGHTREE BUSINESS MANAGEMENT SOFTWARE

What if you could move referral faxes faster with an AI-powered process?

Manual processing shouldn’t slow you down, and with Intelligent Document Automation, it doesn’t have to. This modern, AI-powered intake solution reads, classifies, and extracts data from referral faxes and automatically creates patient records and sales orders right within Brightree. It provides patient matching and auto-eligibility checks.

Intelligent Document Automation supports faster approvals and reduces manual tasks, allowing your team more time for exceptional patient care.

50% +

time savings in patient and order creation

Experience it for yourself and see how Intelligent Document Automation can transform your workflow.

What sets it apart

Other tools might require you to adapt to their system. But because Intelligent Document Automation is native to Brightree, it adapts to yours.

The results* speak for themselves…

98%

document classification accuracy

95%+

data extraction accuracy

50% +

time savings in patient and order creation

*Based on average time saving and accuracy results for beta customers. Results may vary.

See how AdventHealth made every intake minute count

With Intelligent Document Automation, AdventHealth Respiratory and Equipment reduced review time from 15-45 minutes per order to approximately three minutes through AI-driven automation within its Brightree workflows.

Why it matters for your team

Accelerate intake time

Automate patient and order creation for faster onboarding

Reduce denials

Fewer manual errors mean more accurate claims

Maximize efficiency

Boost time and cost savings to focus on delivering exceptional care

Scale with confidence

Compatible with all product and payors

Real outcomes from real HME providers

“This saves staff effort—staff effort is a limited resource, and any benefit there has a direct relationship to operating costs.”
━ Amy Bradbury, Pediatric Home Service
“Intelligent Document Automation has improved our workflow by decreasing mistakes and getting more team members trained.”
━ Makalee Stearns, Vantage Home Medical
“This is an exciting new feature of Brightree that is very efficient for account and order creation.”
━ Anonymous Brightree customer

Brightree provide solutions to post-acute care providers (HME, DME & pharmacy home infusion).

© 2026 Brightree. All rights reserved.