Optional Pre-Conference Training Sessions

New at Summit 2024! This year, we will be offering optional pre-conference training courses on the afternoon of Monday, September 23. 

All training courses are available for those who might be new to Brightree and their role or advanced users looking to learn new concepts and drive better outcomes across their organization.

12:00 PM - 1:00 PMMobile Delivery - Driving your efficiency

Discover how Brightree Mobile Delivery can transform your scheduling, with visibility that helps you manage daily deliveries while eliminating paperwork. Brightree reporting also allows you to identify which orders have already been delivered, allowing for quicker confirmation time and faster collection times.

12:00 PM - 1:00 PMBPC and the AR dashboard: How to's, did you know, and much more

Do you need a refresher on the AR dashboard? If you want to better understand how to work your unapplied cash or how often to work bad addresses, this session is for you! We’ll cover the robust features of the AR dashboard and show you how to better use time spent working with your patient AR. We’ll discuss dashboard basics and how to prioritize you day; how to talk with patients using scripting and rebuttals to secure a card on file, setting up payment plans, and the value of electronic payment versus paper. This interactive workshop will help you become your own AR dashboard expert.

12:00 PM - 1:00 PMOptimizing comprehensive patient intake (CPI) workflows (1st offering)

Learn how Brightree’s comprehensive patient intake solution simplifies this essential process. We’ll review best practices for intake configuration and workflow, and show you how our customizable, role-driven forms identify required and recommended fields to help reduce errors that can cause delays and billing inefficiencies. See how our intake management work list offers enhanced visibility to referral status while helping your team know where they need to focus.

12:00 PM - 2:15 PMLSS activity: Lean Lego exercise

What’s the best way to learn Lean principles and techniques? Playing with Lego, of course! This interactive session will include Lean concepts of waste, inventory, buffers and kanban, kaizen, work cells and more.

1:15 PM - 2:15 PMERN/ERL/Payor configurations

Is your business struggling to keep up with payor changes? Are your employees knowledgeable about payor requirements? Effective processing of key daily billing activities is one of the most important tools for securing fast turnaround of payor payments. We’ll guide you through our best practices working with payor rejections and payor configurations to help streamline easy and accurate processing of your ERNs.

1:15 PM - 2:15 PMMaximizing patient engagement - Patient Hub, Digital Experience (DX) best practices review

Consistent, automated communications tools are the key to better, faster and more frequent communication with your patients, leading to better outcomes and increased patient loyalty. In this session, we’ll go over all the communication tools in our Digital Experience and patient engagement tool kit, including texting, DX Campaigns, eForms and Patient Hub.

1:15 PM - 2:15 PMMechanics of the Brightree customer API

Learn how our customer API can be harnessed to help power your business and exchange data from other sources. This session will show you the different web services Brightree has developed, and we’ll share integration stories and some best practices for you development efforts.

2:45 PM - 3:45 PMBrightree Document Management (BDM)- Best practices set-up and use

We’ll show you best practices to manage Brightree documents and documentation filing, set-up and configuration. See how this approach can help streamline workflows and help with compliance, audits and more effective billing processes.

2:45 PM - 3:45 PMPost go-live system optimization

Join Brightree pharmacist consultants to assess your use or Brightree in pharmacy operations to get the best performance and efficiency out of your system post go-live.

2:45 PM - 3:45 PMBeginner - So you’re live on Brightree…now what?

Do you feel lost while working in your database or think you may be missing an important process? Join us to review workflows and features to keep on top of your inventory and AR processes. In this session, we’ll highlight daily and weekly actions that help ensure smooth revenue billing, follow-up and collections, as well as maintaining inventory and item processes.

2:45 PM - 5:00 PMLSS activity: Lean Lego exercise

What’s the best way to learn Lean principles and techniques? Playing with Lego, of course! This interactive session will include Lean concepts of waste, inventory, buffers and kanban, kaizen, work cells and more.

4:00 PM - 5:00 PMBeginner - Eclaims journey: Workflow and opportunities

Do clean claims and speedy payments sound good to you? Start with setting up your billers for success with functions and correct data entry. Brightree will show you our best practices for appropriate permissions and other billing recommendations.