Brightree MyForms™June 2016 Sprint Review
Release date June 6 -2016
© 2015 Brightree
§ Release this Month:§ Task Changes§ Task Due Dates§ Workflow Trigger Enhancement§ Sample LMN RTF § Reporting Enhancements§ Item Field Updates§ Inbox Search Updates§ Document Template Enhancement: List Ordering
§ In Beta:§ Simple Intake / Insurance Push
§ In Development§ Workflow Role Based Security§ Topaz Integration§ Direct Scan / Drag-Drop to Inbox§ Patient Showroom Signature Security
§ Quick Review: User Roles§ Future releases July 11, August 29
© 2015 Brightree
Due Date Changes:§ Users now may be given the permission to change due
dates on tasks.§ The default permission is that a user is not allowed to change the
due date of any task.
§ Workflow Editor – User role that allows a person, with this designation to change any date, for any task, for any user that is owned or in a work queue
§ User Level Permission – Allows a user to change the tasks that they own. They still cannot change due dates of work in queue or any other users tasks.
© 2015 Brightree
© 2015 Brightree
§ Due Date for New Tasks§ Tailor your new tasks specifically to your needs
§ Start the task now§ Assign a specific date the task is dueOr…§ Set the task to start in a future work state when it becomes active§ Assign the number of days that are allowed to complete the task
§ Assign to a specific person (Including yourself)§ Or§ Assign to a work queue
§ Any user can reassign due dates and change the task description of newly added tasks
© 2015 Brightree
© 2015 Brightree
Notes:§ Work states with appointment tasks still force all asks to be
set to the date of the appointment
§ Ability to change due dates on pre-configured tasks is different and depends on user permissions
§ Inactive tasks set for future work states start when the work state starts and the counter reflects the number of days allowed when task was created
§ Tasks cannot be set for past dates
© 2015 Brightree
§ New Link Function§ Tasks links now open the Task Edit light box
§ New Icon on Document Tasks§ Launches Document window-preselected to correct type
© 2015 Brightree
§ Workflows can be set to trigger any specific work state when completed§ That allows “Looping” work processes to automatically occur§ For example:
§ Step one when § That allows specific work path’s to be set skipping unneeded work states based on
conditions within a workflow
© 2015 Brightree
§ NEW- Workstates can now be configured for Multiple Scenarios, allowing the use to select the correct path
§ When that path is chosen it is configured to move according to the correct next step
© 2015 Brightree
§ Sample LMN can now be downloaded in a RTF (Word) document format
§ Displays all fields just like a LMN but can be edited in word, or similar, program
§ Only available in General User’s account.
§ Not available for Secure Send to Portals
© 2015 Brightree
§ Multi select for Clinician, Physician and RTS Roles
© 2015 Brightree
§ Insurance / Payer is now a report filter in the Advanced Search§ Select all levels or payer level§ Select multiple insurances
© 2015 Brightree
§ Output Report for Document Search§ Csv / Excel file
© 2015 Brightree
§ New Fields§ Item (Import Only)
§ Manufacturer§ Manufacturer Item ID§ NDC Code§ Units§ Vendor Name
§ Uses default vendor for the item only
§ Doctor DEA Number (Import and update back to Brightree)§ Form Builder New Phone Format
§ New format options§ Numbers Only§ Include Dashes§ Parenthesis
§ If nothing is selected in field properties, default is to show whatever format was entered in the app or imported from BT (BT imports only number values)
© 2015 Brightree
§ New Search Fields for Inbox and Deleted Messages§ Status
§ All§ Read§ Unread
§ Message Type§ All§ Uploaded§ Fax Message§ Inbound email
§ New- Search all outbound messages§ See every fax sent including email to fax that was sent on the selected
number
© 2015 Brightree
Have a happy moment…The next one is hard!
17
© 2015 Brightree
§ The form builder, until now, exclusively aligned related fields horizontally in a “Row Order” or left to right and top to bottom
§ If there were multiple fields it would assign them from top to bottom
§ Order is set for both:§ Relationship§ Count§ Exact x and y axis value
§ It would do this for:§ Items§ Insurance§ Diagnosis§ Evaluation Participants
© 2015 Brightree
§ There are three options now for ordering fields…
© 2015 Brightree
§ “Column Order” § For forms that are oriented top to bottom§ Top to bottom then left to right
§ Order is set for both:§ Relationship§ Count§ Exact x and y axis values
§ It will do this for:§ Items§ Insurance§ Diagnosis§ Evaluation Participants
© 2015 Brightree
§ “Field Order” § FIELD ORDER IS DIFFERENT!!!!§ Allows you to set the order of
the fields by the tab order§ Any order can be set
§ It will do this for:§ Items§ Insurance§ Diagnosis§ Evaluation Participants
§ Don’t over think it!!!!
© 2015 Brightree
• The intake process is on one screen using a 1-2-3-4-5 Numbered process
• Client information added / updated directly to the patient record
• Insurance information added / updated directly to the patient record
• LinkBack to Brightree Insurance verification page.
• Physician added here
• Roles like Practitioner and Clinician can be added
© 2015 Brightree
• EnhancedInteroperability• SimpleIntake• InsurancePush• WorkflowRoleBasedSecurity• TopazIntegration• DirectScan• Drag-DroptoInbox• PatientShowroomSignatureSecurity• WorkflowUsabilityEnhancements
© 2015 Brightree
GeneralUserPermission/RoleAgeneraluseristhebaseroleforallusers.Itcannotberemoved.Theseuserscanupdatetheirownbasicinformationfoundintheiruserprofile.
BranchManager“CompanyAdminLimitedbyBranch”TheBranchManagerisintermediate levelofpermissionsoverGeneralUserbutbelowCompanyAdminpermission.ThesepermissionsthataresimilartoaCompanyAdminbutthosepermissionsarerestrictedtothebranchestowhichtheyareassigned.ThispermissionlevelautomaticallyhasaccesstoUsermanagementintheAdminsections.TheuseralsohasaccesstoaBranchlevelviewoftheDashboard.
© 2015 Brightree
CompanyAdminPermission/RoleAcompanyadmin isthehighestlevelofpermissions overGeneralUserandBranchManager.• Thispermission levelautomaticallyhasthefollowing access:
• AccesstoAdminsection• Companyinformation• Companylogos• Faxandinbound emailadministration• DocumentandWorkflow TemplateLibraries• CompanyandBranchDashboards
• Thispermissionhasallofthefollowing rolesassignedautomaticallywhendesignatedasaCompanyAdmin:• GeneralUser• ProfitabilityAdmin• WorkflowEditor
© 2015 Brightree
BrightreeBDMRoleTheBrightreeBDMroleallowsausertopushdocuments totheBrightreeDocumentManagementservice.ThisusertypealsohasaccesstothegeneralDocumentssectionandtotheassociatedreporting tools.
BrightreeBDMAdministratorRoleTheBrightreeBDMAdministrator roleallowsausertheabilitytopushdocuments totheBrightreeDocumentManagementservice.Thispermission alsoallowstheusertoviewandpushdocuments thatarepending apush toBDMfromworkprocessedbyuserswhoarenotalreadygrantedaccesstoBDM.ThisusertypealsohasaccesstothegeneralDocuments sectionandtotheassociatedreporting tools.
DocumentAdminRoleTheDocumentAdmin roleallowsausertoviewthedocuments sectionvisiblein“MyDatabase”section.Thisallowsthisusertoviewandeditallfunctions inthissectionsuchascreatingandeditingdocument templatesandsets.
© 2015 Brightree
MarketingRepRoleAMarketingReproledesignation allowsausertobeassigned toworkflows intheMarketingReprole.Thisrolecanbeusedtoassignworkforavarietyofreasons.
TheMarketingRephasaspecialpermission/securitylevelthatpreventsuserswiththisrolefromseeingandworkordatathatisnotassigned tothem.Thatsecuritylayerallowsforoutsidesalesrepresentatives(andothersimilarusersassignedinthisfashion) toinputpatientdata,completeclinicalworkprocessesandcompletedocumentationwithout theexposureofunauthorized accesstoprotectedhealthinformation. Thisroleloosely translatestothesamenamedroleinBrightreeasMarketingRepsandcanbeimportedbyacompanyadminintoanaccount.TheMarketingReproleassignmentmustbemanuallyadded toBrightreeforpatientrecordsandsalesordersasitwillnottransmitautomaticallythrough theBrightreeAPI.
© 2015 Brightree
ProfitabilityAdminRoleTheProfitabilityAdmin roleallowsausertoaccessanddownloadadditionaloutputreportsrelatedtoprofitabilityandworkflowmetricsfound intheworkflow“AdvancedSearch”.
WorkflowEditorRole:TheWorkflow Editorroleallowsausertochangetheduedatesforanytaskassignedtoanyuseroranytasknotyetassigned toaspecificuserfound inaworkqueue.Thisdesignation isdifferent thantheuserpermission thatcanbesettoallowausertoedittheduedatesontheirownassignedtasks.
WorkStatesAdminTheWorkStatesAdmin roleallowsausertoviewtheWorkflowTemplatessectionvisiblein“MyDatabase”section.Thisallowsthisusertoviewandeditallfunctionsinthissectionsuchascreatingandeditingworkflowtemplates,job typesandteams.
Thank you!!!
June 2016 Sprint Review