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

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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

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§ New Link Function§ Tasks links now open the Task Edit light box

§ New Icon on Document Tasks§ Launches Document window-preselected to correct type

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§ 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

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§ 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

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§ 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

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§ Multi select for Clinician, Physician and RTS Roles

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§ Insurance / Payer is now a report filter in the Advanced Search§ Select all levels or payer level§ Select multiple insurances

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§ Output Report for Document Search§ Csv / Excel file

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§ 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

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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

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§ There are three options now for ordering fields…

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§ “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

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• EnhancedInteroperability• SimpleIntake• InsurancePush• WorkflowRoleBasedSecurity• TopazIntegration• DirectScan• Drag-DroptoInbox• PatientShowroomSignatureSecurity• WorkflowUsabilityEnhancements

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GeneralUserPermission/RoleAgeneraluseristhebaseroleforallusers.Itcannotberemoved.Theseuserscanupdatetheirownbasicinformationfoundintheiruserprofile.

BranchManager“CompanyAdminLimitedbyBranch”TheBranchManagerisintermediate levelofpermissionsoverGeneralUserbutbelowCompanyAdminpermission.ThesepermissionsthataresimilartoaCompanyAdminbutthosepermissionsarerestrictedtothebranchestowhichtheyareassigned.ThispermissionlevelautomaticallyhasaccesstoUsermanagementintheAdminsections.TheuseralsohasaccesstoaBranchlevelviewoftheDashboard.

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CompanyAdminPermission/RoleAcompanyadmin isthehighestlevelofpermissions overGeneralUserandBranchManager.• Thispermission levelautomaticallyhasthefollowing access:

• AccesstoAdminsection• Companyinformation• Companylogos• Faxandinbound emailadministration• DocumentandWorkflow TemplateLibraries• CompanyandBranchDashboards

• Thispermissionhasallofthefollowing rolesassignedautomaticallywhendesignatedasaCompanyAdmin:• GeneralUser• ProfitabilityAdmin• WorkflowEditor

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BrightreeBDMRoleTheBrightreeBDMroleallowsausertopushdocuments totheBrightreeDocumentManagementservice.ThisusertypealsohasaccesstothegeneralDocumentssectionandtotheassociatedreporting tools.

BrightreeBDMAdministratorRoleTheBrightreeBDMAdministrator roleallowsausertheabilitytopushdocuments totheBrightreeDocumentManagementservice.Thispermission alsoallowstheusertoviewandpushdocuments thatarepending apush toBDMfromworkprocessedbyuserswhoarenotalreadygrantedaccesstoBDM.ThisusertypealsohasaccesstothegeneralDocuments sectionandtotheassociatedreporting tools.

DocumentAdminRoleTheDocumentAdmin roleallowsausertoviewthedocuments sectionvisiblein“MyDatabase”section.Thisallowsthisusertoviewandeditallfunctions inthissectionsuchascreatingandeditingdocument templatesandsets.

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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