Brightree MyForms - s3.amazonaws.com · Brightree ® MyForms August 2016 Release Notes Release date August 28, 2016

Brightree® MyFormsAugust 2016 Release Notes

Release date August 28, 2016

© 2016 Brightree LLC

Legal Notices

Copyright © 2016 by Brightree LLC, USAProprietary and ConfidentialAl l Rights Reserved.

DisclaimerAll information presented herein is solely intended to train employees of Brightree customers on the use of the Brightree app lication and to i l lustrate how Brightree can be integrated into a typical company’s operations. Statements and examples used in the presentation are not intended to contradict or in any way override the written or verbal instructions of the customer (“Licensee”). The Licensee is responsible for establishing its own practices and procedures and making each of their employees familiar with them, including those related to the use of the Brightree application. Nothing in this training material should be construed to be instructing any Licensee employee to violate any Federal, State, or other jurisdictional law or regulation; or to violate any aspect of the Licensee’s established practices and procedures.

The information contained in this document is the copyrighted property of Brightree LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of Brightree LLC. Brightree LLC may take any action permitted by law to enforce its rights hereto.

The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on Brightree LLC. Brightree LLC reserves the right to make changes to any products or services described in this document at any time without notice. Brightree LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

TrademarksBrightree is a registered trademark of Brightree LLC. Any other product and company names used herein are the property of their respective owners.

VersionThis documentation was prepared in conjunction with the latest release of Brightree, but may be util ized with future releases until such time that more current materials are published.

CommentsAny comments or suggestions regarding the information herein are welcome and should be emailed to the attention of [email protected].

mailto:[email protected]


This release includes enhancements to:

Workflow (3)

Inbox (6)

Admin (2)


Topaz

Currently, only support 1x5 LCD models

Adding support 4x5 LCD models

Document Filter on Workflow Page

General Task to Floater Switch


Document Templates can have two unique attributes

Compliance Document

Mobile Document


In a workflow, on the documents page, the user can now filter by those attributes

Document > Filters – Select Compliance Documents or Mobile Documents


Change “General” tasks to “Floater” tasks

In the edit menu, users can change tasks to floater tasks so they move forward with the workflow

Edit Task

Change to Floater task

Floater task will move with the active work states until completed

NOTE: User cannot change the last task to a Floater task. There must be one other task that is incomplete for the option to make this change



NOTE: User cannot change the last task to a Floater task. There must be one other task that is incomplete for the option to make this change


Deleted Items Detail

Display “deleted by” and “deleted date/time” on deleted messages tab

Barcode

Removed application of barcode on inbound filing

Received Stamp

Additional options for barcoding

Filing System Review enhancement

Choose work state owner for Floater task assignment

Patient look up enhancement

Reduced entry enhancement

Distribution Lists


Added “Deleted by” and date/time to display


Choose to stamp a document or not based on the image of the document

Allows the user to prevent a second stamp when there is already one applied

Choose to use the originating document Stamp or the stamp of the Destination document

These options are very important with refilling and appending


The owner of the workflow will now be a choice when assigning a floater task to review a document from the viewer

Specific User displayed if Work State is Owned

Job Type displayed if the work is in a queue

Search by User and Job Type are still available


The viewer will now remember the query data when looking up patients in Brightree when there is a blank response

The user will not have to retype the data when creating a new patient


Distribution Lists

Create a distribution list for your inbound email or for scanning

Allows a group of users to process uploaded scans or inbound email

Assign a name/alias to the list

Included in the search

Scan or Upload to another user or now to a “Distribution list”

Scan or upload documents direct to

Your Inbox

Any other user’s Inbox

Any distribution list

Reassign uploaded or scanned document


Distribution list is a new Admin setting

Previously inbound email was tied to a user’s account but is now a company level add

Add new distribution list in In Admin>Distribution List

Create alias

Assign user access

All existing inbound email addresses will be given the alias of the original user

Note:

Reassign works for everything but faxes

Faxes can be reassigned but only to other faxes

Adding new inbound email or distribution lists are at a

company level but the old inbound email lists will still work

© 2013 Brightree

Inbox Distribution List Admin

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© 2013 Brightree


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© 2013 Brightree


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Enable/Disable Clinicians

Control who appears in the search menus

Found in My Database

Clone User

Quickly add similar users

For the user you want to clone, click the “Clone User” link

Available on the user action menu

This will prompt to add new user with roles, branches, job types and security group pre-selected

Admin will fill in user's name, credential, email and temporary password

Occurs in new light box

Add user added to top of user list for convenience


Added enhancement to accommodate large lists to import

Insurance

Facilities

Manufacturers

Vendors

Doctors

Brightree Doctor Details

Full doctor import when selecting and assigning physician to workflow or client