Brightree Automation Layer — Close the Gaps Without Switching Platforms
Brightree is the largest DME platform in the country and it ships with real gaps. Our four productized engagements sit on top — no migration, no platform switch, no enterprise contract.
Where Brightree leaves margin on the table
Brightree is a system of record. It is not a workflow engine. These are the gaps we close most often:
Brightree's intake module accepts and stores referrals — it doesn't validate them against payer rules before they hit your queue.
Brightree tracks the auth record. It doesn't aggregate aging, expirations, and missing docs into a queue your leadership can scan in 60 seconds.
Brightree has resupply tasks. It doesn't proactively call the patient, sequence SMS/email/IVR, or check eligibility before dialing.
Claims go to the clearinghouse and bounce back. By the time the EOB lands, the equipment is delivered and the takeback risk is real.
What we build on top of Brightree
Four productized engagements, each one a thin automation layer that integrates with Brightree via its API or via RPA where the API doesn't expose the surface we need.
OCR your faxed referrals, validate against Medicare LCDs and payer rules, post into Brightree with missing-element flags. $2K–$4.5K, 2–4 weeks.
Live queue with aging buckets, expiration alerts, one-click packet regen pulling Brightree documents automatically. $2.5K–$5K, 3–5 weeks.
SMS/email/IVR outreach with ResMed AirView usage data wired in, eligibility check pre-call, response routing into Brightree tasks. $2.5K–$5.5K, 4–6 weeks.
Pre-claim documentation check, KX modifier rule engine, denial-risk score per claim before clearinghouse submission. $1.8K–$4K, 2–4 weeks.
Integration notes for Brightree
Brightree exposes a reasonable API for most data we need (patient records, claims, documents) and we use it where available. For workflow surfaces Brightree doesn't expose, we use RPA running under a service account. Either path is HIPAA-compliant, BAA-covered, and read/write-permissioned to the minimum scope. We never store Brightree credentials in plaintext.
Run the playbook on your Brightree instance
Start with a free DME leakage audit. We map your Brightree workflow live and quantify the leakage in dollars.
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