ENTERING SALES ORDER ON BRIGHTREE

This is a step-by-step guide for Sales Order : New Sales Order, Doctor Edit, Patient: BURRISON, SAMUEL - CureMed Rx, CMN 2433, and Sales Order: 3399 Patient - BURRISON, SAMUEL

27 Mar 2025 By LUBA ABRAMOVA

Step #1: Open Brightree. Click on the three lines in the top left corner. — Open Brightree. Click on the three lines in the top left corner.

Step #2: Click on ORDERING — Click on ORDERING

Step #3: Click on PATIENTS — Click on PATIENTS

Step #4: On the right side, search patient by name format . (last name, first name) — On the right side, search patient by name format . (last name, first name)

Step #5: Once patient's file is located, click on NEW SALES ORDER — Once patient's file is located, click on NEW SALES ORDER

Step #6: Under WORK IN PROGRESS (WIP STATUS) enter the status of the order. — Under WORK IN PROGRESS (WIP STATUS) enter the status of the order.

Step #7: Enter CLASSIFICATION; this is to determine the order type/items — Enter CLASSIFICATION; this is to determine the order type/items

Step #8: Save before moving to next tab — Save before moving to next tab

Step #9: Move to next tab - Clinical — Move to next tab - Clinical

Step #10: Locate ordering doctor — Locate ordering doctor

Step #11: Enter prescriber — Enter prescriber

Step #12: Save before moving to next tab — Save before moving to next tab

Step #13: Open insurance tab — Open insurance tab

Step #14: Verify insurance — Verify insurance

Step #15: Save and move to next tab — Save and move to next tab

Step #16: Open items tab — Open items tab

Step #17: Click on ADD ITEM (lower option, do not use the one next to the action button) — Click on ADD ITEM (lower option, do not use the one next to the action button)

Step #18: Enter HCPCS code for item in the Standard/Item Pricing Procedure Code — Enter HCPCS code for item in the Standard/Item Pricing Procedure Code

Step #19: Enter HCPCS and select item — Enter HCPCS and select item

Step #20: Enter quantity and click on + PUR — Enter quantity and click on + PUR

Step #21: Click on the HCPCS/Item entered — Click on the HCPCS/Item entered

Step #22: Under Price Option modify based on item/order. (Example if it's for the right foot then click right) — Under Price Option modify based on item/order. (Example if it's for the right foot then click right)

Step #23: Click on the CMN ID — Click on the CMN ID

Step #24: Fill in Section A — Fill in Section A

Step #25: Enter Initial Date (Date RX was written) — Enter Initial Date (Date RX was written)

Step #26: Enter Expiration Date (One year after RX is written) — Enter Expiration Date (One year after RX is written)

Step #27: Enter date prescriber wrote RX — Enter date prescriber wrote RX

Step #28: Enter length of need (estimated time patient will need/use item) — Enter length of need (estimated time patient will need/use item)

Step #29: Press Save — Press Save

Step #30: Press Log CMN — Press Log CMN

Step #31: Open Items tab again — Open Items tab again

Step #32: Once CMN is logged, you can print the ticket. On the top there is an option to print; click on print. The delivery ticket for the sales order just created will appear as an download. — Once CMN is logged, you can print the ticket. On the top there is an option to print; click on print. The delivery ticket for the sales order just created will appear as an download.

ENTERING SALES ORDER ON BRIGHTREE