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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

By LUBA ABRAMOVA
1
Open Brightree. Click on the three lines in the top left corner.
Step #1: Open Brightree. Click on the three lines in the top left corner.
2
Click on ORDERING
Step #2: Click on ORDERING
3
Click on PATIENTS
Step #3: Click on PATIENTS
4
On the right side, search patient by name format . (last name, first name)
Step #4: On the right side, search patient by name format . (last name, first name)
5
Once patient's file is located, click on NEW SALES ORDER
Step #5: Once patient's file is located, click on NEW SALES ORDER
6
Under WORK IN PROGRESS (WIP STATUS) enter the status of the order.
Step #6: Under WORK IN PROGRESS (WIP STATUS) enter the status of the order.
7
Enter CLASSIFICATION; this is to determine the order type/items
Step #7: Enter CLASSIFICATION; this is to determine the order type/items
8
Save before moving to next tab
Step #8: Save before moving to next tab
9
Move to next tab - Clinical
Step #9: Move to next tab - Clinical
10
Locate ordering doctor
Step #10: Locate ordering doctor
11
Enter prescriber
Step #11: Enter prescriber
12
Save before moving to next tab
Step #12: Save before moving to next tab
13
Open insurance tab
Step #13: Open insurance tab
14
Verify insurance
Step #14: Verify insurance

15
Save and move to next tab
Step #15: Save and move to next tab
16
Open items tab
Step #16: Open items tab
17
Click on ADD ITEM (lower option, do not use the one next to the action button)
Step #17: Click on ADD ITEM (lower option, do not use the one next to the action button)
18
Enter HCPCS code for item in the Standard/Item Pricing Procedure Code
Step #18: Enter HCPCS code for item in the Standard/Item Pricing Procedure Code
19
Enter HCPCS and select item
Step #19: Enter HCPCS and select item
20
Enter quantity and click on + PUR
Step #20: Enter quantity and click on + PUR
21
Click on the HCPCS/Item entered
Step #21: Click on the HCPCS/Item entered
22
Under Price Option modify based on item/order. (Example if it's for the right foot then click right)
Step #22: Under Price Option modify based on item/order. (Example if it's for the right foot then click right)
23
Click on the CMN ID
Step #23: Click on the CMN ID
24
Fill in Section A
Step #24: Fill in Section A
25
Enter Initial Date (Date RX was written)
Step #25: Enter Initial Date (Date RX was written)
26
Enter Expiration Date (One year after RX is written)
Step #26: Enter Expiration Date (One year after RX is written)
27
Enter date prescriber wrote RX
Step #27: Enter date prescriber wrote RX
28
Enter length of need (estimated time patient will need/use item)
Step #28: Enter length of need (estimated time patient will need/use item)
29
Press Save
Step #29: Press Save
30
Press Log CMN
Step #30: Press Log CMN
31
Open Items tab again
Step #31: Open Items tab again
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.
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.

ENTERING SALES ORDER ON BRIGHTREE