Brightree Automation & Integration for Healthcare

While working with Docflow Labs, I designed and implemented automation solutions that streamlined healthcare workflows for multiple clients — eliminating time-consuming manual processes in Brightree and ensuring full HIPAA compliance.

Healthcare staff were spending hours every week on manual data entry, claim submissions, report downloads, and billing reconciliations in Brightree. These repetitive tasks were not only inefficient but also prone to human error.

I developed a mix of API integrations and browser-based automation tools to optimize their workflows, including:

Connecting Brightree API with QuickBooks, Google Sheets, CRMs, and internal applications

Automating claim submissions, payment posting, and reconciliation processes

Building browser automations for platforms without API access, handling form filling and navigation

Bulk updating inventory, pricing, and patient records

Implementing error handling, logging, and testing protocols for reliability

5–10+ hours saved per week for billing and admin teams

Significant drop in data entry errors, improving billing accuracy

Seamless reporting with automated exports into spreadsheets and dashboards

All workflows aligned with HIPAA compliance standards