Brightree Workflow & Systems Consultant

Key Responsibilities

• Analyze current-state HME/DME operational workflows and identify opportunities for improvement.
• Configure, support, and optimize Brightree system functionality based on client needs.
• Evaluate intake, documentation, billing, revenue cycle, inventory, and operational workflows.
• Identify process inefficiencies, system gaps, dataflow issues, and operational bottlenecks.
• Recommend scalable solutions that improve efficiency, accountability, visibility, and financial performance.
• Support Brightree implementations, system enhancements, workflow redesigns, and optimization projects.
• Aid with dataflow analysis, operational reporting, and system-driven performance insights.
• Collaborate with client leadership, operational teams, billing teams, and cross-functional stakeholders.
• Translate Brightree system capabilities into practical operational recommendations.
• Provide strategic guidance based on HME/DME industry best practices.
• Support change management, process documentation, and adoption of improved workflows.
• Represent CWH Advisors professionally in client-facing consulting engagements.

What You Bring

• Strong hands-on experience with the Brightree platform.
• Deep understanding of HME/DME operational workflows and business processes.
• Experience with Brightree configuration, implementation, workflow optimization, or system support.
• Knowledge of billing, intake, documentation, revenue cycle, order management, and operational processes.
• Ability to assess how system configuration impacts day-to-day operations and financial outcomes.
• Experience analyzing dataflows, integrations, reporting needs, and operational dependencies.
• Strong analytical, problem-solving, and process improvement skills.
• Ability to identify root causes, recommend practical solutions, and support implementation.
• Excellent communication skills with the ability to work directly with executives, managers, and frontline teams.
• Client-service orientation and comfort working in a consulting or project-based environment.
• Ability to work independently while contributing to a broader project team.
• Brightree Experience Requirement: Meaningful, hands-on experience using Brightree in an HME/DME operating environment.

Important

Brightree Experience Requirement: This role requires meaningful, hands-on experience using Brightree in an HME/DME operating environment. The successful candidate should understand how Brightree supports real-world workflows across intake, documentation, billing, revenue cycle, reporting, and operational management. Candidates should be comfortable navigating Brightree functionality, evaluating system-driven workflows, identifying configuration or process gaps, and advising clients on how to improve performance through better use of the platform.

About CWH Advisors

CWH Advisors is the leading consulting firm in the fast-evolving HME/DME market. We partner with the industry’s most innovative and high-performing organizations to optimize operations, improve profitability, and drive sustainable growth. Our work is grounded in deep industry expertise, operational discipline, and a commitment to helping healthcare organizations perform at their best.

Why CWH Advisors?

• Work with top organizations across the HME/DME industry.
• Join a team recognized as a market leader in consulting and operational excellence.
• Collaborate with highly experienced healthcare operators, advisors, and industry professionals.
• Help healthcare businesses improve efficiency, profitability, and scalability.
• Make a meaningful impact across the healthcare ecosystem.
• Flexible and remote-friendly opportunities available.
• Competitive compensation based on experience and expertise.

Apply Now

Ready to help HME/DME organizations optimize Brightree and operate with confidence? Click Apply to join CWH Advisors as a Brightree Workflow & Systems Consultant.