At a glance

• Uses Appinium as the foundation for Brightree University
• Blended and flipped learning approach for new client onboarding
• Zoom integration for instructor-led training and attendance tracking
• SCORM content segmented for easier learner consumption
• Outcomes include faster onboarding, improved adoption, and scalable training

Overview

Brightree, a leading provider of medical billing and business management solutions, uses Appinium, a Mediafly company, as a core part of its Brightree Community and Brightree University learning ecosystem. Training content in Brightree University helps instructors onboard and train new clients to successfully use the Brightree medical billing system.

Brightree uses a blended and flipped learning approach. New clients receive foundational training content before attending live sessions, allowing instructors to focus on advanced questions and client-specific use cases during live instruction.

Challenge

Brightree needed a more scalable and client-centric approach to onboarding. Key challenges included:

• Delivering customized onboarding paths for each client
• Helping instructors transition from entirely live delivery to blended learning
• Managing client time constraints that limited live training availability
• Restructuring SCORM content created in Rise to improve tracking and consumption
  

Solution

Brightree required a Salesforce-native platform that could support self-paced learning, live training, tracking, and flexible content assignments across its growing customer base.

Brightree deployed Appinium, Mediafly’s 100 percent Salesforce-native learning and coaching hub, to power Brightree University and deliver a comprehensive blended training model.

With Appinium, Brightree can:

• Assign foundational training content automatically before live sessions
• Track learner progress and completions for self-paced content
• Deliver instructor-led training through Zoom integration with attendance captured inside Salesforce
• Provide instructors with dashboards that show learner engagement and completed content ahead of live classes
• Support on-demand learning through Media Catalogs and Playlists
• Improve search and discovery using Search Unify across the Brightree Community
  

This ecosystem ensures learners can navigate assignments easily, register for live classes, and access a course catalog tailored to their needs.

Brightree leverages a wide range of Appinium capabilities, including:

• Learning Plans for online self-paced certification paths
• Media Catalogs and Playlists for on-demand learning
• Webinars and ILT with Zoom attendance tracking
• Content consumption tracking
• Salesforce-native reports and dashboards
• Search Unify integration for a streamlined learning search experience
  

Outcome

By implementing Appinium, Brightree achieved:

• Faster onboarding and implementation cycles
• A scalable training framework capable of supporting diverse client needs
• Customized learning journeys tailored to each customer
• Better product adoption and improved renewal rates
• Accelerated ROI for clients who complete training efficiently

Brightree University has become a centralized learning destination where users can access assignments, explore the course catalog, and register for live training.

Brightree plans to expand its use of Appinium with:

• Deeper integration of learning content inside the Brightree product
• Instructor tools to send content directly to learners by email and track engagement