BFLOW® Software Training

This learning path is designed for your BFLOW “Super Users” – the internal champions and system administrators who will own how BFLOW is set up, maintained, and optimized for your organization.

Through a series of step-by-step videos and guided exercises, Super Users learn how to:

• Complete Initial System Setup
  Configure global settings, locations, tax IDs, NPIs, and basic organization details.

• Build Your Payer & Fee Schedule Framework
  Add and configure payers, set up fee schedules, and review key fields that drive clean claims and accurate reimbursements.

• Set Up Users, Roles & Permissions
  Create users, assign roles, and manage security so each team member sees the right features and data.

• Configure Workflows & Worklists
  Turn your operational process into BFLOW tasks and queues, including basic setup for automated worklists (e.g., collections, follow-ups).

• Customize Forms, Templates & Defaults
  Adjust common settings, document templates, and defaults that reduce clicks and standardize data entry across the team.

• Admin Essentials & Best Practices
  Learn how to troubleshoot common issues, manage updates, and govern changes so BFLOW stays aligned with your evolving business.

By the end of this path, your Super Users will be able to confidently configure and manage BFLOW, acting as the first line of support for your staff and ensuring your instance of the system is set up for clean data, efficient workflows, and scalable growth.