1. Choose either OHH or One Brightree, depending on the Brightree that you are using.

2. Enter the 3 character prefix into the Prefix input and press Enter. You will then be told which plan it is or asked to enter a group #.

3. You can then use the button with the clipboard on it to copy the plan name and paste it into Brightree.

4. If anything occurs out of the oridnary or if you experience any bugs please click the "Report an Issue" button in the top right corner and follow instructions from there.