This course explores the concept of cost‑effective health (CEoH), emphasizing the need to minimize costs while improving overall health outcomes by addressing medical care alongside social, behavioral, and environmental factors. Drawing on insights from HFMA’s Thought Leadership Retreat, it outlines ten foundational building blocks—including consumer trust, payment alignment, digital health, and chronic disease management—that healthcare leaders can use to drive sustainable, system‑wide transformation.
Course catalogue


This course examines the growing decline in consumer confidence in healthcare and explores how leaders can rebuild relationships, strengthen transparency, and restore trust across their communities. Drawing on insights from HFMA’s Fall 2023 Thought Leadership Retreat, it highlights ten keys to restoring trust — defining the issue, measuring trust, boosting affordability, increasing value, healing clinicians, improving transparency and equity, leveraging digital tools, reducing systemic friction, and taking timely action.

This course explores the complex, long‑standing barriers to achieving health equity and emphasizes why addressing these disparities is both a moral imperative and essential to improving population health. Based on insights from HFMA’s 2022 Thought Leadership Retreat, it outlines ten actionable steps organizations can take—from cultural transformation to community partnership and innovative payment models—to drive meaningful, sustainable progress toward health equity.

This course examines the growing disruption across the healthcare industry and highlights why legacy organizations must strengthen consumer focus, adapt their culture, and rethink operational strategies to remain competitive. Drawing on insights from HFMA’s 2023 Spring Thought Leadership Retreat, it outlines 10 vital responses — recognizing the changing landscape, reducing wasteful costs, improving cost‑effective health, updating contracting, pursuing value‑based payment, accelerating consumerism, evaluating care delivery models, incorporating digital care, expanding organizational reach, and staying agile — to help organizations navigate rapid transformation.

This course explores ten essential leadership traits inspired by the principles and coaching approach of Jill Geisler. Participants will examine how effective leaders communicate with clarity, build trust through accountability and empathy, inspire collaboration, navigate change, and create healthy workplace cultures. Through practical strategies, real-world examples, reflection activities, and actionable tools, learners will strengthen their ability to lead with confidence, emotional intelligence, and integrity. The course emphasizes people-centered leadership practices that foster engagement, resilience, productivity, and long-term team success in today’s evolving workplace.

This course provides a glimpse at the organization and your role as Treasurer.
Course Outline
- Lesson 1: HFMA and Your Role as Treasurer on the Board
- Lesson 2: Master Your HFMA Treasurer Role
- Lesson 3: Master your Financial Review Process
- Lesson 4: Master the IRS 990 Tax Compliance Survey
- Lesson 5: Master Form 990 Requirements Deadlines
Note: This course is only accessible when assigned.

Follow a patient from admission to discharge, stopping along the way to see how everyone in a hospital, including the patient, is affected by HIPAA. Estimated course completion time: 30 minutes
After this program, you'll be able to:
- Identify the purpose of the Notice of Privacy Practices and authorization forms.
- Identify a situation where the minimum necessary rule would be applied.
- Recognize why a patient would invoke the right to request a confidential communication.
- Identify one circumstance under which a hospital may share a patient's medical record without the patient's authorization.
- Recognize what is meant in the context of HIPAA by incidental disclosures.
- Recognize the obligations of a hospital business associate organization with regard to patient protected health information.

This course describes the types of advance directives and explains the role of the registrar in identifying the existence of advance directives and processing such directives when they exist. It describes the specific challenges involved in registering patients at the bedside and discusses express or mini registrations, as well as “Jane/John Doe” registrations. This course explains how patient access staff should interact with emergency patients to avoiding violating the Emergency Medical Treatment and Active Labor Act (EMTALA).
Learning Objectives
- Identify the purpose of advance directives.
- List the general types of advance directives and explain what each cover.
- Identify how to explain advance directives to the patient.
- Differentiate between bedside registration and traditional registration in terms of similarities and differences.
- List the basic steps involved in bedside registration.
- Recognize the unique aspects of emergency department registration.
- Recognize how and why express or mini registrations are done.
- Identify when a Jane/John Doe registration is warranted.
- Define EMTALA.
- Recognize when some registration information may be obtained from the patient without risk of violating EMTALA.

This course explores how improving alignment among payers, providers, clinicians, and other stakeholders is essential to creating a more affordable, equitable, and sustainable healthcare system amid rising costs, policy pressures, and accelerating innovation. Drawing on insights from HFMA’s 2025 Thought Leadership Retreat, it highlights opportunities for collaboration across sectors — from reimbursement reform and strengthened payer‑provider relationships to physician leadership, nursing‑finance alignment, AI‑driven transformation, and reimagined care delivery models.

This course will provide an overview of how analytics can drive operational execution, management, and control for leaders. By learning the three critical components of data analytics, you will gain actionable steps for leveraging analytics to lead teams and organizations.
Learning Objectives
After completing this course, you will be able to:
- Recognize the need for a structured approach to analytics in leveraging data.
- Summarize the ways that analytics can drive operational execution, management, and control.
- Discuss the importance of clear data strategy and participative data governance for analytics activity that is efficient and effective.
Course Outline
- Exploit and Leverage Data’s Value in a Structured Way
- Harnessing Data for Operational Execution, Management, and Control
- Efficient, Effective Data Use Requires Strategy and Governance
- Assessment and Evaluation
CPE Information
- CPE Award Amount: 1.0 (estimated)
- Program Level: Basic
- Program Prerequisites: None
- Recommended Experience: Mid-level managers, directors or other individuals who have leadership responsibility within healthcare delivery.
- Advanced Preparation: None
- Instructional Delivery Method: QAS Self-Study
- Field of Study and Topic in hours: Specialized Knowledge - 1.0
Released: January 2023

Learn the basics of managed care contracting, including criteria-based contracting and how to monitor contract compliance
Learning Objectives
- Identify the purpose of a contract.
- Identify key components and common terms of a contract.
- Identify key components and common terms of a health plan/payer contract.
- Define criteria-based contracting and recognize an evaluation model.
- Identify elements to monitor for contract compliance during the contract term, at renewal, or when problems arise with the current contractor.

As regulatory demands continue to evolve, healthcare organizations must ensure their revenue cycle management (RCM) strategies are not only compliant but also resilient. This session provides a comprehensive update on key regulations—including price transparency, the No Surprises Act (NSA), the One Big Beautiful Bill Act (OBBA) and the latest federal healthcare reforms—while examining how technology can support compliance and protect revenue amid these changes. Attendees will gain insights into enforcement trends, policy shifts and how the Revenue Cycle Management Technology Adoption Model (RCMTAM) can guide organizations in aligning their RCM operations with regulatory expectations.
Original Live Webinar Date: October 7, 2025
- Summarize current and emerging healthcare regulations impacting RCM
- Interpret compliance risks and enforcement trends in the regulatory landscape
- Differentiate the effects of federal policy shifts (Medicaid, HBE, ACA) on RCM strategies
- Evaluate the RCMTAM framework for compliance-readiness in RCM operations

Date: August 6, 2026, 2:00 - 3:00 PM CT
Healthcare organizations have invested heavily in workforce strategy — new staffing models, new tools, and increased focus on retention and flexibility.
And yet — labor costs remain high, margins remain under pressure, and the financial impact of these efforts is often unclear.
The issue isn’t a lack of strategy. It’s a lack of visibility, measurement, and financial alignment.
In many organizations, workforce activity operates outside the financial lens. Staffing decisions are made without real-time financial insight. Costs are only understood after the fact. And the connection between workforce decisions and financial outcomes remains indirect.
This session provides a finance-focused perspective on why workforce strategy isn’t translating into financial results — and what healthcare finance leaders can do to close the gap.
Drawing on industry research and real-world data, including findings from the State of Healthcare Digital Transformation report and a Total Economic Impact™ study, we will explore how improving workforce visibility and alignment can drive measurable financial outcomes.
Speakers
Dr. Patrick Hunt
Chief Medical Officer
Prisma Health
David Metzner
SVP, Sales
QGenda
Learning Objectives
- Identify why workforce investments are not translating into measurable financial outcomes
- Recognize where visibility breaks down between workforce activity and financial performance
- Understand the key workforce drivers behind persistent labor costs and margin pressure
- Evaluate how effectively workforce strategy is reflected in financial planning and reporting
- Apply practical steps to better align workforce decisions with financial outcomes
CPE Information
- CPE Award Amount: 1.0 (60-minute segment)
- Program Level: Basic
- Program Prerequisite: None
- Advanced Preparation: None
- Delivery Method: Group Internet Based
- Topic: Finance and Business Strategy
- Field of Study: Finance
CPE Sponsor- Healthcare Financial Management Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
In order to receive CPE credit for this session, you must participate in 50 minutes of the presentation for this one hour program. You must also respond to the 4 polling questions that will appear during the session and complete the online evaluation within 2 business days after the webinar.
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For more information regarding refund policies, as well as any program concerns, please contact our offices at 800.252.4362 or, inquiry@hfma.org.
Sponsored by:

Learn the basic billing rules for various healthcare providers as well as their payment methodologies. The course also addresses telehealth service billing.
Learning Objectives
- Develop knowledge about billing and payment processes for various healthcare providers including rural health clinics, hospice care and skilled nursing facilities.
- Understand Medicare specific rules related to telehealth services.

This course will provide you with an overview of the consumer-centric revenue cycle model. The Revenue Cycle includes all of the major steps required to process a patient account from the request for service through closing the account with a zero balance and purging it from the system. Traditionally, the Revenue Cycle has included three segments: Pre-Service, Time-of-Service and Post-Service.
Learning Objective
After completing this course, you will be able to explain the sequence and content of the activities that occur in each critical segment of the revenue cycle.

This course examines how social determinants of health (SDOH)—including housing, nutrition, transportation, education, and economic stability—significantly influence patient outcomes and why addressing these factors is essential for the future of healthcare. Drawing on insights from HFMA’s 13th Annual Thought Leadership Retreat, it highlights strategies for identifying key SDOH needs, building effective cross‑sector partnerships, and implementing sustainable, community‑tailored solutions that improve health and financial performance.

Original Live Webinar Date: Thursday, May 7, 2026, 2:00–3:00 PM CST
Healthcare leaders have moved beyond the hype of AI, no longer asking if AI works but instead how it can help their organizations leap forward. This session focuses on sound applications of applying intelligent technology to health system operations, digging into often overlooked areas that move beyond simple efficiency to drive transformational returns. Learn about how to guide your organization’s investment decisions and demonstrate tangible value of a truly intelligent enterprise from two experienced healthcare executives.

This course will explore the relationship between financial ratios, budgeting targets and techniques that will improve accuracy, incorporate a long-term perspective, and create financially sustainable decisions.
Course Outline
- Section 1: Understanding Key Financial Statements and Reports
- Section 2: Ratios and Their Value
- Section 3: Strategic Budget Development and Process
- Section 4: Capital Budget Process and Considerations
When you complete this course, you’ll be able to:
- Review various types of budgets, key components and the interrelationships that impact the strategic financial health of an organization.
- Explore key financial metrics and reports to monitor.
- Review adjustments and levers to pull to meet financial targets.
- Use tools and techniques to manage costs to increase value.
- Evaluate investment opportunities for value-based decision making.
- Assess the significance of capital markets and factors influencing investments.
CPE Information
- CPE Award Amount: 3.0 (estimated)
- Program Level: Basic
- Program Prerequisites: 3-5 years' experience in developing and managing budgets; general knowledge of healthcare organization financial terminology and concepts
- Recommended Experience: Mid-level managers, directors or other individuals who have budgetary responsibility
- Advanced Preparation: None
- Instructional Delivery Method: QAS Self-Study
- Field of Study & Topic in hours: Finance - 3.0
- CPE Sponsor: HFMA is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to the NASBA through its website: www.learningmarket.org

For more information regarding refund policies, as well as any program concerns, please contact our offices at 800.252.4362 or, inquiry@hfma.org.

If you're interested in purchasing the CHFP Package, please click here.
The CHFP credential is earned upon successful completion of two modules, both included in your HFMA all-access membership subscription.
Package Enrollment Required:
Enroll in the CHFP package to gain access to both required modules. This package includes the HFMA Business of Health Care® and Operational Excellence modules and is available exclusively to HFMA members.
CHFP Program Structure:
Participants complete the modules in the following order:
- HFMA Business of Health Care®
This online program provides a comprehensive overview of healthcare finance, including risk mitigation, evolving payment models, healthcare accounting and cost analysis, strategic finance, and financial resource management. Participants must complete the course and pass the end-of-course assessment before progressing. - Operational Excellence Assessment
This module focuses on applying business acumen in healthcare through exercises and case-based scenarios. Prerequisites for Operational Excellence:
Completion of the HFMA Business of Health Care® module and an active HFMA membership (student, business partner, or professional) are required.
If you are not currently a member but are interested in the HFMA Business of Health Care® program individually, it is also available for purchase separately here: HFMA Business of Health Care®
CHFP Program Access
HFMA Members with Professional, Business Partner, Student, Faculty, or Enterprise memberships are eligible to enroll in this program through their membership subscription.
Non‑members are not eligible for this program. If you are interested in pursuing this certification, you can learn more about HFMA and membership options here.

To enroll in this CHCRS examination please go to the package program here.
This examination is based on the comprehensive training program covering the essential components of hospital cost reporting. Throughout the course, you explored the financial processes, regulatory requirements, and key considerations that shape accurate and compliant cost reporting practices. You also learned strategies for identifying potential reimbursement opportunities and special classification scenarios that may benefit your organization based on its unique characteristics.
This exam is designed for participants in roles such as CFOs, controllers, reimbursement managers and staff, directors, accounting and finance teams, cost and budget personnel, and consultants.
CPE Information
- CPE Award Amount: 10.0
- Program Level: Intermediate
- Program Prerequisites: Experience understanding key components of hospital cost reporting.
- Recommended Experience: One or more years of experience in hospital cost reporting activities.
- Advanced Preparation: None
- Instructional Delivery Method: QAS Self-Study
- Field of Study & Topic in hours: Specialized Knowledge - 10.0
Program Enrollment Information
The CHCRS designation is earned and awarded upon successful completion of two prerequisite courses, hospital cost report training and CHCRS exam. The Certified Hospital Cost Report Specialist (CHCRS) Training completion may be purchased as a package.
Total Member Cost: $349
Includes:
- Prerequisite Courses (2)
- HFMA Hospital Cost Report (CHCRS) Online Training
- HFMA Hospital Cost Report (CHCRS) Exam
Non‑Member Cost: $947
Includes:
- Prerequisite Courses (2)
- HFMA Hospital Cost Report (CHCRS) Online Training
- HFMA Hospital Cost Report (CHCRS)
Step 1: Complete the two CHCRS program prerequisite courses. These courses can be taken in any order. A certificate is awarded on completion.
- Prerequisite Course: Medicare Outpatient Reimbursement Fundamentals
- Prerequisite Course: Medicare Inpatient Reimbursement Fundamentals
Step 2: Complete the hospital cost report training. Two options are available:
- Option 1: Complete the HFMA hospital cost report online training course
- Option 2: Complete the FORVIS led virtual cost report training
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- Link: forvis.com/events
- Cost: Fees apply
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Step 3: Successfully complete the CHCRS exam. When you successfully complete the exam, you will be awarded the CHCRS CPE certificate, digital badge, and designation.
- Successful completion of the two prerequisite courses and hospital cost report training is required to enroll in the CHCRS exam.
Content last revised: August 2024
