Course name | Date
Best Practice (Patient Centric) Revenue Cycle Overview

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.

Content Type: Course
Topic: Revenue Cycle
Delivery Method: Self-Study
Program Level: Intermediate
Certified Revenue Cycle Representative (CRCR)

HFMA’s Certified Revenue Cycle Representative (CRCR) program is the only content available that provides a national-level certification for addressing the contemporary patient-centric revenue cycle. Learners will gain knowledge, competencies, and productivity with best-practices recommendations to positively impact the revenue cycle and enhance the patient experience. CRCR earners help set the standards of performance for revenue cycle staff proving a high level of revenue knowledge and expertise has been reached. Individuals will be better prepared to decrease receivables, reduce denials, and work more efficiently in the revenue cycle role. One or more years of experience in revenue cycle activities is recommended.

After this program, you will be able to:

  • Identify processes and techniques for both enhancing the patient experience and improving financial performance Explore the most effective ways to reduce denials and simplify collections
  • Review regulations to assure compliance
  • Outline effective ways to increase interdepartmental cooperation, heighten staff confidence and improve work satisfaction
  • Create effective ways to measure revenue cycle staff proficiency, recognize staff knowledge and expertise, and decrease turnover 

CPE Award Amount: 14.0

Program Level: Intermediate

Program Prerequisite:
Experience with and understanding of general revenue cycle operations and processing, including workflows and processes for patient access, patient registration, billing, claims management, and patient communications and financial discussions.

Recommended Experience: One or more years of experience in revenue cycle activities.

Advanced Preparation: None

Instructional Method: Self-Study

Delivery Method: QAS Self-Study

Field of Study & Topic in hours:
0.5 Behavioral Ethics - 2.0 Finance - 11.5 Specialized Knowledge

Content last revised: March 2026

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

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

Content Type: Certification
Topic: Finance & Accounting
Delivery Method: QAS Self Study
Program Level: Intermediate
CPE Hours: 14.00
Designation: CRCR
Behavioral Ethics: 0.50
Finance: 2.00
Specialized Knowledge: 11.50
Certified Revenue Cycle Representative (CRCR) - GCC

The CRCR - GCC certification is an international program tailored for the Gulf Cooperation Council (GCC) that includes the countries of Saudi Arabia, United Arab Emirates, Bahrain, Kuwait, Oman and Qatar. CRCR - GCC earners can reach a high level of revenue cycle knowledge and expertise performance in the GCC countries. It is essential that revenue cycle staff have a broad understanding of the contemporary revenue cycle and how it influences the financial outcomes of the organization. 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. Get recognized as a valued contributor to your organization's revenue cycle performance when you earn the Certified Revenue Cycle Representative (CRCR) - GCC certification.

Learning Objectives

After completing this program, you will be able to:

  • Identify processes and techniques for both enhancing the patient experience and improving financial performance
  • Explore the most effective ways to reduce denials and simplify collections
  • Review regulations to assure compliance
  • Outline effective ways to increase interdepartmental cooperation, heighten staff confidence and improve work satisfaction
  • Create effective ways to measure revenue cycle staff proficiency, recognize staff knowledge and expertise, and decrease turnover

Program Outline and Exam

  • Course 1: Revenue Cycle in Health Care
  • Course 2: Pre-Service - Financial Care
  • Course 3: Time of Service - Financial Care
  • Course 4: Post-Service - Financial Care

Exam Information: This online program includes a key concepts guide, course modules and a certification exam. The exam has 75 multiple-choice questions, and you have 90 minutes to complete it in one sitting. The passing score is 70%. If you do not pass on the first attempt, there is a mandatory 30-day waiting period. You will have access to the exam summary and the course while you wait for your next attempt. The exam summary will show you how you did on each unit of the online program.

Maintenance Requirements

  • HFMA Certified Revenue Cycle Representative certificants must maintain their certification every two years.
  • The recertification process is straightforward: to re-certify as a CRCR, you must take a 50-question online assessment.
  • To help you prepare for the CRCR Recertification assessment, you will have access to a CRCR Recertification eLearning course.
  • The HFMA Recertification course does NOT offer NASBA CPE. Time taken to complete recertification programs qualifies as an activity for CHFP and FHFMA maintenance.
  • Information will be emailed to you in advance of your maintenance due date.
  • The maintenance fee for non-members is $100 and free for HFMA members.
Content Type: Certification
Topic: Finance & Accounting
Delivery Method: Self-Study
Program Level: Basic
Designation: CRCR-GCC
Certified Specialist Ambulatory Practice Management (CSAPM)

This program provides a focus on revenue cycle activities that enhance contemporary Ambulatory practice management. Those who earn this certification will also gain specialist-level knowledge related to budget preparation, financial projections, cost accounting, managing information systems, and evaluating and negotiating payer contracts. Also discusses the full range of topics and techniques that are central to the effective management of Ambulatory practices. Recommended for: Ambulatory Operations Manager, Practice Coordinator, Ambulatory Operations Director, Ambulatory Care Manager, etc.

Learning Objectives

    • Implement the key elements of patient registration, accounts receivable and collection processing
    • Identify the key contributory elements of evaluation and management services
    • Define ratios valuable in monitoring financial performance of a practice
    • Identify processes for evaluating a contract, legal and regulatory compliance
    • Identify elements of strategic planning, information technology and the role of marketing

CPE Award Amount: 11.5

Program Level:
 Intermediate

Program Prerequisite: Experience with management issues related to running a ambulatory practice, including compliance, revenue cycle management and leadership.

Recommended Experience: 1-2 years experience in ambulatory practice setting.

Advanced Preparation: 
None

Instructional Method: 
Self-Study

Delivery Method:
 QAS Self-Study

Field of Study & Topic in hours: 4.5 Finance - 7.0 Specialized Knowledge

Content last revised: August 2024

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.

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

Content Type: Certification
Topic: Finance & Accounting
Delivery Method: QAS Self Study
Program Level: Intermediate
CPE Hours: 11.50
Designation: CSAPM
Finance: 4.50
Specialized Knowledge: 7.00
Certified Specialist Physician Practice Management (CSPPM)

Get recognized as a leader in physician practice management when you earn HFMA's Certified Specialist Physician Practice Management (CSPPM) certification. With a focus on revenue cycle activities that enhance contemporary physician practice management, those who earn this certification will also gain specialist-level knowledge related to budget preparation, financial projections, cost accounting, managing information systems, and evaluating and negotiating payer contracts. Learning Objectives: Implement the key elements of patient registration, accounts receivable and collection processing Identify the key contributory elements of evaluation and management services Define ratios valuable in monitoring financial performance of a practice Identify processes related to physician compensation, compliance and contract evaluation Identify elements of strategic planning, information technology and the role of marketing.

Content Type: Certification
Topic: Payer & Reimbursement
Delivery Method: QAS Self Study
Program Level: Intermediate
CPE Hours: 11.50
Designation: CSPPM
Finance: 4.50
Specialized Knowledge: 7.00
Health Information Management (HIM) and Coding

In this course, we will address: the role and responsibilities of Health Information Management in the revenue cycle; diagnosis and procedure codes used to communicate the reason for and type of clinical service provided to the patient; how other departments and stakeholders utilize diagnosis and procedure coding as it pertains to the revenue cycle. 

Learning Objectives
Identify the responsibility of Health Information Management (HIM) in the revenue cycle.

Content Type: Course
Topic: Patient Financial Experience
Delivery Method: Self-Study
Program Level: Basic
HFMA Business of Health Care®

The HFMA Business of Health Care® is a comprehensive online program that presents an overview of today’s healthcare environment and highlights the shift in healthcare service delivery and evolving payment models. Understand how your decisions impact the delivery of quality care with HFMA's Business of Health Care® online program. No matter your role in healthcare, this course is designed to provide essential context around the business fundamentals of pricing, cost, revenue, payment and delivery models. Once you complete this online program, you will have the knowledge to work more effectively toward the shared goals of improving patient health and organizational sustainability. 

Learning Objectives

After this program, you'll be able to: 

  • Identify the current trends of healthcare delivery models in the US and determine the impact of healthcare reform on healthcare delivery and payment
  • Determine an organization's financial health using financial performance ratios, key financial statements, and financial analysis tools
  • Describe how financial strategic planning influences budgeting, costs, and pricing for healthcare services Identify the components of the revenue cycle, including patient engagement, billing, and collections
  • Understand new metrics for future payment models, including quality indicators and patient satisfaction scores
  • Describe new models for collaboration among healthcare providers, physicians, and health plans Define the trend toward population health in future healthcare delivery models 

CPE Award Amount: 14.0

Program Level:
 Intermediate

Program Prerequisite: General knowledge of accounting and finance concepts, including the ability to recognize elements of financial statements, accrual and cash accounting, basic budgeting, and the management of financial resources.

Recommended Experience: At least one year of experience in healthcare industry, as well as familiarity with general accounting and financial concepts.

Advanced Preparation: 
None

Instructional Method: 
Self-Study

Delivery Method:
 QAS Self-Study

Field of Study & Topic in hours: 
14.0 Specialized Knowledge

Content last revised: February 2026

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.

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

Content Type: Course
Topic: Finance & Accounting
Delivery Method: QAS Self Study
Program Level: Intermediate
CPE Hours: 14.00
Designation: CHFP - Module 1
Specialized Knowledge: 14.00
HFMA Business of Health Care® for CME

Jointly provided by HFMA and PIM - Postgraduate Institute for Medicine, this program offers ONLY the study materials. The assessment (CME post-test) is taken via PIM’s CME University. This activity has been designed to meet the CME educational needs of physicians, pharmacists, registered nurses, dentists, and other healthcare providers. HFMA Business of Health Care® for CME is a comprehensive online program that presents an overview of today’s healthcare environment and highlights the shift in healthcare service delivery and evolving payment models. If you wish to receive acknowledgment and continuing medical education credits for completing this activity, please complete the post-test (assessment) and evaluation on www.cmeuniversity.com.

Understand how your decisions impact the delivery of quality care with HFMA's Business of Health Care® online program. No matter your role in healthcare, this course is designed to provide essential context around the business fundamentals of pricing, cost, revenue, payment and delivery models.

HFMA Business of Health Care® for CME

  • Jointly provided by Postgraduate Institute for Medicine and Healthcare Financial Management Association
  • Release date: April 1, 2019
  • Expiration date: April 30, 2026
  • Estimated time to complete activity: 13.5 hours

Target Audience

This activity has been designed to meet the educational needs of physicians, pharmacists, registered nurses, dentists and other healthcare providers.

Educational Objectives

After completing this activity, the participant should be better able to:

  • Identify the current trends of healthcare delivery models in the US and determine the impact of healthcare reform on healthcare delivery and payment.
  • Determine an organization’s financial health using key financial statements and financial analysis tools
  • Describe how financial strategic planning influences budgeting, cost allocation, and pricing for healthcare services
  • Identify all components of the revenue cycle including patient engagement, billing, and collections as they relate to hospitals, physicians and payers
  • Identify new payment models and describe the trend of population health in future healthcare delivery models
Content Type: Course
Topic: Finance & Accounting
Delivery Method: Self-Study
Program Level: Intermediate
IHF-HFMA Business of Health Care® EMR Version

The IHF-HFMA Business of Health Care® EMR Version is an online healthcare finance training for the Eastern Mediterranean Region (EMR).

Hospital financial management is the planning, organizing, directing and evaluating of the financial activities in a hospital. Financial realities play a central role in many, if not all, decisions associated with today’s health systems. It’s well informed that the role of financial management in improving and strengthening hospital care is critical. This online course is designed for people who work in hospital professions but have not had a basic education on finance. Although each country has its own specific financial and accounting systems and management, the course provides participants with an easy-to-understand way of the fundamentals of financial management in practice.

Learning Objectives

After completing this program, you will be able to:

  • Identify the current trends of healthcare delivery models in the US and determine the impact of healthcare reform on healthcare delivery and payment
  • Determine an organization's financial health using financial performance ratios, key financial statements, and financial analysis tools
  • Describe how financial strategic planning influences budgeting, costs, and pricing for healthcare services
  • Identify the components of the revenue cycle, including patient engagement, billing, and collections
  • Understand new metrics for future payment models, including quality indicators and patient satisfaction scores
  • Describe new models for collaboration among healthcare providers, physicians, and health plans
  • Define the trend toward population health in future healthcare delivery models

Program Outline

  • Course 1: Healthcare Finance: The Big Picture
  • Course 2: Financial Accounting Concepts
  • Course 3: Cost Analysis Principles
  • Course 4: Strategic Financial Issues
  • Course 5: Managing Financial Resources
  • Course 6: Looking to the Future
  • Exam and Evaluation
Content Type: Course
Topic: Finance & Accounting
Delivery Method: Self-Study
Program Level: Intermediate
Designation: IHF - CHFP - Module 1
Inpatient Autonomous Coding - Your Next Building Block

Original Webinar Date: Thursday, May 28, 2026, 2:00-3:00 PM CST

Inpatient coding is complex: It is impacted by diagnosis, procedures, documentation variability, DRG assignment, length of stay and payer edits -- creating reimbursement and compliance risk. This webinar presents the concept of autonomous coding for inpatient coding, addressing backlogs, staffing constraints and denials exposure, and emphasizing how expert-guided automation is a critical building block toward efficiency and compliance. Learn practical approaches to scaling inpatient automation, how it integrates within existing coding operations, and how measurable accuracy, coder control, evidence-based outcomes and compliance safeguards mark each step in an organization’s transition toward autonomous coding.

Speakers

 

Brinton Frisby
Business Director, Autonomous Coding
Solventum

Brinton Frisby serves as the Business Director for Autonomous Coding at Solventum. With thirteen years of experience, he has guided the development of Solventum 360 Encompass and Revenue Cycle Solutions. In 2015, his responsibilities broadened to include oversight of product development for the 3M Health Information Systems Revenue Cycle portfolio. His expertise encompasses various aspects of product development, including software engineering, product analysis, quality assurance, and data analytics.

Brinton holds a degree in Management Information Systems from Brigham Young University.

     
 

Shawn Wells
Global Product Owner, Autonomous Coding
Solventum

Shawn Wells, RHIT, CHDA, is an accomplished health information management executive with more than two decades of experience advancing data integrity, coding innovation, and enterprise‑level digital transformation. He currently serves as the Global Product Owner for Inpatient Autonomous Coding at Solventum, where he drives strategy, product vision, and operational alignment for next‑generation autonomous coding solutions.

Prior to joining Solventum, Shawn was Director of Health Information, Coding, and Clinical Documentation Improvement at University of Utah Health. In this role, he led major organizational modernization efforts, including implementation of an enterprise‑wide document management platform, deployment of computer‑assisted coding technologies, and automation of release‑of‑information workflows—initiatives that strengthened operational efficiency and elevated data governance across the system.

Shawn has contributed extensively to the advancement of the HIM profession through volunteer leadership with AHIMA at both state and national levels. He holds a Bachelor of Science from Montana State University.

Learning Objectives

  • Identify the core problems autonomous inpatient coding must solve for finance and revenue integrity leaders.
  • Compare practical strategies for deploying inpatient automation.
  • Describe a workflow model that fits real coding-team operations, including the transparency that keeps humans in control. 
  • Define “must-have” evaluation criteria for autonomous inpatient coding.
Content Type: On Demand Webinar
Topic: Payer & Reimbursement
Delivery Method: Self-Study
Program Level: Update
Insights for Every Role: Using Claims Data to Stop Denials

For today's healthcare providers, financial clarity is no longer a luxury — it's a necessity. This session explores how different roles in finance, operations and revenue cycle can use claims data and analytics to prevent denials upstream, accelerate cash flow and strengthen overall financial performance. We'll walk through real examples of how billers, analysts, revenue cycle leaders and executives interpret and act on claims data differently. Attendees will learn how to identify denial patterns, monitor payer performance and use financial insights to guide both day-to-day operations and long-term planning. Whether you're reconciling payments or forecasting revenue, this webinar will help you use claims intelligence in your role.

Original Live Webinar Date: October 23, 2025

  • Use claims data to reduce denials and improve reimbursement in your role
  • Identify payer trends and denial patterns before they impact your bottom line
  • Apply claims intelligence to boost revenue

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Payer & Reimbursement
Delivery Method: Self-Study
Program Level: Basic
Keeping Pace: Level Up Revenue Cycle Leadership for Financial Survival

Missed the HFMA Annual Conference 2025? This webinar will feature content from a top rated session at the conference. With payers' digital transformation adding significant pressure to an already demanding payment landscape, today’s hospital revenue cycle leaders are racing to strengthen competencies in several core areas. Learn how peers are bridging these gaps and successfully leading cross-functional teams, championing innovation while navigating both rapid change management and complex payer relations.

Original Live Webinar Date: September 30, 2025

  • Recognize key revenue cycle trends and the associated impact on leadership skills and competency needs.
  • Identify actionable leadership strategies for breaking down communication silos that impede clinical denials improvement.
  • Gain insight and practical ideas on how to lead teams through the rapid changes brought about by emerging tech and complex payer relations.

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Revenue Cycle
Delivery Method: Self-Study
Program Level: Basic
Key Performance Indicators in the Revenue Cycle

In this course, you will learn about the key performance indicators (KPIs) and benchmarking that can raise the level of accounts receivable department performance. This course also covers the various techniques used to measure accounts receivable activity.

Learning Objectives

After completing this course, you will be able to:

  • Gain access to equations for measuring accounts receivable performance.
  • Understand techniques to measure accounts receivable, including discharge not final billed and the "suspense" period.
Content Type: Course
Topic: Quality, Measurement & Reporting
Delivery Method: Self-Study
Program Level: Basic
MAP Award Information Session

Original Delivery Date: Wednesday, September 16, 2026, 11:00 AM – 11:30 AM CST

Is your organization demonstrating excellence in revenue cycle performance? Learn how the 2027 HFMA MAP Award can recognize your team’s achievements and elevate your organization’s success. This webinar will walk through the application process, award criteria, key dates and deadlines, and what you need to know to prepare a strong submission. You’ll also learn about the benefits of applying and how 2027 MAP Award winners will be recognized at HFMA’s Revenue Cycle Conference in Orlando, including opportunities to take the stage, celebrate their accomplishments and share their success with the revenue cycle community.

Speaker

Tiffany Nieman 
Healthcare Finance Analyst 
HFMA

Content Type: On Demand Webinar
Topic: Revenue Cycle
Delivery Method: Self-Study
Program Level: Basic
Medicare Inpatient Reimbursement Fundamentals

Medicare Inpatient Reimbursement is the payment system used by the U.S. Medicare program to compensate healthcare providers for the costs associated with providing inpatient hospital services to Medicare beneficiaries.

In this course, you will learn about the Inpatient Prospective Payment System and how it is structured to reimbursement healthcare providers for the items and services furnished to Medicare beneficiaries. This course will also provide you with a general understanding of various payment delivery mechanisms within the IPPS.

Learning Objectives

  • Explore the history and significance of establishing the Medicare Inpatient Prospective Payment System.
  • Describe how Medicare reimburses for inpatient care through reimbursement components.
  • Examine the impact that hospitals' geographic location, wage index, value-based purchasing, readmission adjustments, and capital payments have on Medicare reimbursement and to hospital inpatient care.

CPE Information

CPE Award Amount: 2.0
Program Level: Basic
Program Prerequisite: None
Recommended Experience: Revenue cycle staff, reimbursement professionals, managed care contracting professionals, and financial professionals operate at various levels.
Advanced Preparation: None
Instructional Method: QAS Self-Study
Delivery Method: QAS Self-Study
Field of Study and Topic in hours: Specialized Knowledge - 2.0

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.

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

Content Type: Course
Topic: Payer & Reimbursement
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 2.00
Specialized Knowledge: 2.00
New Data Reveals How RCM Leaders Are Confronting Pressures

Date: Tuesday, November 17, 2026, 1:00 PM – 2:00 PM CST

Rising denials, staffing shortages and looming Medicaid cuts are reshaping how hospitals and health systems manage their revenue cycles. This year, 61% of organizations expect their financial performance to decline unless they change their RCM systems and processes. Join the webinar for an exclusive first look at the 2026 RCM Benchmark Survey Report, drawn from 102 hospital and health system RCM leaders. You'll get the data behind the trends and hear directly from RCM leaders on how their organizations are responding.

Reserve your spot to see the full findings and take away practical strategies for strengthening your organization's financial performance.

Speakers

Laxmi Patel
Chief Strategy Officer
Savista
   

Rachel Verville
Senior Vice President, Revenue Cycle
Tufts Medicine  

   


Learning Objectives

  • Compare your organization's RCM metrics against data from respondents to identify where you stand and where gaps exist
  • Assess whether your current technology investments align with where the industry is heading
  • Apply insights from RCM leaders to strengthen how your team manages rising denials, post-payment audits and workforce constraints
  • Evaluate hybrid operating models, outsourcing options and automation tools against your organization's specific financial pressures

 

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: Revenue Cycle
  • Field of Study: Specialized Knowledge

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.

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

Content Type: Live Webinar
Topic: Revenue Cycle
Delivery Method: Group Internet Based
Program Level: Basic
CPE Hours: 1.00
Sponsor: Savista
Specialized Knowledge: 1.00
Patient Access Essentials

Everyone with patient access contributes to financial performance. This four-course training program provides an overview of best practice recommendations to enhance the knowledge, competencies and productivity in patient-facing positions. Revenue cycle supervisors typically have limited time and resources to deliver this all-important training to staff. HFMA's Patient Access Essentials training program provides easy access learning and a simple, cost-effective solution to educate patient access personnel quickly and accurately. This training program is designed to educate new hires as well as those who currently serve in a patient access role yet want to gain a better understanding of how their role impacts revenue cycle performance and reputation of the organization they represent overall. 

Learning Objectives

After completing this program, you will be able to: 

  • Understand the impact of the patient access role in driving revenue cycle performance.
  • Reduce denials through accurate data collection.
  • Address the importance of insurance verification and benefit coordination.
  • Enhance the patient experience.
  • Communicate with patients about their financial responsibility.
  • Comply with HIPAA requirements.

Program Outline

  • Course 1: Revenue Cycle Overview
  • Course 2: Customer Service and Patient Satisfaction
  • Course 3: Importance of Insurance Verification
  • Course 4: A Day in the Life of a Patient Access Superstar
  • Patient Access Essentials Assessment

CPE Information

  • CPE Award Amount: 3.0
  • Program Level: Basic
  • Program Prerequisites: None
  • Recommended Experience: Healthcare access and business office staff, Managers, Directors or any individual who has operational and/or financial responsibility within revenue cycle healthcare delivery.
  • Advanced Preparation: None
  • Instructional Delivery Method: QAS Self-Study
  • Field of Study and Topic in hours: Specialized Knowledge - 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
Content Type: Course
Topic: Patient Financial Experience
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 3.00
Designation: PAE
Specialized Knowledge: 3.00
Patient Experience and Satisfaction

In this course, we will address the HCAHPS (Hospital Consumer Assessment of Healthcare Providers and Systems) survey, patients' expectations as consumers, and the role revenue cycle team members play in a patient's experience and satisfaction. We will also review the impact that failed communication, poor customer service and quality breakdowns may have on patient satisfaction and revenue cycle outcomes.

Learning Objectives

After completing this course, you will be able to:

  • Identify the objective of the HCAHPS initiative
  • Discuss patients' expectations related to the revenue cycle
  • Understand the HCAHPS survey and impact of communication and customer satisfaction
  • Apply the strategies used by revenue cycle leadership and staff in improving overall patient experiences
  • Identify the hard and soft costs to the provider of poor quality patient experiences

Content Type: Course
Topic: Patient Financial Experience
Delivery Method: Self-Study
Program Level: Basic
Pinpoint Revenue Leakage Before It Becomes Margin Loss

Original Delivery Date: September 1, 2026, 2:00 - 3:00 PM CT

Revenue leakage often starts as everyday revenue cycle friction: denials, underpayments, prior authorization delays, missing documentation, manual rework, and payer follow-up. This webinar shares research-based findings on where leakage can occur across ancillary and outpatient revenue cycle operations and why those issues matter to both frontline teams and finance leaders. Attendees will learn how to connect billing, claims, patient access, reimbursement, and workflow data to financial impact; identify patterns that point to root causes; and prioritize practical actions that reduce rework, improve cash flow, and support more focused revenue cycle improvement discussions.

Content Type: On Demand Webinar
Topic: Miscellaneous Specialty Areas
Delivery Method: Self-Study
Program Level: Basic
Sponsor: XIFIN
Policy, Payers & the Economics of Healthcare with NSA

Date: Thursday, October 22, 2026, 2:00 PM – 3:00 PM CST

Provider reimbursement is increasingly being shaped through regulation, litigation, political pressure and competing payer/provider narratives. This webinar describes what is changing with the No Surprises Act and the political and policy issues surrounding it, as well as what providers can control.

Learn from Eric Berger, Principal at Liberty Partners Group and Executive Director for Americans for Fair Health Care (AFHC) and Medical Practice Support Alliance (MPSA) and Seth Pfaltzgraff, Healthcare Client Director at Macedon Technologies, about strategies for increasing reimbursement as well as technologies to prevent revenue leakage.

Speaker

Eric Berger
Principal
Liberty Partners Group

 

Eric Berger serves as a Principal at Liberty Partners Group, a bipartisan Washington, DC consulting firm specializing in development and execution of strategic government relations and communications campaigns designed to achieve their clients’ federal and state legislative and regulatory goals.
Previously, Eric served on the professional staff of the U.S. House Energy and Commerce Committee, where he played a central role in Medicare, Medicaid, FDA, and health insurance legislation. Prior to working in Congress, Eric served as Virginia’s Legislative and Policy Director for Health and Human Resources, where he helped achieve Virginia’s landmark welfare reform and family empowerment legislation.
Following his public service, Eric led government relations initiatives as Vice President of Government Relations and Public Policy for US Oncology, Senior Vice President of Public Policy and Communications for DaVita, and CEO of the Partnership for Quality Home Healthcare. He also served as a Senior Fellow at the Heritage Foundation and is the cofounder and coinventor of BaleBlox, a patented system of sustainable construction materials, and NextWave Infusion, a patent pending platform for drug infusion services.
Eric’s education includes the Master of Arts program in Public Administration at the University of Virginia and the Bachelor of Arts degree in political science and economics at the University of Richmond, which he attended under a University Scholars academic scholarship.
Eric and his wife, Ann, reside in Santa Rosa Beach, Florida and are the proud parents of three adult children

 

Seth Pfaltzgraff
Healthcare Client Director
Macedon Technologies 

 

Seth Pfaltzgraff, Healthcare Client Director at Macedon Technologies, works with healthcare providers, revenue cycle leaders, and dispute resolution organizations to modernize the operational processes that sit behind reimbursement, appeals, and payment integrity.
Seth’s experience spans:

 • Revenue Cycle Management
 • No Surprises Act Open Negotiation & IDR Operations
 • Denials & Appeals Automation
 • Payer Contracting & Negotiation Management
 • AI-Driven Operational Workflows
 • Enterprise Process Automation
Over the past decade, Seth has helped organizations identify opportunities where technology, process design, and operational discipline can create measurable business outcomes. Seth focuses on helping healthcare organizations simplify complex work through workflow automation, AI, and digital transformation initiatives.
Seth enjoys connecting with healthcare operators, RCM leaders, payer strategy teams, and technology executives who are looking to improve outcomes through smarter processes.


Learning Objectives

  • Understand key policy and market forces shaping provider reimbursement
  • Assess evolving NSA, Qualifying Payment Amount, and enforcement developments
  • Identify reimbursement risks across denials, appeals, and underpayments
  • Explore how finance leaders can influence policy and strategy
  • Evaluate technology-enabled approaches to improve reimbursement performance

 

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: Payment Reimbursement and Managed Care
  • Field of Study: Specialized Knowledge

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.

For more information regarding refund policies, as well as any program concerns, please ...

Content Type: Live Webinar
Topic: Payer & Reimbursement
Delivery Method: Group Internet Based
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
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