Course catalogue

Course name

Course category

Content Type

Topic

Delivery Method

Program Level

Recommended For

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Sponsor

Bridging RCM Gaps with Next-Gen AI Solutions

Mid revenue cycle capabilities are becoming increasingly important to drive desired and often vital financial outcomes. In today’s healthcare landscape, traditional note writing and basic transcription are no longer enough for performance-driven organizations. In this webinar, join SmarterDx to learn firsthand how targeted clinical AI can enable your in-house revenue integrity and CDI teams to work efficiently, improve workflows, and drive incremental revenue yield. Embed clinical and RCM insights at the point of care, empowering physicians to create documentation that is instantly validated, enriched, and fully ready for billing.

Original Live Webinar Date: November 5, 2025

Describe how clinical AI can drive improved financial outcomes for your organization
Learn strategies for aligning key stakeholders linking documentation and revenue outcomes, supporting higher physician satisfaction and lowering query and admin burdens
Understand the differentiation between basic transcription and embedded clinical intelligence, allowing organizations to optimize financial performance starting at the point of care

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar

Topic: Social Determinants of Health

Delivery Method: Self-Study

Building Financial Competence in the Current Healthcare Environment

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.

Content Type: Course

Topic: Financial Leadership

Delivery Method: QAS Self Study

Program Level: Basic

CPE Hours: 3.00

Finance: 3.00

Certified Healthcare Financial Professional (CHFP) Package

If you're interested in purchasing the CHFP Package, please click here.

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.

Content Type: Programs

Certified Hospital Cost Report Specialist (CHCRS) Exam

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
- - Link: forvis.com/events
  - Cost: Fees apply

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

Content Type: Certification

Topic: Cost Report Worksheets

Delivery Method: QAS Self Study

Program Level: Intermediate

Recommended For: Finance

CPE Hours: 10.00

Designation: CHCRS

Specialized Knowledge: 10.00

Certified Hospital Cost Report Specialist (CHCRS) Program

If you're interested in purchasing the CHCRS Package, please click here

Earning the Certified Hospital Cost Report Specialist

This training program includes an in-depth presentation of key components of hospital cost reporting, designed to equip participants with a comprehensive understanding of the financial processes and regulatory requirements involved. Additionally this course will provide strategies for you to consider and special classification scenarios your organization may qualify for that are intended to provide increased reimbursement based on your organizational characteristics. The program is recommended for and includes CFOs, controllers, reimbursement managers, directors and staff, accounting and finance staff, cost and budget staff, and consultants.

Content Type: Programs

Certified Hospital Cost Report Specialist (CHCRS) Training

To enroll in this training please go to the package program here.

This training program includes an in-depth presentation of key components of hospital cost reporting, designed to equip participants with a comprehensive understanding of the financial processes and regulatory requirements involved. Additionally, this course will provide strategies for you to consider and special classification scenarios your organization may qualify for that are intended to provide increased reimbursement based on your organizational characteristics. The program is recommended for and includes CFOs, controllers, reimbursement managers, directors and staff, accounting and finance staff, cost and budget staff, and consultants.

The Hospital Cost Report certification program is a collaboration between HFMA and FORVIS, LLP.

Learning Objectives

After completing this course, you will be able to:

Understand the purpose of the cost report and its role in determining payments.
Examine all the primary cost report worksheets.
Understand the Medicare cost report settlement and the various settlement components.
Explore the key factors in determining which Medicare Special Designations apply to your organization
Identify various clinic types as well as strategies and advantages/disadvantages to your organization

Course Outline

Hospital Cost Report
Cost Report Overview
Worksheet A
Worksheet B Part 1 and Part B-1
Worksheet C
Medicare Payment Methodologies
Medicare Special Designations
Other Worksheets
Wage Index
Clinic Strategies
Understanding the Cost Report Submission and Settlement Processes
Assessment and Evaluation

Program Enrollment Information

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
- - Link: forvis.com/events
  - Cost: Fees apply

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 Type: Certification

Topic: Cost Report Worksheets

Delivery Method: Self-Study

Program Level: Intermediate

Recommended For: Finance

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: Revenue Cycle

Delivery Method: QAS Self Study

Program Level: Intermediate

Recommended For: Revenue Cycle

CPE Hours: 14.00

Designation: CRCR

Behavioral Ethics: 0.50

Finance: 2.00

Specialized Knowledge: 11.50

Certified Revenue Cycle Representative (CRCR) Recertification

The 2026 Certified Revenue Cycle Representative (CRCR) Recertification program is intended only for active, eligible HFMA CSBI certificants.

For those with a due date of June 30, 2026, you can access this course in your dashboard. You must be in your designated maintenance year to access this course; otherwise, it will not be available.

Eligible Non‑members: Please enroll through your HFMA profile under the My Development tab.

Need assistance? Email inquiry@hfma.org.

As a CRCR certificant, you are required to maintain your certification every two years. To complete your recertification, you will take a 50‑question online assessment designed to validate your continued knowledge and skills in revenue cycle operations.

To help you prepare, this program includes an updated, comprehensive eLearning course that reflects the latest industry standards and best practices. Work through the modules at your own pace.

Here are some features that will help you be successful:

Concepts Guide: You may download the key concepts study guide and use it to take notes.
Knowledge Checks: These questions are designed to help you review and remember the material you have learned. They are not scored.
Interactive elements: Remember to click on any interactive elements, as they provide information that may appear in the assessment questions.
Assessment: At the end of the course, there is an assessment to allow you to demonstrate your command of the information presented here.

After successful completion of this course, you can view your Recertification Congratulatory letter. A new CRCR certificate is NOT awarded for recertification.

For assistance with HFMA education, please send an email message to inquiry@hfma.org.

Content Type: Certification

Topic: Revenue Cycle

Delivery Method: Self-Study

Recommended For: Accountable Care

Designation: CRCR

Certified Specialist Accounting and Finance (CSAF)

Get recognized as a valued contributor to your organization's financial performance when you earn HFMA's Certified Specialist Accounting and Finance (CSAF) certification. Those who earn this certification have demonstrated mastery in reading and analyzing financial reports and statements, risk-sharing arrangements, managed care contracts, and profitability ratios.

After this program, you will be able to:

Compare various types of budgets Identify types of cost behaviors
Recognize the types of risk-sharing arrangements in managed care contracts
Identify capital investment evaluation techniques

CPE Award Amount: 14.0

Program Level: Intermediate

Program Prerequisite: Basic knowledge of cost accounting principles, budgeting concepts, cash management, financial reports, and internal control concepts.

Recommended Experience: General accounting experience and familiarity with finance functions in various healthcare settings.

Advanced Preparation: None

Instructional Method: Self-Study

Delivery Method: QAS Self-Study

Field of Study & Topic in hours: 3.5 Accounting - 10.5 Finance

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: Certification

Topic: Accounting and Financial Reporting

Delivery Method: QAS Self Study

Program Level: Intermediate

Recommended For: Accounting

CPE Hours: 14.00

Designation: CSAF

Accounting: 3.50

Finance: 10.50

Certified Specialist Accounting and Finance (CSAF) - Recertification

The 2026 Certified Specialist Accounting and Finance (CSAF) Recertification program is intended only for active, eligible HFMA CSAF certificants.

Eligible Non‑members: Please enroll through your HFMA profile under the My Development tab.

Need assistance? Email inquiry@hfma.org.

Content Type: Certification

Designation: CSAF

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

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: Financial Leadership

Delivery Method: QAS Self Study

Program Level: Intermediate

Recommended For: Physician Practice

CPE Hours: 11.50

Designation: CSAPM

Finance: 4.50

Specialized Knowledge: 7.00

Certified Specialist Business Intelligence (CSBI)

Get recognized as a valued contributor to your organization's financial performance when you earn HFMA's Certified Specialist Business Intelligence (CSBI) certification. Those who earn this certification have demonstrated their ability to find, inspect, clean, transform, and model data to clarify issues; suggest conclusions; and support decision making designed to improve financial efficiencies and operational effectiveness.

Learning Objectives

Recognize the phenomenon called big data Identify the concepts and tools of business intelligence
Recognize how information for better decisions is derived from large, clinical, financial, and other databases Identify the key point of leverage for analytics in the healthcare industry
Recognize the decision types and analytic tools that are part of decision management Identify how data warehousing, reporting and analysis tools, and data systems architecture are used
Apply the basics of analytical and quantitative skills of BI in healthcare Understand and perform sampling
Recognize the role of business intelligence in stimulating action in the changing healthcare industry
Recognize how emotional intelligence, leadership skills, and power bases can create a strong leverage for influence Identify the various kinds of leadership styles and power bases

CPE Award Amount: 10.0

Program Level: Intermediate

Program Prerequisite: Knowledge of the healthcare industry as it relates to financial data in a healthcare setting, including data, processes, workflows and productivity. Some knowledge of quantitative and analytic skills helpful.

Recommended Experience: 3-5 years experience in data or statistical analysis or other data-related fields helpful.

Advanced Preparation: None

Instructional Method: Self-Study

Delivery Method: QAS Self-Study

Field of Study & Topic in hours: 5.0 Specialized Knowledge - 5.0 Statistics

Content last revised: February 2026

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: Accounting and Financial Reporting

Delivery Method: QAS Self Study

Program Level: Intermediate

Recommended For: Finance

CPE Hours: 10.00

Designation: CSBI

Specialized Knowledge: 5.00

Statistics: 5.00

Certified Specialist Business Intelligence (CSBI) Recertification

The Certified Specialist Business Intelligence (CSBI) recertification program is intended only for active, eligible HFMA CSBI certificants.

Eligible Non‑members: Please enroll through your HFMA profile under the My Development tab.

Need assistance? Email inquiry@hfma.org.

Those who pass this recertification have demonstrated their ability to find, inspect, clean, transform, and model data to clarify issues; suggest conclusions; and support decision making designed to improve financial efficiencies and operational effectiveness.

After this program you should be able to:
Recognize the role of business intelligence in stimulating action in the changing healthcare industry
Apply the basics of analytical and quantitative skills of business intelligence in health care
Identify business intelligence technical skills and apply to your job
Understand business intelligence in order to drive change in your organization

Content Type: Certification

Designation: CSBI

Certified Specialist Payment & Reimbursement (CSPR)

Those who earn this certification have demonstrated specialist-level knowledge of the managed care environment, payment rates, benefit coordination, reimbursement models, cost-control incentives, legislative changes, and more.

Learning Objectives:

Identify key factors that influenced the development of managed care

Explain coordination of benefits, managed Medicare organizations, and TRICARE

Describe the role of Medicare and Medicaid Managed Care Identify the clinical integration components of case management

Describe basic hospital service reimbursement methodologies and cost control incentives

Describe the impact of the ACA on reimbursement, and list emerging payment trends under healthcare reform List key case and utilization (care) management and clinical integration components Identify major trends in healthcare policy, including consumerism, outcomes-based reimbursement, and other elements of reform

CPE Award Amount: 13.0

Program Level: Intermediate Program Prerequisite: Knowledge of health care payment and reimbursement models, managed care environment, payment rates, benefit coordination and legislative changes.

Recommended Experience: 1-2 years experience in payment, reimbursement or managed care setting.

Advanced Preparation: None

Instructional Method: Self-Study

Delivery Method: QAS Self-Study Field of Study & Topic in hours: 13.0 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. 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: Payment Reimbursement and Managed Care

Delivery Method: QAS Self Study

Program Level: Intermediate

Recommended For: Finance

CPE Hours: 13.00

Designation: CSPR

Specialized Knowledge: 13.00

Certified Specialist Payment & Reimbursement (CSPR) Recertification

The 2026 Certified Specialist Payment & Reimbursement (CSPR) Recertification program is intended only for active, eligible HFMA CSBI certificants.

Eligible Non‑members: Please enroll through your HFMA profile under the My Development tab.

Need assistance? Email inquiry@hfma.org.

As a CSPR certificant, you are required to maintain your certification every two years. To complete your recertification, you will take a 50‑question online assessment designed to validate your continued knowledge and skills in revenue cycle operations.

To help you prepare, this program includes an updated, comprehensive eLearning course that reflects the latest industry standards and best practices. Work through the modules at your own pace.

Here are some features that will help you be successful:

Concepts Guide: You may download the key concepts study guide and use it to take notes.
Knowledge Checks: These questions are designed to help you review and remember the material you have learned. They are not scored.
Interactive elements: Remember to click on any interactive elements, as they provide information that may appear in the assessment questions.
Assessment: At the end of the course, there is an assessment to allow you to demonstrate your command of the information presented here.

After successful completion of this course, you can view your Recertification Congratulatory letter. A new CSPR certificate is NOT awarded for recertification.

For assistance with HFMA education, please send an email message to inquiry@hfma.org.

Content Type: Certification

Designation: CSPR

Certified Specialist Physician Practice Management (CSPPM) Recertification

The 2026 Certified Specialist Physician Practice Management (CSPPM) Recertification program is intended only for active, eligible HFMA CSPPM certificants.

Eligible Non‑members: Please enroll through your HFMA profile under the My Development tab.

Need assistance? Email inquiry@hfma.org.

As a CSPPM certificant, you are required to maintain your certification every two years. To complete your recertification, you will take a 50‑question online assessment designed to validate your continued knowledge and skills in revenue cycle operations.

To help you prepare, this program includes an updated, comprehensive eLearning course that reflects the latest industry standards and best practices. Work through the modules at your own pace.

Here are some features that will help you be successful:

Concepts Guide: You may download the key concepts study guide and use it to take notes.
Knowledge Checks: These questions are designed to help you review and remember the material you have learned. They are not scored.
Interactive elements: Remember to click on any interactive elements, as they provide information that may appear in the assessment questions.
Assessment: At the end of the course, there is an assessment to allow you to demonstrate your command of the information presented here.

After successful completion of this course, you can view your Recertification Congratulatory letter. A new CSPPM certificate is NOT awarded for recertification.

For assistance with HFMA education, please send an email message to inquiry@hfma.org.

Content Type: Certification

Designation: CSPPM

CFO Pain Points 2024: Margin Challenges & Opportunities for Vendors

This study of 135 hospital CFOs provides CFO personas, top challenges, and the strategic initiatives they are focusing on to improve performance.

Key Benefits

Key benefits of the report include:

Understanding of top sources of margin pressure on hospitals and health systems
Insights into the strategies being implemented and where opportunities are for solution providers
CFO personas and how they are involved in purchasing decisions

*Due to the report being a digital download being immediately accessible upon purchasing, no refunds will be issued for any circumstances.

*Companies currently Peer Reviewed by HFMA will receive a copy of the study at no charge.

Content Type: Premium Industry Report

Topic: Revenue Cycle

Recommended For: Business Development

Completing the 1500 Health Insurance Claim Form

This course explains the purpose of the 1500 Health Insurance Claim Form and describes how the form should be completed.

Learning Objectives

After completing this course, you will be able to:

Identify the purpose of the 1500 billing form.
Recognize the history of the 1500 billing form.
Define assignment of benefits.
Identify the relationship of assignment of benefits to the insured's signature.
Complete the first 13 items of the form.
Recognize how patient conditions are described on the 1500 Health Insurance Claim Form.
Complete items 14-22 of the form that focus on physician and supplier information.
Define the National Provider Identifier (NPI).
Identify and define Place of Service codes.
Define the Healthcare Common Procedure Coding System (HCPCS).

Course Outline

Background and Overview
Patient and Insurance Information
Physician or Supplier Information
Assessment and Evaluation

Content Type: Course

Topic: Billing and Collections

Delivery Method: Self-Study

Completing the UB-04 Billing Form: Locators 1-41

Learn how to complete FL 1-41 of the UB-04 billing form as it applies to all payers, including Medicare, Medicaid and commercial payers. Learners will become familiar with each form locator and understand detailed information about the codes needed to fill in these data areas.

We also offer Completing the UB-04 Billing Form: Form Locators 42 through 81.

Learning Objectives

Recognize the UB-04 format Form Locators (FL).
Recognize how a bill type identifies the provider, the type of service and the frequency of billing.
Identify the source of admission codes.
Define discharge status codes.
Recognize the condition codes and what these codes represent.
Recognize occurrence codes and dates.
Differentiate between occurrence codes and occurrence span codes.
Identify value codes and what these codes represent.
Identify where to find additional information on the internet.

Content Type: Course

Topic: Budgeting

Delivery Method: Self-Study

Completing the UB-04 Billing Form: Locators 42-81

Learn how to complete FL 42-81 of the UB-04 billing form as it applies to all payers, including Medicare, Medicaid and commercial payers. Learners will become familiar with each form locator and understand detailed information about the codes needed to fill in these data areas.

We also offer UB-04 Billing Form: Form Locators 1-41.

Learning Objectives

After completing this course, you will be able to:

Identify revenue codes and their descriptions
Define the Healthcare Common Procedure Coding System (HCPCS)
Recognize modifiers and their uses
Identify non-covered charges
Recognize line item date-of-service requirements
Identify the Health Insurance Plan ID
Identify the assignment of benefits indicators
Recognize the National Provider Identifier (NPI)
Recognize relationship codes
Recognize the Insured's Unique Identifier
Identify where to find additional information
Identify the Medicare records/health information management responsibilities
Recognize the principal diagnosis assignment
Define E Codes
Identify the procedure code requirements
Recognize the PPS/DRG assignment
Define Present on Admission Indicators (POA)

Content Type: Course

Topic: Budgeting & Reporting

Delivery Method: Self-Study