Course catalogue

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.

Preview and Key Benefits

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Key benefits of the report include:

• A deeper, more informed understanding of top purchasing priorities among healthcare organizations that will enable solution providers to align their offerings to customer needs.
• Insight into how senior hospital and health system leaders think about product and service selection, allowing solution providers to better prioritize their product roadmap and establish themselves as trusted partners.
• A more holistic view of emerging trends that will allow business partners to better adapt and innovate in response to evolving market dynamics.
• A better understanding of how health system executives think about bolt-on versus EMR technology.

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

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.

This course explains the basics of HIPAA’s Privacy Rule and what you need to consider when handling patients' Protected Health Information (PHI). It also outlines the rights that patients have under HIPAA.

Learning Objectives

• Identify the origins of the Privacy Rule.
• Define the American Recovery and Reinvestment Act and its impact on HIPAA.
• Define protected and non-protected health information.
• Identify general protections afforded to patients under the Privacy Rule.
• Identify individuals affected by the Privacy Rule.
• Recognize the balance that the Privacy Rule attempts to achieve.

This course shares how to prepare a price estimate, the role of price estimates in patient financial care, the principles of price transparency, and how pricing information is used to prepare and present price estimates.

Learning Objectives

After completing this course, you will be able to:

• Explain the purpose, principles and importance of price transparency
• Complete the preparation of a price estimate including the patient's financial responsibility

Date: Thursday, June 4th, 2026, 2:00 - 3:00 PM CST

Speakers

 Dustin Cheney, MBA Chief Financial Officer Lompoc Valley Medical Center

 Dustin Cheney, MBA, serves as Chief Financial Officer of Lompoc Valley Medical Center,   where he oversees the organization’s financial strategy, revenue cycle operations, and   long‑term fiscal sustainability. Dustin was appointed CFO in December 2020 after more than a decade of progressive leadership roles within the organization. 

 Dustin began his career at Lompoc Valley Medical Center in 2008 as a Staff Accountant and later advanced to Business Office Manager, gaining hands-on experience across finance and revenue cycle operations. In 2014, he was promoted to Controller, a role in which he provided strategic financial oversight and supported operational growth initiatives before assuming the CFO position. 

With a deep understanding of community hospital operations, Dustin brings a practical, mission-driven approach to financial leadership focused on supporting patient care, staff engagement, and organizational performance. He holds a Master of Business Administration and is actively involved in community and regional economic initiatives, including service on nonprofit boards.

Kelly Johnson Chief Revenue Cycle Officer Altera Digital Health
Kelly Johnson is a Managed Services Senior Manager for the Revenue Cycle Center of Excellence for Altera Digital Health, a publicly-traded company (Toronto Stock Exchange (TSX) that provides electronic health record technology and other health information technology to over 225,000 physicians and 3,400 acute care clients, connecting over 12 million consumers and across 15 countries. 

Prior to joining Altera Digital Health (formerly Allscripts), Kelly gained extensive Revenue Cycle experience in multiple healthcare operational and IT positions. Her efforts focused in areas such as workflow optimization and design, A/R management, cash acceleration and revenue integrity to name a few. Kelly’s has been recognized by executive leadership due to her diligence and ability to find opportunities that found revenue and cash collection opportunities that made a significant long-term impact to the organizations. As a Revenue Cycle Leader, she was able to the following as a few examples:

·       Discovered over $30M dollars in regulatory, billing, and other items at one client.

·       Self Pay Segmentation using Allscripts product that had improved ROI vs. Vendor, hospital savings in excess of $180K

·       Found interface Pathology charging issue in excess of $375K per month and created solution

·       Eliminated $14M backlog in Credit Balances with new internal automated process that eliminated most human intervention

·       Created Daily Cash reporting that increased cash goal each month over the previous year.

·       Developed secondary process to work “No Activity” accounts which eliminated timely filing issues and increased time to payment.

·       Initiated WQ build that layered automated write off thresholds and approval process driven processes that allowed staff to work efficiently.

·       Developed extensive edit build back project and denial edit build to raise clean claim rate to 96%

·       Created a strategy that allowed client to reduce denials from 40% to 4%

Learning Objectives

• Identify challenges community hospitals face when modernizing clinical and financial systems
• Describe governance strategies that align clinical, operational and financial leaders
• Recognize how coordinated system modernization can improve operational visibility
• Apply lessons learned when planning technology investments in resource-constrained environments

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: Medicare Payment and Reimbursement
• 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 ...

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.

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.

Meeting Code: 26AT17RAT17

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

In this course we review internal controls for cash handling and posting, electronic funds transfer (EFT) and electronic remittance advices. 

Learning Objectives 

After completing this course, you will be able to: 

• Recognize the required internal controls for cash posting. 
• Classify the different types of general ledger cash (non-accounts receivable) and outline how it is posted. 
• Categorize the different levels of automation used in electronic remittance advice posting. 
• Recognize the general concepts for electronic funds transfers.

Date: June 25, 2026, 2:00 - 3:00 PM CT

Supplier statements are a critical, often underused control in large health systems—revealing missed credits, unrecorded invoices, and ledger discrepancies that affect balance sheet accuracy, close integrity, and working capital. This CFO-focused session explores how leading health systems are strengthening control through structured, best-practice statement reconciliation. We’ll also show how AI is shifting teams from reactive recovery audits to proactive exception management, reducing post-close disruption. Learn how finance teams are improving auditability and AP performance across payment accuracy, cycle time, and discount capture.

Speaker

Kelly Coxon
Senior Director of Procure-to-Pay (P2P)
UPMC

Kelly Coxon is Senior Director of Procure-to-Pay (P2P) at UPMC, a $26B healthcare system with 95,000+ employees. She leads Procurement Operations, Accounts Payable, Compliance, Vendor Master, and T&E, driving automation, cost efficiency, and P2P transformation into a center of excellence. With 30+ years of experience, including leadership roles at Alcoa, Kelly brings deep expertise in process optimization, compliance, and large-scale transformation. 

Max Whyte
Commercial Director
Xelix

Max joined Xelix 8 years ago as one of the first employees. Working alongside co-founders Paul Roiter and Phil Watts, Max helped build the business and led the commercial function during Xelix’s early growth. Today, Max leads Xelix’s US Health System portfolio, partnering with CFOs and finance leadership teams across health

Learning Objectives

• Establish a clear operating model for supplier statement reconciliation, including ownership, cadence, and escalation to ensure high volumes of credits and exceptions are resolved efficiently
• Apply a standardized exception approach to reduce rework, accelerate close, and improve control over credit notes and unmatched items common in healthcare environments
• Understand how AI) automates statement reconciliation end-to-end—from ingestion and matching through to proactive exception resolution
• Shift Accounts Payable from reactive, recovery-audit-led activity to a proactive control that prevents leakage and strengthens financial accuracy

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: TBD
• 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.

26AT19RAT19

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

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