Course name | Date
 Patient Financial Communications: Time of Service
The Patient Financial Communications Best Practices Time of Service course will help you gain new confidence in communicating with patients about their financial responsibility. This course provides you with tools and techniques to have financial conversations that result in a positive experience for patients contributing to maintaining customer satisfaction for your organization.
 

Patient access professionals will learn to have critical financial conversations in various situations (e.g., newly insured patients, those with high deductible plans, uninsured patients). Discover when and how best to communicate in non-emergency situations. Get tools for explaining key terms, handling questions and comments, and helping patients understand and meet their financial obligations.

Learning Objectives

  • Demonstrate an understanding of the characteristics (who, what, where, when and how) of a financial conversation
  • Identify the 10 key components of a properly executed financial conversation at the time of service
  • Demonstrate an understanding of the 7 C's of effective communication as related to patient financial conversations
  • Demonstrate an understanding of non-verbal communication when conducting patient financial conversations at the time of service
  • Identify key components of patient financial communications and potential financial options based on varied patient profiles
  • Identify the key reference tools required to conduct an appropriate financial discussion based on varied patient profiles at the time of service
  • Demonstrate an understanding of how to conduct a patient financial conversation at the time of service
Content Type: Course
Topic: Patient Financial Experience
Delivery Method: Self-Study
Program Level: Basic
Designation: PFCTS
Patient Scheduling Basics

In this course, we will address scheduling processes, including patient identification, requested service, medical necessity screening, Medicare Advance Beneficiary Notice of Noncoverage processing, patient instructions, scheduler instructions and order requirements. 

Learning Objectives

After completing this course, you will be able to:

  • Understand the steps in patient scheduling. 
  • Identify the questions to ask related to medical necessity. 
  • Learn how to deliver patient instructions and other requirements.
Content Type: Course
Topic: Patient Financial Experience
Delivery Method: Self-Study
Program Level: Basic
Personality of a Leader

This bite-sized leadership course draws on practical, people-first leadership principles influenced by Jill Geisler to help participants grow as confident, effective leaders in everyday workplace situations. Through concise lessons, relatable examples, and actionable strategies, learners will strengthen skills in communication, collaboration, accountability, feedback, and self-awareness. The course emphasizes approachable leadership habits that build trust, encourage teamwork, support personal growth, and create positive, respectful workplace interactions. Participants will leave with simple tools they can immediately apply to lead with greater clarity, empathy, and confidence.

Learn about membership benefits | Explore Membership

Content Type: Bite-Size Learning
Topic: Strategy & Leadership
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

Original Delivery 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

Sponsored by

Content Type: On Demand Webinar
Topic: Payer & Reimbursement
Delivery Method: Self-Study
Program Level: Basic
Positive Problem-Solving Leadership

This course explores how leaders can stay positive while still addressing conflict and organizational challenges directly, blending optimism with realism to maintain healthy team dynamics. Participants will learn practical strategies for acknowledging problems, engaging in difficult conversations, and achieving a balanced leadership approach that strengthens both morale and mission. 

Content Type: Bite-Size Learning
Topic: Strategy & Leadership
Delivery Method: Self-Study
Program Level: Basic
Pre-Registration and Insurance Verification

In this course, we will address the pre-registration purpose and process, information collected during pre-registration, and consequences that an organization may experience due to inaccurate or incorrect patient information. It will also provide an overview of the Medicare Secondary Payer screening process.

Learning Objective

After completing this course, you will be able to identify the purpose of insurance verification.

Content Type: Course
Topic: Patient Financial Experience
Delivery Method: Self-Study
Program Level: Basic
Present Messages with Authority and Authenticity

Professional speakers get nervous too, but preparation, purposeful body language, pacing, eye contact, and a strong close can help presenters communicate with greater confidence and authenticity. Drawing on her experience as a former broadcast reporter and anchor, manager, and moderator of U.S. Senate Jill Geisler shares nine practical strategies for delivering engaging, credible presentations. The course also emphasizes using technology effectively and seeking constructive feedback to strengthen presentation skills.

Learn about membership benefits | Explore Membership

Content Type: Bite-Size Learning
Topic: Strategy & Leadership
Delivery Method: Self-Study
Program Level: Basic
Preventing Medical Denials Before They Start

Original Webinar Date: Tuesday, May 26, 2026, 2:00 - 3:00 PM CST

Medical necessity denials remain one of the most persistent and expensive challenges in the revenue cycle. They create rework, delay reimbursement, and force revenue cycle, coding and clinical teams into reactive appeals processes that drain time and cash flow. 

In this webinar, we will share real examples of how organizations have seamlessly moved denials prevention upstream. By leveraging content that powers strengthening documentation, aligning clinical and coding workflows with commercial payer policies, and validating medical necessity requirements earlier in the process so claims are more accurate before submission. We will also discuss other coding and denials solutions that can work together.

Speakers

 

Megan Broom
Sr. Director of Product Sales at IMO Health
IMO Health

Holly Ridge, BSN, RN, CPC, CPMA
Product Manager, Medical Necessity
IMO Health 

Learning Objectives

  • Understand why medical necessity denials are difficult to manage and learn where breakdowns begin across the front end of the revenue cycle
  • Gauge the impact of stronger documentation and coding alignment on claim defensibility
  • Identify opportunities to reduce downstream rework, appeals and reimbursement delays  
Content Type: On Demand Webinar
Topic: Revenue Cycle
Delivery Method: Self-Study
Program Level: Basic
Price Transparency in Practice: Data You Can Actually Use

Original Live Webinar Date: Wednesday, April 22, 2026, 1:00–2:00 PM CST

Price transparency requirements have created unprecedented access to healthcare pricing data, yet many finance and analytics teams struggle to turn this information into usable, reliable, and actionable benchmarking. This webinar unpacks how price reporting is evolving. It will also explore the challenges inherent in working with raw price transparency data—including data quality issues, inconsistency, scale, and cost—and outlines an approach to making this data more affordable, accessible, and trustworthy for healthcare organizations. The session concludes with practical examples of how validated price transparency data can be applied to payer contracting strategy.

Speakers

Tanner Johnson
Manager of Data Client Services
Third Horizon

Cheryl Matochik
Chief Growth Officer
Third Horizon

Learning Objectives

  • Summarize key updates related to how price reporting is evolving
  • Apply best practices for validating and operationalizing price transparency data to support payer contracting strategy
  • Identify practical use cases for applying price transparency data in market analysis and financial planning

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Pricing & Cost Transparency
Delivery Method: Self-Study
Program Level: Overview
Proactive Revenue Cycle: Using AI to Change Payer Behavior

Date: Thursday, November 12, 2026, 2:00 PM – 3:00 PM CST

Uncovering, assessing and changing payer behavior is one of the most promising value propositions for which progressive health systems are turning to AI. This webinar offers first-of-its-kind insights into how payers use their data advantage to generate leakage and takes you under the hood of a health system’s data science process to uncover and change those behaviors. You’ll learn firsthand how Inova Health System turned its own data into a tool to predict, assess and address leakage proactively, as well as the processes to get payers to respond. These insights will help inform your AI strategy, highlight practical and tangible uses, and demonstrate how modern revenue cycles use data science to operate more proactively and efficiently.

Speaker


Mike Desjadon
CEO
Anomaly Insights


Erin Hodson, MSN
Vice President, Revenue Cycle
Inova Health 


Dan Unger
Chief Product Officer
Anomaly Insights

 

Learning Objectives

  • Understand how payers exploit their advantage in data to drive systemic revenue leakage
  • Determine how your organization can uncover and respond to these behaviors
  • Provide a tangible, ROI-generating use case for the deployment of AI
  • Anticipate and combat changes in payer behavior

 

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 Technology
  • 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
Specialized Knowledge: 1.00
RCM Innovation and Strategy: 2025 Survey Highlights

What's shaping the future of revenue cycle management (RCM)? This session presents key findings from the 2025 Transformative Trends Survey, offering a data-driven look at how healthcare organizations are evolving their RCM strategies. Attendees will explore emerging trends, best practices, and how the Revenue Cycle Management Technology Adoption Model (RCMTAM) is being used to align technology investments with financial performance goals. The session will also highlight how organizations are leveraging automation and innovation to meet key performance indicators and strategic objectives in an increasingly complex healthcare environment.

Original Live Webinar Date: November 11, 2025

Learning Objectives

  • Interpret the key findings and strategic implications of the 2025 Transformative Trends Survey
  • Identify best practices in RCM technology, automation and innovation
  • Assess how the RCMTAM framework supports achievement of organizational objectives and KPIs

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Revenue Cycle
Delivery Method: Self-Study
Program Level: Basic
Reducing Billing Confusion with a Patient-Centric Approach

This webinar focuses on reducing billing confusion with a patient-centric approach focuses on enhancing transparency and communication in healthcare billing. It aims to build trust, enhance patient satisfaction, and improve financial outcomes by providing clear and understandable bills. The session covers best practices for implementing patient-centric billing, such as fostering open communication, using plain language, providing detailed explanations, offering itemized billing statements, and implementing flexible payment options. The webinar also discusses the importance of technology in streamlining billing processes and reducing errors.

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Operations & Process Improvement
Delivery Method: Self-Study
Program Level: Basic
Reducing the Real Costs of Denials and A/R Impact

For many practices, denials and slow A/R are more than just financial setbacks. They create daily stress, drain resources and pull staff away from the work that matters most. Understanding the root causes early can make a measurable difference in both cash flow and operational efficiency. Join this session to learn how to identify and address common denial drivers, shorten A/R cycles and strengthen financial performance without a major system change. You’ll also walk through a real-world example to see how these strategies work in practice.

Original Live Webinar Date: September 23, 2025

Learning Objectives

  • Pinpoint common denial root causes
  • Reduce A/R days to accelerate cash flow and ease the burden on staff
  • Apply proven best practices to improve revenue cycle efficiency

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Finance & Accounting
Delivery Method: Self-Study
Program Level: Basic
Region 8 HFMA: Current Issues in Business Ethics 2024

Boz Bostrom will provide participants with an update in business ethics issues. There will be a focus on learning from real-world ethical violations involving accounting and finance professionals. Original Live Webinar Date: December 17, 2024 Learning Objectives - Understand the RCMTAM, a free company-agnostic revenue cycle management technology adoption model developed with the formal input of over 100 health system revenue cycle leaders - Assess how the RCMTAM can be used to identify strengths and weaknesses in RCM performance, with critical revenue-capture elements weighted and identified - Identify real-world results from UC San Diego Health's use of the RCMTAM 

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Governance & Standards
Delivery Method: Self-Study
Program Level: Basic
Reimagining Revenue Cycle Efficiency: Automation Case Study

In an era of razor-thin margins and rising denial rates, automation isn’t just an option—it’s a strategic necessity. But success depends on thoughtful planning, not simply deploying tools. In this session, presenters explore the real-world journey leveraging automation to improve clinical processes at Virginia Women’s Center – a member of the Privia Health Network, including medical record requests and test result updates, to revenue cycle operations such as carrier directory verification and claim screening. Participants will leave with a pragmatic framework for evaluating automation opportunities, lessons learned, and performance benchmarks to guide their own roadmap.

Original Live Webinar Date: November 25, 2025

Learning Objectives

  • Identify RCM workflows most suitable for automation
  • Understand the key steps and pitfalls in implementing automation projects
  • Evaluate success metrics to measure performance and ROI

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Revenue Cycle
Delivery Method: Self-Study
Program Level: Basic
Relationships to Transform Health Care

This course explores how providers, payers, and other healthcare stakeholders can collaborate to build value‑driven care models that improve quality while maintaining financial sustainability. Drawing on insights from HFMA’s Thought Leadership Retreat, it highlights the importance of clinical leadership, team‑based care, data sharing, and coordinated risk‑management strategies to drive meaningful systemwide transformation.

Learn about membership benefits | Explore Membership

Content Type: Bite-Size Learning
Topic: Strategy & Leadership
Delivery Method: Self-Study
Program Level: Basic
Revenue Capture and Recognition

In this course we will address the charge process and its impact on revenue cycle. Components of the chargemaster including HCPCS, CPE codes, and modifiers will be covered as well as the maintenance of the chargemaster for accurately representing services provided within a healthcare organization.

Learning Objectives

After completing this course, you will be able to:

  • Discuss the components of chargemaster and the various coding conventions used.
  • Recognize the importance of routine maintenance of charge master files.
  • Examine the challenges and value of chargemaster.

CPE Information

  • CPE Award Amount: 1 (estimated)
  • Program Level: Basic
  • Program Prerequisite: None
  • Recommended Experience: One or more years of experience in revenue cycle activities.
  • Advanced Preparation: None
  • Instructional Delivery Method: QAS Self-Study
  • Field of Study & Topic in hours: Charge Capture
  • 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

Released: March 2024

Content Type: Course
Topic: Technology & Digital Health
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
Content Type: Live Webinar
Topic: Payer & Reimbursement
Delivery Method: QAS Self Study
Program Level: Basic
Seven Key Leadership Skills to Overcome Burnout

In today's fast-paced and dynamic work environments, healthcare financial leaders face numerous challenges that can impact their effectiveness and the well-being of their teams. This course will equip leaders with the skills to rise above burnout, fatigue, disengagement, and toxicity, for both yourself, as well as your employees who are facing similar defeating behaviors. 

From active listening and empathetic communication to boundary-setting and stress management techniques, participants will develop the competencies needed to navigate leadership scenarios with confidence and compassion. 

By the end of the course, participants will emerge with actionable insights and strategies to enhance their leadership effectiveness, promote employee well-being, and cultivate thriving, resilient teams in the face of adversity.

Learning Objectives

After completing this course, you will be able to:

  • Identify burnout, fatigue, disengagement, and toxicity in yourself and your employees.
  • Explore leadership skills to help manage burnout, fatigue, disengagement, and toxicity.
  • Examine leadership skills for setting boundaries to prevent burnout, fatigue, disengagement, and toxicity.

Course Outline

  • Identifying Burnout, Fatigue, Disengagement, and Toxicity
  • Seven Leadership Skills for Rising above Burnout, Fatigue, Disengagement, and Toxicity
  • Setting Boundaries for the Future
  • Key Tips
  • 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
  • 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: Legal, Regulatory & Compliance
Delivery Method: QAS Self Study
Program Level: Basic
CPE Hours: 1.00
Specialized Knowledge: 1.00
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