Course name | Date
Operational Excellence Exam - Module II of CHFP

MEMBERS ONLY

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

Demonstrate a deep understanding of healthcare finance when you earn HFMA's flagship certification, the Certified Healthcare Financial Professional (CHFP).

Dive into the new financial realities of health care and come up with a better business skill set, new ideas on financial strategy, and insights into future trends. Earning this certification indicates a level of knowledge and expertise across four essential pillars:

  • Business acumen
  • Collaboration
  • Financial strategy
  • Understanding future trends

The Operational Excellence exam is Module II of the Certified Healthcare Financial Professional (CHFP). Successful completion of HFMA’s Business of Health Care examination, Module I of CHFP and active HFMA membership are the required prerequisites to enroll in HFMA's Operational Excellence program. Once you complete the Operational Excellence exam, you will have the knowledge to work more effectively toward the shared goal of improving patient health.

Package Enrollment Required:
Enroll in the CHFP package to gain access to both required modules. This package includes the HFMA Business of Health Care® and Operational Excellence modules and is available exclusively to HFMA members. 

CHFP Program Structure:
Participants complete the modules in the following order:

  • HFMA Business of Health Care®
    This online program provides a comprehensive overview of healthcare finance, including risk mitigation, evolving payment models, healthcare accounting and cost analysis, strategic finance, and financial resource management. Participants must complete the course and pass the end-of-course assessment before progressing.
  • Operational Excellence Assessment
    This module focuses on applying business acumen in healthcare through exercises and case-based scenarios. Prerequisites for Operational Excellence:
    Completion of the HFMA Business of Health Care® module and an active HFMA membership (student, business partner, or professional) are required.

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

Content Type: Certification
Designation: CHFP - Module 2
Optimizing Healthcare Liquidity Through Virtual Accounts

Healthcare finance leaders are under growing pressure to do more with less, optimizing liquidity, streamlining receivables and enhancing transparency across complex organizational structures. Traditional treasury tools often fail to meet the demands of today’s healthcare environment, where decentralized operations and high transaction volumes create daily challenges. Join KeyBank and Select Health for a forward-thinking session tailored for HFMA members, exploring how virtual sub account technology is reshaping treasury management in the healthcare sector.

Original Live Webinar Date: September 16, 2025

Learning Objectives
- Assess their organization's ability to gain real-time visibility and control over cash across multiple business lines - Apply methods to reduce manual processes and increase operational efficiency
- Strengthen financial oversight while maintaining flexibility in operations
- Implement strategies to simplify reconciliation and improve audit readiness

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Content Type: On Demand Webinar
Delivery Method: Self-Study
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 Access
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: Organizational Support
Delivery Method: Self-Study
Program Level: Basic
Patient Financial Communications: Advance of Service

HFMA's Patient Financial Communications Advance 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. It shows patient access professionals how to communicate with patients about financial matters effectively, and with respect, in ways that enhance patient satisfaction. 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, including on the phone. Get tools for explaining key terms, handling questions and comments, and helping patients understand and meet their financial obligation.

Learning Objectives

After completing this course, you will be able to:

  • 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 advance 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.
  • Identify key components of patient share financial communications and potential options based on varied patient profiles.
  • Identify the key reference tools required to conduct a patient financial conversation.
  • Demonstrate an understanding of how to conduct a patient financial conversation advance of service.
  • Demonstrate an understanding of how to leave a proper message adhering to HIPAA privacy statements.
Content Type: Course
Topic: Patient Financial Communications
Delivery Method: Self-Study
Program Level: Basic
Designation: PFCAD
Patient Financial Communications: Emergency Department

HFMA's Patient Financial Communications Emergency Department 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 the emergency department. Get tools for explaining key terms, handling questions and comments, and helping patients understand and meet their financial obligations.

Learning Objectives

After completing this course, you will be able to:

  • Demonstrate an understanding of the characteristics (who, what, where, when, and how) of a financial conversation
  • Identify the ten key components of a properly executed financial conversation in the emergency department
  • Demonstrate an understanding of the 7 C's of effective communication as related to patient financial conversations in the emergency department
  • Demonstrate and understanding of non-verbal communication when conducting patient financial conversations
  • Identify key components of patient share 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
  • Demonstrate an understanding of how to conduct a patient financial conversation in the emergency department
Content Type: Course
Topic: Patient Financial Communications
Delivery Method: Self-Study
Program Level: Basic
Designation: PFCED
 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: Organizational Support
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: Analytics
Delivery Method: Self-Study
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: Leadership
Delivery Method: Self-Study
Program Level: Basic
Policy Precision: Navigating Rev Cycle & Reimbursement Today

Join Shawn Stack on his bi-monthly webinar series designed specifically for hospital executives seeking to stay ahead of the curve in today's evolving healthcare regulatory landscape. In each session, Shawn will provide updates on the latest national healthcare reimbursement and revenue cycle regulations, policies, and trends. From changes in Medicare and Managed Care reimbursement policies to updates on proposed and final regulatory policies. This webinar series will be held every other month on the third Wednesday of the month and will equip you with the knowledge and insights needed to navigate the complex world of the healthcare business office. Don't miss this opportunity to stay informed, connected, and ahead of the curve!

Original Live Webinar Date: February 26, 2025

Learning Objectives

  • Understand the latest updates and changes in national healthcare reimbursement regulations and policies
  • Acquire actionable takeaways and strategies for improving revenue cycle performance and financial sustainability in healthcare organizations
  • Explore best practices for ensuring compliance with regulatory requirements related to healthcare reimbursement
  • Identify key trends and emerging issues impacting finance, rev cycle, and patient-centered care in the healthcare industry

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
Policy Precision: Navigating Rev Cycle & Reimbursement Today (April 2025)

Join Shawn Stack on his bi-monthly webinar series designed specifically for hospital executives seeking to stay ahead of the curve in today's evolving healthcare regulatory landscape. In each session, Shawn will provide updates on the latest national healthcare reimbursement and revenue cycle regulations, policies, and trends. From changes in Medicare and Managed Care reimbursement policies to updates on proposed and final regulatory policies. This webinar series will be held every other month on the third Wednesday of the month and will equip you with the knowledge and insights needed to navigate the complex world of the healthcare business office. Don't miss this opportunity to stay informed, connected, and ahead of the curve!

Original Live Webinar Date: April 23, 2025

Learning Objectives

  • Understand the latest updates and changes in national healthcare reimbursement regulations and policies
  • Acquire actionable takeaways and strategies for improving revenue cycle performance and financial sustainability in healthcare organizations
  • Explore best practices for ensuring compliance with regulatory requirements related to healthcare reimbursement
  • Identify key trends and emerging issues impacting finance, rev cycle, and patient-centered care in the healthcare industry

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
Policy Precision: Navigating Rev Cycle & Reimbursement Today (August)

Join Shawn Stack on his bi-monthly webinar series designed specifically for hospital executives seeking to stay ahead of the curve in today's evolving healthcare regulatory landscape. In each session, Shawn will provide updates on the latest national healthcare reimbursement and revenue cycle regulations, policies, and trends. From changes in Medicare and Managed Care reimbursement policies to updates on proposed and final regulatory policies. This webinar series will be held every other month on the third Wednesday of the month and will equip you with the knowledge and insights needed to navigate the complex world of the healthcare business office. Don't miss this opportunity to stay informed, connected, and ahead of the curve! Original Live Webinar Date: August 27, 2025

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Topic: Quality and Cost Reporting
Delivery Method: Self-Study
Policy Precision: Navigating Rev Cycle & Reimbursement Today (July)

Join Shawn Stack on his bi-monthly webinar series designed specifically for hospital executives seeking to stay ahead of the curve in today's evolving healthcare regulatory landscape. In each session, Shawn will provide updates on the latest national healthcare reimbursement and revenue cycle regulations, policies, and trends. From changes in Medicare and Managed Care reimbursement policies to updates on proposed and final regulatory policies. This webinar series will be held every other month on the third Wednesday of the month and will equip you with the knowledge and insights needed to navigate the complex world of the healthcare business office. Don't miss this opportunity to stay informed, connected, and ahead of the curve!

Original Live Webinar Date: July 23, 2025

Learning Objectives

  • Understand the latest updates and changes in national healthcare reimbursement regulations and policies
  • Acquire actionable takeaways and strategies for improving revenue cycle performance and financial sustainability in healthcare organizations
  • Explore best practices for ensuring compliance with regulatory requirements related to healthcare reimbursement
  • Identify key trends and emerging issues impacting finance, rev cycle, and patient-centered care in the healthcare industry

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
Policy Precision: Navigating Rev Cycle & Reimbursement Today (October)

Join Shawn Stack on his bi-monthly webinar series designed specifically for hospital executives seeking to stay ahead of the curve in today's evolving healthcare regulatory landscape. In each session, Shawn will provide updates on the latest national healthcare reimbursement and revenue cycle regulations, policies, and trends. From changes in Medicare and Managed Care reimbursement policies to updates on proposed and final regulatory policies. This webinar series will be held every other month on the third Wednesday of the month and will equip you with the knowledge and insights needed to navigate the complex world of the healthcare business office. Don't miss this opportunity to stay informed, connected, and ahead of the curve!

Original Live Webinar Date: October 22, 2025

Learning Objectives

  • Understand the latest updates and changes in national healthcare reimbursement regulations and policies
  • Acquire actionable takeaways and strategies for improving revenue cycle performance and financial sustainability in healthcare organizations
  • Explore best practices for ensuring compliance with regulatory requirements related to healthcare reimbursement
  • Identify key trends and emerging issues impacting finance, rev cycle, and patient-centered care in the healthcare industry

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
Powering Breakthroughs: Agility in Grants Management

Research hospitals and other providers face major operational obstacles related to managing grants -- reconciliations, billing, salary allocation and more. These obstacles not only create an administrative burden but also threaten to decrease the pace of innovation. Learn how Mass General Brigham achieved greater agility in grants management with real-time data integration, automated sub-award limits, simplified salary allocations and a custom-built solution for costing adjustments. Original Live Webinar Date: November 6, 2025

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Content Type: On Demand Webinar
Topic: Business Strategy
Delivery Method: Self-Study
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: Analytics
Delivery Method: Self-Study
Program Level: Basic
Preventing Denials Together: Provider and Payer Alignment

Insurance denials hurt more than revenue, they delay care, frustrate staff, and erode patient trust. Join this expert panel to explore the financial, operational, and patient experience impacts of denials, and learn actionable strategies to prevent denials before they happen and reduce friction. From front-end fixes to payer collaboration, you’ll gain practical insights and real-world insights from RCM leaders from across the industry that your team can implement today. If you're a revenue cycle or patient access leader, this session will equip you to lead change and partner for better outcomes. 

Original Live Webinar Date: July 15, 2025

Learning Objectives

  • Understand why denials happen in the first place—and how to identify high-impact root causes
  • Determine front-end strategies and back-end improvements to reduce, and even prevent, denials
  • Examine payer insights into the intent behind denials, compliance requirements, and how better communication can improve outcomes
  • Apply collaboration tactics that foster better relationships between providers and payers to reduce administrative burden and denial friction

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
Preventing Medical Denials Before They Start

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: Denials Management
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

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Content Type: On Demand Webinar
Topic: Finance and Business Strategy
Delivery Method: Self-Study
Program Level: Overview
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
Delivery Method: Self-Study