Course catalogue

Course name

Course category

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Rethink Revenue Cycle: From Cost to Margin Engine

Original Live Webinar Date: Wednesday, May 5, 2026, 1:00–2:00 PM CST

Revenue cycle is no longer just a set of departments or disconnected workflows, it is increasingly a financial operating model that determines how predictably revenue converts to margin. As challenges within the revenue cycle grow, point solutions and labor-scaled models struggle to protect margin at scale. This session explores how leading organizations are rethinking revenue cycle as an orchestrated, AI-enabled system designed to prevent leakage upstream, reduce revenue variance, and improve operating leverage, without adding more fragmented tools or scaling cost linearly with volume. The differentiator is administrative autonomy, meaning the share of revenue cycle work completed end-to-end with minimal human touch.

Speakers

Dr. David Nace
Chief Medical Officer
Innovaccer

Patrick Leonpacher
Senior Vice President - Product
Innovaccer

Kelly Canter
Managing Director - Growth Strategy, RCM/Flow
Innovaccer

Learning Objectives

Understand why current revenue cycle models often fail to protect margin as administrative complexity rises
Determine where revenue leakage is building across denials, underpayments, prior authorization and documentation/coding
Apply lessons to reduce revenue variance and make financial performance more predictable
Evaluate automation in a way that improves control, governance and readiness for enterprise scale

Content Type: On Demand Webinar

Topic: Revenue Cycle Technology

Delivery Method: Self-Study

Program Level: Basic

Recommended For: Revenue Cycle

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: Analytics

Delivery Method: QAS Self Study

Program Level: Basic

Recommended For: Patient Access

CPE Hours: 1.00

Specialized Knowledge: 1.00

ROI of AI: Maximizing Your RCM Processes

AI can be a gamechanger in healthcare revenue cycle management (RCM) — especially if you know how and where your team should be using it. This webinar will share results from a new study where 300+ industry leaders were surveyed about the current state of AI adoption in healthcare payments. Don't miss this opportunity to uncover why 82% of healthcare leaders now consider AI integral to their RCM operations.

Original Live Webinar Date: September 24, 2025

Learning Objectives

Discover how and where AI is producing results
Understand why growing trust in AI is accelerating adoption
Know where leaders are planning to expand AI investments next

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Content Type: On Demand Webinar

Delivery Method: Self-Study

Sep 1: Pinpoint Revenue Leakage Before It Becomes Margin Loss

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.

Speakers

Joshua Baracks
Engagement Manager
Sage Growth Partners

Daniel D’Orazio
CEO
Sage Growth Partners

Diana Richard
AVP, National Accounts, Pathology/Radiology/Health Systems
XiFin, Inc.

Learning Objectives

Identify where revenue leakage can occur across ancillary and outpatient revenue cycle operations
Connect everyday billing, claims, patient access, reimbursement, and workflow issues to financial impact
Recognize patterns in denial and reimbursement data that point to root causes and process improvement opportunities
Distinguish frontline-actionable issues from challenges that require leadership, payer, or cross-functional intervention
Apply research-based findings to prioritize practical actions that reduce rework, improve cash flow, and strengthen revenue cycle performance

CPE Information

CPE Award Amount: 1.0 (60-minute segment)
Program Level: Basic
Program Prerequisite: None
Advanced Preparation: None
Delivery Method: Group Internet Based
Topic: 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.

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

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: Leadership

Delivery Method: QAS Self Study

CPE Hours: 1.00

Seven Qualities of an Emotional Intelligent Leader

This course will provide an overview of emotional intelligence and how it impacts leadership and your life. By learning the seven qualities of an emotional intelligent leader, you will gain actionable steps for applying these qualities to lead teams and organizations.

Learning Objectives

After completing this course, you will be able to:

Identify the basics of emotional intelligence.
Explore the seven qualities of an emotionally intelligent leader.
Apply emotional intelligence (EQ) principles.

Course Outline

Emotional Intelligence Basics
Seven Qualities of Emotionally Intelligent Leaders
Applying Emotional Intelligence
Assessment and Evaluation

CPE Information

CPE Award Amount: 1.0
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: Leadership

Delivery Method: QAS Self Study

Program Level: Intermediate

CPE Hours: 1.00

Specialized Knowledge: 1.00

Shared teaching resources for category: Course

Smarter Denial Prevention That Protects Revenue - No New Tools

Original Delivery Date: June 18, 2026, 2:00 - 3:00 PM CT

Denials often originate long before a claim is submitted. Gaps in medical necessity, site of care selection, and preventive screening validation contribute to avoidable denials, administrative burden, and lost revenue. This HFMA session explores how leading organizations are shifting from reactive denial management to proactive prevention by embedding real time validation into clinical workflows. Learn how to reduce denials, minimize rework, and protect revenue without adding complex tools or software to your EHR.

Content Type: On Demand Webinar

Topic: Denials Management

Delivery Method: Self-Study

Program Level: Overview

Recommended For: Finance

Sponsor: IMO Health

Smart Structures, Strong Teams: Rethink How Work Gets Done

In today's healthcare environment, team stability, satisfaction, and retention are harder than ever to maintain. This session explores smarter ways to ease pressure on staff while giving them clarity, support, and room to grow. Learn how assessing your operational models for end-to-end opportunities can bring more consistency, focus, and simplicity-without adding to workloads. Discover how new approaches streamline work, reduce burnout, and open career paths, while freeing time for what matters most: patient care. Garett Kreitz, Co-President of Med-Metrix, will share strategies to reinforce teams, simplify operations, and help employees thrive amid ongoing change.

Original Live Webinar Date: October 2, 2025

Learning Objectives

Discover opportunities for organizational enhancements
Leverage technology to reduce redundant workflows
Strengthen team capabilities and expand their know-how
Empower staff to take ownership of vendor relationships
Implement strategies to buffer against patient volume variability

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Content Type: On Demand Webinar

Delivery Method: Self-Study

Solutions To Help The Healthcare Industry Move Forward

This course examines the growing decline in consumer confidence in healthcare and explores how leaders can rebuild relationships, strengthen transparency, and restore trust across their communities. Drawing on insights from HFMA’s Fall 2023 Thought Leadership Retreat, it highlights ten keys to restoring trust — defining the issue, measuring trust, boosting affordability, increasing value, healing clinicians, improving transparency and equity, leveraging digital tools, reducing systemic friction, and taking timely action.

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Content Type: Bite-Size Learning

Topic: Health Plan Payment and Reimbursement

Delivery Method: Self-Study

Program Level: Intermediate

Stanford Health Care’s Playbook for Rich Financial Insight

Original Live Webinar Date: Wednesday, May 19, 2026, 1:00–2:00 PM CST

Healthcare organizations generate massive volumes of clinical and financial data, but legacy Enterprise Resource Planning (ERP) systems often make it hard for finance teams to turn that data into timely, actionable insight. In this session, Stanford Health Care will share how its finance team moved off a legacy ERP and redesigned financial processes for the future of work. By connecting operational and financial data, Stanford established a new standard of insight. Today, the team has clear visibility into service line and provider-level performance, reconciles transactions daily, and maintains stronger audit trails and financial controls. The result: Less time spent chasing data and manual work - and more time focused on analysis, decision-making, and action.

Speakers

Mahesh Kinhikar
Sr. Director, Business and Financial Systems
Stanford Health Care

Mahesh Kinhikar is a strategic technology leader with over 20 years of experience in enterprise applications and digital transformation in healthcare. As Senior Director of Technology and Digital Solutions at Stanford Healthcare, he leads all enterprise business systems including Workday Financials, HCM, Supply Chain, and Payroll systems. He led Stanford Healthcare's HCM and ERP transformation journey, which earned Workday's prestigious "Finance of the Future" Innovation Award for excellence in platform deployment and business outcomes. Mahesh partners closely with senior executives and operational leaders to drive process optimization, automation, and data-driven decision-making across finance, supply chain, and people operations. He specializes in building scalable, AI ready, and compliant technology foundations for complex healthcare organizations.

Prarthna Advani
Director – Business & Finance Systems & Services
Stanford Health Care

An Information Technology executive with 23 years of experience, Prarthna Advani has lead large-scale clinical and business systems transformations that strengthen organizational performance and deliver measurable outcomes. With 18 years in application and infrastructure leadership at Stanford Health Care, she has partnered closely with executive, business, and clinical leaders to implement and modernize enterprise platforms, including Epic EMR and large ERP ecosystems such as Workday and Lawson. She has successfully guided multimillion-dollar, multi-site transformations, built high-performing global teams, and introduced innovations such as robotic process automation, advanced analytics, and RFID-enabled supply chain systems. Known for combining deep operational insight with strategic execution, she is committed to developing talent, fostering continuous improvement, and advancing technology-enabled healthcare transformation.

Daniel Fortenko
Sr. Product Marketing Manager
Workday

Daniel Fortenko is a Senior Product Marketing Manager at Workday. With nearly a decade of experience in the industry, Daniel specializes in bridging the gap between product innovation and real-world business value for the Office of the CFO. A graduate of UCLA and the UC San Diego Rady School of Management (MBA), Daniel brings a data-driven, strategic lens to enterprise operations. He is an expert in helping organizations leverage technology to drive meaningful finance transformation.

Learning Objectives

Understand how connecting operational and financial data improves visibility and decision-making
Learn how to modernize finance processes beyond legacy ERP limitations
Explore how to reduce manual work and enable more timely, data-driven insights

Content Type: On Demand Webinar

Topic: Analytics

Delivery Method: Self-Study

Program Level: Basic

Recommended For: Revenue Cycle

Strategies to Prevent Claims Denials

This course defines claims denial management and explains the impact of claims denials on hospitals. It highlights the benefits to hospitals of managing claims denials effectively and describes how claims denials can be managed both before and after denials take place. The course describes types of denials and discusses key strategies for preventing and correcting some common causes of denials.

Learning Objectives

After completing this course, you will be able to:

Define claims denial management
Recognize the main functions of a claims denial management program
Recognize the benefits of claims denial management
Define the term "denial"
Identify six types of denials: technical denials, medical denials, partial payments, claim suspensions, discrepancies, and late payments
Name some of the reasons why hospitals get technical and medical denials
Identify some ways to prevent and correct technical and medical denials
Recognize how discrepancies and late payments affect a hospital's bottom line
List some ways to prevent and pursue discrepancies and late payments
Recognize why hospitals should focus on preventing claims denials
Recognize how hospitals can measure and analyze denial data to identify the root causes of denials
Define the term "revenue cycle"
Summarize the various strategies hospitals use to proactively reduce denials

Course Outline

Benefits of Managing Claims Denials
Types of Denials
Proactive Strategies to Prevent Denials
Assessment and Evaluation

Content Type: Course

Topic: Cost Effectiveness of Health

Delivery Method: Self-Study

Program Level: Basic

CPE Hours: 1.00

Strategies to Strengthen Outpatient Margins and Cash Flow

Outpatient and ancillary services are growing nearly twice as fast as inpatient care, yet rising costs and payer rules are putting margins at risk. Denial thresholds for outpatient claims are 25–50 percent stricter, and many hospitals report backlogs of up to 20 percent of claims due to authorization errors. In this webinar, hospital finance leaders will explore how to improve financial visibility, reduce avoidable denials, and keep cash moving. Gain practical steps to protect revenue, address staffing gaps, and build a more resilient outpatient revenue cycle.

Original Live Webinar Date: November 18, 2025

Learning Objectives

Explain how payer site-of-care mandates and stricter denial thresholds affect outpatient revenue and margins
Assess key outpatient performance measures such as denial rates, clean claim rates, and days in accounts receivable to identify revenue risks
Identify process gaps that lead to recurring claim backlogs and delayed reimbursement
Develop a plan to improve revenue capture by addressing authorization accuracy, registration quality, and cash flow visibility
Prioritize technology, staffing, and workflow changes that strengthen outpatient revenue cycle resilience and support long-term sustainability

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Content Type: On Demand Webinar

Delivery Method: Self-Study

Success Without Hubris

This bite-sized leadership course draws on principles influenced by Jill Geisler. The Success Without Hubris course focuses on achieving success with humility, emotional intelligence, and strong workplace relationships. The course emphasizes leading with confidence while avoiding arrogance, encouraging participants to build trust, communicate effectively, and support the success of others.

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Content Type: Bite-Size Learning

Topic: Leadership

Delivery Method: Self-Study

Program Level: Basic

The CFO Outlook: Strategic Directions in Healthcare Finance

A data-driven look at how healthcare finance leaders are responding to rising costs, reimbursement delays and regulatory pressures. Featuring insights from the Sage 2025 Service Provider Survey, conducted by HFMA, this webinar explores how automation, analytics and strategic reporting are reshaping financial planning and forecasting. Discover what’s driving technology investments, where confidence gaps exist, and how high-performing healthcare finance executives are leading transformation with smarter tools and real-time visibility. Sponsored by: Sage

Content Type: On Demand Webinar

Topic: Business Strategy

Delivery Method: Self-Study

Program Level: Basic

Recommended For: Accounting

The Future of Patient Engagement

Healthcare organizations transitioning to value‑based care are realizing that fully engaging patients is essential for improving outcomes and achieving financial sustainability, yet many still struggle to identify effective engagement strategies. Insights from HFMA’s Thought Leadership Retreat highlight emerging approaches—including digital tools, chronic care support, and end‑of‑life engagement—while acknowledging persistent obstacles that providers must overcome to enhance patient participation.

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Content Type: Bite-Size Learning

Topic: Patient Access

Delivery Method: Self-Study

Program Level: Basic

Three Key Components for Effective Leadership Storytelling

This course will provide you with an overview of how to use storytelling as an effective and powerful leadership tool. By learning the three key components for storytelling you will gain actionable steps for gaining and enhancing your leadership skills.

Learning Objectives

After completing this course, you will be able to:

Identify storytelling’s place in the leadership process.
Discover the transformative power and key ingredients of good storytelling.
Evaluate the need for effective collection and curation of stories.
Apply storytelling skills to motivate and lead teams.

Course Outline

Identifying Transformative Power of Stories
Collecting and Curating Stories
Applying Storytelling “Right Stuff"
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: Leadership

Delivery Method: QAS Self Study

Program Level: Basic

CPE Hours: 1.00

Specialized Knowledge: 1.00

Three Key Leadership Strategies for Managing Labor and Productivity

This course will provide an overview of how managing labor and productivity can drive operational execution and efficiency management for leaders. By learning the three key leadership strategies for managing labor and productivity, you will gain actionable steps for leading productive teams and organizations.

Learning Objectives

After completing this course, you will be able to:

Identify the fundamentals of labor management.
Assess leadership strategies for managing labor dollars and productivity.
Apply leadership strategies for managing labor to support financial operating and strategic plans.

Course Outline

First Leadership Strategy: Fundamentals of Labor Management
Second Leadership Strategy: Managing to Productivity Targets – C-Suite Members and Senior Leadership Teams
Third Leadership Strategy: Developing Action Plans
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: Leadership

Delivery Method: QAS Self Study

Program Level: Basic

CPE Hours: 1.00

Specialized Knowledge: 1.00

Three Pillars for Leadership Presentation Delivery

In this course you will develop the skills needed to adapt your presentations dynamically based on audience reactions and feedback. This course emphasizes using physical presence, body language, and vocal techniques to engage audiences and establish a commanding leadership persona. Additionally, you will learn how to craft clear, concise, and persuasive messages that inspire and motivate listeners. Through practical exercises and real-world examples, you will gain the confidence to effectively connect with any audience and drive impactful communication in every presentation.

Course Outline

Pillar 1: Mental Agility
Pillar 2: Keep It Simple
Pillar 3: Compelling Structure

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Content Type: Bite-Size Learning

Topic: Leadership

Delivery Method: Self-Study

Program Level: Basic

Three Secrets of Influential Leadership

Healthcare finance leaders need to exert influence, drive positive change, and establish strong relationships with stakeholders. In this course, you will delve into the concept of authentic influence and its relevance in healthcare finance leadership. Through practical examples, you will explore the three secrets of influential leadership, equipping yourself with valuable tools to enhance your ability to influence stakeholders authentically.

Learning Objectives

After completing this course, you will be able to:

Describe authentic influence and its significance in healthcare finance leadership.
Explore three key strategies for becoming an influential leader. 
Discover brain-based strategies to establish trust and credibility as a leader.
Apply influential leadership strategies to common challenges in the healthcare finance industry.

Course Outline

Influential Leadership Basics
Secret 1 - Clarity
Secret 2 - Audience
Secret 3 – Plan
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