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: 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
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

Learn about membership benefits | Explore Membership

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
Price Transparency in Practice: Data You Can Actually Use

Date: Wednesday, April 22, 2026, 12:00 pm – 01:00 pm (UTC-05:00 / CDT)

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 Client Services
Third Horizon
  Cheryl Matochik
Chief Growth Officer
Third Horizon
  Shawn Stack
Director of Perspectives & Analytics
Healthcare Financial Management Association


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

Tools and Takeaways

CPE Information

  • CPE Award Amount: 1.0 (60-minute segment)
  • Program Level: Overview
  • Program Prerequisite: None
  • Advanced Preparation: None
  • Delivery Method: Group Internet Based
  • Topic: Finance and Business Strategy
  • Field of Study: Business Management & Organization

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: 26AT9RAT9

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

Content Type: Live Webinar
Topic: FASB and GASB Rules and Guidelines
Delivery Method: Group Internet Based
Program Level: Basic
CPE Hours: 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
Delivery Method: Self-Study
RCM Technology in the World of AI Adoption

As artificial intelligence (AI) continues to reshape healthcare operations, revenue cycle management (RCM) is emerging as a key area of innovation. This session explores how AI adoption is applied within FinThrive and HFMA's Revenue Cycle Management Technology Adoption Model (RCMTAM), providing a framework for effective organizational application of AI. Attendees will examine practical AI RCM use cases and analyze how technology staging within the RCMTAM supports scalable, strategic adoption. Original Live Webinar Date: September 11, 2025

Original Live Webinar Date: September 11, 2025

  • Explain the fundamentals of AI and its relevance to healthcare RCM
  • Evaluate real-world use cases of AI in RCM operations
  • Assess how AI adoption aligns with technology staging in the RCMTAM framework

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
Redefining the Value of da Vinci Robotic-Assisted Surgery

As healthcare provider organizations face capacity constraints, margin pressures and workforce retention challenges, finance leaders must identify strategies to achieve financially sustainable growth with limited resources. This peer-to-peer discussion, led by HFMA Fellow Fahd Benjalil, delves into the clinical, financial and strategic value of robotic-assisted surgery. Learn how Sharp objectively evaluates the total cost of care, and discover how to leverage robotic-assisted surgery to grow volume and improve throughput. You'll leave with best practices to optimize your da Vinci robotic-assisted surgery service line for long-term financial sustainability.

Original Live Webinar Date: April 8, 2025

Learning Objectives

  • Describe evolving trends and objective evidence related to minimally invasive care and robotic-assisted surgery
  • Evaluate the total cost of care and contribution margin by surgical modality
  • Identify growth strategies
  • Apply best practices to optimize your da Vinci surgery financial strategy and infrastructure

Learn about membership benefits | Explore Membership

Content Type: On Demand Webinar
Delivery Method: Self-Study
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: Billing and Collections
Delivery Method: Self-Study
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
Delivery Method: Self-Study
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: Administration
Delivery Method: Self-Study
CPE Hours: 10.00
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
Delivery Method: Self-Study
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: Medicare Special Designations
Delivery Method: Self-Study
Program Level: Basic
Rethink Revenue Cycle: From Cost to Margin Engine

Date: Monday, May 5th, 2026, 2:00 pm – 3:00 pm (UTC-CDT)

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

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

CPE Information

  • CPE Award Amount: 1.0 (60-minute segment)
  • Program Level: Overview
  • 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.

Meeting Code: 26AT16

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