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Hospitals and Other Providers
Business Partners
Health Plans
Physicians and Other Practitioners

Career level:

Experienced Professional
Early Careerist

Recommended for:

Patient Access
Patient Accounts

Delivery Method:

Self Study

Advance Preparation:




Course Availability:

18 Months

Fact Sheet | Patient Access
HFMA presents a summary of CMS's final rule on interoperability and patient access to health data.
Course | Basic | Patient Access
This course describes the types of advance directives and explains the role of the registrar in identifying the existence of advance directives and processing such directives when they exist. It describes the specific challenges involved in...
Course | Basic | Patient Access
In this course we highlight the various types of health insurance that your patients may present at registration. We'll review the fundamentals of Medicare, Medicaid, and third-party liability plans. You'll learn how verifying a patient's i...
Trend | Patient Access
As patients pay more out-of-pocket healthcare costs, financial services influence patient experience, perceptions and actions.
Course | Basic | Patient Access

Pre-Registration and Insurance Verification

Course | Basic | Patient Access

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.

Estimated course completion time: 30 minutes
After this program, you'll be able to..
  • Identify the purpose of insurance verification

Related Courses | Patient Access

On Demand Webinar | Overview | Financial Leadership

The Business of Caring: Increasing Value Through Outcomes-Based Staffing

The linkage between nursing care and patient outcomes is widely accepted, yet it is often difficult to achieve an evidence-based allocation of nursing resources that is understood and accepted by all. Join representatives from HFMA, AONL, and ANA in an exploration of the evolution from conventional, quasi-adversarial nursing/finance working relationships to patients-first interprofessional collaboration. Walk away with a collaborative action plan to improve nursing resource allocation and thereby improve the value of care that patients receive. 

Original Live Date: HFMA Digital Annual Conference (6/26/2020)

On Demand Webinar | Basic | Coronavirus

Help patients awaiting treatment by accelerating elective procedure

The financial ramifications of the ongoing COVID-19 pandemic will be a core challenge for providers to overcome as they stabilize from the disruption of regular business operations. Navigating the shift back to doing elective procedures again in the wake of COVID-19 will require a prescriptive roadmap that will assist health systems re-engage patients.

Hear from providers on how their organization responded to COVID-19 crisis and how they seek to re-engage patients with postponed elective services by establishing a framework for outreach, care coordination and dynamic journeys that engage patients.

Original Live Webinar Date: 6/9/20

On Demand Webinar | Overview | Patient Financial Communications

New patient access, interoperability and information blocking rules

Health care professionals need to understand that the rules governing health information are changing.  Under current final rules, providers and health plans must share data directly with patients, and if a patient requests their data be shared with an app on their phone, you must comply.

These new rules change the nature of health information as we know it, and they bring new challenges-and new actors - into the more traditional health care market.

Learn about these new rules, where they came from, and what they could mean for you and your business from an expert that helped craft the federal statute creating these new rules.

Original Live Webinar Date: 4/29/20

On Demand Webinar | Basic | Coronavirus

Solutions to manage an increasing self-pay population (Responsive Revenue Cycle Management Virtual Conference 4/30/20)

Providers are facing a dramatic increase in self-pay patients as a result of the economic fallout related to COVID-19 epidemic. Providers are desperately seeking options to compassionately care for these patients while remaining fiscally viable so they can continue to deliver upon their mission. Learn strategies to find insurance coverage and public assistance while communicating with patients with a reduced-touch environment. In this session, Waystar will discuss key solutions that will enable providers to assess charity eligibility, discover potential COBRA coverage, and digitally engage with their patients.

Original Live Webinar Date: 4/30/20