Free for HFMA Members
Buy HFMA Membership to Attend

Delivery Method:

Self Study

Course Availability:

18 Months

Recommended for:

Patient Access
Patient Financial Services
Revenue Cycle

Career level:

Early Careerist
Experienced Professional


Business Partners
Hospitals and Other Providers

Advance Preparation:



Article | Self-Payment Collection

In this article, Professional Credit discusses how it helps healthcare organizations effectively and positively engage patients throughout their healthcare financial journeys.

Executive Roundtable | Self-Payment Collection

In this roundtable, several revenue cycle leaders discuss how they are tackling escalating patient responsibility, exploring the value of putting individuals on pathways toward payment that boost satisfaction and revenue.

News | Self-Payment Collection

Highlights include an HFMA webinar on improving collections and reducing bad debt, conference calls by the Centers for Medicare & Medicaid Services and a Senate hearing on vertical consolidation in the healthcare industry.

Article | Self-Payment Collection

An industry-leading patient financial solutions company details how its credit card solution facilitates patient payment, helping the patient and healthcare organization.

Trend | Self-Payment Collection

Focusing on accounts that are most likely to be paid in full and identifying billable insurance can help hospitals tackle self-pay challenges.

Course | Basic | Self-Payment Collection

PAE: Self-Pay Follow Up

Course | Basic | Self-Payment Collection

PAE: Self-Pay Follow Up


In this course we will address patient balance billing after insurance; contract issues and limitations; and required processing differences between bad debt and financial assistance care (such as charity). Appropriate notations are included within the course to direct you to the specific requirements of Section 501(r) of the Internal Revenue Code course related to financial assistance policies, applications and other requirements for non-profit hospitals in the handling of potential and eligible financial assistance patients. This course also includes an overview of Medicare bad debt rules and their financial impact.
After this program, you'll be able to..
  • Identify the key elements of a comprehensive financial policy
  • Identify the factors considered in self-pay follow up and account resolution activities

Related Courses | Self-Payment Collection

Course | Basic | Patient Financial Communications

PAE: Patient Financial Communication

In this course we will address the Patient Financial Communications Best Practices through concepts of financial counseling. We'll review patient financial care concepts, which include negotiating account resolution, identifying and initiating financial assistance processes (charity), pursuing time-of-service collections and achieving account resolution.

Certification | Intermediate | Revenue Cycle

Certified Revenue Cycle Representative (CRCR)

Healthcare rules are becoming more complex. Patients are demanding a better experience. Your staff is being held at a higher level of accountability than ever before.

With the industry's shift from volume to value, it is essential that revenue cycle staff have a broad understanding of the contemporary revenue cycle and how it influences the financial outcomes of the organization.

HFMA's CRCR is the only content available today that provides a national-level certification for addressing the contemporary patient-centric revenue cycle. Discover how comprehensive CRCR training for your revenue cycle staff can help your organization.

Course | Basic | Patient Financial Communications

Patient Financial Communications

HFMA's Patient Financial Communications Training Program is an online toolkit that provides revenue cycle staff with guidance for conducting sensitive financial conversations with patients. It shows patient access professionals how to communicate with patients about financial matters effectively, and with respect, in ways that enhance patient satisfaction.

This program was developed by HFMA based on their Patient Financial Communications Best Practices.

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, in the emergency department, and in non-emergency situations. Get tools for explaining key terms, handling questions and comments, and helping patients understand and meet their financial obligations.

This online program includes three course modules:

  1. Advance of Service
  2. Time of Service
  3. Emergency Department
Each course module is available separately as well.

Course | Basic | Patient Access

Patient Access Essentials

Everyone with patient access contributes to financial performance. This four-part 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.