An Online Training Program to Enhance Patient Access Team Performance 

Patient Access Essentials is a comprehensive, online self-paced training module (easily accessible 24/7 via desktop or tablets) developed as 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.   

After participating in the Patient Access Essentials program, learners will be better prepared 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


Benefits for Providers

  • Offers a simple, affordable training solution to enhance revenue cycle performance
  • Provides a quick ROI by managing/preventing denials
  • Provides staff with the tools for effective Patient Financial Communications
  • Enhances patient satisfaction 

Benefits for Staff

  • Saves supervisors time by providing consistent, high-quality training to revenue cycle teams and new hires
  • Trains staff quickly to be more productive, accurate, and patient-focused from day one
  • Supervisors are provided real-time learner assessment to monitor skills and competency gaps
  • Helps retain and engage staff in support of long-term career growth

Benefits for Patients

  • Ensures knowledgeable and accurate provider-patient interaction
  • Provides tools to meet clearly-defined patient expectations from initial contact through billing process
  • Helps staff to educate patients about their financial responsibility
  • Promotes a positive customer experience


A Simple, Cost-Effective Learning Solution for Revenue Cycle Front-Line Staff

A self-study program consisting of four online courses and a timed assessment. 

Courses include:

Course 1: Revenue Cycle Overview

Course 2: Customer Service & Patient Satisfaction

Course 3: Importance of Insurance Verification

Course 4: A Day in the Life of a Patient Access Super Star

Upon completion of this course:

Participants will complete a 75-question (multiple choice) online, timed assessment that is intended to provide supervisors with real-time feedback on competency gaps. Participants will receive feedback on incorrect responses to enhance their learning.  


Patient Access Essentials is available to individual members of HFMA at no charge, as part of the new all-access membership. 

Non-members can also purchase Patient Access Essentials for $75.

The complete Patient Access Essentials Training Program is also available for purchase by organizations directly from HFMA. The program is available for any number of patient access staff. The more staff who participate, the more your organization can save.

 Number of learners  Price per learner
2-50  $75
51-100 $70
101-200 $60
201+ $50

Please contact the HFMA Education Team if:

  • You would like to schedule a demo.
  • You would like to place an order.
  • Learn more about team access for your organization.


Would you like to complete the Patient Access Essentials Training Program on your own?
Add to Cart 

Not a member but want access? Join today and unlock access to Patient Access Essentials. You'll also get unlimited use of all of HFMA’s on-demand learning and certification programs—all designed to sharpen skills, set you up for success, and ensure you're part of the solution.