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Home > Audio Learning Center > PMI Basics: Collections for Medical Office Professionals

PMI Basics: Collections for Medical Office Professionals

Instructor:GeoJan Wright, CMC, CMIS, CMOM
Dates: Two 90-minute live webinar sessions on Thursdays, 9/28 and 10/5
Time: 2:00 p.m. to 3:30 p.m. Central (Noon Pacific, 3 p.m. Eastern).
Fee: N/A per person. This Webinar Course is not included as part of the Total Access subscription.
Target Audience:Newly placed reimbursement personnel and front desk staff will benefit from this course. Office managers and administrators charged with training reimbursement personnel are also encouraged to attend.
Prerequesites:This is a basic level course. No prior training is necessary, and no outside materials are required.
Materials: Participants receive a digital course manual. Set meetings@meetings.readytalk.com as a Safe Sender in your email server.
CEUs: PMI certified professionals will earn 3 CEUs. A certificate is sent via email upon completion of the course. If you are seeking CEUs for other organizations, contact them for pre-approval and credit guidelines.

This course will be recorded and available in PMI’s Online Training Center approximately four days after the last recording date. Registrants for this webinar course will receive access to these session recordings and digital course manual for up to one year.

Program Description

Billing errors and denials cost providers millions of dollars each year in lost income and productivity. The information in this course will lead to fewer denials and more accurate, compliant claims.

Course Highlights

  • Dissect each stage of the collections process
  • Overview of AR management and collections
  • Steps for obtaining accurate patient information
  • Explanation of pre-verification vs. pre-certification
  • Steps to educate patients on payment policies
  • Strategies to secure timely payment
  • Develop patient responsibility statements
  • Review options for payment plans and financial arrangements
  • Implementing policies on payment options and collections
  • Look at the true cost of statements to your operational budget
  • Receive instruction on the legal do’s and don’ts of telephone collections
  • Set benchmarks and goals for collections
  • Learn how to read an aging report
  • Rules and guidelines for extending professional courtesies
  • Strategies for handling difficult collections situations

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 3 PMI CEUs for attendance at this program. Practice Management Institute grants CEUs for its certified professionals based on total number of instructional hours (1 CEU per hour of classroom instruction). CEUs may be applied to annual recertification requirements, as directed in the certification renewal requirements for your credential(s).

If you are seeking CEU credits for other certifications or organizations, please contact your organization for pre-approval and credit guidelines. A certificate of attendance will be provided.


About the Presenter

GeoJan has more than 25 years of health care experience in all phases of management, business operations, state and federal regulations. She has worked in billing and collection operations, human resources, payroll, accounts payable, accounts receivable, employee benefit programs, monthly management reports and reconciliations, daily financial activities, scheduling, OSHA regulations, CLIA regulations, radiology and laboratory operations. She has hands-on experience in all phases of insurance, including worker’s compensation and HMO’s. GeoJan has participated in expansion projects with the SmartLab system, developed programs for physician office training, and founded a local office manager’s association. She has specialized training in insurance, coding and as an Authorized Trainer for OSHA 501 courses. Additionally, she has worked in collections for two large hospital systems. She has recent experience onboarding physicians and setting up and managing medical practices as the Market Operations Manager. GeoJan’s strong work ethic and organizational and problem-solving skills make her an excellent communicator who believes in fostering teamwork. Her teaching experience includes serving as an instructor for Angelina College’s Community Service division.




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