Online Training Course

Medical Office Compliance

This course will explain responsibilities and liabilities in a medical office. Review numerous case examples and receive guidance on compliant patient communication, reporting a breach and more.




360 min



Don't get caught off-guard when it comes to compliance. Your staff needs proper education and guidance for how to avoid risk and protect the practice. Examples of cautionary areas: billing for claims with no assignment of benefits on file, selling a photocopier without wiping patient data stored in memory, or listing employees as salaried to avoid paying overtime wages.

  • Review the 3 major compliance risk areas: Medicare, HIPAA, and OSHA
  • Learn the 7 elements of compliance that every practice must have in place
  • ADA rules and how to apply them in your practice
  • How to perform a risk assessment
  • Areas of weakness that could result in fraud investigations
  • What to do when an auditor makes contact with your office
  • Appropriate clinical documentation for compliance with payer and regulatory guidelines
  • Compliance efforts that could reduce or minimize the adverse effects of fraud investigations
  • Why you should obtain an ABN every time
  • Evaluate all HIPAA-compliant patient communication
  • How to handle a breach when it is discovered
  • Prevent, eliminate or reduce workplace hazards
  • Emergency/disaster preparedness to ensure patient and data safety
  • Explanation of penalties for non-compliance

Recording date: August 2016

Pam Joslin


Pam has more than 20 years of medical practice management, coding, reimbursement and compliance experience. She has managed in medical practices ranging from single to multi-specialty groups, including ASC. She is an advocate of process improvement and maximizing and empowering your employees to bring about the "best practice" results for your organization. She received her Master's in Management from University of Phoenix. She maintains memberships in professional organizations to support her continuing cycle of learning in the ever-changing healthcare industry. Prior to joining the PMI Instructor team she was an Adjunct Instructor and served on three advisory boards at a community college in San Antonio.

This is a basic-level class. Content assumes some experience working in a medical office.

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