Online Training Course

Prod ID: 161
PMI Basics: Collections for Medical Office Professionals

Course provides an overview of AR management and collections in the medical practice. Review each stage of the collections process. Learn how to educate patients on payment policies and succeed in securing timely payment for services provided.








180 min



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Get answers for how to handle some of your toughest collections issues. Learn new strategies for educating patients about their financial responsibility. Gain information about prompt-pay laws. Learn how a manageable, trackable collections system gets results without negatively impacting provider-patient relations.

GeoJan Wright


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. She is PMI’s Director of Business Development in the Deep East Texas region. Her teaching experience includes serving as an instructor for Angelina College's Community Service division.

Complete this program to improve knowledge of collections in the medical practice. Newly placed reimbursement personnel and front desk staff will benefit from this course, Office managers and practice administrators charged with training reimbursement personnel will also find this program beneficial to their role.

This is a basic-level course. No prior training is required. No supplementary materials are required.




  • Obtaining accurate patient information
  • Pre-verification vs. pre-certification
  • Educating patients on payment policies
  • Strategies to secure timely payment
  • Developing patient responsibility statements
  • Payment plans and financial arrangements
  • The cost of statements to your operational budget
  • Legal do’s and don’ts of telephone collections
  • Setting benchmarks and goals for collections
  • How to read an aging report
  • Guidelines for extending professional courtesies
  • Strategies for handling difficult collections situations

On Demand viewing of two 90 minute recorded instructional sessions. Includes digital course manual. 

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