Online Training Course

Prod ID: 381
Care Management - The Sweet Spot

Government and private payers alike recognize Care Management as a critical component of primary care that contributes to better health and care for individuals. Medicare began paying separately under the Medicare Physician Fee Schedule (PFS) for Chronic Care Management (CCM) services furnished to patients with multiple chronic conditions in 2015 and have since expanded care management services.




66 min



Care Management is the sweet spot for patients and practices. Learn how to implement care management services and engage your patients in the management of chronic disease(s). Jan Hailey will provide a definitive explanation of these services and teach you how to bill them correctly. Improve your understanding of the requirements and guidelines for billing care management services so your providers receive proper reimbursement for the services rendered. Know definitively who can furnish these services, and when supervision must be provided. 


Jan Hailey


Jan Hailey has more than 30 years of experience in healthcare. She is proficient in administration, coding, and billing roles, and teaches medical office professionals around the country how to excel in their careers. Jan has also been instrumental in the development of PMI's Workforce Initiatives program. 

Jan's affinity for teaching has helped countless healthcare providers and medical office professionals over the years. During her expansive career, she has served as Director of Quality for Saint Joseph Physician Network located in Mishawaka, IN, and Director of Care Management with Select Health Network, an entity of Saint Joseph Health System. As Care Management Director, Jan led the physician network and comprehensive interdisciplinary team across the health system working closely with providers, management, staff, community, and payers to develop strategies for process improvement, gap closures, and patient experience. She developed a documentation improvement program and a Hierarchical Condition Category (HCC) coding education program to predict future healthcare utilization by accurately reporting patient complexity.

Prior to joining Saint Joseph, Jan was the Director of Quality, Coding, and Compliance for one of the largest health systems in Northern Indiana. She has a Master of Health Leadership and four professional certifications in office management, coding, insurance processing, and compliance. She is a member of WPS Government Health Administrators (Medicare) Provider Outreach and Advisory Group.

Receive tips for developing documentation guidelines and coding policies for your practice and point you to resources to educate providers about care management services.

Gain insight on how to successfully engage your patients in care management and provide them the support they need between provider visits to become active partners in their own healthcare. The instructor will provide tips for developing documentation guidelines and coding policies for your practice and point you to resources to educate providers about care management services. 


  • Provider and patient eligibility requirements
  • When patient consent is required
  • Face-to-face vs non-face-to-face visits
  • How to avoid common billing snafus

Self-paced online program includes unlimited review of previously recorded instruction and the downloadable PowerPoint handout for 6 months.

Comments from past participants:

“The coding information was very useful.”

“Excellent knowledge and content!”

“Always informative, content is relevant and improves my understanding.

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