Online Training Course

Prod ID: 416
Medical Office Compliance

Lack of training and knowledge is not a valid defense in a federal audit. 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.




364 min



This product is not for purchase at this time.

Don’t get caught off guard. Even honest mistakes can result in huge fines. Participants will walk away with the knowledge and tools to perform a practice Gap Analysis and Risk Assessment. Your staff needs proper education and guidance for how to avoid risk and protect the practice.

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.

This class will explain the compliance responsibilities of operating a medical practice with 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.

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

Review the 3 major compliance risk areas: Medicare, HIPAA, and OSHA, and the 7 elements of compliance that every practice must have in place. Gain the facts on other essential details to keep your healthcare organization in compliance with federal guidelines and rules:

  • 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

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

Comments from past participants:

"This course helped us to reenforce guidelines that need to be followed and reminded us of the importance of updating and following the guidelines and preparing for any emergency situations that may arise."

"I loved this course. Well done!."

"Excellent instructor. She gave a very good explanation of important information."

Other classes like this.