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

4 Reasons to Attend

  1. Learn how to determine whether a breach has taken place along with notification protocols.
  2. Every office that submits claims to a third-party payer must be compliant.
  3. Course provides guidance on fraud and abuse, HIPAA and OSHA compliance.
  4. Instruction on the 7 elements of compliance that every practice must have in place.
This class will explain all the compliance responsibilities and liabilities in a medical office. 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.

Class Highlights:

  • 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 payor 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

Who Should Attend

Content is relevant for providers, billing professionals, office managers, consultants, and anyone seeking a better understanding of medical office compliance guidelines.


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

What to Bring

A course manual will be provided. No supplementary materials are required for this course.

Program Schedule

There are no live classes available at this time. See below for more options.

Can’t find training near you?

  • Visit our Online Training Center for more options.
  • Bring an Instructor onsite for group training. Contact [email protected] or call 800-259-5562, M-F, 8-5 Central
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  • Not able to attend a live session?
    Check out our self-paced version!

    Online Training

    Continuing Education Units (CEUs)

    PMI CEU APPROVED Earn 6 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.


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