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Home > Curriculum > PMI Basics:Collections for Medical Office Professionals

PMI Basics:Collections for Medical Office Professionals

Get answers for how to handle some of your toughest collections issues.

Attend this class to improve collections knowledge. Participants will learn new strategies for educating patients about their financial responsibility, information about prompt-pay laws and a manageable, trackable system that gets results without negatively affecting patient relations.

Class Highlights:

  • Dissect each stage of the collections process
  • Overview of AR management and collections
  • Steps for obtaining accurate patient information
  • Explanation of pre-verification vs. pre-certification
  • Steps to educate patients on payment policies
  • Strategies to secure timely payment
  • Develop patient responsibility statements
  • Review options for payment plans and financial arrangements
  • Implementing policies on payment options and collections
  • Look at the true cost of statements to your operational budget
  • Receive instruction on the legal do’s and don’ts of telephone collections
  • Set benchmarks and goals for collections
  • Learn how to read an aging report
  • Rules and guidelines for extending professional courtesies
  • Strategies for handling difficult collections situations

Who Should Attend

Newly placed reimbursement personnel and front desk staff will benefit from this course. Office managers and administrators charged with training reimbursement personnel are also encouraged to attend.


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

What to Bring

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 or call 800-259-5562, M-F, 8-5 Central
  • Subscribe to our Email List for updates and news about upcoming programs, conferences and more.

  • Continuing Education Units (CEUs)

    PMI CEU APPROVED Earn 3 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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