Training That Changes How Your Team Works
Training that fits your workflow — delivered by ClaimetryX facilitators or client-approved, vetted specialist instructors, depending on your organization's needs.
Public live virtual workshops
Instructor-led sessions on core revenue cycle topics. Sessions are announced when scheduled — contact us to be notified.
Private department & team workshops
Training tailored to your department, roles, payer mix and workflows. Quote-based, scoped to your needs.
Facilitated certification preparation
Guided study for ClaimetryX certification. Preparation does not grant certification — candidates must pass the required exam.
Learning outcomes
- Identify root causes of common denials and route them correctly
- Apply payer and Medicare guidance using official sources
- Choose correctly between corrected claim, appeal and patient responsibility
- Use consistent, documented workflows across roles
- Track the KPIs that matter for your department
Formats
Live virtual, onsite, or hybrid sessions with case-based exercises, role-specific practice scenarios, job aids and knowledge checks.
Curriculum topic areas
- Patient access, registration & eligibility
- Prior authorization & referrals
- Charge capture & coding fundamentals
- Claim submission & clearinghouse edits
- Denial prevention & root cause
- Appeals & corrected claims
- Payer policy & Medicare/MAC guidance
- Payment posting & remittance (CARC/RARC)
- Patient financial responsibility & bad debt
- Revenue cycle leadership & KPIs
Learn in the systems your staff actually use
Customize training to your workflows and EMR
Workflow material review
Review of client-approved, sanitized and de-identified SOPs, desk aids and workflow documents.
Supervised EMR screen share
Scheduled, client-controlled screen share in a demonstration or training environment.
Vendor-approved sandbox
Where appropriate, use of a vendor-approved sandbox or test environment.
With your approval, we tailor practice scenarios, role-specific exercises, job aids, competencies and curriculum from these inputs. ClaimetryX does not integrate with production EHRs, sync EMR data, or accept system login credentials.
Never submit usernames, passwords, patient identifiers, real patient screenshots, exports, production data or any PHI through this site. Do not give ClaimetryX your personal EMR login or unrestricted production access. Screen sharing must use a client-controlled training environment and synthetic cases unless a separate contractual and security review — including any necessary business associate agreements — has been completed.
From your workflow to a curriculum
- 1.Discovery & review of client-approved, de-identified workflow materials
- 2.Map workflow steps, roles and EMR screens (via supervised screen share where appropriate)
- 3.Gap review and a customized training outline
- 4.Client review and approval of the outline and materials
- 5.Live facilitated training
- 6.Optional post-training competency check
Instructors & confidentiality
Training is led by ClaimetryX facilitators or by vetted outside specialist instructors that you approve. Specific instructors and availability are confirmed in your proposal. Outside instructors receive only the de-identified materials needed for your course, only after your written approval, and under a confidentiality agreement. Your materials are used solely to customize your organization's training — not shared with or reused for other clients.
Secure workflow document upload
Direct upload is not enabled on this public website. Request secure access in the form below; after security review and any required agreements, we will arrange an approved, restricted way to provide de-identified workflows. Do not email real patient information.
Request secure workflow upload accessRequest a Training Proposal
Private training is quote-based. Do not include patient-identifying information.