Onboarding Information Enterprise Solutions All Access Welcome! Onboarding Information Enterprise Solutions All Access +

TODAY’S AGENDA About HFMA Member Content Member Education Certifications Converting/Enrolling Members Self-Enrolling as a New Member Instructions Communications Next Steps The Journey Contact information

WE ARE HFMA We’re the Healthcare Financial Management Association representing 38,000 leaders in healthcare finance, clinical medicine, and health plans. We bring together professionals across the healthcare continuum to collaborate and deliver value.  Our mission is to lead the financial management of health care.

ENTERPRISE MEMBER CONTENT Members receive: hfm magazine Member-only content Chapter membership Talent management + development tools Special reports, white papers, plus regulatory updates Buyer’s Resource Guide – An online directory of solution providers Hfma.org – Personalize your experience All members who come onboard as part of your organization’s Enterprise Solutions partnership receive access to:  - hfm magazine, HFMA’s monthly flagship print publication;  - exclusive member-only content on hfma.org’s mobile and tablet friendly website; chapter membership providing networking at the local level;  - talent management and talent development tools including HFMA’s online career assessment, sample job descriptions, and compensation surveys;  - industry leading e-content and regulatory updates including special reports, case studies, and white papers published exclusively for members;  - and the Buyer’s Resource Guide which is HFMA’s annual directory of solution providers. 

HFMA.org – New and Improved We launched our new website! To personalize your digital experience: Select For You in the Main Ribbon Select Update Your Settings

ENTERPRISE MEMBER EDUCATION Members receive unlimited access to the following: Webinars* Online Learning including: Promote Yourself Catalog (formerly e2 Learning) HFMA Business of Health Care® ** Patient Financial Communications Program Patient Access Essentials Certifications Certified Revenue Cycle Representative (CRCR) Certified Healthcare Financial Professional (CHFP) Certified Specialist Business Intelligence (CSBI) Certified Specialist Physician Practice Management (CSPPM) Certified Specialist Managed Care (CSMC) Certified Specialist Accounting & Finance (CSAF) Educating your staff is a cornerstone of the Enterprise Solutions program. Our goal is to foster development and help contribute toward your organization becoming a best-in-class learning organization.   All Enterprise Solutions members receive unlimited access to:  - HFMA Forums which encourage networking and conversation around specific topics like the ones you see here;   - Newsletters, delivered via print with supplementary email, which deliver expert insights and practical strategies around key topics like the ones you see listed;   - complimentary access to 50+ annual webinars;   - and our robust online learning which includes e2 Learning, HFMA’s award-winning courseware that allows you to match training to individual needs and competencies; HFMA’s Business of Healthcare Online Program which helps your staff understand how the healthcare industry currently works and how to prepare for change; and the Patient Financial Communications Program which provides your staff with best-practice patient engagement tools.   *CPE eligible for LIVE webinars only. **CPE, CE, and CME eligible.

How to Access Online Education Step 1: Login to HFMA.org Step 2: Select “Register for Free” Step 3: Select “Launch” (you will also receive an email confirmation with access instructions if you choose not to launch right away). Step 4: Once in My eLearning portal, launch your course.

DIGITAL BADGING When you complete an HFMA certification or certificate program, you will earn a digital badge. This badge will contain metadata describing your qualifications and credentials. Display your badge in your email signature, LinkedIn profile, or anywhere you want! Why? Increase your credibility Position yourself for advancement Differentiate yourself in the job market Invest in your staff

MEMBER CONVERSION / ENROLLING Step 1: Announce your new HFMA Enterprise Membership: We recommend that you send an announcement to your employees so they can look out for their confirmation email and when they see it, they will know why they are receiving it. We also recommend that you have your IT department “whitelist” e-mails from hfma.org, and let them know to expect a large amount of (Welcome confirmation) e-mails from us in the next week or two. This prevents the Welcome e-mails from going into spam folders. Whitelist instructions are attached. Step 2: Converting Current Members: All current HFMA members on the approved roster will be converted to Enterprise members, and they will receive an automated personalized confirmation e-mail with links to information about their benefits. Step 3: Rollout to New Members There are two ways to rollout your membership to new members going forward: Bulk Upload – Provide a roster in an excel document to HFMA to upload. Confirmation emails will be sent to employees explaining their new or upgraded membership status. An formatted Excel template is attached. Individual Sign-up – Provide instructions to employees to sign up on their own at www.hfma.org. A Welcome letter template is attached that contains instructions.

SELF ENROLLING – as a New member To Self-enroll as a New Member online: 1. Go to https://www.hfma.org/membership/enterprise/enrollment.html 2. In the HFMA Account Form, fill out all required fields. *Be sure to use work email. And click Sign-Up. 3. Confirm your work email. (* if you use a personal email, you will be required to enter Enterprise Key on the next screen) 4. Fill out membership form. 5. Click “Next” button. Once completed, you’ll receive a confirmation email from HFMA, containing information about the benefits available to you.

COMMUNICATION – Confirmation Emails Sent

Quarterly enewsletter dedicated to our Enterprise Members

NEXT STEPS – to be completed two weeks post onboarding Step 1: Send an Announcement to your organization informing them of the new HFMA Enterprise Solution member benefits. A sample Announcement letter is attached to your Onboarding Email. (Alert your IT department to expect a large number of e-mails from hfma.org) Step 2: Identify organizational goals for Enterprise Solutions and communicate them to HFMA. Together we will put together strategies to meet your identified goals to ensure that you get the most value out of your HFMA Enterprise membership. Step 3: Create an information sharing resource, such as an Intranet or SharePoint site where employees can access resources and additional information about HFMA membership. Step 4: Identify additional key contacts at your organization who we should be engaged with such as Human Resources or Training Managers who can help introduce and rollout member benefits to your employees Step 5: Schedule meeting with HFMA Education to discuss education plan, rollout and options

Enterprise Membership Journey Map

Enterprise Solutions Member Help Desk HFMA Additional Resources Enterprise Solutions Member Help Desk HFMA esmember@hfma.org