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

2. 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

3. 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.

4. 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. 

5. 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

6. 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 , 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.

7. 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 confirmation with access instructions if you choose not to launch right away).
Step 4: Once in My eLearning portal, launch your course.

8. 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 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

9. 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 and when they see it, they will know why they are receiving it.
We also recommend that you have your IT department “whitelist” s from hfma.org, and let them know to expect a large amount of (Welcome confirmation) s from us in the next week or two. This prevents the Welcome s 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 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 s 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 A Welcome letter template is attached that contains instructions.

10. SELF ENROLLING – as a New member
To Self-enroll as a New Member online:
1. Go to
2. In the HFMA Account Form, fill out all required fields. *Be sure to use work . And click Sign-Up.
3. Confirm your work . (* if you use a personal , 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 from HFMA, containing information about the benefits available to you.

11. COMMUNICATION – Confirmation Emails Sent

12. Quarterly enewsletter dedicated to our Enterprise Members

13. 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 . (Alert your IT department to expect a large number of s 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

14. Enterprise Membership Journey Map

15. Enterprise Solutions Member Help Desk HFMA
Additional Resources
Enterprise Solutions Member Help Desk HFMA